BOLTWOOD CAPITAL MANAGEMENT – Q2 2026 PF Holdings AUM: $429.78M NEWLY BOUGHT Top-25: #MU #EWN #FLIN #EWA #YUM #TFC #FLCA #BAC #TXN #LRCX #AMAT INCREASED Top-25: #TDTT #MBB #IEI #NVDA #AAPL #GOOGL #SCHE #IJH #MSFT #GUNR #SHY #SPEM #NFRA #GQRE #SPMB #GNR #AMZN #IGSB #CVX #KLAC #XOM #STIP #SCHM #META #XLY NO-CHANGE Top-25: #FLTW #CME #VIG #SNDK #RDDT #NUE #REZ #VCR #VFH #SAN REDUCED Top-25: #SCHF #SPDW #XLK #IJR #HYGV #HYG #CAT #MBSD #JPM #SCHA #SKOR #AMD #EFA #SCHB #LOW #XLE #XLI #WMT #AXP #VEU #KO #ICE #ABT #ALL #RAVI SOLD-OFF Top-15: #HON #PYPL #PLTR Positive Returns (YTD): #HON:+24% Negative Returns (YTD): #PLTR:-27% #PYPL:-2% Note: - Newly bought + Increased + Reduced + Sold-Off – highest invested first - Descending order based on Q2 net investment value - Returns are presented on a YTD basis