SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q1 2024
Top Holdings740 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.3M | $225.1M | 6.4% | $161.08 | +5.31% | 16 qtrssince 2020-Q2 | Increased 61 |
MICROSOFT CORP | 464,387 | $195.4M | 5.5% | $276.54 | +50.18% | 22 qtrssince 2018-Q4 | Increased 60 |
NVIDIA CORP | 156,377 | $141.3M | 4.0% | $26.43 | +241.67% | 22 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 706,990 | $127.5M | 3.6% | $107.97 | +67.07% | 22 qtrssince 2018-Q4 | Increased 60 |
META PLATFORMS INC-CLASS A | 238,911 | $116M | 3.3% | $250.21 | +92.93% | 16 qtrssince 2020-Q2 | Increased 61 |
BROADCOM INC | 69,458 | $92.1M | 2.6% | $71.49 | +81.40% | 22 qtrssince 2018-Q4 | Increased 53 |
ALPHABET INC-CL A | 478,698 | $72.2M | 2.1% | $103.67 | +44.50% | 22 qtrssince 2018-Q4 | Increased 54 |
COSTCO WHOLESALE CORP | 73,680 | $54M | 1.5% | $468.88 | +54.08% | 22 qtrssince 2018-Q4 | Increased 48 |
ALPHABET INC-CL C | 332,191 | $50.6M | 1.4% | $101.63 | +48.71% | 22 qtrssince 2018-Q4 | Increased 48 |
TESLA INC | 264,205 | $46.4M | 1.3% | $222.18 | -20.88% | 22 qtrssince 2018-Q4 | Increased 46 |
CISCO SYSTEMS INC | 874,874 | $43.7M | 1.2% | $47.20 | -0.83% | 22 qtrssince 2018-Q4 | Increased 51 |
ADOBE INC | 78,116 | $39.4M | 1.1% | $432.58 | +16.65% | 22 qtrssince 2018-Q4 | Increased 48 |
NETFLIX INC | 64,415 | $39.1M | 1.1% | $40.35 | +50.52% | 22 qtrssince 2018-Q4 | Increased 49 |
ADVANCED MICRO DEVICES | 204,887 | $37M | 1.1% | $81.13 | +122.48% | 21 qtrssince 2019-Q1 | Increased 47 |
INTUIT INC | 50,484 | $32.8M | 0.9% | $462.62 | +38.70% | 22 qtrssince 2018-Q4 | Increased 44 |
COMCAST CORP-CLASS A | 755,300 | $32.7M | 0.9% | $32.70 | +15.65% | 22 qtrssince 2018-Q4 | Increased 43 |
LINDE PLC | 68,700 | $31.9M | 0.9% | $433.98 | +4.61% | 5 qtrssince 2023-Q1 | Increased 66 |
EXXON MOBIL CORP | 266,802 | $31M | 0.9% | $90.63 | +19.95% | 22 qtrssince 2018-Q4 | Increased 49 |
APPLIED MATERIALS INC | 148,940 | $30.7M | 0.9% | $117.22 | +72.70% | 22 qtrssince 2018-Q4 | Decreased 0 |
T-MOBILE US INC | 188,114 | $30.7M | 0.9% | $132.71 | +19.82% | 22 qtrssince 2018-Q4 | Decreased 0 |
SHELTON CAPITAL MANAGEMENT manages $3.5B across 740 positions as of Q1 2024. Top holdings: AAPL (6.4%), MSFT (5.5%), NVDA (4.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 48 new positions, 35 exits, 147 increased. Top move: LIN (INCREASED, conviction 66). Portfolio: $3.5B across 740 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