SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q1 2020
Top Holdings653 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 369,925 | $94.1M | 6.8% | — | — | — | Increased — |
MICROSOFT CORP | 499,457 | $78.8M | 5.7% | $126.18 | +20.90% | 6 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 33,012 | $64.4M | 4.7% | $80.89 | +21.39% | 6 qtrssince 2018-Q4 | Decreased 0 |
WELLS FARGO & CO | 1.5M | $42.4M | 3.1% | $38.61 | -36.67% | 6 qtrssince 2018-Q4 | Increased 55 |
| 274,860 | $37.7M | 2.7% | — | — | — | New — | |
META PLATFORMS INC-CLASS A | 192,495 | $32.1M | 2.3% | — | — | — | Increased — |
ALPHABET INC-CL C | 23,851 | $27.7M | 2.0% | $53.69 | +6.00% | 6 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 23,004 | $26.7M | 1.9% | $53.18 | +6.98% | 6 qtrssince 2018-Q4 | Decreased 0 |
INTEL CORP | 464,660 | $25.1M | 1.8% | $42.53 | +15.65% | 6 qtrssince 2018-Q4 | Increased 51 |
COMCAST CORP-CLASS A | 584,615 | $20.1M | 1.5% | $32.78 | -14.28% | 6 qtrssince 2018-Q4 | Decreased 0 |
QUALCOMM INC | 248,624 | $16.8M | 1.2% | $69.66 | -12.55% | 6 qtrssince 2018-Q4 | Increased 47 |
CISCO SYSTEMS INC | 404,860 | $15.9M | 1.2% | $43.52 | -25.19% | 6 qtrssince 2018-Q4 | Decreased 0 |
PAYPAL HOLDINGS INC | 160,291 | $15.3M | 1.1% | $108.34 | -10.64% | 6 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 119,915 | $14.4M | 1.0% | $105.50 | -0.27% | 6 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 44,894 | $14.3M | 1.0% | $282.76 | +12.55% | 6 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 52,868 | $13.9M | 1.0% | $3.94 | +67.65% | 6 qtrssince 2018-Q4 | Decreased 0 |
KELLANOVA | 231,016 | $13.9M | 1.0% | $39.91 | +16.67% | 6 qtrssince 2018-Q4 | Increased 44 |
PROCTER & GAMBLE CO/THE | 122,370 | $13.5M | 1.0% | $94.05 | -0.89% | 6 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 35,812 | $13.4M | 1.0% | $32.88 | +12.84% | 6 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 168,495 | $13.3M | 1.0% | $73.58 | -4.90% | 6 qtrssince 2018-Q4 | Decreased 0 |
SHELTON CAPITAL MANAGEMENT manages $1.4B across 653 positions as of Q1 2020. Top holdings: AAPL (6.8%), MSFT (5.7%), AMZN (4.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 39 new positions, 223 exits, 93 increased. Top move: WFC (INCREASED, conviction 55). Portfolio: $1.4B across 653 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