SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q2 2020
Top Holdings671 positions
Apple Inc. | 363,255 | $132.5M | 7.3% | $88.23 | 0.00% | 1 qtr | New 93 |
Microsoft Corp. | 505,578 | $102.9M | 5.7% | $126.70 | +52.39% | 7 qtrssince 2018-Q4 | Increased 59 |
Amazon.com, Inc. | 33,007 | $91.1M | 5.0% | $81.55 | +69.15% | 7 qtrssince 2018-Q4 | Decreased 0 |
| 274,860 | $49.5M | 2.7% | — | — | 1 qtr | New 76 | |
ISHARES TR | 510,000 | $41.3M | 2.3% | — | — | — | New — |
Meta Platforms Inc | 179,295 | $40.7M | 2.2% | $224.92 | 0.00% | 1 qtr | New 75 |
WELLS FARGO CO NEW | 1.5M | $37.4M | 2.1% | $38.61 | -42.37% | 7 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 23,895 | $33.8M | 1.9% | $53.51 | +30.84% | 7 qtrssince 2018-Q4 | Increased 45 |
Alphabet Inc. | 23,404 | $33.2M | 1.8% | $53.29 | +31.79% | 7 qtrssince 2018-Q4 | Increased 46 |
INTEL CORP | 519,676 | $31.1M | 1.7% | $43.56 | +22.45% | 7 qtrssince 2018-Q4 | Increased 51 |
| 139,700 | $25.2M | 1.4% | — | — | — | Decreased — | |
COMCAST CORP NEW | 597,416 | $23.3M | 1.3% | $31.44 | -4.56% | 7 qtrssince 2018-Q4 | Increased 46 |
QUALCOMM INC | 254,715 | $23.2M | 1.3% | $68.72 | +16.21% | 7 qtrssince 2018-Q4 | Increased 46 |
NVIDIA Corp. | 52,676 | $20M | 1.1% | $3.93 | +140.06% | 7 qtrssince 2018-Q4 | Decreased 0 |
Cisco Systems, Inc. | 404,860 | $18.9M | 1.0% | $43.52 | -10.39% | 7 qtrssince 2018-Q4 | Unchanged 0 |
Tesla Inc | 17,323 | $18.7M | 1.0% | $16.83 | +327.73% | 7 qtrssince 2018-Q4 | Decreased 0 |
Netflix, Inc. | 40,512 | $18.4M | 1.0% | $34.70 | +31.15% | 7 qtrssince 2018-Q4 | Increased 50 |
Adobe Inc | 38,894 | $16.9M | 0.9% | $282.76 | +53.95% | 7 qtrssince 2018-Q4 | Decreased 0 |
PAYPAL HLDGS INC | 94,458 | $16.5M | 0.9% | $107.76 | +59.90% | 7 qtrssince 2018-Q4 | Decreased 0 |
KELLOGG CO | 243,216 | $16.1M | 0.9% | $40.43 | +24.23% | 7 qtrssince 2018-Q4 | Increased 42 |
SHELTON CAPITAL MANAGEMENT manages $1.8B across 671 positions as of Q2 2020. Top holdings: AAPL (7.3%), MSFT (5.7%), AMZN (5.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 86 new positions, 68 exits, 92 increased. Top move: AAPL (NEW, conviction 93). Portfolio: $1.8B across 671 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
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