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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Intercontinental Exchange, Inc.

ICE|45866F104

Shares:12.9K

Value:$2.2M

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

81369Y506

Shares:23.1K

Value:$2.2M

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

78464A383

Shares:96.6K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$328.9M)

808524508

Shares:79.0K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$328.9M)

81369Y605

Shares:40.6K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$328.9M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:7.3K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$328.9M)

922042775

VEU|922042775

Shares:32.0K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$328.9M)

COCA COLA CO

KO|191216100

Shares:26.3K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$328.9M)

33939L886

Shares:24.0K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$328.9M)

78464A664

Shares:65.5K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$328.9M)

81369Y704

Shares:13.5K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$328.9M)

Walmart Inc.

WMT|931142103

Shares:19.9K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$328.9M)

81369Y852

Shares:17.8K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$328.9M)

ELI LILLY & Co

LLY|532457108

Shares:2.0K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$328.9M)

464287432

Shares:17.8K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$328.9M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:12.9K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$328.9M)

ALLSTATE CORP

ALL|020002101

Shares:7.4K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$328.9M)

AbbVie Inc.

ABBV|00287Y109

Shares:7.0K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$328.9M)

ORACLE CORP

ORCL|68389X105

Shares:10.4K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$328.9M)

PFIZER INC

PFE|717081103

Shares:56.6K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$328.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Intercontinental Exchange, Inc.(ICEcusip45866F104)	12.9K	QoQ -4.59% (-621) YoY -13.65% (-2.0K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$328.9M)	QoQ +10.44% (-$210.2K) YoY +8.38% (-$172.0K)
(cusip81369Y506)✕	23.1K	QoQ +1.72% (+393) YoY -4.12% (-995)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$328.9M)	QoQ +10.97% (+$214.0K) YoY -5.09% (-$116.2K)
(cusip78464A383)✕	96.6K	QoQ -2.03% (-2.0K) YoY +12.66% (+10.9K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$328.9M)	QoQ +0.23% (-$5.1K) YoY +14.37% (+$267.7K)
(cusip808524508)✕	79.0K	QoQ +7.74% (+5.7K) YoY +237.16% (+55.5K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$328.9M)	QoQ +1.87% (+$38.1K) YoY +8.48% (+$161.8K)
(cusip81369Y605)✕	40.6K	QoQ +2.68% (+1.1K) YoY -15.17% (-7.3K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$328.9M)	QoQ +5.82% (+$111.4K) YoY +0.31% (-$6.3K)
AMERICAN EXPRESS CO(AXPcusip025816109)	7.3K	QoQ -0.61% (-45) YoY -8.31% (-662)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$328.9M)	QoQ -9.90% (-$215.8K) YoY +8.33% (-$151.1K)
(VEUcusip922042775)	32.0K	QoQ -4.97% (-1.7K) YoY -8.66% (-3.0K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$328.9M)	QoQ +0.40% (-$7.8K) YoY -5.53% (-$113.7K)
COCA COLA CO(KOcusip191216100)	26.3K	QoQ -1.11% (-295) YoY -7.52% (-2.1K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$328.9M)	QoQ +13.75% (-$227.4K) YoY +8.25% (-$143.4K)
(cusip33939L886)✕	24.0K	QoQ -12.21% (-3.3K) YoY -49.31% (-23.3K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$328.9M)	QoQ -11.73% (-$240.8K) YoY -49.22% (-$1.8M)
(cusip78464A664)✕	65.5K	QoQ -6.07% (-4.2K) YoY +13.20% (+7.6K)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$328.9M)	QoQ -2.23% (-$40.9K) YoY +10.45% (+$168.9K)
(cusip81369Y704)✕	13.5K	QoQ +1.27% (+170) YoY -15.82% (-2.5K)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$328.9M)	QoQ +0.74% (+$13.1K) YoY -12.40% (-$250.1K)
Walmart Inc.(WMTcusip931142103)	19.9K	QoQ -1.04% (-211) YoY -9.77% (-2.2K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$328.9M)	QoQ -3.85% (-$70.0K) YoY +31.63% (-$419.6K)
(cusip81369Y852)✕	17.8K	QoQ +0.55% (+99) YoY -12.94% (-2.6K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$328.9M)	QoQ +0.18% (+$3.2K) YoY +2.82% (-$47.1K)
ELI LILLY & Co(LLYcusip532457108)	2.0K	QoQ -2.52% (-52) YoY -12.93% (-298)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$328.9M)	QoQ +4.27% (-$67.9K) YoY -7.57% (-$135.7K)
(cusip464287432)✕	17.8K	QoQ +3.98% (+684) YoY +18.93% (+2.8K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$328.9M)	QoQ +8.39% (+$125.7K) YoY +14.42% (+$204.7K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	12.9K	QoQ -1.90% (-250) YoY -9.24% (-1.3K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$328.9M)	QoQ -1.09% (-$17.4K) YoY +8.99% (-$129.7K)
ALLSTATE CORP(ALLcusip020002101)	7.4K	QoQ -4.05% (-313) YoY -11.64% (-975)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$328.9M)	QoQ +3.04% (-$45.3K) YoY +5.74% (-$83.3K)
AbbVie Inc.(ABBVcusip00287Y109)	7.0K	QoQ -0.92% (-65) YoY -2.77% (-200)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$328.9M)	QoQ +16.82% (-$211.2K) YoY +11.86% (-$155.5K)
ORACLE CORP(ORCLcusip68389X105)	10.4K	QoQ -5.74% (-632) YoY -18.96% (-2.4K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$328.9M)	QoQ -20.92% (-$383.5K) YoY -9.80% (-$157.6K)
PFIZER INC(PFEcusip717081103)	56.6K	QoQ -6.11% (-3.7K) YoY -15.94% (-10.7K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$328.9M)	QoQ -10.32% (-$165.3K) YoY -23.24% (-$434.7K)