SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q4 2018
Top Holdings781 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 465,350 | $73.4M | 5.0% | $37.39 | 0.00% | 1 qtr | New 82 |
WELLS FARGO & CO | 1.5M | $68.5M | 4.7% | $37.34 | 0.00% | 1 qtr | New 82 |
AMAZON.COM INC | 34,545 | $51.9M | 3.5% | $73.90 | 0.00% | 1 qtr | New 81 |
MICROSOFT CORP | 434,281 | $44.1M | 3.0% | $93.93 | 0.00% | 1 qtr | New 81 |
META PLATFORMS INC-CLASS A | 260,293 | $34.1M | 2.3% | $132.28 | 0.00% | 1 qtr | New 75 |
INTEL CORP | 705,455 | $33.1M | 2.3% | $40.23 | 0.00% | 1 qtr | New 75 |
FRANKLIN RESOURCES INC | 1.1M | $31.2M | 2.1% | $20.98 | 0.00% | 1 qtr | New 75 |
ALPHABET INC-CL C | 25,249 | $26.1M | 1.8% | $51.47 | 0.00% | 1 qtr | New 65 |
ALPHABET INC-CL A | 24,842 | $26M | 1.8% | $51.94 | 0.00% | 1 qtr | New 65 |
CISCO SYSTEMS INC | 522,906 | $22.7M | 1.5% | $34.65 | 0.00% | 1 qtr | New 65 |
FRANKLIN RESOURCES INC | 720,000 | $21.4M | 1.5% | — | — | — | New — |
COMCAST CORP-CLASS A | 545,684 | $18.6M | 1.3% | $26.52 | 0.00% | 1 qtr | New 65 |
PAYPAL HOLDINGS INC | 205,493 | $17.3M | 1.2% | $83.07 | 0.00% | 1 qtr | New 65 |
CHEVRON CORP | 158,111 | $17.2M | 1.2% | $79.12 | 0.00% | 1 qtr | New 65 |
JPMORGAN CHASE & CO | 165,494 | $16.2M | 1.1% | $79.22 | 0.00% | 1 qtr | New 64 |
PEPSICO INC | 136,969 | $15.1M | 1.0% | $89.26 | 0.00% | 1 qtr | New 64 |
ABBVIE INC | 156,183 | $14.4M | 1.0% | $66.47 | 0.00% | 1 qtr | New 55 |
WALGREENS BOOTS ALLIANCE | 202,494 | $13.8M | 0.9% | — | — | 1 qtr | New 55 |
AMGEN INC | 69,526 | $13.5M | 0.9% | $152.82 | 0.00% | 1 qtr | New 55 |
KELLANOVA | 229,816 | $13.1M | 0.9% | $41.59 | 0.00% | 1 qtr | New 55 |
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: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 777 new positions, 0 exits, 0 increased. Top move: AAPL (NEW, conviction 82). 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