SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q2 2024
Top Holdings716 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.3M | $274M | 7.4% | $161.08 | +29.52% | 17 qtrssince 2020-Q2 | Decreased 0 |
MICROSOFT CORP | 491,059 | $219.5M | 6.0% | $285.53 | +54.80% | 23 qtrssince 2018-Q4 | Increased 63 |
NVIDIA CORP | 1.7M | $207.9M | 5.6% | $114.47 | +7.88% | 23 qtrssince 2018-Q4 | Increased 96 |
AMAZON.COM INC | 709,320 | $137.1M | 3.7% | $108.25 | +78.53% | 23 qtrssince 2018-Q4 | Increased 55 |
META PLATFORMS INC-CLASS A | 228,620 | $115.3M | 3.1% | $250.21 | +100.53% | 17 qtrssince 2020-Q2 | Decreased 0 |
BROADCOM INC | 65,367 | $104.9M | 2.8% | $71.24 | +122.03% | 23 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 486,675 | $88.6M | 2.4% | $104.93 | +72.48% | 23 qtrssince 2018-Q4 | Increased 52 |
COSTCO WHOLESALE CORP | 67,814 | $57.6M | 1.6% | $468.88 | +79.05% | 23 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 299,699 | $55M | 1.5% | $101.63 | +79.34% | 23 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 268,380 | $53.1M | 1.4% | $221.80 | -10.78% | 23 qtrssince 2018-Q4 | Increased 47 |
NETFLIX INC | 68,862 | $46.5M | 1.3% | $42.10 | +60.31% | 23 qtrssince 2018-Q4 | Increased 49 |
CISCO SYSTEMS INC | 939,665 | $44.6M | 1.2% | $47.04 | -4.51% | 23 qtrssince 2018-Q4 | Increased 49 |
ADOBE INC | 67,481 | $37.5M | 1.0% | $432.58 | +28.42% | 23 qtrssince 2018-Q4 | Decreased 0 |
ADVANCED MICRO DEVICES | 209,397 | $34M | 0.9% | $82.87 | +95.74% | 22 qtrssince 2019-Q1 | Increased 42 |
LINDE PLC | 76,361 | $33.5M | 0.9% | $433.62 | -0.74% | 6 qtrssince 2023-Q1 | Increased 45 |
T-MOBILE US INC | 182,033 | $32.1M | 0.9% | $132.71 | +29.82% | 23 qtrssince 2018-Q4 | Decreased 0 |
APPLIED MATERIALS INC | 132,423 | $31.3M | 0.8% | $116.90 | +99.02% | 23 qtrssince 2018-Q4 | Decreased 0 |
TEXAS INSTRUMENTS INC | 158,470 | $30.8M | 0.8% | $159.56 | +14.63% | 23 qtrssince 2018-Q4 | Increased 44 |
INTUIT INC | 46,050 | $30.3M | 0.8% | $462.62 | +40.44% | 23 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 763,019 | $29.9M | 0.8% | $32.72 | +5.17% | 23 qtrssince 2018-Q4 | Increased 41 |
SHELTON CAPITAL MANAGEMENT manages $3.7B across 716 positions as of Q2 2024. Top holdings: AAPL (7.4%), MSFT (6.0%), NVDA (5.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 32 new positions, 56 exits, 128 increased. Top move: NVDA (INCREASED, conviction 96). Portfolio: $3.7B across 716 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