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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92204A108

Shares:764

Value:$248.7K

% of Portfolio:0.1% ($248.7K/$328.9M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:435

Value:$237.6K

% of Portfolio:0.1% ($237.6K/$328.9M)

HALLIBURTON CO

HAL|406216101

Shares:9.4K

Value:$237.5K

% of Portfolio:0.1% ($237.5K/$328.9M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.2K

Value:$237.4K

% of Portfolio:0.1% ($237.4K/$328.9M)

DOMINION ENERGY, INC

D|25746U109

Shares:4.2K

Value:$234.7K

% of Portfolio:0.1% ($234.7K/$328.9M)

92204A405

VFH|92204A405

Shares:2.0K

Value:$234.5K

% of Portfolio:0.1% ($234.5K/$328.9M)

92204A306

VDE|92204A306

Shares:1.7K

Value:$222.2K

% of Portfolio:0.1% ($222.2K/$328.9M)

78463X855

Shares:3.5K

Value:$215.1K

% of Portfolio:0.1% ($215.1K/$328.9M)

464287226

Shares:2.1K

Value:$207.7K

% of Portfolio:0.1% ($207.7K/$328.9M)

Banco Santander, S.A.

SAN|05964H105

Shares:11.0K

Value:$73.7K

% of Portfolio:0.0% ($73.7K/$328.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92204A108)✕	764	QoQ +0.52% (-4) YoY +3.24% (+24)	All Managers (Combined)	$248.7K	0.1% ($248.7K/$328.9M)	QoQ -12.82% (-$36.6K) YoY +5.77% (+$13.6K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	435	QoQ 0.00% (-0) YoY NEW(+435)	All Managers (Combined)	$237.6K	0.1% ($237.6K/$328.9M)	QoQ -4.59% (-$11.5K) YoY NEW(+$237.6K)
HALLIBURTON CO(HALcusip406216101)	9.4K	QoQ +2.18% (-200) YoY -2.68% (-258)	All Managers (Combined)	$237.5K	0.1% ($237.5K/$328.9M)	QoQ -4.65% (-$11.6K) YoY -37.36% (-$141.7K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.2K	QoQ -2.46% (-30) YoY -5.12% (-64)	All Managers (Combined)	$237.4K	0.1% ($237.4K/$328.9M)	QoQ +17.04% (-$34.6K) YoY +8.15% (-$17.9K)
DOMINION ENERGY, INC(Dcusip25746U109)	4.2K	QoQ 0.00% (+0) YoY -30.35% (-1.8K)	All Managers (Combined)	$234.7K	0.1% ($234.7K/$328.9M)	QoQ +4.10% (+$9.2K) YoY -20.61% (-$60.9K)
(VFHcusip92204A405)	2.0K	QoQ +1.39% (+27) YoY -11.57% (-257)	All Managers (Combined)	$234.5K	0.1% ($234.5K/$328.9M)	QoQ +2.59% (+$5.9K) YoY +3.17% (-$7.2K)
(VDEcusip92204A306)	1.7K	QoQ -17.24% (-357) YoY -5.87% (-107)	All Managers (Combined)	$222.2K	0.1% ($222.2K/$328.9M)	QoQ -11.51% (-$28.9K) YoY -7.30% (-$17.5K)
(cusip78463X855)✕	3.5K	QoQ 0.00% (+0) YoY NEW(+3.5K)	All Managers (Combined)	$215.1K	0.1% ($215.1K/$328.9M)	QoQ +4.78% (+$9.8K) YoY NEW(+$215.1K)
(cusip464287226)✕	2.1K	QoQ 0.00% (+0) YoY -72.18% (-5.5K)	All Managers (Combined)	$207.7K	0.1% ($207.7K/$328.9M)	QoQ +2.08% (+$4.2K) YoY -71.90% (-$531.7K)
Banco Santander, S.A.(SANcusip05964H105)	11.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$73.7K	0.0% ($73.7K/$328.9M)	QoQ +46.92% (+$23.5K) YoY +38.42% (+$20.5K)