Boltwood Capital Management Reduced Holdings in Q4 2025

Boltwood Capital Management

  • $393 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-94
- 0.94%
$217.57 - $313.0 $20.5K - $29.4K
9.93K $2.18M
MBSD
Flexshares Tr Disciplined Dura

ETFs
-23.3K
- 6.94%
$20.81 - $21.02 $484K - $489K
312K $6.5M
HON
Honeywell International Inc

Industrials
-1.65K
- 50.21%
$194.07 - $220.67 $319K - $363K
1.63K $319K
LOW
Lowes Companies Inc

Consumer Cyclical
-152
- 1.24%
$225.0 - $247.99 $34.2K - $37.7K
12.1K $2.71M
ABT
Abbott Laboratories

Healthcare
-1.78K
- 8.2%
$123.62 - $134.59 $220K - $239K
19.9K $2.59M
BX
Blackstone Inc.

Financial Services
-7
- 0.08%
$138.42 - $168.45 $969 - $1.18K
8.94K $1.24M
JPM
Jpmorgan Chase & CO

Financial Services
-99
- 0.58%
$294.11 - $320.41 $29.1K - $31.7K
16.9K $5.06M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-5.46K
- 42.68%
$29.81 - $42.36 $163K - $231K
7.33K $231K
ICE
Intercontinental Exchange, Inc.

Financial Services
-308
- 2.46%
$145.59 - $162.64 $44.8K - $50.1K
12.2K $1.85M
MCHP
Microchip Technology Inc

Technology
-460
- 3.08%
$53.48 - $67.52 $24.6K - $31.1K
14.5K $774K
PG
Procter & Gamble CO

Consumer Defensive
-233
- 1.69%
$145.5 - $153.18 $33.9K - $35.7K
13.6K $1.98M
TPR
Tapestry, Inc.

Consumer Cyclical
-430
- 5.31%
$98.81 - $117.14 $42.5K - $50.4K
7.66K $777K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-584
- 4.27%
$55.57 - $63.17 $32.5K - $36.9K
13.1K $727K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-54
- 1.19%
$176.58 - $207.02 $9.54K - $11.2K
4.47K $809K
MA
Mastercard Inc

Financial Services
-24
- 0.97%
$536.85 - $580.45 $12.9K - $13.9K
2.46K $1.32M
GNR
Spdr S&P Global Natural Resour

ETFs
-2.23K
- 4.97%
$57.53 - $60.89 $128K - $135K
42.6K $2.57M
T
At&T Inc.

Communication Services
-280
- 1.39%
$24.44 - $27.55 $6.84K - $7.71K
19.8K $505K
ADBE
Adobe Inc.

Technology
-28
- 1.48%
$325.07 - $359.91 $9.1K - $10.1K
1.87K $606K
NSC
Norfolk Southern Corp

Industrials
-68
- 2.78%
$279.53 - $300.15 $19K - $20.4K
2.38K $675K
WMT
Walmart Inc.

Consumer Defensive
-554
- 2.85%
$101.18 - $109.03 $56.1K - $60.4K
18.9K $1.94M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-283
- 3.97%
$61.89 - $76.13 $17.5K - $21.5K
6.84K $423K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.44K
- 2.31%
$25.2 - $26.46 $61.6K - $64.7K
103K $2.67M
AMT
American Tower Corp

Real Estate
-70
- 2.67%
$176.64 - $193.32 $12.4K - $13.5K
2.55K $460K
ACN
Accenture PLC

Technology
-131
- 8.73%
$234.02 - $253.35 $30.7K - $33.2K
1.37K $330K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-467
- 2.9%
$40.65 - $42.74 $19K - $20K
15.7K $641K
SCHW
Schwab Charles Corp

Financial Services
-70
- 0.89%
$91.91 - $97.71 $6.43K - $6.84K
7.78K $715K
RAVI
Flexshares Tr Ready Access Var

ETFs
-400
- 1.95%
$75.35 - $75.65 $30.1K - $30.3K
20.1K $1.51M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-550
- 1.2%
$22.7 - $23.59 $12.5K - $13K
45.2K $1.03M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-545
- 2.6%
$50.56 - $50.76 $27.6K - $27.7K
20.5K $1.04M
VTI
Vanguard Total Stock Market Et

ETFs
-97
- 3.1%
$321.8 - $337.95 $31.2K - $32.8K
3.04K $1M
PFE
Pfizer Inc

Healthcare
-65
- 0.11%
$24.23 - $27.37 $1.57K - $1.78K
58.2K $1.46M
ALL
Allstate Corp

Financial Services
-105
- 1.47%
$190.0 - $214.3 $20K - $22.5K
7.05K $1.51M
VOX
Vanguard Communication Service

ETFs
-53
- 2.65%
$180.26 - $190.8 $9.55K - $10.1K
1.94K $350K
VEU
Vanguard Ftse All World Ex Us

ETFs
-975
- 3.34%
$70.2 - $73.89 $68.4K - $72K
28.2K $2.06M
USB
Us Bancorp \De\

Financial Services
-100
- 1.68%
$45.28 - $48.26 $4.53K - $4.83K
5.85K $265K
CRM
Salesforce, Inc.

Technology
-85
- 0.92%
$235.69 - $263.41 $20K - $22.4K
9.15K $2.17M
TFC
Truist Financial Corp

Financial Services
-240
- 5.32%
$41.09 - $45.64 $9.86K - $11K
4.27K $191K
WFC
Wells Fargo & Company

Financial Services
-45
- 0.26%
$77.62 - $87.3 $3.49K - $3.93K
17.2K $1.43M
VFH
Vanguard Financial ETF

ETFs
-25
- 1.25%
$125.75 - $131.12 $3.14K - $3.28K
1.98K $252K
MCO
Moodys Corp

Financial Services
-20
- 2.78%
$468.56 - $495.08 $9.37K - $9.9K
700 $335K
NVDA
Nvidia Corp

Technology
-34
- 0.07%
$179.83 - $207.04 $6.11K - $7.04K
51.5K $9.61M
FCX
Freeport Mcmoran Inc

Basic Materials
-360
- 3.5%
$38.65 - $43.31 $13.9K - $15.6K
9.94K $399K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-33
- 1.6%
$475.68 - $513.11 $15.7K - $16.9K
2.03K $1.03M
GE
General Electric CO

Industrials
-10
- 0.86%
$291.49 - $314.28 $2.91K - $3.14K
1.15K $345K
ABC
Amerisourcebergen Corp

Healthcare
-18
- 1.03%
N/A
1.73K $320K
TJX
Tjx Companies Inc

Consumer Cyclical
-152
- 1.24%
$138.56 - $147.63 $21.1K - $22.4K
12.1K $1.77M
VIG
Vanguard Dividend Appreciation

ETFs
-7
- 0.21%
N/A
3.4K $619K
Blackrock Inc
-32
- 4.82%
N/A
632 $0
BMY
Bristol Myers Squibb CO

Healthcare
-205
- 3.79%
$42.6 - $49.08 $8.73K - $10.1K
5.21K $243K
Activity Summary
Buys All Purchases 89 New Holdings 8 Increased Positions 81 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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