SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q4 2021
Top Holdings845 positions
Apple Inc. | 1.2M | $214.3M | 7.6% | $90.22 | +92.26% | 7 qtrssince 2020-Q2 | Decreased 0 |
Microsoft Corp. | 473,210 | $159.2M | 5.6% | $178.35 | +81.31% | 13 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com, Inc. | 31,598 | $105.4M | 3.7% | $88.77 | +87.81% | 13 qtrssince 2018-Q4 | Decreased 0 |
Meta Platforms Inc | 249,095 | $83.8M | 3.0% | $253.79 | +31.28% | 7 qtrssince 2020-Q2 | Increased 63 |
Tesla Inc | 75,811 | $80.1M | 2.8% | $35.13 | +902.68% | 13 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA Corp. | 218,401 | $64.2M | 2.3% | $5.91 | +395.51% | 13 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 20,034 | $58M | 2.1% | $58.10 | +146.69% | 13 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 19,605 | $56.8M | 2.0% | $57.93 | +147.68% | 13 qtrssince 2018-Q4 | Decreased 0 |
Cisco Systems, Inc. | 655,682 | $41.6M | 1.5% | $45.88 | +20.91% | 13 qtrssince 2018-Q4 | Increased 53 |
QUALCOMM INC | 197,298 | $36.1M | 1.3% | $104.40 | +57.71% | 13 qtrssince 2018-Q4 | Increased 49 |
INTEL CORP | 655,471 | $33.8M | 1.2% | $48.50 | -1.52% | 13 qtrssince 2018-Q4 | Increased 55 |
COMCAST CORP NEW | 670,282 | $33.7M | 1.2% | $33.61 | +19.77% | 13 qtrssince 2018-Q4 | Increased 49 |
Adobe Inc | 49,283 | $27.9M | 1.0% | $374.89 | +51.26% | 13 qtrssince 2018-Q4 | Increased 41 |
Costco Wholesale Corporation | 46,547 | $26.4M | 0.9% | $288.80 | +86.58% | 13 qtrssince 2018-Q4 | Increased 47 |
APPLIED MATLS INC | 164,760 | $25.9M | 0.9% | $64.69 | +134.03% | 13 qtrssince 2018-Q4 | Increased 41 |
Netflix, Inc. | 42,064 | $25.3M | 0.9% | $38.00 | +58.54% | 13 qtrssince 2018-Q4 | Increased 41 |
Broadcom Inc | 37,951 | $25.3M | 0.9% | $27.05 | +126.59% | 13 qtrssince 2018-Q4 | Increased 42 |
MODERNA INC | 94,546 | $24M | 0.8% | $49.61 | +407.19% | 9 qtrssince 2019-Q4 | Increased 41 |
STARBUCKS CORP | 196,279 | $23M | 0.8% | $92.52 | +12.78% | 13 qtrssince 2018-Q4 | Increased 54 |
PAYPAL HLDGS INC | 119,325 | $22.5M | 0.8% | $138.89 | +34.28% | 13 qtrssince 2018-Q4 | Decreased 0 |
SHELTON CAPITAL MANAGEMENT manages $2.8B across 845 positions as of Q4 2021. Top holdings: AAPL (7.6%), MSFT (5.6%), AMZN (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 97 new positions, 56 exits, 139 increased. Top move: META (INCREASED, conviction 63). Portfolio: $2.8B across 845 positions.
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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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