Institutions / Shelton Capital Management
Shelton Capital Management
CIK 1002784 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$4.57B
Positions
713
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$4.57B-9.8%Positions
713+2.0%Top holdings
Mar 31, 2026View all 713 โ
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $356.12M | 7.8% |
| NVIDIA Corp | $338.39M | 7.4% |
| Microsoft Corp | $245.90M | 5.4% |
| Amazon.com Inc | $149.98M | 3.3% |
| Alphabet Inc. | $116.56M | 2.6% |
| Meta Platforms Inc | $115.32M | 2.5% |
| Tesla Inc | $100.61M | 2.2% |
| Walmart Inc. | $96.90M | 2.1% |
| Broadcom Inc. | $96.87M | 2.1% |
| Netflix Inc | $79.99M | 1.8% |
| Alphabet Inc. | $79.28M | 1.7% |
| Cisco Systems, Inc. | $69.93M | 1.5% |
| Costco Wholesale Corp /New | $59.18M | 1.3% |
| Micron Technology Inc | $58.34M | 1.3% |
| Lam Research Corp | $56.46M | 1.2% |
| Advanced Micro Devices Inc | $53.04M | 1.2% |
| Scm Trust | $47.58M | 1.0% |
| Palantir Technologies Inc | $44.97M | 1.0% |
| Walt Disney Co | $39.81M | 0.9% |
| Arista Networks, Inc.ANET | $39.16M | 0.9% |
| ConocoPhillips | $36.39M | 0.8% |
| NetApp Inc | $35.78M | 0.8% |
| Linde PLC | $35.32M | 0.8% |
| Applied Materials Inc /De | $33.86M | 0.7% |
| Merck & Co., Inc. | $30.77M | 0.7% |
Activity
Mar 31, 2026View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Lam Research Corp Common stock | $-50.15M | -235K -47.04% | 264,254 1.24% of portfolio | high |
| Q1 2026 as of | Add | Walmart Inc. Common stock | $46.11M | +371K +90.78% | 779,702 2.12% of portfolio | medium |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $37.68M | +102K +18.09% | 664,301 5.38% of portfolio | medium |
| Q1 2026 as of | Trim | Exxon Mobil Corp Common stock | $-32.96M | -194K -59.59% | 131,751 0.49% of portfolio | medium |
| Q1 2026 as of | Trim | Newmont Corp Common stock | $-26.58M | -246K -96.81% | 8,081 0.02% of portfolio | medium |
| Q1 2026 as of | Add | ConocoPhillips Common stock | $25.82M | +196K +244.38% | 275,653 0.80% of portfolio | medium |
| Q1 2026 as of | Exit | Texas Instruments Inc Common stock | $-23.62M | -136K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Aflac Inc Common stock | $-22.81M | -208K -50.18% | 206,419 0.50% of portfolio | medium |
| Q1 2026 as of | Trim | Ebay Inc Common stock | $-18.18M | -200K -44.71% | 246,948 0.49% of portfolio | medium |
| Q1 2026 as of | Trim | Coca Cola Co Common stock | $-17.53M | -230K -50.37% | 227,088 0.38% of portfolio | medium |