SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q4 2022
Top Holdings679 positions
Tesla Inc | 192,003 | $23.7M | 2.5% | $46.25 | +166.35% | 17 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 108,675 | $19.6M | 2.1% | $113.97 | +39.33% | 17 qtrssince 2018-Q4 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 45,359 | $17.3M | 1.8% | $296.68 | +22.95% | 11 qtrssince 2020-Q2 | Decreased 0 |
MADISON SQUARE GRDN SPRT COR | 79,051 | $14.5M | 1.5% | $143.74 | +27.54% | 10 qtrssince 2020-Q3 | Unchanged 0 |
HONEYWELL INTL INC | 53,033 | $11.4M | 1.2% | $180.87 | +8.33% | 17 qtrssince 2018-Q4 | Decreased 0 |
Amgen Inc. | 42,089 | $11.1M | 1.2% | $158.80 | +47.26% | 17 qtrssince 2018-Q4 | Decreased 0 |
Netflix, Inc. | 35,103 | $10.4M | 1.1% | $37.81 | -22.01% | 17 qtrssince 2018-Q4 | Decreased 0 |
Microsoft Corp. | 41,900 | $10M | 1.1% | $183.18 | +27.06% | 17 qtrssince 2018-Q4 | Decreased 0 |
| 336,700 | $9.3M | 1.0% | $32.97 | -29.76% | 10 qtrssince 2020-Q3 | Increased 43 | |
Apple Inc. | 66,100 | $8.6M | 0.9% | $94.26 | +35.42% | 11 qtrssince 2020-Q2 | Decreased 0 |
FIRST SOLAR INC | 57,322 | $8.6M | 0.9% | $69.68 | +114.96% | 17 qtrssince 2018-Q4 | Decreased 0 |
UnitedHealth Group Inc. | 16,000 | $8.5M | 0.9% | $324.73 | +51.57% | 17 qtrssince 2018-Q4 | Decreased 0 |
International Business Machines Corp. | 60,100 | $8.5M | 0.9% | $102.20 | +21.09% | 17 qtrssince 2018-Q4 | Decreased 0 |
ADVANCED MICRO DEVICES INC | 127,184 | $8.2M | 0.9% | $59.70 | +8.49% | 16 qtrssince 2019-Q1 | Decreased 0 |
Danaher Corporation | 30,000 | $8M | 0.8% | $215.48 | +6.93% | 17 qtrssince 2018-Q4 | Increased 62 |
The Procter & Gamble Co. | 52,500 | $8M | 0.8% | $115.82 | +18.67% | 17 qtrssince 2018-Q4 | Decreased 0 |
Automatic Data Processing, Inc. | 32,722 | $7.8M | 0.8% | $140.72 | +55.40% | 17 qtrssince 2018-Q4 | Decreased 0 |
PFIZER INC | 149,000 | $7.6M | 0.8% | $36.75 | +11.46% | 17 qtrssince 2018-Q4 | Decreased 0 |
Valmont Industries, Inc. | 23,000 | $7.6M | 0.8% | $313.18 | +2.40% | 9 qtrssince 2020-Q4 | Increased 62 |
Costco Wholesale Corporation | 16,500 | $7.5M | 0.8% | $317.15 | +37.54% | 17 qtrssince 2018-Q4 | Decreased 0 |
SHELTON CAPITAL MANAGEMENT manages $954.8M across 679 positions as of Q4 2022. Top holdings: TSLA (2.5%), PEP (2.1%), SPY (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 65 new positions, 71 exits, 26 increased. Top move: DHR (INCREASED, conviction 62). Portfolio: $955M across 679 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
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