SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q2 2022
Top Holdings712 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.3M | $177.5M | 8.0% | $109.61 | +22.17% | 9 qtrssince 2020-Q2 | Increased 62 |
MICROSOFT CORP | 497,751 | $127.8M | 5.7% | $182.54 | +38.56% | 15 qtrssince 2018-Q4 | Increased 60 |
AMAZON.COM INC | 671,180 | $71.3M | 3.2% | $107.99 | +0.86% | 15 qtrssince 2018-Q4 | Increased 88 |
TESLA INC | 78,569 | $52.9M | 2.4% | $132.08 | +73.00% | 15 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC-CL C | 20,109 | $44M | 2.0% | $58.66 | +89.96% | 15 qtrssince 2018-Q4 | Unchanged 0 |
ALPHABET INC-CL A | 19,804 | $43.2M | 1.9% | $58.94 | +88.08% | 15 qtrssince 2018-Q4 | Unchanged 0 |
NVIDIA CORP | 240,414 | $36.4M | 1.6% | $16.81 | -7.67% | 15 qtrssince 2018-Q4 | Increased 50 |
META PLATFORMS INC-CLASS A | 221,196 | $35.7M | 1.6% | $251.53 | -35.28% | 9 qtrssince 2020-Q2 | Decreased 0 |
COMCAST CORP-CLASS A | 806,122 | $31.6M | 1.4% | $35.27 | -7.57% | 15 qtrssince 2018-Q4 | Increased 46 |
CISCO SYSTEMS INC | 674,137 | $28.7M | 1.3% | $45.88 | -17.61% | 15 qtrssince 2018-Q4 | Increased 46 |
INTEL CORP | 741,611 | $27.7M | 1.2% | $48.27 | -27.24% | 15 qtrssince 2018-Q4 | Increased 46 |
QUALCOMM INC | 200,178 | $25.6M | 1.2% | $105.37 | +14.08% | 15 qtrssince 2018-Q4 | Decreased 0 |
COSTCO WHOLESALE CORP | 53,156 | $25.5M | 1.1% | $317.15 | +43.90% | 15 qtrssince 2018-Q4 | Increased 47 |
PEPSICO INC | 133,888 | $22.3M | 1.0% | $117.74 | +26.61% | 15 qtrssince 2018-Q4 | Unchanged 0 |
JINKOSOLAR HLDG CO LTD | 299,000 | $20.7M | 0.9% | $30.52 | +75.11% | 15 qtrssince 2018-Q4 | Unchanged 0 |
BROADCOM INC | 41,491 | $20.2M | 0.9% | $28.83 | +59.95% | 15 qtrssince 2018-Q4 | Increased 44 |
CONOCOPHILLIPS | 221,928 | $19.9M | 0.9% | $69.05 | +16.71% | 15 qtrssince 2018-Q4 | Increased 46 |
ADOBE INC | 53,104 | $19.4M | 0.9% | $380.70 | -3.84% | 15 qtrssince 2018-Q4 | Unchanged 0 |
T-MOBILE US INC | 135,242 | $18.2M | 0.8% | $97.43 | +33.24% | 15 qtrssince 2018-Q4 | Increased 45 |
TEXAS INSTRUMENTS INC | 113,654 | $17.5M | 0.8% | $139.94 | -2.82% | 15 qtrssince 2018-Q4 | Decreased 0 |
SHELTON CAPITAL MANAGEMENT manages $2.2B across 712 positions as of Q2 2022. Top holdings: AAPL (8.0%), MSFT (5.7%), AMZN (3.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 17 new positions, 102 exits, 95 increased. Top move: AMZN (INCREASED, conviction 88). Portfolio: $2.2B across 712 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