Portfolio (Quarterly) Guide ↗

Boltwood Capital Management

· CIK 0001563690

13F Portfolio $392M AUM 184 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 105 Added 30 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NOW	SERVICENOW INC	Technology	1,941	$297K	0.08%	SOLD
2	TFC	TRUIST FINL CORP	Financial Services	4,270	$210K	0.06%	SOLD
3	AGG	ISHARES TR	—	2,100	$210K	0.06%	SOLD

Sector Allocation

Technology 31.0%

Financial Services 15.0%

Communication Services 10.6%

Consumer Cyclical 9.2%

Industrials 8.9%

Healthcare 8.8%

Consumer Defensive 7.3%

Energy 7.0%

Real Estate 0.8%

Utilities 0.8%