SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q4 2020
Top Holdings728 positions
Apple Inc | 1.5M | $195.7M | 8.8% | $90.22 | +42.78% | 3 qtrssince 2020-Q2 | Decreased 0 |
Microsoft Corp | 510,799 | $113.6M | 5.1% | $133.38 | +59.00% | 9 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com Inc | 33,285 | $108.4M | 4.9% | $85.78 | +89.84% | 9 qtrssince 2018-Q4 | Decreased 0 |
Tesla Inc | 88,641 | $62.6M | 2.8% | $29.65 | +693.35% | 9 qtrssince 2018-Q4 | Increased 54 |
| 249,805 | $58.4M | 2.6% | — | — | 3 qtrssince 2020-Q2 | Decreased 0 | |
Facebook Inc | 185,468 | $50.7M | 2.3% | $226.22 | +19.60% | 3 qtrssince 2020-Q2 | Increased 51 |
Alphabet Inc | 23,962 | $42M | 1.9% | $54.19 | +60.20% | 9 qtrssince 2018-Q4 | Increased 47 |
Alphabet Inc | 23,960 | $42M | 1.9% | $55.13 | +57.41% | 9 qtrssince 2018-Q4 | Decreased 0 |
| 139,700 | $32.7M | 1.5% | — | — | — | Unchanged — | |
Comcast Corp | 612,045 | $32.1M | 1.4% | $31.92 | +27.00% | 9 qtrssince 2018-Q4 | Decreased 0 |
Intel Corp | 570,365 | $28.4M | 1.3% | $43.79 | +2.86% | 9 qtrssince 2018-Q4 | Increased 46 |
NVIDIA Corp | 52,823 | $27.6M | 1.2% | $3.96 | +228.07% | 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% | $119.26 | +94.22% | 9 qtrssince 2018-Q4 | Increased 50 |
Adobe Systems 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% | $34.70 | +55.84% | 9 qtrssince 2018-Q4 | Decreased 0 |
QUALCOMM Inc | 117,869 | $18M | 0.8% | $68.72 | +95.98% | 9 qtrssince 2018-Q4 | Decreased 0 |
Cisco Systems Inc/Delaware | 396,406 | $17.7M | 0.8% | $43.52 | -12.55% | 9 qtrssince 2018-Q4 | Decreased 0 |
SPDR S&P 500 ETF Trust | 46,754 | $17.5M | 0.8% | $295.73 | +17.10% | 3 qtrssince 2020-Q2 | Increased 49 |
Kellogg Co | 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: Balanced Allocator. HoldingsIntel Score: 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
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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
Verify source filings on SEC EDGAR