SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q3 2024
Top Holdings749 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.3M | $310.9M | 8.0% | $162.82 | +41.92% | 18 qtrssince 2020-Q2 | Increased 62 |
NVIDIA CORP | 1.8M | $222.6M | 5.7% | $115.04 | +5.50% | 24 qtrssince 2018-Q4 | Increased 65 |
MICROSOFT CORP | 491,732 | $211.6M | 5.4% | $285.72 | +48.41% | 24 qtrssince 2018-Q4 | Increased 59 |
AMAZON.COM INC | 719,102 | $134M | 3.4% | $109.33 | +71.93% | 24 qtrssince 2018-Q4 | Increased 56 |
META PLATFORMS INC-CLASS A | 228,473 | $130.8M | 3.4% | $250.21 | +125.86% | 18 qtrssince 2020-Q2 | Decreased 0 |
BROADCOM INC | 692,967 | $119.5M | 3.1% | $161.31 | +5.82% | 24 qtrssince 2018-Q4 | Increased 89 |
ALPHABET INC-CL A | 515,738 | $85.5M | 2.2% | $108.21 | +50.74% | 24 qtrssince 2018-Q4 | Increased 54 |
TESLA INC | 269,380 | $70.5M | 1.8% | $221.94 | +17.36% | 24 qtrssince 2018-Q4 | Increased 47 |
COSTCO WHOLESALE CORP | 66,460 | $58.9M | 1.5% | $468.88 | +87.01% | 24 qtrssince 2018-Q4 | Decreased 0 |
AMGEN INC | 174,744 | $56.3M | 1.4% | $257.75 | +19.45% | 24 qtrssince 2018-Q4 | Increased 75 |
ALPHABET INC-CL C | 323,353 | $54.1M | 1.4% | $106.22 | +54.83% | 24 qtrssince 2018-Q4 | Increased 50 |
NETFLIX INC | 74,193 | $52.6M | 1.4% | $44.16 | +60.20% | 24 qtrssince 2018-Q4 | Increased 50 |
CISCO SYSTEMS INC | 825,384 | $43.9M | 1.1% | $47.04 | +7.88% | 24 qtrssince 2018-Q4 | Decreased 0 |
ADVANCED MICRO DEVICES | 231,987 | $38.1M | 1.0% | $90.78 | +80.75% | 23 qtrssince 2019-Q1 | Increased 45 |
LINDE PLC | 76,120 | $36.3M | 0.9% | $433.62 | +8.78% | 7 qtrssince 2023-Q1 | Decreased 0 |
INTUITIVE SURGICAL INC | 68,138 | $33.5M | 0.9% | $343.90 | +39.34% | 18 qtrssince 2020-Q2 | Increased 49 |
ADOBE INC | 63,266 | $32.8M | 0.8% | $432.58 | +19.70% | 24 qtrssince 2018-Q4 | Decreased 0 |
T-MOBILE US INC | 158,664 | $32.7M | 0.8% | $132.71 | +51.68% | 24 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 761,749 | $31.8M | 0.8% | $32.72 | +12.75% | 24 qtrssince 2018-Q4 | Decreased 0 |
TEXAS INSTRUMENTS INC | 148,693 | $30.7M | 0.8% | $159.56 | +22.51% | 24 qtrssince 2018-Q4 | Decreased 0 |
SHELTON CAPITAL MANAGEMENT manages $3.9B across 749 positions as of Q3 2024. Top holdings: AAPL (8.0%), NVDA (5.7%), MSFT (5.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 72 new positions, 33 exits, 107 increased. Top move: AVGO (INCREASED, conviction 89). Portfolio: $3.9B across 749 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