Institutions / Shelton Capital Management / Activity
Activity — Shelton Capital Management
579 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-91.2K | -270 -5.43% | 4,703 0.03% of portfolio | low |
| Q1 2026 as of | Add | Royal Gold Inc Common stock | $92.9K | +365 +15.49% | 2,721 0.02% of portfolio | low |
| Q1 2026 as of | Trim | IBN Icici Bank Ltd ADR | $-93.2K | -4K -22.90% | 12,123 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Target Corp Common stock | $93.6K | +772 +4.17% | 19,307 0.05% of portfolio | low |
| Q1 2026 as of | Add | Xcel Energy Inc Common stock | $100.7K | +1K +1.56% | 82,507 0.14% of portfolio | low |
| Q1 2026 as of | Add | Robinhood Markets, Inc. Common stock | $104.0K | +2K +36.14% | 5,650 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 294821608 Common stock | $-107.1K | -10K -12.13% | 68,807 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Take Two Interactive Software Inc Common stock | $-107.2K | -543 -2.47% | 21,450 0.09% of portfolio | low |
| Q1 2026 as of | Trim | WIT Wipro Ltd ADR | $-109.4K | -52K -51.14% | 49,300 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Stifel Financial Corp Common stock | $110.1K | +1K +43.10% | 4,947 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | HA Sustainable Infrastructure Capital, Inc. Common stock | $-110.2K | -3K -3.17% | 91,511 0.07% of portfolio | low |
| Q1 2026 as of | New | ADT Inc. Common stock | $111.1K | +17K | 16,907 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Annaly Capital Management Inc Common stock | $111.8K | +5K +27.94% | 24,194 0.01% of portfolio | low |
| Q1 2026 as of | Trim | G25839104 Common stock | $-114.5K | -1K -2.42% | 50,985 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Box Inc Common stock | $-117.8K | -5K -11.12% | 39,843 0.02% of portfolio | low |
| Q1 2026 as of | Add | ARM Arm Holdings PLC /Uk ADR | $118.1K | +781 +5.25% | 15,670 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 56501R106 Common stock | $-121.2K | -4K -31.01% | 7,833 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Idexx Laboratories Inc /De Common stock | $-122.5K | -218 -2.29% | 9,322 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Copart Inc Common stock | $-125.2K | -4K -2.55% | 143,962 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Fortinet Inc Common stock | $-129.4K | -2K -1.81% | 85,695 0.15% of portfolio | low |
| Q1 2026 as of | Trim | Abbott Laboratories Common stock | $-130.2K | -1K -1.62% | 77,129 0.17% of portfolio | low |
| Q1 2026 as of | Exit | BGC Group Inc Common stock | $-130.4K | -15K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Diamondback Energy, Inc. Common stock | $-131.5K | -665 -2.02% | 32,239 0.14% of portfolio | low |
| Q1 2026 as of | Trim | GE HealthCare Technologies Inc. Common stock | $-133.3K | -2K -3.42% | 52,891 0.08% of portfolio | low |
| Q1 2026 as of | Trim | Paychex Inc Common stock | $-136.3K | -1K -3.46% | 41,331 0.08% of portfolio | low |
| Q1 2026 as of | Trim | Seagate Technology Holdings PLC Common stock | $-137.5K | -351 -1.38% | 25,155 0.22% of portfolio | low |
| Q1 2026 as of | Trim | Starbucks Corp Common stock | $-145.0K | -2K -1.12% | 142,803 0.28% of portfolio | low |
| Q1 2026 as of | Trim | American Electric Power Co Inc Common stock | $-145.0K | -1K -1.73% | 62,746 0.18% of portfolio | low |
| Q1 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-145.0K | -493 -1.13% | 43,187 0.28% of portfolio | low |
| Q1 2026 as of | Trim | Autodesk, Inc. Common stock | $-145.6K | -608 -2.40% | 24,725 0.13% of portfolio | low |
| Q1 2026 as of | Trim | Keurig Dr Pepper Inc Common stock | $-145.9K | -6K -3.44% | 155,756 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Microchip Technology Inc Common stock | $-149.8K | -2K -3.59% | 62,283 0.09% of portfolio | low |
| Q1 2026 as of | New | UiPath, Inc. Common stock | $154.4K | +14K | 13,907 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 884903808 Common stock | $-154.7K | -2K -3.39% | 49,006 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Cadence Design Systems Inc Common stock | $-155.6K | -560 -0.85% | 65,658 0.40% of portfolio | low |
| Q1 2026 as of | Exit | Riskified Ltd. Common stock | $-156.1K | -31K -100.00% | 0 | low |
| Q1 2026 as of | Add | American Tower Corp Common stock | $164.1K | +951 +15.52% | 7,079 0.03% of portfolio | low |
| Q1 2026 as of | Add | Lockheed Martin Corp Common stock | $165.6K | +274 +5.27% | 5,478 0.07% of portfolio | low |
| Q1 2026 as of | Add | Intel Corp Common stock | $167.5K | +4K +0.64% | 593,008 0.57% of portfolio | low |
| Q1 2026 as of | Trim | Charter Communications, Inc. Common stock | $-168.6K | -781 -5.07% | 14,616 0.07% of portfolio | low |
| Q1 2026 as of | New | Rithm Capital Corp. Common stock | $175.4K | +19K | 18,500 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Electronic Arts Inc. Common stock | $-177.2K | -869 -2.92% | 28,902 0.13% of portfolio | low |
| Q1 2026 as of | New | Lyft, Inc. Common stock | $179.6K | +14K | 13,500 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Old Dominion Freight Line, Inc. Common stock | $-179.8K | -920 -3.69% | 23,981 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Phillips 66 Common stock | $-182.2K | -1K -8.69% | 10,508 0.04% of portfolio | low |
| Q1 2026 as of | Add | Marathon Petroleum Corp Common stock | $182.9K | +749 +16.76% | 5,217 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Cintas Corp Common stock | $-183.2K | -1K -2.17% | 48,817 0.18% of portfolio | low |
| Q1 2026 as of | Trim | Simon Property Group Inc Common stock | $-186.5K | -1K -20.57% | 3,862 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Fastenal Co Common stock | $-193.7K | -4K -2.10% | 194,887 0.20% of portfolio | low |
| Q1 2026 as of | Add | Illinois Tool Works Inc Common stock | $196.0K | +753 +2.96% | 26,198 0.15% of portfolio | low |