SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q3 2025
Top Holdings724 positions
APPLE INC | 1.6M | $396.6M | 8.5% | $183.01 | +38.62% | 22 qtrssince 2020-Q2 | Increased 63 |
NVIDIA CORPORATION | 2.1M | $388.4M | 8.3% | $58.30 | +219.28% | 28 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 531,129 | $275.1M | 5.9% | $304.63 | +68.64% | 28 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 765,081 | $168M | 3.6% | $126.64 | +73.39% | 28 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 491,907 | $162.3M | 3.5% | $76.93 | +325.69% | 28 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 520,161 | $126.5M | 2.7% | $110.81 | +118.81% | 28 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 157,228 | $115.5M | 2.5% | $260.89 | +180.53% | 22 qtrssince 2020-Q2 | Decreased 0 |
TESLA INC | 230,159 | $102.4M | 2.2% | $135.09 | +229.20% | 28 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC. | 61,817 | $74.1M | 1.6% | $45.55 | +163.19% | 28 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 302,040 | $73.6M | 1.6% | $107.37 | +126.24% | 28 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYS INC | 1M | $69.5M | 1.5% | $55.23 | +21.37% | 28 qtrssince 2018-Q4 | Increased 52 |
COSTCO WHOLESALE CORPORATION | 61,267 | $56.7M | 1.2% | $482.14 | +90.87% | 28 qtrssince 2018-Q4 | Decreased 0 |
PALANTIR TECHNOLOGIES INC | 282,447 | $51.5M | 1.1% | $63.36 | +182.30% | 18 qtrssince 2021-Q2 | Decreased 0 |
LAM RESEARCH CORP | 301,020 | $40.3M | 0.9% | $97.21 | +37.11% | 4 qtrssince 2024-Q4 | Increased 61 |
ADVANCED MICRO DEVICES INC | 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% | $96.93 | +20.11% | 27 qtrssince 2019-Q1 | Increased 47 |
T-MOBILE US INC | 137,238 | $32.9M | 0.7% | $131.01 | +78.94% | 28 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 63,859 | $32.1M | 0.7% | $402.27 | +24.98% | 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 Score: 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
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