How many stocks does SHELTON CAPITAL MANAGEMENT own?

As of Q1 2026, SHELTON CAPITAL MANAGEMENT holds 717 positions in their 13F portfolio.

What is SHELTON CAPITAL MANAGEMENT's largest holding?

AAPL at 7.8% of portfolio, worth $356.1M.

What is SHELTON CAPITAL MANAGEMENT's total portfolio value?

$4.6B as of Q1 2026, tracked across 717 holdings.

Is SHELTON CAPITAL MANAGEMENT a hedge fund?

SHELTON CAPITAL MANAGEMENT is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does SHELTON CAPITAL MANAGEMENT report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has SHELTON CAPITAL MANAGEMENT's portfolio changed in Q1 2026?

View SHELTON CAPITAL MANAGEMENT's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is SHELTON CAPITAL MANAGEMENT's investment strategy?

SHELTON CAPITAL MANAGEMENT is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

SHELTON CAPITAL MANAGEMENT Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

SHELTON CAPITAL MANAGEMENT

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$4.6B

AUM

717

Positions

Q1 2026

Filing

Rating · 3.0

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New5%Increased27%Decreased63%Exited6%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 5.1 years

<1Q7%1-4Q6%1-2Y6%2Y+81%

Q1 2026 Summary

Active quarter - 91 new positions, 77 exits, 104 increased. Top move: WMT (INCREASED, conviction 81). Portfolio: $4.6B across 717 positions.

Portfolio Allocation

Top holdings by portfolio weight

AAPL7.79%

NVDA7.40%

MSFT5.38%

AMZN3.28%

GOOGL2.55%

META2.52%

TSLA2.20%

WMT2.12%

AVGO2.12%

NFLX1.75%

Other1.73%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

CIEN30Q held

CIENA CORP

Avg $40.83 · $381,391 est. P&L

Est. P&L

+1265.71%

SNDK3Q held

SANDISK CORP

Avg $113.50 · $2.3M est. P&L

Est. P&L

+1140.19%

LITE4Q held

LUMENTUM HLDGS INC

Avg $94.75 · $331,109 est. P&L

Est. P&L

+924.49%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings717 positions

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL APPLE INC	1.4M	$356.1M	7.8%	—	$181.24	+65.65%	24 qtrssince 2020-Q2	Decreased 0
NVDA NVIDIA CORPORATION	1.9M	$338.4M	7.4%	—	$120.69	+90.72%	30 qtrssince 2018-Q4	Decreased 0
MSFT MICROSOFT CORP	664,301	$245.9M	5.4%	—	$328.04	+30.25%	30 qtrssince 2018-Q4	Increased 70
AMZN AMAZON COM INC	720,131	$150M	3.3%	—	$127.64	+106.94%	30 qtrssince 2018-Q4	Increased 56
GOOGL ALPHABET INC	405,358	$116.6M	2.5%	—	$111.35	+256.58%	30 qtrssince 2018-Q4	Decreased 0
META META PLATFORMS INC	201,566	$115.3M	2.5%	—	$347.49	+78.08%	24 qtrssince 2020-Q2	Increased 53
TSLA TESLA INC	270,635	$100.6M	2.2%	—	$253.93	+68.56%	30 qtrssince 2018-Q4	Increased 55
WMT WALMART INC	779,702	$96.9M	2.1%	—	$105.42	+24.37%	30 qtrssince 2018-Q4	Increased 81
AVGO BROADCOM INC	312,990	$96.9M	2.1%	—	$161.31	+165.12%	30 qtrssince 2018-Q4	Decreased 0
NFLX NETFLIX INC.	831,964	$80M	1.7%	—	$90.45	-3.69%	30 qtrssince 2018-Q4	Increased 50
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