SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q3 2022
Top Holdings683 positions
APPLE INC | 1.3M | $174M | 8.3% | $94.26 | +43.80% | 10 qtrssince 2020-Q2 | Decreased 0 |
MICROSOFT CORP | 498,423 | $116.1M | 5.5% | $183.18 | +23.04% | 16 qtrssince 2018-Q4 | Increased 58 |
AMAZON COM INC | 699,574 | $79.1M | 3.8% | $91.61 | +23.35% | 16 qtrssince 2018-Q4 | Increased 57 |
TESLA INC | 236,165 | $62.6M | 3.0% | $46.25 | +473.55% | 16 qtrssince 2018-Q4 | Increased 82 |
ALPHABET INC | 425,282 | $40.9M | 1.9% | $60.40 | +57.70% | 16 qtrssince 2018-Q4 | Increased 74 |
ALPHABET INC | 406,357 | $38.9M | 1.8% | $59.65 | +58.85% | 16 qtrssince 2018-Q4 | Increased 74 |
NVIDIA CORPORATION | 247,428 | $30M | 1.4% | $7.03 | +72.15% | 16 qtrssince 2018-Q4 | Increased 47 |
META PLATFORMS INC | 215,209 | $29.2M | 1.4% | $253.79 | -47.04% | 10 qtrssince 2020-Q2 | Decreased 0 |
CISCO SYS INC | 706,519 | $28.3M | 1.3% | $45.42 | -21.22% | 16 qtrssince 2018-Q4 | Increased 48 |
COSTCO WHOLESALE CORPORATION | 52,034 | $24.6M | 1.2% | $317.15 | +42.04% | 16 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP NEW | 819,498 | $24M | 1.1% | $33.56 | -29.96% | 16 qtrssince 2018-Q4 | Increased 46 |
QUALCOMM INC | 211,942 | $23.9M | 1.1% | $104.94 | -1.60% | 16 qtrssince 2018-Q4 | Increased 48 |
PEPSICO INC | 134,614 | $22M | 1.0% | $113.97 | +25.13% | 16 qtrssince 2018-Q4 | Increased 45 |
CONOCOPHILLIPS | 209,016 | $21.4M | 1.0% | $67.21 | +33.77% | 16 qtrssince 2018-Q4 | Decreased 0 |
INTEL CORP | 815,390 | $21M | 1.0% | $45.97 | -46.67% | 16 qtrssince 2018-Q4 | Increased 44 |
TEXAS INSTRS INC | 123,202 | $19.1M | 0.9% | $139.78 | -1.35% | 16 qtrssince 2018-Q4 | Increased 43 |
BROADCOM INC | 41,591 | $18.5M | 0.9% | $28.74 | +45.70% | 16 qtrssince 2018-Q4 | Increased 40 |
T-MOBILE US INC | 137,270 | $18.4M | 0.9% | $96.73 | +31.88% | 16 qtrssince 2018-Q4 | Increased 40 |
PAYPAL HLDGS INC | 198,690 | $17.1M | 0.8% | $115.22 | -26.12% | 16 qtrssince 2018-Q4 | Increased 51 |
MERCK & CO INC | 191,815 | $16.5M | 0.8% | $66.92 | +14.32% | 16 qtrssince 2018-Q4 | Increased 43 |
SHELTON CAPITAL MANAGEMENT manages $2.1B across 683 positions as of Q3 2022. Top holdings: AAPL (8.3%), MSFT (5.5%), AMZN (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 30 new positions, 58 exits, 102 increased. Top move: TSLA (INCREASED, conviction 82). Portfolio: $2.1B across 683 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR