SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q3 2025
Top Holdings724 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.6M | $396.6M | 8.5% | $183.53 | +38.23% | 22 qtrssince 2020-Q2 | Increased 63 |
NVIDIA CORP | 2.1M | $388.4M | 8.3% | $120.69 | +50.67% | 28 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 531,129 | $275.1M | 5.9% | $304.08 | +68.92% | 28 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 765,081 | $168M | 3.6% | $127.33 | +74.49% | 28 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 491,907 | $162.3M | 3.5% | $160.59 | +104.29% | 28 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 520,161 | $126.5M | 2.7% | $111.35 | +119.03% | 28 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 157,228 | $115.5M | 2.5% | $258.16 | +187.72% | 22 qtrssince 2020-Q2 | Decreased 0 |
TESLA INC | 230,159 | $102.4M | 2.2% | $223.73 | +98.10% | 28 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 61,817 | $74.1M | 1.6% | $45.28 | +166.44% | 28 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 302,040 | $73.6M | 1.6% | $107.89 | +126.34% | 28 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 1M | $69.5M | 1.5% | $55.23 | +21.37% | 28 qtrssince 2018-Q4 | Increased 52 |
COSTCO WHOLESALE CORP | 61,267 | $56.7M | 1.2% | $482.14 | +90.87% | 28 qtrssince 2018-Q4 | Decreased 0 |
PALANTIR TECHNOLOGIES INC-A | 282,447 | $51.5M | 1.1% | $63.36 | +182.30% | 18 qtrssince 2021-Q2 | Decreased 0 |
LAM RESEARCH CORP COM NEW | 301,020 | $40.3M | 0.9% | $95.36 | +37.24% | 28 qtrssince 2018-Q4 | Increased 61 |
ADVANCED MICRO DEVICES | 230,383 | $37.3M | 0.8% | $91.85 | +76.15% | 27 qtrssince 2019-Q1 | Increased 41 |
EXXON MOBIL CORP | 321,194 | $36.2M | 0.8% | $95.58 | +17.68% | 28 qtrssince 2018-Q4 | Increased 41 |
LINDE PLC | 75,353 | $35.8M | 0.8% | $434.28 | +9.32% | 11 qtrssince 2023-Q1 | Decreased 0 |
NETAPP INC | 278,483 | $33M | 0.7% | $97.61 | +20.35% | 27 qtrssince 2019-Q1 | Increased 47 |
T-MOBILE US INC | 137,238 | $32.9M | 0.7% | $132.71 | +78.43% | 28 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 63,859 | $32.1M | 0.7% | $400.11 | +24.78% | 28 qtrssince 2018-Q4 | Increased 48 |
SHELTON CAPITAL MANAGEMENT manages $4.7B across 724 positions as of Q3 2025. Top holdings: AAPL (8.5%), NVDA (8.3%), MSFT (5.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 64 new positions, 55 exits, 88 increased. Top move: AAPL (INCREASED, conviction 63). Portfolio: $4.7B across 724 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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