SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q1 2019
Top Holdings832 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
WELLS FARGO & CO | 70,855 | $1.5B | 5.8% | $37.34 | +5.81% | 2 qtrssince 2018-Q4 | Decreased 0 |
FRANKLIN RESOURCES INC | 34,889 | $1.1B | 4.2% | $20.98 | +14.54% | 2 qtrssince 2018-Q4 | Decreased 0 |
INTEL CORP | 38,645 | $719.6M | 2.8% | $40.23 | +15.61% | 2 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 24,848 | $621.5M | 2.5% | $26.52 | +17.04% | 2 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 29,201 | $540.9M | 2.1% | $34.65 | +25.57% | 2 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 88,727 | $467.1M | 1.8% | $37.39 | +20.94% | 2 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 52,487 | $445M | 1.8% | $93.93 | +17.98% | 2 qtrssince 2018-Q4 | Decreased 0 |
SIRIUS XM HOLDINGS INC | 2,212 | $390.1M | 1.5% | $47.09 | -0.68% | 2 qtrssince 2018-Q4 | Decreased 0 |
BANK OF AMERICA CORP | 10,690 | $387.5M | 1.5% | $20.58 | +13.70% | 2 qtrssince 2018-Q4 | Decreased 0 |
FORD MOTOR CO | 3,283 | $373.9M | 1.5% | $5.17 | +16.77% | 2 qtrssince 2018-Q4 | Decreased 0 |
KELLANOVA | 15,654 | $272.8M | 1.1% | $41.59 | +1.30% | 2 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 42,135 | $252.8M | 1.0% | $132.28 | +25.14% | 2 qtrssince 2018-Q4 | Decreased 0 |
SPROUTS FMRS MKT INC | 5,143 | $238.7M | 0.9% | $23.19 | -7.12% | 2 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 18,161 | $224.8M | 0.9% | $48.91 | +19.85% | 2 qtrssince 2018-Q4 | Decreased 0 |
DOWDUPONT INC COM | 11,667 | $218.9M | 0.9% | — | — | 2 qtrssince 2018-Q4 | Decreased 0 |
PFIZER INC | 9,228 | $217.3M | 0.9% | $28.59 | -1.85% | 2 qtrssince 2018-Q4 | Decreased 0 |
APPLIED MATERIALS INC | 8,336 | $210.2M | 0.8% | $30.05 | +23.09% | 2 qtrssince 2018-Q4 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 12,024 | $203.3M | 0.8% | $37.01 | +8.11% | 2 qtrssince 2018-Q4 | Decreased 0 |
NORDIC AMERICAN TANKERS LIMI | 404 | $200M | 0.8% | $1.20 | +3.33% | 2 qtrssince 2018-Q4 | Decreased 0 |
WALGREENS BOOTS ALLIANCE | 12,161 | $192.2M | 0.8% | — | — | 2 qtrssince 2018-Q4 | Decreased 0 |
SHELTON CAPITAL MANAGEMENT manages $25.4B across 832 positions as of Q1 2019. Top holdings: WFC (5.8%), BEN (4.2%), INTC (2.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 86 new positions, 36 exits, 7 increased. No standout high-conviction moves this quarter. Portfolio: $25.4B across 832 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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