SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q4 2020
Top Holdings728 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.5M | $195.7M | 8.8% | $106.73 | +20.69% | 3 qtrssince 2020-Q2 | Decreased 0 |
MICROSOFT CORP | 510,799 | $113.6M | 5.1% | $133.45 | +59.39% | 9 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 33,285 | $108.4M | 4.9% | $85.15 | +92.94% | 9 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 88,641 | $62.6M | 2.8% | $121.08 | +91.27% | 9 qtrssince 2018-Q4 | Increased 54 |
| 249,805 | $58.4M | 2.6% | — | — | 3 qtrssince 2020-Q2 | Decreased 0 | |
META PLATFORMS INC-CLASS A | 185,468 | $50.7M | 2.3% | $220.61 | +22.38% | 3 qtrssince 2020-Q2 | Increased 51 |
ALPHABET INC-CL A | 23,962 | $42M | 1.9% | $54.33 | +58.59% | 9 qtrssince 2018-Q4 | Increased 47 |
ALPHABET INC-CL C | 23,960 | $42M | 1.9% | $55.32 | +56.05% | 9 qtrssince 2018-Q4 | Decreased 0 |
| 139,700 | $32.7M | 1.5% | — | — | — | Unchanged — | |
COMCAST CORP-CLASS A | 612,045 | $32.1M | 1.4% | $33.24 | +24.14% | 9 qtrssince 2018-Q4 | Decreased 0 |
INTEL CORP | 570,365 | $28.4M | 1.3% | $43.70 | +0.84% | 9 qtrssince 2018-Q4 | Increased 46 |
NVIDIA CORP | 52,823 | $27.6M | 1.2% | $3.97 | +230.38% | 9 qtrssince 2018-Q4 | Increased 45 |
WELLS FARGO & CO | 899,447 | $27.1M | 1.2% | $37.85 | -30.09% | 9 qtrssince 2018-Q4 | Increased 48 |
PAYPAL HOLDINGS INC | 103,929 | $24.3M | 1.1% | $119.72 | +92.93% | 9 qtrssince 2018-Q4 | Increased 50 |
ADOBE INC | 42,847 | $21.4M | 1.0% | $352.24 | +41.98% | 9 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 35,315 | $19.1M | 0.9% | $34.25 | +53.16% | 9 qtrssince 2018-Q4 | Decreased 0 |
QUALCOMM INC | 117,869 | $18M | 0.8% | $69.89 | +92.65% | 9 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 396,406 | $17.7M | 0.8% | $43.52 | -12.55% | 9 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 46,754 | $17.5M | 0.8% | $294.80 | +17.79% | 3 qtrssince 2020-Q2 | Increased 49 |
KELLANOVA | 277,517 | $17.3M | 0.8% | $41.49 | +16.59% | 9 qtrssince 2018-Q4 | Increased 42 |
SHELTON CAPITAL MANAGEMENT manages $2.2B across 728 positions as of Q4 2020. Top holdings: AAPL (8.8%), MSFT (5.1%), AMZN (4.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 98 new positions, 128 exits, 119 increased. Top move: TSLA (INCREASED, conviction 54). Portfolio: $2.2B across 728 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