SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q2 2025
Top Holdings715 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 2.1M | $337M | 7.8% | $120.69 | +30.69% | 27 qtrssince 2018-Q4 | Increased 66 |
APPLE INC | 1.5M | $307.3M | 7.1% | $180.74 | +12.97% | 21 qtrssince 2020-Q2 | Decreased 0 |
MICROSOFT CORP | 532,725 | $265M | 6.1% | $304.08 | +62.53% | 27 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 787,973 | $172.9M | 4.0% | $127.33 | +75.38% | 27 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 511,836 | $141.1M | 3.2% | $161.31 | +66.38% | 27 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 165,673 | $122.3M | 2.8% | $258.16 | +183.75% | 21 qtrssince 2020-Q2 | Increased 52 |
ALPHABET INC-CL A | 530,871 | $93.6M | 2.2% | $111.35 | +60.08% | 27 qtrssince 2018-Q4 | Increased 53 |
NETFLIX INC | 63,463 | $85M | 2.0% | $45.28 | +192.22% | 27 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 240,070 | $76.3M | 1.8% | $223.73 | +44.65% | 27 qtrssince 2018-Q4 | Increased 47 |
CISCO SYSTEMS INC | 919,571 | $63.8M | 1.5% | $53.99 | +25.13% | 27 qtrssince 2018-Q4 | Increased 60 |
COSTCO WHOLESALE CORP | 61,272 | $60.7M | 1.4% | $482.14 | +103.85% | 27 qtrssince 2018-Q4 | Increased 48 |
ALPHABET INC-CL C | 308,006 | $54.6M | 1.3% | $107.89 | +64.97% | 27 qtrssince 2018-Q4 | Decreased 0 |
PALANTIR TECHNOLOGIES INC-A | 287,037 | $39.1M | 0.9% | $63.36 | +106.35% | 17 qtrssince 2021-Q2 | Decreased 0 |
LINDE PLC | 76,603 | $35.9M | 0.8% | $434.28 | +6.07% | 10 qtrssince 2023-Q1 | Decreased 0 |
INTUITIVE SURGICAL INC | 64,821 | $35.2M | 0.8% | $363.34 | +46.89% | 21 qtrssince 2020-Q2 | Increased 42 |
EXXON MOBIL CORP | 319,129 | $34.4M | 0.8% | $95.48 | +11.78% | 27 qtrssince 2018-Q4 | Increased 45 |
T-MOBILE US INC | 139,832 | $33.3M | 0.8% | $132.71 | +75.77% | 27 qtrssince 2018-Q4 | Decreased 0 |
INTUIT INC | 41,456 | $32.7M | 0.8% | $467.17 | +65.40% | 27 qtrssince 2018-Q4 | Decreased 0 |
ADVANCED MICRO DEVICES | 230,083 | $32.6M | 0.8% | $91.76 | +54.65% | 26 qtrssince 2019-Q1 | Increased 41 |
TEXAS INSTRUMENTS INC | 151,568 | $31.5M | 0.7% | $161.06 | +24.75% | 27 qtrssince 2018-Q4 | Increased 42 |
SHELTON CAPITAL MANAGEMENT manages $4.3B across 715 positions as of Q2 2025. Top holdings: NVDA (7.8%), AAPL (7.1%), MSFT (6.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 51 new positions, 33 exits, 103 increased. Top move: NVDA (INCREASED, conviction 66). Portfolio: $4.3B across 715 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
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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