SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q1 2023
Top Holdings728 positions
Apple Inc. | 1.2M | $203.1M | 8.5% | $158.61 | +2.30% | 12 qtrssince 2020-Q2 | Increased 96 |
Microsoft Corp. | 557,332 | $160.7M | 6.7% | $273.18 | +2.68% | 18 qtrssince 2018-Q4 | Increased 95 |
Amazon.com, Inc. | 828,518 | $85.6M | 3.6% | $102.26 | +1.00% | 18 qtrssince 2018-Q4 | Increased 88 |
NVIDIA Corp. | 239,802 | $66.6M | 2.8% | $25.58 | +8.25% | 18 qtrssince 2018-Q4 | Increased 82 |
Tesla Inc | 269,590 | $55.9M | 2.3% | $92.64 | +123.93% | 18 qtrssince 2018-Q4 | Increased 67 |
Alphabet Inc. | 491,685 | $51.1M | 2.1% | $99.50 | +3.54% | 18 qtrssince 2018-Q4 | Increased 81 |
Alphabet Inc. | 470,970 | $48.9M | 2.0% | $99.04 | +3.75% | 18 qtrssince 2018-Q4 | Increased 81 |
Meta Platforms Inc | 211,190 | $44.8M | 1.9% | $213.88 | -1.84% | 12 qtrssince 2020-Q2 | Increased 74 |
Broadcom Inc | 47,859 | $30.7M | 1.3% | $60.07 | +2.27% | 18 qtrssince 2018-Q4 | Increased 73 |
Cisco Systems, Inc. | 573,712 | $30M | 1.2% | $47.30 | +0.60% | 18 qtrssince 2018-Q4 | Increased 73 |
COMCAST CORP NEW | 775,067 | $29.4M | 1.2% | $31.86 | -1.54% | 18 qtrssince 2018-Q4 | Increased 73 |
Costco Wholesale Corporation | 56,686 | $28.2M | 1.2% | $429.49 | +10.74% | 18 qtrssince 2018-Q4 | Increased 73 |
INTEL CORP | 811,411 | $26.5M | 1.1% | $33.59 | -5.06% | 18 qtrssince 2018-Q4 | Increased 73 |
QUALCOMM INC | 187,351 | $23.9M | 1.0% | $116.88 | +1.02% | 18 qtrssince 2018-Q4 | Increased 65 |
PEPSICO INC | 122,235 | $22.3M | 0.9% | $119.22 | +35.31% | 18 qtrssince 2018-Q4 | Increased 45 |
Texas Instruments Inc. | 113,672 | $21.1M | 0.9% | $160.31 | +4.93% | 18 qtrssince 2018-Q4 | Increased 65 |
Adobe Inc | 51,005 | $19.7M | 0.8% | $381.77 | +0.94% | 18 qtrssince 2018-Q4 | Increased 65 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 44,875 | $18.4M | 0.8% | $296.68 | +32.12% | 12 qtrssince 2020-Q2 | Decreased 0 |
PAYPAL HLDGS INC | 238,195 | $18.1M | 0.8% | $81.05 | -7.34% | 18 qtrssince 2018-Q4 | Increased 64 |
CONOCOPHILLIPS | 182,093 | $18.1M | 0.8% | $85.50 | +4.05% | 18 qtrssince 2018-Q4 | Increased 64 |
SHELTON CAPITAL MANAGEMENT manages $2.4B across 728 positions as of Q1 2023. Top holdings: AAPL (8.5%), MSFT (6.7%), AMZN (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 97 new positions, 50 exits, 258 increased. Top move: AAPL (INCREASED, conviction 96). Portfolio: $2.4B across 728 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
Verify source filings on SEC EDGAR