SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q1 2026
Top Holdings717 positions
APPLE INC | 1.4M | $356.1M | 7.8% | $183.01 | +38.43% | 24 qtrssince 2020-Q2 | Decreased 0 |
NVIDIA CORPORATION | 1.9M | $338.4M | 7.4% | $58.30 | +198.47% | 30 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 664,301 | $245.9M | 5.4% | $322.76 | +14.23% | 30 qtrssince 2018-Q4 | Increased 70 |
AMAZON COM INC | 720,131 | $150M | 3.3% | $126.95 | +64.06% | 30 qtrssince 2018-Q4 | Increased 56 |
ALPHABET INC | 405,358 | $116.6M | 2.5% | $110.81 | +159.17% | 30 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 201,566 | $115.3M | 2.5% | $345.32 | +65.40% | 24 qtrssince 2020-Q2 | Increased 53 |
TESLA INC | 270,635 | $100.6M | 2.2% | $176.73 | +110.35% | 30 qtrssince 2018-Q4 | Increased 55 |
WALMART INC | 779,702 | $96.9M | 2.1% | $102.72 | +20.47% | 30 qtrssince 2018-Q4 | Increased 81 |
BROADCOM INC | 312,990 | $96.9M | 2.1% | $76.93 | +300.97% | 30 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC. | 831,964 | $80M | 1.7% | $58.11 | +65.48% | 30 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC | 276,380 | $79.3M | 1.7% | $107.37 | +166.83% | 30 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYS INC | 901,284 | $69.9M | 1.5% | $55.43 | +38.71% | 30 qtrssince 2018-Q4 | Decreased 0 |
COSTCO WHOLESALE CORPORATION | 59,387 | $59.2M | 1.3% | $492.11 | +101.87% | 30 qtrssince 2018-Q4 | Decreased 0 |
MICRON TECHNOLOGY INC | 172,685 | $58.3M | 1.3% | $111.10 | +204.03% | 30 qtrssince 2018-Q4 | Decreased 0 |
LAM RESEARCH CORP | 264,254 | $56.5M | 1.2% | $126.35 | +68.80% | 6 qtrssince 2024-Q4 | Decreased 0 |
ADVANCED MICRO DEVICES INC | 260,747 | $53M | 1.2% | $106.02 | +91.87% | 29 qtrssince 2019-Q1 | Increased 46 |
SCM TRUST | 1.9M | $47.6M | 1.0% | $24.48 | -1.23% | 3 qtrssince 2025-Q3 | Increased 58 |
PALANTIR TECHNOLOGIES INC | 307,405 | $45M | 1.0% | $71.43 | +106.12% | 20 qtrssince 2021-Q2 | Increased 43 |
DISNEY WALT CO | 413,104 | $39.8M | 0.9% | $109.67 | -12.79% | 30 qtrssince 2018-Q4 | Decreased 0 |
ARISTA NETWORKS INC | 318,970 | $39.2M | 0.9% | $116.24 | +5.63% | 6 qtrssince 2024-Q4 | Increased 45 |
SHELTON CAPITAL MANAGEMENT manages $4.6B across 717 positions as of Q1 2026. Top holdings: AAPL (7.8%), NVDA (7.4%), MSFT (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 91 new positions, 77 exits, 104 increased. Top move: WMT (INCREASED, conviction 81). Portfolio: $4.6B across 717 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