SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q4 2018
Top Holdings781 positions
Apple Inc | 465,350 | $73.4M | 5.0% | $37.39 | 0.00% | 1 qtr | First report 0 |
Wells Fargo & Co | 1.5M | $68.5M | 4.7% | $37.34 | 0.00% | 1 qtr | First report 0 |
Amazon.com Inc | 34,545 | $51.9M | 3.5% | $75.10 | 0.00% | 1 qtr | First report 0 |
Microsoft Corp | 434,281 | $44.1M | 3.0% | $94.43 | 0.00% | 1 qtr | First report 0 |
Facebook Inc | 260,293 | $34.1M | 2.3% | $129.85 | 0.00% | 1 qtr | First report 0 |
Intel Corp | 705,455 | $33.1M | 2.3% | $40.39 | 0.00% | 1 qtr | First report 0 |
Franklin Resources Inc | 1.1M | $31.2M | 2.1% | $20.98 | 0.00% | 1 qtr | First report 0 |
Alphabet Inc | 25,249 | $26.1M | 1.8% | $51.29 | 0.00% | 1 qtr | First report 0 |
Alphabet Inc | 24,842 | $26M | 1.8% | $51.76 | 0.00% | 1 qtr | First report 0 |
Cisco Systems Inc/Delaware | 522,906 | $22.7M | 1.5% | $34.65 | 0.00% | 1 qtr | First report 0 |
Franklin Resources Inc | 720,000 | $21.4M | 1.5% | — | — | — | First report — |
Comcast Corp | 545,684 | $18.6M | 1.3% | $25.39 | 0.00% | 1 qtr | First report 0 |
PayPal Holdings Inc | 205,493 | $17.3M | 1.2% | $83.16 | 0.00% | 1 qtr | First report 0 |
Chevron Corp | 158,111 | $17.2M | 1.2% | $79.12 | 0.00% | 1 qtr | First report 0 |
JPMorgan Chase & Co | 165,494 | $16.2M | 1.1% | $79.10 | 0.00% | 1 qtr | First report 0 |
PepsiCo Inc | 136,969 | $15.1M | 1.0% | $86.72 | 0.00% | 1 qtr | First report 0 |
AbbVie Inc | 156,183 | $14.4M | 1.0% | $66.47 | 0.00% | 1 qtr | First report 0 |
Walgreens Boots Alliance Inc | 202,494 | $13.8M | 0.9% | — | — | 1 qtr | First report 0 |
Amgen Inc | 69,526 | $13.5M | 0.9% | $153.91 | 0.00% | 1 qtr | First report 0 |
Kellogg Co | 229,816 | $13.1M | 0.9% | $41.59 | 0.00% | 1 qtr | First report 0 |
SHELTON CAPITAL MANAGEMENT manages $1.5B across 781 positions as of Q4 2018. Top holdings: AAPL (5.0%), WFC (4.7%), AMZN (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
First quarter we have for this fund: 781 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $1.5B across 781 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
Verify source filings on SEC EDGAR