Boltwood-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MCHI",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "ALL",
  "GOOGL",
  null,
  "VDE",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "SAN",
  null,
  null,
  null,
  "D",
  null,
  "FCX",
  "HON",
  "HD",
  "MCD",
  null,
  null,
  null,
  null,
  null,
  "UNP",
  null,
  null,
  "ICE",
  "META",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  "MMC",
  "MA",
  "MSFT",
  "MDLZ",
  "FTV",
  "GE",
  null,
  null,
  "BX",
  "IJR",
  "KLAC",
  "ORCL",
  null,
  null,
  null,
  null,
  "EEM",
  "PANW",
  "PYPL",
  "PEP",
  null,
  null,
  "AAPL",
  "NVDA",
  "GS",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  null,
  null,
  null,
  "NOW",
  "RTX",
  "SPDW",
  null,
  null,
  null,
  "AMT",
  null,
  null,
  null,
  null,
  "IBM",
  "SBUX",
  "TPR",
  "TJX",
  "TFC",
  "VNQ",
  "SCHW",
  null,
  "VWO",
  null,
  null,
  null,
  null,
  null,
  "VIG",
  "XLB",
  "IEF",
  null,
  "GSK",
  null,
  null,
  null,
  null,
  "HAL",
  "AMD",
  "AMZN",
  "SCHB",
  "VEU",
  null,
  "VGT",
  null,
  "USB",
  "VFH",
  "WMT",
  "WFC",
  null,
  null,
  null,
  "SCHF",
  "SCHA",
  "NSC",
  "JCI",
  "CRM",
  "RDDT",
  "ZBH",
  null,
  null,
  "ADP",
  "BMO",
  "BRK-B",
  "BDX",
  "BA",
  "BMY",
  "CDW",
  "CVX",
  "CMG",
  "CSCO",
  "CME",
  "KO",
  "CMCSA",
  "COST",
  "CRWD",
  "CVS",
  "DHR",
  "EWJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "NEE",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "PM",
  "XLK",
  "MCHP",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 170
Total Value: 328943416
Accession Number: 0001563690-25-000005
Form Type: 13F-HR
CIK: boltwood-capital-management
Manager Name: Boltwood-Capital-Management

Data Enrichment

68% identified

115 identified55 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

170 positions • $328.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464288646

Shares:78.7K

Value:$4.1M

% of Portfolio:1.3% ($4.1M/$328.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:16.4K

Value:$4.0M

% of Portfolio:1.2% ($4.0M/$328.9M)

33939L761

Shares:82.9K

Value:$4.0M

% of Portfolio:1.2% ($4.0M/$328.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:24.6K

Value:$3.8M

% of Portfolio:1.2% ($3.8M/$328.9M)

CHEVRON CORP

CVX|166764100

Shares:22.7K

Value:$3.8M

% of Portfolio:1.2% ($3.8M/$328.9M)

AMAZON COM INC

AMZN|023135106

Shares:15.9K

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$328.9M)

EXXON MOBIL CORP

XOM|30231G102

Shares:25.1K

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$328.9M)

464287440

IEF|464287440

Shares:31.0K

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$328.9M)

LOWES COMPANIES INC

LOW|548661107

Shares:12.5K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$328.9M)

ABBOTT LABORATORIES

ABT|002824100

Shares:21.7K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$328.9M)

78463X541

Shares:50.9K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$328.9M)

CATERPILLAR INC

CAT|149123101

Shares:8.2K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$328.9M)

464287465

EFA|464287465

Shares:32.7K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$328.9M)

81369Y209

Shares:18.2K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$328.9M)

Meta Platforms, Inc.

META|30303M102

Shares:4.4K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$328.9M)

Salesforce, Inc.

CRM|79466L302

Shares:9.3K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$328.9M)

81369Y407

Shares:12.3K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$328.9M)

PROCTER & GAMBLE Co

PG|742718109

Shares:14.0K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$328.9M)

808524102

SCHB|808524102

Shares:106.3K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$328.9M)

808524607

SCHA|808524607

Shares:95.7K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$328.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288646)✕	78.7K	QoQ +0.13% (+106) YoY +16.59% (+11.2K)	All Managers (Combined)	$4.1M	1.3% ($4.1M/$328.9M)	QoQ +1.43% (+$58.2K) YoY +19.06% (+$659.7K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	16.4K	QoQ +13.73% (+2.0K) YoY +5.92% (+919)	All Managers (Combined)	$4.0M	1.2% ($4.0M/$328.9M)	QoQ +16.38% (+$567.7K) YoY +29.71% (+$923.7K)
(cusip33939L761)✕	82.9K	QoQ -6.37% (-5.6K) YoY -6.75% (-6.0K)	All Managers (Combined)	$4.0M	1.2% ($4.0M/$328.9M)	QoQ -5.14% (-$217.2K) YoY -5.67% (-$241.2K)
Alphabet Inc.(GOOGLcusip02079K305)	24.6K	QoQ +4.39% (-1.0K) YoY +8.91% (+2.0K)	All Managers (Combined)	$3.8M	1.2% ($3.8M/$328.9M)	QoQ -14.71% (-$657.4K) YoY +11.59% (+$395.7K)
CHEVRON CORP(CVXcusip166764100)	22.7K	QoQ +0.22% (+50) YoY -0.10% (-23)	All Managers (Combined)	$3.8M	1.2% ($3.8M/$328.9M)	QoQ +15.75% (+$517.2K) YoY +5.94% (-$213.3K)
AMAZON COM INC(AMZNcusip023135106)	15.9K	QoQ +5.44% (-819) YoY +16.08% (+2.2K)	All Managers (Combined)	$3.0M	0.9% ($3.0M/$328.9M)	QoQ -8.55% (-$282.4K) YoY +22.44% (+$553.2K)
EXXON MOBIL CORP(XOMcusip30231G102)	25.1K	QoQ -0.21% (-55) YoY -0.72% (-184)	All Managers (Combined)	$3.0M	0.9% ($3.0M/$328.9M)	QoQ +10.31% (-$279.8K) YoY +1.57% (-$46.3K)
(IEFcusip464287440)	31.0K	QoQ -11.88% (-4.2K) YoY -30.16% (-13.4K)	All Managers (Combined)	$3.0M	0.9% ($3.0M/$328.9M)	QoQ -9.10% (-$295.7K) YoY -29.64% (-$1.2M)
LOWES COMPANIES INC(LOWcusip548661107)	12.5K	QoQ -2.16% (-277) YoY -14.54% (-2.1K)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$328.9M)	QoQ -7.54% (-$237.9K) YoY -21.76% (-$810.4K)
ABBOTT LABORATORIES(ABTcusip002824100)	21.7K	QoQ -1.19% (-263) YoY -1.76% (-390)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$328.9M)	QoQ +15.86% (-$393.8K) YoY +14.64% (-$367.3K)
(cusip78463X541)✕	50.9K	QoQ -14.13% (-8.4K) YoY +27.11% (+10.8K)	All Managers (Combined)	$2.7M	0.8% ($2.7M/$328.9M)	QoQ -8.10% (-$239.0K) YoY +16.84% (+$390.5K)
CATERPILLAR INC(CATcusip149123101)	8.2K	QoQ -0.48% (-40) YoY -1.01% (-84)	All Managers (Combined)	$2.7M	0.8% ($2.7M/$328.9M)	QoQ -9.52% (-$284.6K) YoY -10.90% (-$331.0K)
(EFAcusip464287465)	32.7K	QoQ +0.67% (+218) YoY +1.44% (+465)	All Managers (Combined)	$2.7M	0.8% ($2.7M/$328.9M)	QoQ +8.81% (+$216.7K) YoY +3.81% (+$98.3K)
(cusip81369Y209)✕	18.2K	QoQ -0.35% (-65) YoY -10.96% (-2.2K)	All Managers (Combined)	$2.7M	0.8% ($2.7M/$328.9M)	QoQ +5.75% (-$144.3K) YoY -12.00% (-$361.7K)
Meta Platforms, Inc.(METAcusip30303M102)	4.4K	QoQ +2.68% (+114) YoY -6.81% (-319)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$328.9M)	QoQ +1.08% (+$26.9K) YoY +10.60% (-$240.8K)
Salesforce, Inc.(CRMcusip79466L302)	9.3K	QoQ -1.93% (-183) YoY -7.73% (-777)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$328.9M)	QoQ -21.28% (-$672.4K) YoY -17.79% (-$538.1K)
(cusip81369Y407)✕	12.3K	QoQ +1.77% (-214) YoY -25.13% (-4.1K)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$328.9M)	QoQ -10.42% (-$282.3K) YoY -19.61% (-$591.9K)
PROCTER & GAMBLE Co(PGcusip742718109)	14.0K	QoQ -1.43% (-203) YoY -6.38% (-954)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$328.9M)	QoQ +0.19% (-$4.7K) YoY -1.67% (-$40.6K)
(SCHBcusip808524102)	106.3K	QoQ -2.44% (-2.7K) YoY +136.60% (-61.4K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$328.9M)	QoQ -7.47% (-$184.8K) YoY -16.55% (-$454.0K)
(SCHAcusip808524607)	95.7K	QoQ +9.48% (-8.3K) YoY +115.75% (+51.4K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$328.9M)	QoQ -0.80% (-$18.2K) YoY +2.66% (+$58.2K)