SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q4 2023
Top Holdings726 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.3M | $245.6M | 7.8% | $160.83 | +18.27% | 15 qtrssince 2020-Q2 | Increased 60 |
MICROSOFT CORP | 454,990 | $171.1M | 5.4% | $273.67 | +35.39% | 21 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 657,783 | $99.9M | 3.2% | $102.55 | +48.16% | 21 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 162,908 | $80.7M | 2.6% | $26.43 | +87.24% | 21 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 216,102 | $76.5M | 2.4% | $225.67 | +55.76% | 15 qtrssince 2020-Q2 | Increased 55 |
BROADCOM INC | 67,342 | $75.2M | 2.4% | $69.66 | +56.12% | 21 qtrssince 2018-Q4 | Increased 58 |
TESLA INC | 262,027 | $65.1M | 2.1% | $222.56 | +11.65% | 21 qtrssince 2018-Q4 | Increased 64 |
ALPHABET INC-CL A | 452,563 | $63.2M | 2.0% | $101.00 | +37.26% | 21 qtrssince 2018-Q4 | Increased 51 |
COSTCO WHOLESALE CORP | 71,028 | $46.9M | 1.5% | $459.42 | +41.48% | 21 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC-CL C | 322,594 | $45.5M | 1.4% | $100.15 | +39.67% | 21 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 74,655 | $44.5M | 1.4% | $429.24 | +38.99% | 21 qtrssince 2018-Q4 | Increased 51 |
CISCO SYSTEMS INC | 795,241 | $40.2M | 1.3% | $47.24 | -0.48% | 21 qtrssince 2018-Q4 | Increased 58 |
APPLIED MATERIALS INC | 195,360 | $31.7M | 1.0% | $117.22 | +35.49% | 21 qtrssince 2018-Q4 | Increased 58 |
COMCAST CORP-CLASS A | 715,359 | $31.4M | 1.0% | $32.07 | +15.54% | 21 qtrssince 2018-Q4 | Increased 42 |
T-MOBILE US INC | 189,451 | $30.4M | 1.0% | $132.71 | +17.23% | 21 qtrssince 2018-Q4 | Increased 41 |
INTEL CORP | 601,876 | $30.2M | 1.0% | $33.30 | +48.91% | 21 qtrssince 2018-Q4 | Decreased 0 |
ADVANCED MICRO DEVICES | 200,737 | $29.6M | 0.9% | $79.07 | +86.43% | 20 qtrssince 2019-Q1 | Increased 44 |
PEPSICO INC | 173,971 | $29.5M | 0.9% | $133.52 | +18.52% | 21 qtrssince 2018-Q4 | Increased 44 |
INTUIT INC | 46,977 | $29.4M | 0.9% | $449.26 | +37.14% | 21 qtrssince 2018-Q4 | Increased 47 |
NETFLIX INC | 60,225 | $29.3M | 0.9% | $38.93 | +25.08% | 21 qtrssince 2018-Q4 | Increased 46 |
SHELTON CAPITAL MANAGEMENT manages $3.2B across 726 positions as of Q4 2023. Top holdings: AAPL (7.8%), MSFT (5.4%), AMZN (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 86 new positions, 60 exits, 175 increased. Top move: TSLA (INCREASED, conviction 64). Portfolio: $3.2B across 726 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