Boltwood Capital Management Q4 2025 Filing

Filed January 2, 2026

Portfolio Value

$384.6M

Holdings

182

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (182 positions)

StockValue
IBMINTERNATIONAL BUSINESS MACHS
$767K
VIGVANGUARD SPECIALIZED FUNDS
$747K
PEPPEPSICO INC
$743K
PANWPALO ALTO NETWORKS INC
$725K
MDLZMONDELEZ INTL INC
$704K
CVSCVS HEALTH CORP
$697K
NSCNORFOLK SOUTHN CORP
$686K
RDDTREDDIT INC
$685K
BLKBLACKROCK INC
$676K
CMFISHARES TR
$672K
ADBEADOBE INC
$653K
PLDPROLOGIS INC.
$646K
EEMISHARES TR
$645K
XLRESELECT SECTOR SPDR TR
$632K
EWTISHARES INC
$628K
MRKMERCK & CO INC
$599K
EWUISHARES TR
$593K
GSKGSK PLC
$589K
VWOVANGUARD INTL EQUITY INDEX F
$588K
MCDMCDONALDS CORP
$586K
ABGCENCORA INC
$584K
NEENEXTERA ENERGY INC
$569K
BMOBANK MONTREAL QUE
$567K
FLKRFRANKLIN TEMPLETON ETF TR
$544K
JCIJOHNSON CTLS INTL PLC
$515K
FCXFREEPORT-MCMORAN INC
$504K
VNQVANGUARD INDEX FDS
$500K
TAT&T INC
$493K
JJACOBS SOLUTIONS INC
$458K
TRVCCITIGROUP INC
$454K
EWJISHARES INC
$454K
AMTAMERICAN TOWER CORP NEW
$447K
EWQISHARES INC
$434K
FLJPFRANKLIN TEMPLETON ETF TR
$422K
CRWDCROWDSTRIKE HLDGS INC
$412K
VGTVANGUARD WORLD FD
$410K
GSGOLDMAN SACHS GROUP INC
$399K
PYPLPAYPAL HLDGS INC
$399K
EWYISHARES INC
$388K
NFLXNETFLIX INC
$384K
VOXVANGUARD WORLD FD
$376K
ACNACCENTURE PLC IRELAND
$367K
ETNEATON CORP PLC
$367K
EWGISHARES INC
$365K
EWLISHARES INC
$364K
MMM3M CO
$358K
MCOMOODYS CORP
$357K
GEGE AEROSPACE
$354K
ZBHZIMMER BIOMET HOLDINGS INC
$347K
EWCISHARES INC
$326K
HONHONEYWELL INTL INC
$318K
USBUS BANCORP DEL
$311K
4I1PHILIP MORRIS INTL INC
$300K
NOWSERVICENOW INC
$297K
REZISHARES TR
$297K
BMYBRISTOL-MYERS SQUIBB CO
$280K
KKRKKR & CO INC
$278K
VCRVANGUARD WORLD FD
$275K
CMGCHIPOTLE MEXICAN GRILL INC
$271K
BACVERIZON COMMUNICATIONS INC
$271K
VFHVANGUARD WORLD FD
$263K
INTCINTEL CORP
$260K
EMREMERSON ELEC CO
$256K
UNPUNION PAC CORP
$252K
EZAISHARES INC
$247K
GIISPDR INDEX SHS FDS
$245K
FTVFORTIVE CORP
$244K
DDOMINION ENERGY INC
$240K
NUENUCOR CORP
$238K
MUBISHARES TR
$234K
HALHALLIBURTON CO
$233K
INTUINTUIT
$231K
MDTMEDTRONIC PLC
$231K
ASMLASML HOLDING N V
$219K
VDEVANGUARD WORLD FD
$218K
PLTRPALANTIR TECHNOLOGIES INC
$217K
TFCTRUIST FINL CORP
$210K
AGGISHARES TR
$209K
SBUXSTARBUCKS CORP
$208K
VVISA INC
$201K
BIIBBIOGEN INC
$200K
SANBANCO SANTANDER S.A.
$129K
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