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CIK: 0001002784
Total reported value
$5.4B
$5.4B
730 檔
14.9%
At the close of Q1 2024, Shelton Capital Management disclosed equity holdings valued at approximately $5.4B, spread across 730 reported holdings.
During Q1 2024, Shelton Capital Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 730 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.44% | -0.63% | +0.13% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.59% | -0.80% | +1.84% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.04% | -0.66% | +1151.84% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.65% | -0.16% | +7.48% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.32% | -0.32% | — | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.63% | -0.11% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.07% | +0.03% | +3420.01% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.54% | -0.37% | — | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.45% | +0.07% | — | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.33% | -0.17% | — | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 1.25% | +0.11% | — | |
| 12 | ADBE | Adobe Inc | Stock-Tech | 1.13% | -0.10% | +4.64% | |
| 13 | NFLX | Netflix Inc | Stock-Comm Services | 1.12% | -0.62% | — | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 1.06% | +1.53% | +2.07% | |
| 15 | INTU | Intuit Inc | Stock-Tech | 0.94% | -0.21% | +7.47% | |
| 16 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.94% | -0.15% | — | |
| 17 | LIN | Linde plc | Stock-Materials | 0.91% | -0.05% | — | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | -0.24% | — | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 0.88% | +0.63% | -23.76% | |
| 20 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.88% | -0.22% | -0.71% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.87% | -0.16% | -0.56% | |
| 22 | INTC | Intel CORP | Stock-Tech | 0.76% | +0.92% | +0.41% | |
| 23 | FTNT | Fortinet Inc | Stock-Tech | 0.74% | +0.58% | — | |
| 24 | TXN | Texas Instruments Inc | Stock-Tech | 0.73% | +0.61% | NEW | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 0.69% | +0.07% | -11.98% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | — | — | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 0.63% | -0.14% | -6.10% | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.62% | -0.14% | — | |
| 29 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.62% | -0.07% | +4.64% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | -0.03% | — | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.06% | — | |
| 32 | BA | Boeing Co/the | Stock-Industrials | 0.59% | -0.09% | -3.32% | |
| 33 | MCHP | Microchip Technology Inc | Stock-Tech | 0.58% | +0.01% | +14.48% | |
| 34 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.58% | -0.17% | +34.73% | |
| 35 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.57% | -0.09% | — | |
| 36 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.56% | -0.27% | +15.66% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.56% | -0.02% | +326.19% | |
| 38 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.55% | -0.06% | +12.97% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | -0.05% | — | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.52% | -0.08% | +0.39% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.07% | -5.59% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.48% | -0.01% | -8.22% | |
| 43 | NTAP | Netapp Inc | Stock-Tech | 0.48% | +0.04% | — | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.48% | -0.37% | EXIT | |
| 45 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.48% | — | -0.54% | |
| 46 | MU | Micron Technology Inc | Stock-Tech | 0.47% | +2.19% | +2.36% | |
| 47 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.44% | +0.07% | -8.20% | |
| 48 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.43% | -0.12% | — | |
| 49 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.42% | -0.02% | +0.06% | |
| 50 | SNPS | Synopsys Inc | Stock-Tech | 0.42% | -0.02% | +37.85% |
According to official SEC Form 13F filings, Shelton Capital Management reported a total U.S. public equity portfolio value of $5.4B across 730 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 14.9% of total reported equity market value during Q1 2024.
During Q1 2024, Shelton Capital Management's top holdings by market value included AAPL (6.4%)、MSFT (5.6%)、NVDA (4.0%). The largest single position, AAPL, represented 6.4% of total portfolio value.
In Q1 2024, Shelton Capital Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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