SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q4 2024
Top Holdings727 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.4M | $356M | 8.9% | $168.10 | +47.90% | 19 qtrssince 2020-Q2 | Increased 64 |
NVIDIA CORP | 2M | $272.1M | 6.8% | $117.17 | +17.31% | 25 qtrssince 2018-Q4 | Increased 66 |
MICROSOFT CORP | 521,386 | $219.8M | 5.5% | $293.45 | +43.71% | 25 qtrssince 2018-Q4 | Increased 63 |
AMAZON.COM INC | 762,963 | $167.4M | 4.2% | $115.77 | +91.16% | 25 qtrssince 2018-Q4 | Increased 59 |
BROADCOM INC | 519,791 | $120.5M | 3.0% | $161.31 | +44.73% | 25 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 171,203 | $100.2M | 2.5% | $250.21 | +135.55% | 19 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL A | 520,721 | $98.6M | 2.5% | $109.00 | +74.76% | 25 qtrssince 2018-Q4 | Increased 52 |
TESLA INC | 230,823 | $93.2M | 2.3% | $221.94 | +88.07% | 25 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 76,052 | $67.8M | 1.7% | $45.28 | +98.86% | 25 qtrssince 2018-Q4 | Increased 48 |
ALPHABET INC-CL C | 329,765 | $62.8M | 1.6% | $107.89 | +77.90% | 25 qtrssince 2018-Q4 | Increased 47 |
COSTCO WHOLESALE CORP | 66,377 | $60.8M | 1.5% | $468.88 | +93.55% | 25 qtrssince 2018-Q4 | Decreased 0 |
INTUITIVE SURGICAL INC | 73,628 | $38.4M | 1.0% | $357.55 | +47.38% | 19 qtrssince 2020-Q2 | Increased 44 |
T-MOBILE US INC | 152,455 | $33.7M | 0.8% | $132.71 | +63.72% | 25 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 558,115 | $33M | 0.8% | $47.04 | +20.92% | 25 qtrssince 2018-Q4 | Decreased 0 |
LINDE PLC | 75,901 | $31.8M | 0.8% | $433.62 | -4.96% | 8 qtrssince 2023-Q1 | Decreased 0 |
EXXON MOBIL CORP | 272,477 | $29.3M | 0.7% | $93.14 | +8.80% | 25 qtrssince 2018-Q4 | Increased 43 |
APPLIED MATERIALS INC | 179,076 | $29.1M | 0.7% | $131.54 | +23.18% | 25 qtrssince 2018-Q4 | Increased 49 |
ADVANCED MICRO DEVICES | 239,360 | $28.9M | 0.7% | $91.70 | +31.72% | 24 qtrssince 2019-Q1 | Increased 42 |
TEXAS INSTRUMENTS INC | 152,463 | $28.6M | 0.7% | $160.03 | +11.61% | 25 qtrssince 2018-Q4 | Increased 42 |
COMCAST CORP-CLASS A | 747,595 | $28.1M | 0.7% | $32.72 | +2.02% | 25 qtrssince 2018-Q4 | Decreased 0 |
SHELTON CAPITAL MANAGEMENT manages $4B across 727 positions as of Q4 2024. Top holdings: AAPL (8.9%), NVDA (6.8%), MSFT (5.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 40 new positions, 62 exits, 140 increased. Top move: NVDA (INCREASED, conviction 66). Portfolio: $4.0B across 727 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