Institutions / Shelton Capital Management / Activity
Activity — Shelton Capital Management
579 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | 046353108 Common stock | $-6.12M | -67K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Deere & Co Common stock | $-6.40M | -11K -39.61% | 17,313 0.21% of portfolio | medium |
| Q1 2026 as of | Trim | Nucor Corp Common stock | $-6.56M | -39K -68.37% | 17,950 0.07% of portfolio | medium |
| Q1 2026 as of | Trim | Boston Scientific Corp Common stock | $-6.75M | -108K -31.65% | 232,453 0.32% of portfolio | medium |
| Q1 2026 as of | Add | Duke Energy Corp Common stock | $6.95M | +53K +152.59% | 87,830 0.25% of portfolio | medium |
| Q1 2026 as of | Add | Tesla Inc Common stock | $6.99M | +19K +7.47% | 270,635 2.20% of portfolio | medium |
| Q1 2026 as of | Trim | CVS HEALTH Corp Common stock | $-8.52M | -119K -26.71% | 325,336 0.51% of portfolio | medium |
| Q1 2026 as of | Trim | Southern Co Common stock | $-9.12M | -94K -83.25% | 19,014 0.04% of portfolio | medium |
| Q1 2026 as of | Trim | Vici Properties Inc. Common stock | $-9.35M | -342K -46.15% | 399,450 0.24% of portfolio | medium |
| Q1 2026 as of | Trim | Cisco Systems, Inc. Common stock | $-9.65M | -124K -12.12% | 901,284 1.53% of portfolio | medium |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-11.04M | -43K -3.01% | 1,403,189 7.79% of portfolio | medium |
| Q1 2026 as of | Add | 78410K667 Common stock | $11.19M | +447K +30.74% | 1,899,025 1.04% of portfolio | medium |
| Q1 2026 as of | Trim | Cognizant Technology Solutions Corp Common stock | $-11.23M | -183K -32.67% | 377,199 0.51% of portfolio | medium |
| Q1 2026 as of | Add | Freeport-McMoran Inc Common stock | $11.47M | +195K +2453.21% | 203,006 0.26% of portfolio | medium |
| Q1 2026 as of | Trim | Verizon Communications Inc Common stock | $-13.61M | -271K -39.04% | 423,189 0.46% of portfolio | medium |
| Q1 2026 as of | Trim | Walt Disney Co Common stock | $-14.28M | -148K -26.39% | 413,104 0.87% of portfolio | medium |
| Q1 2026 as of | Trim | Morgan Stanley Common stock | $-14.51M | -88K -53.95% | 75,237 0.27% of portfolio | medium |
| Q1 2026 as of | Trim | Johnson & Johnson Common stock | $-15.67M | -64K -50.80% | 62,062 0.33% of portfolio | medium |
| Q1 2026 as of | Trim | Southwest Airlines Co Common stock | $-16.50M | -439K -48.19% | 472,087 0.39% 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 |
| 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 | Aflac Inc Common stock | $-22.81M | -208K -50.18% | 206,419 0.50% of portfolio | medium |
| Q1 2026 as of | Exit | Texas Instruments Inc Common stock | $-23.62M | -136K -100.00% | 0 | 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 | Trim | Newmont Corp Common stock | $-26.58M | -246K -96.81% | 8,081 0.02% 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 | Add | Microsoft Corp Common stock | $37.68M | +102K +18.09% | 664,301 5.38% of portfolio | medium |
| 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 | Trim | Lam Research Corp Common stock | $-50.15M | -235K -47.04% | 264,254 1.24% of portfolio | high |