SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q2 2022
Top Holdings712 positions
Apple Inc. | 1.3M | $177.5M | 8.0% | $94.26 | +42.07% | 9 qtrssince 2020-Q2 | Increased 62 |
Microsoft Corp. | 497,751 | $127.8M | 5.7% | $183.12 | +35.44% | 15 qtrssince 2018-Q4 | Increased 60 |
Amazon.com, Inc. | 671,180 | $71.3M | 3.2% | $90.71 | +17.09% | 15 qtrssince 2018-Q4 | Increased 88 |
Tesla Inc | 78,569 | $52.9M | 2.4% | $45.82 | +389.88% | 15 qtrssince 2018-Q4 | Increased 50 |
Alphabet Inc. | 20,109 | $44M | 2.0% | $58.40 | +85.53% | 15 qtrssince 2018-Q4 | Unchanged 0 |
Alphabet Inc. | 19,804 | $43.2M | 1.9% | $58.74 | +83.77% | 15 qtrssince 2018-Q4 | Unchanged 0 |
NVIDIA Corp. | 240,414 | $36.4M | 1.6% | $6.88 | +119.53% | 15 qtrssince 2018-Q4 | Increased 50 |
Meta Platforms Inc | 221,196 | $35.7M | 1.6% | $253.79 | -37.06% | 9 qtrssince 2020-Q2 | Decreased 0 |
COMCAST CORP NEW | 806,122 | $31.6M | 1.4% | $33.72 | -7.39% | 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% | $48.11 | -26.75% | 15 qtrssince 2018-Q4 | Increased 46 |
QUALCOMM INC | 200,178 | $25.6M | 1.2% | $105.03 | +10.54% | 15 qtrssince 2018-Q4 | Decreased 0 |
Costco Wholesale Corporation | 53,156 | $25.5M | 1.1% | $317.15 | +43.90% | 15 qtrssince 2018-Q4 | Increased 47 |
PEPSICO INC | 133,888 | $22.3M | 1.0% | $113.81 | +27.06% | 15 qtrssince 2018-Q4 | Unchanged 0 |
JINKOSOLAR HLDG CO LTD SPONSORED ADR | 299,000 | $20.7M | 0.9% | $30.52 | +75.11% | 15 qtrssince 2018-Q4 | Unchanged 0 |
Broadcom Inc | 41,491 | $20.2M | 0.9% | $28.71 | +58.26% | 15 qtrssince 2018-Q4 | Increased 44 |
CONOCOPHILLIPS | 221,928 | $19.9M | 0.9% | $67.21 | +15.21% | 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% | $96.27 | +32.88% | 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: Balanced Allocator. HoldingsIntel Score: 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
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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
Verify source filings on SEC EDGAR