SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q2 2026
Top Holdings749 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.3M | $386.6M | 7.2% | $183.53 | +70.79% | 25 qtrssince 2020-Q2 | Decreased 0 |
NVIDIA CORP | 1.8M | $364M | 6.7% | $120.69 | +73.72% | 31 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 661,962 | $246.9M | 4.6% | $322.76 | +53.79% | 31 qtrssince 2018-Q4 | Decreased 0 |
MICRON TECHNOLOGY INC | 162,257 | $187.3M | 3.5% | $113.63 | +725.87% | 31 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 705,498 | $168.1M | 3.1% | $127.64 | +103.92% | 31 qtrssince 2018-Q4 | Decreased 0 |
ADVANCED MICRO DEVICES | 249,821 | $145.1M | 2.7% | $106.02 | +353.61% | 30 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 389,263 | $139.1M | 2.6% | $111.35 | +207.14% | 31 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 211,030 | $118.9M | 2.2% | $357.17 | +61.31% | 25 qtrssince 2020-Q2 | Increased 54 |
LAM RESEARCH CORP COM NEW | 270,819 | $117.4M | 2.2% | $133.91 | +133.66% | 31 qtrssince 2018-Q4 | Increased 53 |
TESLA INC | 260,546 | $109.6M | 2.0% | $253.93 | +36.19% | 31 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 287,021 | $108.4M | 2.0% | $160.59 | +121.42% | 31 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 275,124 | $97.2M | 1.8% | $107.89 | +214.30% | 31 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 754,715 | $88.6M | 1.6% | $55.43 | +102.71% | 31 qtrssince 2018-Q4 | Decreased 0 |
WALMART INC | 765,210 | $86.7M | 1.6% | $103.69 | +0.63% | 31 qtrssince 2018-Q4 | Decreased 0 |
INTEL CORP | 575,527 | $80.4M | 1.5% | $34.22 | +157.87% | 31 qtrssince 2018-Q4 | Decreased 0 |
APPLIED MATERIALS INC | 102,149 | $73.9M | 1.4% | $152.11 | +215.41% | 31 qtrssince 2018-Q4 | Increased 48 |
NETFLIX INC | 853,146 | $60.9M | 1.1% | $89.97 | -9.46% | 31 qtrssince 2018-Q4 | Increased 48 |
SCM TRUST | 2M | $54.9M | 1.0% | $26.05 | +10.36% | 4 qtrssince 2025-Q3 | Increased 48 |
ARISTA NETWORKS INC | 301,071 | $51.1M | 0.9% | $115.01 | +75.86% | 14 qtrssince 2023-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 52,745 | $49.3M | 0.9% | $492.11 | +94.29% | 31 qtrssince 2018-Q4 | Decreased 0 |
SHELTON CAPITAL MANAGEMENT manages $5.4B across 749 positions as of Q2 2026. Top holdings: AAPL (7.2%), NVDA (6.7%), MSFT (4.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 91 new positions, 60 exits, 111 increased. Top move: META (INCREASED, conviction 54). Portfolio: $5.4B across 749 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR