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 | 635017106 Common stock | $-608.6K | -19K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Intuitive Surgical Inc Common stock | $-608.0K | -1K -2.04% | 63,362 0.64% of portfolio | low |
| Q1 2026 as of | Trim | Gilead Sciences, Inc. Common stock | $-605.4K | -4K -2.93% | 143,875 0.44% of portfolio | low |
| Q1 2026 as of | Add | FedEx Corp Common stock | $599.1K | +2K +131.82% | 2,958 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Analog Devices Inc Common stock | $-593.3K | -2K -3.13% | 57,657 0.40% of portfolio | low |
| Q1 2026 as of | Trim | First Solar Inc Common stock | $-591.8K | -3K -21.47% | 10,972 0.05% of portfolio | low |
| Q1 2026 as of | New | 72201R585 Common stock | $575.6K | +22K | 21,970 0.01% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $573.6K | +3K +0.38% | 720,131 3.28% of portfolio | low |
| Q1 2026 as of | New | 81369Y704 Common stock | $528.2K | +3K | 3,266 0.01% of portfolio | low |
| Q1 2026 as of | Trim | PayPal Holdings, Inc. Common stock | $-517.8K | -11K -4.77% | 228,684 0.23% of portfolio | low |
| Q1 2026 as of | Trim | Honeywell International Inc Common stock | $-516.5K | -2K -3.00% | 73,894 0.37% of portfolio | low |
| Q1 2026 as of | Trim | NRG Energy Inc Common stock | $-515.0K | -4K -18.45% | 15,580 0.05% of portfolio | low |
| Q1 2026 as of | Add | Vertiv Holdings Co Common stock | $507.4K | +2K +20.11% | 12,095 0.07% of portfolio | low |
| Q1 2026 as of | New | 46434G764 Common stock | $494.6K | +6K | 6,288 0.01% of portfolio | low |
| Q1 2026 as of | Add | Johnson Controls International plc Common stock | $493.2K | +4K +2.09% | 183,632 0.53% of portfolio | low |
| Q1 2026 as of | Exit | 136375102 Common stock | $-492.3K | -5K -100.00% | 0 | low |
| Q1 2026 as of | Add | 78462F103 Common stock | $486.4K | +748 +21.39% | 4,245 0.06% of portfolio | low |
| Q1 2026 as of | Add | Strategy Inc Common stock | $481.4K | +4K +12.55% | 34,584 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Pepsico Inc Common stock | $-479.2K | -3K -1.88% | 161,424 0.55% of portfolio | low |
| Q1 2026 as of | Exit | EchoStar CORP Common stock | $-476.5K | -4K -100.00% | 0 | low |
| Q1 2026 as of | Exit | KKR & Co. Inc. Common stock | $-467.6K | -4K -100.00% | 0 | low |
| Q1 2026 as of | Add | Curtiss Wright Corp Common stock | $459.8K | +675 +55.46% | 1,892 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Mondelez International, Inc. Common stock | $-451.3K | -8K -5.00% | 148,721 0.19% of portfolio | low |
| Q1 2026 as of | Trim | Marriott International Inc/MD Common stock | $-443.8K | -1K -3.81% | 34,235 0.24% of portfolio | low |
| Q1 2026 as of | Trim | AppLovin Corp Common stock | $-440.6K | -1K -3.03% | 35,428 0.31% of portfolio | low |
| Q1 2026 as of | Exit | Hecla Mining CO/DE Common stock | $-440.4K | -23K -100.00% | 0 | low |
| Q1 2026 as of | Trim | NIKE, Inc. Common stock | $-436.8K | -8K -21.52% | 30,155 0.03% of portfolio | low |
| Q1 2026 as of | New | Pinnacle Financial Partners, Inc. Common stock | $424.9K | +5K | 4,933 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Western Digital Corp Common stock | $-416.6K | -2K -3.51% | 42,349 0.25% of portfolio | low |
| Q1 2026 as of | Add | Aecom Common stock | $407.7K | +5K +22.37% | 26,299 0.05% of portfolio | low |
| Q1 2026 as of | Add | 464287465 Common stock | $397.7K | +4K +103.51% | 8,051 0.02% of portfolio | low |
| Q1 2026 as of | New | 464287200 Common stock | $391.9K | +600 | 600 <0.01% of portfolio | low |
| Q1 2026 as of | Add | AbbVie Inc. Common stock | $389.1K | +2K +3.77% | 49,244 0.23% of portfolio | low |
| Q1 2026 as of | Trim | 82509L107 Common stock | $-386.1K | -3K -2.33% | 136,158 0.35% of portfolio | low |
| Q1 2026 as of | Trim | Vertex Pharmaceuticals Inc / Ma Common stock | $-384.9K | -862 -2.31% | 36,379 0.36% of portfolio | low |
| Q1 2026 as of | New | Borgwarner Inc Common stock | $382.8K | +7K | 7,054 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | CMA Comerica Inc Common Stock | $-378.1K | -4K -100.00% | 0 | low |
| Q1 2026 as of | Add | Mcdonald'S Corp Common stock | $372.0K | +1K +19.38% | 7,372 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Micron Technology Inc Common stock | $-357.1K | -1K -0.61% | 172,685 1.28% of portfolio | low |
| Q1 2026 as of | Trim | Radware Ltd. Common stock | $-350.4K | -13K -58.50% | 9,443 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Prologis Inc Common stock | $-344.7K | -3K -19.87% | 10,520 0.03% of portfolio | low |
| Q1 2026 as of | New | SPX Technologies, Inc. Common stock | $341.9K | +2K | 1,710 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Autozone Inc Common stock | $-337.8K | -100 -6.29% | 1,491 0.11% of portfolio | low |
| Q1 2026 as of | New | Mirion Technologies, Inc. Common stock | $337.7K | +18K | 18,164 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Ormat Technologies Inc Common stock | $-335.8K | -3K -9.58% | 28,318 0.07% of portfolio | low |
| Q1 2026 as of | Add | Advanced Micro Devices Inc Common stock | $333.4K | +2K +0.63% | 260,747 1.16% of portfolio | low |
| Q1 2026 as of | Exit | Ensign Group Inc/The Common stock | $-332.9K | -2K -100.00% | 0 | low |
| Q1 2026 as of | New | 46138G805 Common stock | $315.8K | +12K | 11,712 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | Asana, Inc. Common stock | $-314.3K | -23K -100.00% | 0 | low |
| Q1 2026 as of | New | Booz Allen Hamilton Holding Corp Common stock | $313.5K | +4K | 4,018 <0.01% of portfolio | low |