EdgeMarket › What Shelton Capital Management reported owning
What Shelton Capital Management reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
4.6BPositions
717Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 356.1M | 7.8% | 1.4M | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 338.4M | 7.4% | 1.9M | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 245.9M | 5.4% | 664.3K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 150.0M | 3.3% | 720.1K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 116.6M | 2.5% | 405.4K | 344.82 | +73.0% |
| META Meta Platforms, Inc. | 115.3M | 2.5% | 201.6K | 549.90 | -26.5% |
| TSLA Tesla, Inc. | 100.6M | 2.2% | 270.6K | 362.86 | +12.0% |
| WMT Walmart Inc. | 96.9M | 2.1% | 779.7K | 103.70 | +1.1% |
| AVGO Broadcom Inc. | 96.9M | 2.1% | 313.0K | 368.45 | +26.5% |
| NFLX NETFLIX INC | 80.0M | 1.7% | 832.0K | 79.59 | -34.4% |
| GOOG Alphabet Inc. | 79.3M | 1.7% | 276.4K | 341.75 | +70.7% |
| CSCO CISCO SYSTEMS, INC. | 69.9M | 1.5% | 901.3K | 111.04 | +65.5% |
| COST COSTCO WHOLESALE CORP /NEW | 59.2M | 1.3% | 59.4K | 947.74 | -4.7% |
| MU MICRON TECHNOLOGY INC | 58.3M | 1.3% | 172.7K | 966.78 | +724.8% |
| LRCX LAM RESEARCH CORP | 56.5M | 1.2% | 264.3K | 314.00 | +216.7% |
| AMD ADVANCED MICRO DEVICES INC | 53.0M | 1.2% | 260.7K | 473.25 | +186.5% |
| SEPI Shelton Equity Premium Income ETF | 47.6M | 1.0% | 1.9M | 28.65 | — |
| PLTR Palantir Technologies Inc. | 45.0M | 1.0% | 307.4K | 179.94 | +15.3% |
| DIS Walt Disney Co | 39.8M | 0.9% | 413.1K | 107.78 | -7.9% |
| ANET Arista Networks, Inc. | 39.2M | 0.9% | 319.0K | 188.65 | +43.5% |
| COP CONOCOPHILLIPS | 36.4M | 0.8% | 275.7K | 134.87 | +42.1% |
| NTAP NetApp, Inc. | 35.8M | 0.8% | 349.5K | 192.27 | +77.3% |
| LIN LINDE PLC | 35.3M | 0.8% | 71.3K | 487.57 | +1.1% |
| AMAT APPLIED MATERIALS INC /DE | 33.9M | 0.7% | 99.1K | 492.32 | +205.9% |
| MRK Merck & Co., Inc. | 30.8M | 0.7% | 255.8K | 152.55 | +80.2% |
| ISRG INTUITIVE SURGICAL INC | 29.2M | 0.6% | 63.4K | 378.81 | -21.2% |
| TMUS T-Mobile US, Inc. | 27.7M | 0.6% | 132.1K | 183.04 | -29.3% |
| AKAM AKAMAI TECHNOLOGIES INC | 27.1M | 0.6% | 235.6K | 110.42 | +45.2% |
| RTX RTX Corp | 26.6M | 0.6% | 138.0K | 209.91 | +34.1% |
| unmapped CUSIP 084670702 | 26.5M | 0.6% | 55.3K | — | — |
| INTC INTEL CORP | 26.2M | 0.6% | 593.0K | 90.07 | +282.6% |
| AMGN AMGEN INC | 26.1M | 0.6% | 74.1K | 439.33 | +48.2% |
| PEP PEPSICO INC | 25.1M | 0.5% | 161.4K | 143.48 | -4.8% |
| APH AMPHENOL CORP /DE/ | 24.6M | 0.5% | 195.1K | 157.01 | +44.5% |
| TJX TJX COMPANIES INC /DE/ | 24.5M | 0.5% | 153.5K | 140.53 | +1.6% |
| CMCSA COMCAST CORP | 24.4M | 0.5% | 851.5K | 26.85 | -19.3% |
| JCI Johnson Controls International plc | 24.0M | 0.5% | 183.6K | 143.05 | +35.0% |
| BAC BANK OF AMERICA CORP /DE/ | 23.9M | 0.5% | 490.6K | 61.69 | +27.6% |
| CVS CVS HEALTH Corp | 23.4M | 0.5% | 325.3K | 93.02 | +31.3% |
| ORLY O REILLY AUTOMOTIVE INC | 23.3M | 0.5% | 252.8K | 89.11 | -14.3% |
| PANW Palo Alto Networks Inc | 23.3M | 0.5% | 145.3K | 357.87 | +94.0% |
| CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP | 23.1M | 0.5% | 377.2K | 61.87 | -12.2% |
| KLAC KLA CORP | 22.8M | 0.5% | 15.5K | 183.99 | +109.5% |
| AFL AFLAC INC | 22.6M | 0.5% | 206.4K | 116.07 | +7.6% |
| EBAY EBAY INC | 22.5M | 0.5% | 246.9K | 104.13 | +5.0% |
| XOM ExxonMobil Holdings Corp | 22.4M | 0.5% | 131.8K | 165.11 | +52.1% |
| BKNG Booking Holdings Inc. | 22.3M | 0.5% | 5.3K | 209.62 | -7.1% |
| CEG Constellation Energy Corp | 21.9M | 0.5% | 78.5K | 272.88 | -13.2% |
| CAT CATERPILLAR INC | 21.9M | 0.5% | 30.9K | 827.90 | +96.8% |
| GM General Motors Co | 21.7M | 0.5% | 291.0K | 87.93 | +54.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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