SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q1 2026
Top Holdings717 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.4M | $356.1M | 7.8% | $183.53 | +38.04% | 24 qtrssince 2020-Q2 | Decreased 0 |
NVIDIA CORP | 1.9M | $338.4M | 7.4% | $120.69 | +49.19% | 30 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 664,301 | $245.9M | 5.4% | $328.04 | +23.13% | 30 qtrssince 2018-Q4 | Increased 70 |
AMAZON.COM INC | 720,131 | $150M | 3.3% | $127.64 | +63.53% | 30 qtrssince 2018-Q4 | Increased 56 |
ALPHABET INC-CL A | 405,358 | $116.6M | 2.5% | $111.35 | +172.63% | 30 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 201,566 | $115.3M | 2.5% | $347.49 | +88.52% | 24 qtrssince 2020-Q2 | Increased 53 |
TESLA INC | 270,635 | $100.6M | 2.2% | $253.93 | +54.55% | 30 qtrssince 2018-Q4 | Increased 55 |
WALMART INC | 779,702 | $96.9M | 2.1% | $105.42 | +21.34% | 30 qtrssince 2018-Q4 | Increased 81 |
BROADCOM INC | 312,990 | $96.9M | 2.1% | $160.59 | +92.43% | 30 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 831,964 | $80M | 1.7% | $90.45 | +8.02% | 30 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC-CL C | 276,380 | $79.3M | 1.7% | $107.89 | +181.36% | 30 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 901,284 | $69.9M | 1.5% | $55.43 | +38.71% | 30 qtrssince 2018-Q4 | Decreased 0 |
COSTCO WHOLESALE CORP | 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% | $113.63 | +234.15% | 30 qtrssince 2018-Q4 | Decreased 0 |
LAM RESEARCH CORP COM NEW | 264,254 | $56.5M | 1.2% | $126.47 | +71.80% | 30 qtrssince 2018-Q4 | Decreased 0 |
ADVANCED MICRO DEVICES | 260,747 | $53M | 1.2% | $106.02 | +91.87% | 29 qtrssince 2019-Q1 | Increased 46 |
SCM TRUST | 1.9M | $47.6M | 1.0% | $25.98 | -0.58% | 3 qtrssince 2025-Q3 | Increased 58 |
PALANTIR TECHNOLOGIES INC-A | 307,405 | $45M | 1.0% | $71.43 | +106.12% | 20 qtrssince 2021-Q2 | Increased 43 |
WALT DISNEY CO/THE | 413,104 | $39.8M | 0.9% | $110.85 | -6.81% | 30 qtrssince 2018-Q4 | Decreased 0 |
ARISTA NETWORKS INC | 318,970 | $39.2M | 0.9% | $115.01 | +8.34% | 13 qtrssince 2023-Q1 | 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 Rating: 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