SHELTON CAPITAL MANAGEMENT
Institutional investor · Portfolio as of Q4 2025
Top Holdings703 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.4M | $393.3M | 7.8% | $183.53 | +47.73% | 23 qtrssince 2020-Q2 | Decreased 0 |
NVIDIA CORP | 2M | $365.9M | 7.2% | $120.69 | +55.39% | 29 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 562,521 | $272M | 5.4% | $314.31 | +55.10% | 29 qtrssince 2018-Q4 | Increased 64 |
AMAZON.COM INC | 717,377 | $165.6M | 3.3% | $127.33 | +82.62% | 29 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 420,909 | $131.7M | 2.6% | $111.35 | +181.86% | 29 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 194,598 | $128.5M | 2.5% | $336.47 | +97.92% | 23 qtrssince 2020-Q2 | Increased 63 |
TESLA INC | 251,824 | $113.3M | 2.2% | $243.58 | +86.56% | 29 qtrssince 2018-Q4 | Increased 56 |
BROADCOM INC | 323,390 | $111.9M | 2.2% | $161.31 | +116.88% | 29 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 283,365 | $88.9M | 1.8% | $107.89 | +191.55% | 29 qtrssince 2018-Q4 | Decreased 0 |
LAM RESEARCH CORP COM NEW | 498,958 | $85.4M | 1.7% | $126.47 | +37.41% | 29 qtrssince 2018-Q4 | Increased 69 |
CISCO SYSTEMS INC | 1M | $79M | 1.6% | $55.43 | +36.97% | 29 qtrssince 2018-Q4 | Increased 47 |
NETFLIX INC | 774,913 | $72.7M | 1.4% | $89.91 | +4.30% | 29 qtrssince 2018-Q4 | Increased 75 |
WALT DISNEY CO/THE | 561,226 | $63.9M | 1.3% | $110.85 | +3.56% | 29 qtrssince 2018-Q4 | Increased 75 |
ADVANCED MICRO DEVICES | 259,108 | $55.5M | 1.1% | $105.41 | +103.18% | 28 qtrssince 2019-Q1 | Increased 52 |
COSTCO WHOLESALE CORP | 62,935 | $54.3M | 1.1% | $492.11 | +74.46% | 29 qtrssince 2018-Q4 | Increased 48 |
PALANTIR TECHNOLOGIES INC-A | 293,952 | $52.2M | 1.0% | $67.96 | +166.11% | 19 qtrssince 2021-Q2 | Increased 48 |
MICRON TECHNOLOGY INC | 173,742 | $49.6M | 1.0% | $113.63 | +157.54% | 29 qtrssince 2018-Q4 | Increased 53 |
COGNIZANT TECH SOLUTIONS-A | 560,198 | $46.5M | 0.9% | $76.03 | +10.67% | 29 qtrssince 2018-Q4 | Increased 66 |
AFLAC INC | 414,369 | $45.7M | 0.9% | $108.14 | +2.46% | 20 qtrssince 2021-Q1 | Increased 66 |
WALMART INC | 408,691 | $45.5M | 0.9% | $84.99 | +31.68% | 29 qtrssince 2018-Q4 | Increased 52 |
SHELTON CAPITAL MANAGEMENT manages $5.1B across 703 positions as of Q4 2025. Top holdings: AAPL (7.8%), NVDA (7.2%), MSFT (5.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 48 new positions, 69 exits, 151 increased. Top move: NFLX (INCREASED, conviction 75). Portfolio: $5.1B across 703 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