SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q2 2020
Top Holdings671 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 363,255 | $132.5M | 7.3% | $88.23 | 0.00% | 1 qtr | New 93 |
MICROSOFT CORP | 505,578 | $102.9M | 5.7% | $126.94 | +49.25% | 7 qtrssince 2018-Q4 | Increased 59 |
AMAZON.COM INC | 33,007 | $91.1M | 5.0% | $80.89 | +65.67% | 7 qtrssince 2018-Q4 | Decreased 0 |
| 274,860 | $49.5M | 2.7% | — | — | 1 qtr | New 76 | |
ISHR IBX USD HIYLD CB ETF-UI | 510,000 | $41.3M | 2.3% | — | — | — | New — |
META PLATFORMS INC-CLASS A | 179,295 | $40.7M | 2.2% | $219.11 | 0.00% | 1 qtr | New 75 |
WELLS FARGO & CO | 1.5M | $37.4M | 2.1% | $38.61 | -42.37% | 7 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 23,895 | $33.8M | 1.9% | $53.72 | +28.88% | 7 qtrssince 2018-Q4 | Increased 45 |
ALPHABET INC-CL A | 23,404 | $33.2M | 1.8% | $53.46 | +29.70% | 7 qtrssince 2018-Q4 | Increased 46 |
INTEL CORP | 519,676 | $31.1M | 1.7% | $43.53 | +19.32% | 7 qtrssince 2018-Q4 | Increased 51 |
| 139,700 | $25.2M | 1.4% | — | — | — | Decreased — | |
COMCAST CORP-CLASS A | 597,416 | $23.3M | 1.3% | $32.74 | -5.23% | 7 qtrssince 2018-Q4 | Increased 46 |
QUALCOMM INC | 254,715 | $23.2M | 1.3% | $69.89 | +13.25% | 7 qtrssince 2018-Q4 | Increased 46 |
NVIDIA CORP | 52,676 | $20M | 1.1% | $3.94 | +132.59% | 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% | $16.85 | +299.31% | 7 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 40,512 | $18.4M | 1.0% | $34.25 | +30.56% | 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 HOLDINGS INC | 94,458 | $16.5M | 0.9% | $108.34 | +55.04% | 7 qtrssince 2018-Q4 | Decreased 0 |
KELLANOVA | 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 Rating: 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
Best and worst performing positions by estimated return
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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