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 | Chevron Corp Common stock | $-3.85M | -19K -17.08% | 90,347 0.41% of portfolio | low |
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-3.78M | -22K -1.10% | 1,940,290 7.40% of portfolio | low |
| Q1 2026 as of | Add | General Dynamics Corp Common stock | $3.76M | +11K +792.48% | 12,343 0.09% of portfolio | low |
| Q1 2026 as of | Trim | PROCTER & GAMBLE Co Common stock | $-3.76M | -26K -29.34% | 62,694 0.20% of portfolio | low |
| Q1 2026 as of | Add | ANET Arista Networks, Inc. Common Stock | $3.74M | +30K +10.57% | 318,970 0.86% of portfolio | low |
| Q1 2026 as of | Add | CenterPoint Energy Inc Common stock | $3.71M | +86K +33.53% | 342,103 0.32% of portfolio | low |
| Q1 2026 as of | Trim | AT&T Inc. Common stock | $-3.64M | -125K -37.89% | 205,662 0.13% of portfolio | low |
| Q1 2026 as of | Trim | Costco Wholesale Corp /New Common stock | $-3.54M | -4K -5.64% | 59,387 1.29% of portfolio | low |
| Q1 2026 as of | Trim | 46090E103 Common stock | $-3.33M | -6K -64.93% | 3,116 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Yum! Brands Inc Common stock | $-3.30M | -21K -93.21% | 1,544 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Cummins Inc Common stock | $3.28M | +6K +817.69% | 6,846 0.08% of portfolio | low |
| Q1 2026 as of | Trim | Broadcom Inc. Common stock | $-3.22M | -10K -3.22% | 312,990 2.12% of portfolio | low |
| Q1 2026 as of | Trim | Nextera Energy Inc Common stock | $-3.15M | -34K -54.35% | 28,470 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Colgate Palmolive Co Common stock | $-3.02M | -35K -39.33% | 54,717 0.10% of portfolio | low |
| Q1 2026 as of | Add | American Express Co Common stock | $2.98M | +10K +25.45% | 48,534 0.32% of portfolio | low |
| Q1 2026 as of | Trim | Merck & Co., Inc. Common stock | $-2.87M | -24K -8.54% | 255,813 0.67% of portfolio | low |
| Q1 2026 as of | Trim | Amphenol Corp /De Common stock | $-2.84M | -23K -10.34% | 195,055 0.54% of portfolio | low |
| Q1 2026 as of | Add | Airbnb, Inc. Common stock | $2.83M | +22K +45.06% | 72,083 0.20% of portfolio | low |
| Q1 2026 as of | New | 92206C680 Common stock | $2.80M | +26K | 25,545 0.06% of portfolio | low |
| Q1 2026 as of | Exit | Davita Inc. Common stock | $-2.74M | -24K -100.00% | 0 | low |
| Q1 2026 as of | Add | United Parcel Service Inc Common stock | $2.67M | +27K +378.67% | 34,268 0.07% of portfolio | low |
| Q1 2026 as of | Add | Wells Fargo & COMPANY/MN Common stock | $2.65M | +33K +103.46% | 65,572 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Schwab Charles Corp Common stock | $-2.58M | -28K -20.75% | 105,058 0.22% of portfolio | low |
| Q1 2026 as of | Trim | Williams Cos Inc/The Common stock | $-2.57M | -35K -84.54% | 6,469 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Linde PLC Common stock | $-2.55M | -5K -6.73% | 71,253 0.77% of portfolio | low |
| Q1 2026 as of | Trim | Waste Management Inc Common stock | $-2.53M | -11K -35.97% | 19,584 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Amgen Inc Common stock | $-2.28M | -6K -8.04% | 74,052 0.57% of portfolio | low |
| Q1 2026 as of | New | 78468R523 Common stock | $2.15M | +22K | 21,596 0.05% of portfolio | low |
| Q1 2026 as of | Exit | Iron Mountain Inc Common stock | $-2.13M | -26K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-2.00M | -7K -2.47% | 276,380 1.73% of portfolio | low |
| Q1 2026 as of | Add | ELI LILLY & Co Common stock | $1.97M | +2K +11.41% | 20,929 0.42% of portfolio | low |
| Q1 2026 as of | Add | Palantir Technologies Inc Common stock | $1.97M | +13K +4.58% | 307,405 0.98% of portfolio | low |
| Q1 2026 as of | Trim | Home Depot, Inc. Common stock | $-1.96M | -6K -10.95% | 48,450 0.35% of portfolio | low |
| Q1 2026 as of | Trim | Palo Alto Networks Inc Common stock | $-1.96M | -12K -7.74% | 145,272 0.51% of portfolio | low |
| Q1 2026 as of | Trim | Union Pacific Corp Common stock | $-1.94M | -8K -24.60% | 24,508 0.13% of portfolio | low |
| Q1 2026 as of | Add | Monster Beverage Corp Common stock | $1.86M | +26K +10.08% | 279,954 0.44% of portfolio | low |
| Q1 2026 as of | Add | Synchrony Financial Common stock | $1.84M | +27K +22.76% | 145,709 0.22% of portfolio | low |
| Q1 2026 as of | Add | Caterpillar Inc Common stock | $1.79M | +3K +8.91% | 30,879 0.48% of portfolio | low |
| Q1 2026 as of | Exit | Sherwin Williams Co Common stock | $-1.76M | -5K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Applied Materials Inc /De Common stock | $-1.76M | -5K -4.95% | 99,064 0.74% of portfolio | low |
| Q1 2026 as of | Add | Leidos Holdings Inc Common stock | $1.65M | +11K +64.25% | 27,097 0.09% of portfolio | low |
| Q1 2026 as of | New | 78464A649 Common stock | $1.63M | +64K | 63,775 0.04% of portfolio | low |
| Q1 2026 as of | New | 922042775 Common stock | $1.61M | +21K | 21,480 0.04% of portfolio | low |
| Q1 2026 as of | Add | Bank of America Corp /De Common stock | $1.61M | +33K +7.23% | 490,613 0.52% of portfolio | low |
| Q1 2026 as of | Exit | Coinbase Global, Inc. Common stock | $-1.61M | -7K -100.00% | 0 | low |
| Q1 2026 as of | Add | Salesforce Inc Common stock | $1.59M | +9K +15.20% | 64,743 0.26% of portfolio | low |
| Q1 2026 as of | New | 78464A128 Common stock | $1.56M | +7K | 7,234 0.03% of portfolio | low |
| Q1 2026 as of | Add | The Goldman Sachs Group, Inc. Common stock | $1.54M | +2K +13.37% | 15,488 0.29% of portfolio | low |
| Q1 2026 as of | Trim | Ciena Corp Common stock | $-1.52M | -4K -84.15% | 738 <0.01% of portfolio | low |
| Q1 2026 as of | New | 78467V848 Common stock | $1.51M | +38K | 38,015 0.03% of portfolio | low |