SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q1 2025
Top Holdings697 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.9M | $415.5M | 9.9% | $180.74 | +22.15% | 20 qtrssince 2020-Q2 | Increased 77 |
MICROSOFT CORP | 597,573 | $224.3M | 5.3% | $304.08 | +23.91% | 26 qtrssince 2018-Q4 | Increased 68 |
NVIDIA CORP | 1.9M | $211.2M | 5.0% | $117.17 | -6.42% | 26 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 897,813 | $170.8M | 4.1% | $127.33 | +51.36% | 26 qtrssince 2018-Q4 | Increased 65 |
META PLATFORMS INC-CLASS A | 162,941 | $93.9M | 2.2% | $250.21 | +129.98% | 20 qtrssince 2020-Q2 | Decreased 0 |
BROADCOM INC | 519,359 | $87M | 2.1% | $161.31 | +4.22% | 26 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 512,853 | $79.3M | 1.9% | $109.00 | +41.19% | 26 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 69,551 | $64.9M | 1.5% | $45.28 | +106.26% | 26 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 239,320 | $62M | 1.5% | $223.42 | +17.96% | 26 qtrssince 2018-Q4 | Increased 48 |
COSTCO WHOLESALE CORP | 59,692 | $56.5M | 1.3% | $468.88 | +100.00% | 26 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 311,850 | $48.7M | 1.2% | $107.89 | +44.25% | 26 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 688,320 | $42.5M | 1.0% | $49.44 | +20.76% | 26 qtrssince 2018-Q4 | Increased 56 |
BANK OF AMERICA CORP | 1M | $42.1M | 1.0% | $38.79 | +4.59% | 26 qtrssince 2018-Q4 | Increased 74 |
COGNIZANT TECH SOLUTIONS-A | 535,928 | $41M | 1.0% | $70.80 | +5.86% | 26 qtrssince 2018-Q4 | Increased 60 |
T-MOBILE US INC | 150,406 | $40.1M | 1.0% | $132.71 | +97.22% | 26 qtrssince 2018-Q4 | Decreased 0 |
AFLAC INC | 333,209 | $37M | 0.9% | $104.63 | +3.26% | 17 qtrssince 2021-Q1 | Increased 66 |
LINDE PLC | 78,388 | $36.5M | 0.9% | $434.28 | +4.66% | 9 qtrssince 2023-Q1 | Increased 42 |
APPLIED MATERIALS INC | 237,811 | $34.5M | 0.8% | $134.60 | +6.94% | 26 qtrssince 2018-Q4 | Increased 52 |
EXXON MOBIL CORP | 288,170 | $34.3M | 0.8% | $94.27 | +20.74% | 26 qtrssince 2018-Q4 | Increased 43 |
TRIMBLE INC | 514,005 | $33.7M | 0.8% | $62.37 | +5.04% | 9 qtrssince 2023-Q1 | Increased 66 |
SHELTON CAPITAL MANAGEMENT manages $4.2B across 697 positions as of Q1 2025. Top holdings: AAPL (9.9%), MSFT (5.3%), NVDA (5.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 38 new positions, 68 exits, 110 increased. Top move: AAPL (INCREASED, conviction 77). Portfolio: $4.2B across 697 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