Boltwood Capital Management

13F filer · CIK 0001563690

Reported Jul 6, 2026

Net buyer this quarter

13F portfolio value$436MU.S. long equity reported on 13F

Positions1117 new · 3 closed

Net flow last quarter+$4.45MBuys minus sells

Top 10 positions weight16.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 6, 2026111 positions
AAPLApple Inc.	$11.2M	2.58%	0.00%	+2.8%	Q2 2013
NVDANvidia Corp	$11.1M	2.55%	0.00%	+3.4%	Q1 2021
GOOGLAlphabet Inc.	$9.71M	2.23%	0.00%	+1.2%	Q4 2015
CATCaterpillar Inc	$7.84M	1.80%	0.00%	-2.8%	Q2 2013
MSFTMicrosoft Corp	$7.55M	1.73%	0.00%	+4.9%	Q2 2013
KLACKla Corp	$6.06M	1.39%	0.00%	-1.0%	Q2 2018
JPMJPMorgan Chase & Co	$5.55M	1.27%	0.00%	-0.2%	Q2 2013
AMDAdvanced Micro Devices Inc	$5.03M	1.15%	0.00%	-0.5%	Q1 2022
AMZNAmazon Com Inc	$4.56M	1.05%	0.00%	+4.0%	Q3 2015
CVXChevron Corp	$3.79M	0.87%	0.00%	+0.4%	Q2 2013
XOMExxonMobil Holdings Corp	$3.5M	0.80%	0.00%	+0.8%	Q2 2013
METAMeta Platforms, Inc.	$2.88M	0.66%	Not reported	+5.0%	Q2 2018
LOWLowes Companies Inc	$2.63M	0.60%	0.00%	0.0%	Q2 2013
AXPAmerican Express Co	$2.39M	0.55%	0.00%	-0.4%	Q2 2013
LLYELI LILLY & Co	$2.25M	0.52%	0.00%	+1.0%	Q1 2020
KOCoca Cola Co	$2.11M	0.48%	0.00%	-0.9%	Q2 2013
WMTWalmart Inc.	$2.08M	0.48%	0.00%	-1.0%	Q2 2013
PGPROCTER & GAMBLE Co	$2.07M	0.47%	0.00%	+1.3%	Q2 2013
AVGOBroadcom Inc.	$2.04M	0.47%	0.00%	+22.3%	Q1 2019
TJXTJX Companies Inc	$1.85M	0.42%	0.00%	+0.7%	Q3 2018
ABBVAbbVie Inc.	$1.73M	0.40%	0.00%	+0.1%	Q2 2013
ABTAbbott Laboratories	$1.7M	0.39%	0.00%	-3.0%	Q2 2013
RTXRTX Corp	$1.67M	0.38%	0.00%	+1.3%	Q4 2020
ALLAllstate Corp	$1.66M	0.38%	0.00%	-1.1%	Q2 2013
COSTCostco Wholesale Corp	$1.65M	0.38%	0.00%	+2.4%	Q4 2017
ORCLOracle Corp	$1.52M	0.35%	0.00%	+1.9%	Q2 2013
CRMSalesforce, Inc.	$1.52M	0.35%	0.00%	+5.3%	Q2 2015
MAMastercard Inc	$1.48M	0.34%	0.00%	+7.3%	Q3 2022
ICEIntercontinental Exchange, Inc.	$1.45M	0.33%	0.00%	-0.9%	Q1 2016
WFCWells Fargo & Company	$1.42M	0.32%	0.00%	-0.2%	Q2 2013
PFEPfizer Inc	$1.4M	0.32%	0.00%	+2.6%	Q2 2013
CSCOCisco Systems, Inc.	$1.39M	0.32%	0.00%	-1.0%	Q2 2013
FLTWFleetwood Enterprises Inc	$1.38M	0.32%	Not reported	Not reported	Q1 2024
PANWPalo Alto Networks Inc	$1.37M	0.31%	0.00%	+1.7%	Q2 2022
MCHPMicrochip Technology Inc	$1.28M	0.29%	0.00%	-0.8%	Q2 2015
DISWalt Disney Co	$1.28M	0.29%	0.00%	+2.0%	Q2 2013
JNJJohnson & Johnson	$1.17M	0.27%	0.00%	+4.0%	Q2 2013
TSLATesla, Inc.	$1.17M	0.27%	0.00%	+23.9%	Q4 2020
ADIAnalog Devices Inc	$1.15M	0.26%	0.00%	-0.4%	Q1 2023
GOOGAlphabet Inc.	$1.11M	0.25%	Not reported	+7.0%	Q4 2015
TPRTapestry, Inc.	$1.08M	0.25%	0.00%	-2.8%	Q2 2019
BXBlackstone Inc.	$1.06M	0.24%	0.00%	-1.7%	Q1 2022
BRK.BBerkshire Hathaway Inc	$1.05M	0.24%	Not reported	+1.5%	Q2 2013
HDHome Depot, Inc.	$996K	0.23%	0.00%	-0.7%	Q2 2014
INTCIntel Corp	$977K	0.22%	0.00%	-1.4%	Q2 2013
CVSCVS HEALTH Corp	$973K	0.22%	0.00%	+7.1%	Q4 2016
BABoeing Co	$886K	0.20%	0.00%	+2.5%	Q2 2013
DHRDanaher Corp	$846K	0.19%	0.00%	+1.6%	Q2 2013
GSGoldman Sachs Group Inc	$832K	0.19%	0.00%	+11.2%	Q3 2024
CCitigroup Inc	$817K	0.19%	0.00%	+21.5%	Q3 2019

Q1 2026Reported Apr 8, 2026107 positions
AAPLApple Inc.	$9.59M	2.45%	0.00%	+3.9%	Q2 2013
NVDANvidia Corp	$9.39M	2.40%	0.00%	+4.6%	Q1 2021
GOOGLAlphabet Inc.	$7.73M	1.97%	0.00%	+2.1%	Q4 2015
MSFTMicrosoft Corp	$7.14M	1.82%	0.00%	+5.5%	Q2 2013
CATCaterpillar Inc	$5.36M	1.37%	0.00%	-3.5%	Q2 2013
JPMJPMorgan Chase & Co	$5M	1.27%	0.00%	+0.8%	Q2 2013
CVXChevron Corp	$4.71M	1.20%	0.00%	-0.1%	Q2 2013
XOMExxonMobil Holdings Corp	$4.31M	1.10%	0.00%	+0.4%	Q2 2013
AMZNAmazon Com Inc	$3.83M	0.98%	0.00%	+5.6%	Q3 2015
KLACKla Corp	$2.99M	0.76%	0.00%	+3.1%	Q2 2018
LOWLowes Companies Inc	$2.82M	0.72%	0.00%	-1.0%	Q2 2013
METAMeta Platforms, Inc.	$2.79M	0.71%	Not reported	+4.3%	Q2 2018
WMTWalmart Inc.	$2.31M	0.59%	0.00%	-1.6%	Q2 2013
AXPAmerican Express Co	$2.15M	0.55%	0.00%	-0.5%	Q2 2013
PGPROCTER & GAMBLE Co	$2.02M	0.51%	0.00%	+2.8%	Q2 2013
KOCoca Cola Co	$1.99M	0.51%	0.00%	-0.6%	Q2 2013
ABTAbbott Laboratories	$1.98M	0.50%	0.00%	-3.0%	Q2 2013
TJXTJX Companies Inc	$1.94M	0.49%	0.00%	-0.2%	Q3 2018
ICEIntercontinental Exchange, Inc.	$1.87M	0.48%	0.00%	-2.7%	Q1 2016
AMDAdvanced Micro Devices Inc	$1.77M	0.45%	0.00%	+5.8%	Q1 2022
CRMSalesforce, Inc.	$1.72M	0.44%	0.00%	+0.7%	Q2 2015
COSTCostco Wholesale Corp	$1.71M	0.44%	0.00%	+6.7%	Q4 2017
LLYELI LILLY & Co	$1.71M	0.44%	0.00%	-1.3%	Q1 2020
RTXRTX Corp	$1.68M	0.43%	0.00%	+1.9%	Q4 2020
PFEPfizer Inc	$1.6M	0.41%	0.00%	-2.4%	Q2 2013
ORCLOracle Corp	$1.5M	0.38%	0.00%	+2.7%	Q2 2013
ABBVAbbVie Inc.	$1.5M	0.38%	0.00%	-0.1%	Q2 2013
ALLAllstate Corp	$1.46M	0.37%	0.00%	-0.1%	Q2 2013
WFCWells Fargo & Company	$1.37M	0.35%	0.00%	+0.1%	Q2 2013
AVGOBroadcom Inc.	$1.37M	0.35%	0.00%	+27.7%	Q1 2019
MAMastercard Inc	$1.34M	0.34%	0.00%	+9.3%	Q3 2022
DISWalt Disney Co	$1.26M	0.32%	0.00%	+0.3%	Q2 2013
JNJJohnson & Johnson	$1.09M	0.28%	0.00%	+4.1%	Q2 2013
TPRTapestry, Inc.	$1.07M	0.27%	0.00%	-1.4%	Q2 2019
BXBlackstone Inc.	$1.05M	0.27%	0.00%	+2.4%	Q1 2022
BRK.BBerkshire Hathaway Inc	$995K	0.25%	Not reported	+2.5%	Q2 2013
HDHome Depot, Inc.	$936K	0.24%	0.00%	+0.2%	Q2 2014
CSCOCisco Systems, Inc.	$930K	0.24%	0.00%	+2.7%	Q2 2013
CMECme Group Inc.	$929K	0.24%	0.00%	+0.8%	Q3 2014
ADIAnalog Devices Inc	$925K	0.24%	0.00%	+0.7%	Q1 2023
MCHPMicrochip Technology Inc	$914K	0.23%	0.00%	-2.4%	Q2 2015
FLTWFleetwood Enterprises Inc	$889K	0.23%	Not reported	+2.8%	Q1 2024
GOOGAlphabet Inc.	$843K	0.22%	Not reported	+6.9%	Q4 2015
TSLATesla, Inc.	$835K	0.21%	0.00%	+5.9%	Q4 2020
DHRDanaher Corp	$829K	0.21%	0.00%	-0.1%	Q2 2013
PEPPepsico Inc	$820K	0.21%	0.00%	+1.9%	Q2 2013
BABoeing Co	$795K	0.20%	0.00%	+4.1%	Q2 2013
SCHWSchwab Charles Corp	$755K	0.19%	0.00%	+3.3%	Q2 2013
MDLZMondelez International, Inc.	$751K	0.19%	0.00%	-0.4%	Q1 2018
MRKMerck & Co., Inc.	$703K	0.18%	0.00%	+2.6%	Q2 2013

Q4 2025Reported Jan 2, 2026105 positions
AAPLApple Inc.	$9.89M	2.57%	0.00%	Not reported	Q2 2013
NVDANvidia Corp	$9.61M	2.50%	0.00%	Not reported	Q1 2021
MSFTMicrosoft Corp	$8.85M	2.30%	0.00%	Not reported	Q2 2013
GOOGLAlphabet Inc.	$8.23M	2.14%	0.00%	Not reported	Q4 2015
JPMJPMorgan Chase & Co	$5.43M	1.41%	0.00%	Not reported	Q2 2013
CATCaterpillar Inc	$4.49M	1.17%	0.00%	Not reported	Q2 2013
AMZNAmazon Com Inc	$4.02M	1.05%	0.00%	Not reported	Q3 2015
CVXChevron Corp	$3.47M	0.90%	0.00%	Not reported	Q2 2013
METAMeta Platforms, Inc.	$3.08M	0.80%	Not reported	Not reported	Q2 2018
XOMExxonMobil Holdings Corp	$3.05M	0.79%	0.00%	Not reported	Q2 2013
LOWLowes Companies Inc	$2.91M	0.76%	0.00%	Not reported	Q2 2013
AXPAmerican Express Co	$2.64M	0.69%	0.00%	Not reported	Q2 2013
ABTAbbott Laboratories	$2.49M	0.65%	0.00%	Not reported	Q2 2013
CRMSalesforce, Inc.	$2.42M	0.63%	0.00%	Not reported	Q2 2015
KLACKla Corp	$2.39M	0.62%	0.00%	Not reported	Q2 2018
WMTWalmart Inc.	$2.1M	0.55%	0.00%	Not reported	Q2 2013
LLYELI LILLY & Co	$2.03M	0.53%	0.00%	Not reported	Q1 2020
ICEIntercontinental Exchange, Inc.	$1.98M	0.51%	0.00%	Not reported	Q1 2016
PGPROCTER & GAMBLE Co	$1.95M	0.51%	0.00%	Not reported	Q2 2013
ORCLOracle Corp	$1.94M	0.50%	0.00%	Not reported	Q2 2013
TJXTJX Companies Inc	$1.87M	0.49%	0.00%	Not reported	Q3 2018
KOCoca Cola Co	$1.84M	0.48%	0.00%	Not reported	Q2 2013
AMDAdvanced Micro Devices Inc	$1.76M	0.46%	0.00%	Not reported	Q1 2022
WFCWells Fargo & Company	$1.6M	0.42%	0.00%	Not reported	Q2 2013
ABBVAbbVie Inc.	$1.57M	0.41%	0.00%	Not reported	Q2 2013
RTXRTX Corp	$1.57M	0.41%	0.00%	Not reported	Q4 2020
DISWalt Disney Co	$1.48M	0.38%	0.00%	Not reported	Q2 2013
ALLAllstate Corp	$1.47M	0.38%	0.00%	Not reported	Q2 2013
PFEPfizer Inc	$1.45M	0.38%	0.00%	Not reported	Q2 2013
MAMastercard Inc	$1.4M	0.36%	0.00%	Not reported	Q3 2022
COSTCostco Wholesale Corp	$1.39M	0.36%	0.00%	Not reported	Q4 2017
BXBlackstone Inc.	$1.38M	0.36%	0.00%	Not reported	Q1 2022
AVGOBroadcom Inc.	$1.2M	0.31%	0.00%	Not reported	Q1 2019
BRK.BBerkshire Hathaway Inc	$1.02M	0.26%	Not reported	Not reported	Q2 2013
DHRDanaher Corp	$1M	0.26%	0.00%	Not reported	Q2 2013
TPRTapestry, Inc.	$979K	0.25%	0.00%	Not reported	Q2 2019
HDHome Depot, Inc.	$977K	0.25%	0.00%	Not reported	Q2 2014
TSLATesla, Inc.	$953K	0.25%	0.00%	Not reported	Q4 2020
MCHPMicrochip Technology Inc	$923K	0.24%	0.00%	Not reported	Q2 2015
CSCOCisco Systems, Inc.	$899K	0.23%	0.00%	Not reported	Q2 2013
JNJJohnson & Johnson	$882K	0.23%	0.00%	Not reported	Q2 2013
GOOGAlphabet Inc.	$863K	0.22%	Not reported	Not reported	Q4 2015
CMECme Group Inc.	$852K	0.22%	0.00%	Not reported	Q3 2014
BABoeing Co	$833K	0.22%	0.00%	Not reported	Q2 2013
MRSHMarsh & Mclennan Companies, Inc.	$830K	0.22%	0.00%	Not reported	Q1 2020
ADPAutomatic Data Processing Inc	$826K	0.21%	0.00%	Not reported	Q2 2013
ADIAnalog Devices Inc	$783K	0.20%	0.00%	Not reported	Q1 2023
SCHWSchwab Charles Corp	$777K	0.20%	0.00%	Not reported	Q2 2013
FLTWFleetwood Enterprises Inc	$773K	0.20%	Not reported	Not reported	Q1 2024
IBMInternational Business Machines Corp	$767K	0.20%	0.00%	Not reported	Q2 2013

Q2 2025Reported Jul 8, 202596 positions
MSFTMicrosoft Corp	$8.95M	2.54%	0.00%	+5.9%	Q2 2013
NVDANvidia Corp	$8.08M	2.30%	0.00%	+3.3%	Q1 2021
AAPLApple Inc.	$7.43M	2.11%	0.00%	+6.2%	Q2 2013
JPMJPMorgan Chase & Co	$4.9M	1.39%	0.00%	+2.9%	Q2 2013
GOOGLAlphabet Inc.	$4.56M	1.30%	0.00%	+5.0%	Q4 2015
AMZNAmazon Com Inc	$3.69M	1.05%	0.00%	+6.0%	Q3 2015
METAMeta Platforms, Inc.	$3.35M	0.95%	Not reported	+4.3%	Q2 2018
CVXChevron Corp	$3.26M	0.93%	0.00%	+0.1%	Q2 2013
CATCaterpillar Inc	$3.19M	0.91%	0.00%	+0.2%	Q2 2013
ABTAbbott Laboratories	$2.93M	0.83%	0.00%	-0.7%	Q2 2013
LOWLowes Companies Inc	$2.74M	0.78%	0.00%	-1.2%	Q2 2013
XOMExxonMobil Holdings Corp	$2.73M	0.78%	0.00%	+0.8%	Q2 2013
CRMSalesforce, Inc.	$2.52M	0.72%	0.00%	-0.2%	Q2 2015
AXPAmerican Express Co	$2.31M	0.66%	0.00%	-0.8%	Q2 2013
ICEIntercontinental Exchange, Inc.	$2.29M	0.65%	0.00%	-3.1%	Q1 2016
PGPROCTER & GAMBLE Co	$2.22M	0.63%	0.00%	-0.5%	Q2 2013
ORCLOracle Corp	$2.18M	0.62%	0.00%	-4.1%	Q2 2013
WMTWalmart Inc.	$1.93M	0.55%	0.00%	-0.5%	Q2 2013
KOCoca Cola Co	$1.85M	0.53%	0.00%	-0.5%	Q2 2013
KLACKla Corp	$1.78M	0.51%	0.00%	-3.0%	Q2 2018
DISWalt Disney Co	$1.66M	0.47%	0.00%	+0.3%	Q2 2013
TJXTJX Companies Inc	$1.55M	0.44%	0.00%	-2.9%	Q3 2018
LLYELI LILLY & Co	$1.54M	0.44%	0.00%	-1.6%	Q1 2020
COSTCostco Wholesale Corp	$1.5M	0.43%	0.00%	+3.7%	Q4 2017
ALLAllstate Corp	$1.44M	0.41%	0.00%	-3.3%	Q2 2013
PFEPfizer Inc	$1.4M	0.40%	0.00%	+2.1%	Q2 2013
MAMastercard Inc	$1.4M	0.40%	0.00%	+12.9%	Q3 2022
WFCWells Fargo & Company	$1.36M	0.39%	0.00%	+0.3%	Q2 2013
BXBlackstone Inc.	$1.34M	0.38%	0.00%	+5.2%	Q1 2022
ABBVAbbVie Inc.	$1.29M	0.37%	0.00%	-0.8%	Q2 2013
RTXRTX Corp	$1.22M	0.35%	0.00%	+18.0%	Q4 2020
AMDAdvanced Micro Devices Inc	$1.15M	0.33%	0.00%	+18.7%	Q1 2022
MCHPMicrochip Technology Inc	$1.07M	0.30%	0.00%	-21.3%	Q2 2015
HDHome Depot, Inc.	$1.02M	0.29%	0.00%	-3.5%	Q2 2014
MRSHMarsh & Mclennan Companies, Inc.	$999K	0.28%	0.00%	-1.2%	Q1 2020
ADPAutomatic Data Processing Inc	$998K	0.28%	0.00%	-1.0%	Q2 2013
RDDTReddit, Inc.	$992K	0.28%	Not reported	-45.0%	Q1 2025
BRK.BBerkshire Hathaway Inc	$981K	0.28%	Not reported	-2.1%	Q2 2013
MDLZMondelez International, Inc.	$929K	0.26%	0.00%	+3.0%	Q1 2018
AVGOBroadcom Inc.	$898K	0.26%	0.00%	+34.9%	Q1 2019
DHRDanaher Corp	$868K	0.25%	0.00%	Not reported	Q2 2013
CMECme Group Inc.	$854K	0.24%	0.00%	Not reported	Q3 2014
CSCOCisco Systems, Inc.	$804K	0.23%	0.00%	+1.4%	Q2 2013
PANWPalo Alto Networks Inc	$802K	0.23%	0.00%	Not reported	Q2 2022
BABoeing Co	$769K	0.22%	0.00%	+1.2%	Q2 2013
IBMInternational Business Machines Corp	$765K	0.22%	0.00%	-3.6%	Q2 2013
CMGChipotle Mexican Grill Inc	$743K	0.21%	0.00%	-1.5%	Q2 2021
ADBEAdobe Inc.	$737K	0.21%	0.00%	+2.0%	Q1 2018
HONHoneywell International Inc	$728K	0.21%	0.00%	+0.3%	Q3 2019
TPRTapestry, Inc.	$722K	0.21%	0.00%	-2.8%	Q2 2019

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