SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q3 2020
Top Holdings758 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.6M | $183.5M | 7.6% | $106.73 | +5.16% | 2 qtrssince 2020-Q2 | Increased 96 |
MICROSOFT CORP | 556,267 | $117M | 4.8% | $133.45 | +48.63% | 8 qtrssince 2018-Q4 | Increased 61 |
AMAZON.COM INC | 34,956 | $110.1M | 4.6% | $85.15 | +84.66% | 8 qtrssince 2018-Q4 | Increased 58 |
| 274,860 | $50M | 2.1% | — | — | 2 qtrssince 2020-Q2 | Unchanged 0 | |
META PLATFORMS INC-CLASS A | 182,839 | $47.9M | 2.0% | $219.90 | +18.22% | 2 qtrssince 2020-Q2 | Increased 47 |
ALPHABET INC-CL C | 26,078 | $38.3M | 1.6% | $55.32 | +31.81% | 8 qtrssince 2018-Q4 | Increased 50 |
TESLA INC | 83,438 | $35.8M | 1.5% | $114.19 | +22.33% | 8 qtrssince 2018-Q4 | Increased 74 |
ALPHABET INC-CL A | 23,322 | $34.2M | 1.4% | $53.46 | +36.09% | 8 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 675,317 | $31.2M | 1.3% | $33.24 | +11.41% | 8 qtrssince 2018-Q4 | Increased 51 |
INTEL CORP | 558,026 | $28.9M | 1.2% | $43.70 | +5.14% | 8 qtrssince 2018-Q4 | Increased 49 |
ADOBE INC | 58,451 | $28.7M | 1.2% | $352.24 | +39.23% | 8 qtrssince 2018-Q4 | Increased 63 |
NVIDIA CORP | 52,676 | $28.5M | 1.2% | $3.94 | +234.29% | 8 qtrssince 2018-Q4 | Unchanged 0 |
| 139,700 | $25.4M | 1.1% | — | — | — | Unchanged — | |
QUALCOMM INC | 176,501 | $20.8M | 0.9% | $69.89 | +50.15% | 8 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 40,412 | $20.2M | 0.8% | $34.25 | +44.08% | 8 qtrssince 2018-Q4 | Decreased 0 |
WELLS FARGO & CO | 843,244 | $19.8M | 0.8% | $38.61 | -46.85% | 8 qtrssince 2018-Q4 | Decreased 0 |
PAYPAL HOLDINGS INC | 94,283 | $18.6M | 0.8% | $108.34 | +79.12% | 8 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 54,610 | $18.5M | 0.8% | $307.37 | +6.05% | 8 qtrssince 2018-Q4 | Increased 64 |
PROCTER & GAMBLE CO/THE | 122,479 | $17M | 0.7% | $95.27 | +25.24% | 8 qtrssince 2018-Q4 | Increased 42 |
KELLANOVA | 263,216 | $17M | 0.7% | $41.11 | +20.13% | 8 qtrssince 2018-Q4 | Increased 43 |
SHELTON CAPITAL MANAGEMENT manages $2.4B across 758 positions as of Q3 2020. Top holdings: AAPL (7.6%), MSFT (4.8%), AMZN (4.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 142 new positions, 56 exits, 134 increased. Top move: AAPL (INCREASED, conviction 96). Portfolio: $2.4B across 758 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