SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q4 2024
Top Holdings727 positions
APPLE INC | 1.4M | $356M | 8.9% | $167.40 | +48.51% | 19 qtrssince 2020-Q2 | Increased 64 |
NVIDIA CORPORATION | 2M | $272.1M | 6.8% | $48.88 | +174.03% | 25 qtrssince 2018-Q4 | Increased 66 |
MICROSOFT CORP | 521,386 | $219.8M | 5.5% | $294.93 | +40.98% | 25 qtrssince 2018-Q4 | Increased 63 |
AMAZON COM INC | 762,963 | $167.4M | 4.2% | $115.39 | +90.13% | 25 qtrssince 2018-Q4 | Increased 59 |
BROADCOM INC | 519,791 | $120.5M | 3.0% | $76.93 | +197.03% | 25 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 171,203 | $100.2M | 2.5% | $252.94 | +130.16% | 19 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC | 520,721 | $98.6M | 2.5% | $108.54 | +73.39% | 25 qtrssince 2018-Q4 | Increased 52 |
TESLA INC | 230,823 | $93.2M | 2.3% | $129.93 | +210.81% | 25 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC. | 76,052 | $67.8M | 1.7% | $45.55 | +95.67% | 25 qtrssince 2018-Q4 | Increased 48 |
ALPHABET INC | 329,765 | $62.8M | 1.6% | $107.37 | +76.33% | 25 qtrssince 2018-Q4 | Increased 47 |
COSTCO WHOLESALE CORPORATION | 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% | $327.95 | +59.16% | 19 qtrssince 2020-Q2 | Increased 44 |
T-MOBILE US INC | 152,455 | $33.7M | 0.8% | $131.01 | +63.27% | 25 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYS 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 MATLS INC | 179,076 | $29.1M | 0.7% | $131.27 | +22.36% | 25 qtrssince 2018-Q4 | Increased 49 |
ADVANCED MICRO DEVICES INC | 239,360 | $28.9M | 0.7% | $91.70 | +31.72% | 24 qtrssince 2019-Q1 | Increased 42 |
TEXAS INSTRS INC | 152,463 | $28.6M | 0.7% | $160.03 | +11.61% | 25 qtrssince 2018-Q4 | Increased 42 |
COMCAST CORP NEW | 747,595 | $28.1M | 0.7% | $31.84 | +1.02% | 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: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 42 new positions, 64 exits, 138 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
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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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