Long-term investor
Boltwood Capital Management @boltwoodcapitalmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001563690).
Record
- Tracked since 2025-06-30 (445 days), 49 trades recorded
- Returns: week n/a · month n/a · 90 days +6.3% · 6 months n/a · 1 year +11.1% · all +11.1%
- Max drawdown n/a · win rate 30% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHF · 7.2% · long · since 2025-06-30
- TDTT · 5.5% · long · since 2025-06-30
- SPDW · 3.2% · long · since 2025-06-30
- MBB · 3.0% · long · since 2025-06-30
- IEI · 2.7% · long · since 2025-06-30
- AAPL · 2.6% · long · since 2025-06-30
- NVDA · 2.6% · long · since 2025-06-30
- XLK · 2.4% · long · since 2025-06-30
- GOOGL · 2.2% · long · since 2025-06-30
- SCHE · 2.2% · long · since 2025-06-30
- IJH · 2.1% · long · since 2025-06-30
- IJR · 1.9% · long · since 2025-06-30