SHELTON CAPITAL MANAGEMENT

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$5.1B

Total Positions

699

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

AAPL7.76%

NVDA7.22%

MSFT5.37%

AMZN3.27%

GOOGL2.60%

META2.54%

TSLA2.24%

AVGO2.21%

GOOG1.76%

LRCX1.69%

Other14.94%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

RRC25Q held

Range Resources Corp

Avg $4.47 · $251,205 est. P&L

Est. P&L

+707.16%

UTHR29Q held

United Therapeutics Corp

Avg $81.23 · $589,665 est. P&L

Est. P&L

+510.88%

CIEN29Q held

Ciena Corp

Avg $40.83 · $919,700 est. P&L

Est. P&L

+483.79%

Top Losers

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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 699 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL Apple Inc	1.4M	$393.3M	7.8%	—	$181.24	+50.53%	23 qtrs	Decreased 0
NVDA NVIDIA Corp	2M	$365.9M	7.2%	—	$120.69	+55.39%	29 qtrs	Decreased 0
MSFT Microsoft Corp	562,521	$272M	5.4%	—	$314.31	+55.10%	29 qtrs	Increased 64
AMZN Amazon.com Inc	717,377	$165.6M	3.3%	—	$127.33	+82.62%	29 qtrs	Decreased 0
GOOGL Alphabet Inc	420,909	$131.7M	2.6%	—	$111.35	+181.86%	29 qtrs	Decreased 0
META Meta Platforms Inc	194,598	$128.5M	2.5%	—	$336.47	+97.92%	23 qtrs	Increased 63
TSLA Tesla Inc	251,824	$113.3M	2.2%	—	$243.58	+86.56%	29 qtrs	Increased 56
AVGO Broadcom Inc	323,390	$111.9M	2.2%	—	$161.31	+116.88%	29 qtrs	Decreased 0
GOOG Alphabet Inc	283,365	$88.9M	1.8%	—	$107.89	+191.55%	29 qtrs	Decreased 0
LRCX Lam Research Corp	498,958	$85.4M	1.7%	—	$127.03	+36.81%	5 qtrs	Increased 69
CSCO Cisco Systems Inc	1M	$79M	1.6%	—	$55.38	+39.03%	29 qtrs	Increased 47
NFLX Netflix Inc	774,913	$72.7M	1.4%	—	$89.91	+4.30%	29 qtrs	Increased 75
DIS Walt Disney Co/The	561,226	$63.9M	1.3%	—	$110.85	+3.56%	29 qtrs	Increased 75
AMD Advanced Micro Devices Inc	259,108	$55.5M	1.1%	—	$106.69	+101.85%	28 qtrs	Increased 52
COST Costco Wholesale Corp	62,935	$54.3M	1.1%	—	$490.26	+76.33%	29 qtrs	Increased 48
PLTR Palantir Technologies Inc	293,952	$52.2M	1.0%	—	$67.96	+166.11%	19 qtrs	Increased 48
MU Micron Technology Inc	173,742	$49.6M	1.0%	—	$113.63	+157.54%	29 qtrs	Increased 53
CTSH Cognizant Technology Solutions Corp	560,198	$46.5M	0.9%	—	$76.03	+10.67%	29 qtrs	Increased 66
AFL Aflac Inc	414,369	$45.7M	0.9%	—	$108.14	+2.46%	20 qtrs	Increased 66
WMT Walmart Inc	408,691	$45.5M	0.9%	—	$84.99	+31.68%	29 qtrs	Increased 52
XOM Exxon Mobil Corp	326,027	$39.2M	0.8%	—	$95.95	+25.26%	29 qtrs	Increased 41
EBAY eBay Inc	446,680	$38.9M	0.8%	—	$75.44	+15.45%	6 qtrs	Increased 65
SEPI SCM TRUST	1.5M	$38.2M	0.8%	—	$26.03	+1.36%	2 qtrs	Increased 66
ANET Arista Networks Inc	288,481	$37.8M	0.7%	—	$115.31	+14.85%	5 qtrs	Increased 64
LUV Southwest Airlines Co	911,255	$37.7M	0.7%	—	$37.18	+11.00%	29 qtrs	Increased 66
Showing 25 of 699 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

VZVerizon Communications Inc

Q1 2024 → Q4 2025+385,229 shares+$16.6M

XOMExxon Mobil Corp

Q3 2024 → Q4 2025+96,706 shares+$12.8M

NTAPNetApp Inc

Q3 2024 → Q4 2025+190,550 shares+$17.9M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer