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CIK: 0001002784
Total reported value
$5.4B
$5.4B
706 檔
17.9%
According to the latest 13F quarterly dataset, Shelton Capital Management managed an equity portfolio of $5.4B at the end of Q2 2024, spanning 706 distinct U.S. exchange-listed positions.
During Q2 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 706 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.46% | -0.63% | +0.24% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.99% | -0.80% | +6.32% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.90% | -0.66% | +1031.13% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.73% | -0.16% | +0.43% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.13% | -0.32% | -4.31% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.90% | -0.11% | -2.29% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.41% | +0.03% | +1.66% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.56% | -0.37% | -7.96% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.49% | +0.07% | -9.81% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.44% | -0.17% | +1.58% | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 1.26% | -0.62% | +6.90% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 1.21% | +0.11% | +7.41% | |
| 13 | ADBE | Adobe Inc | Stock-Tech | 1.02% | -0.10% | -13.61% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 0.92% | +1.53% | +2.20% | |
| 15 | LIN | Linde plc | Stock-Materials | 0.91% | -0.05% | +11.15% | |
| 16 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.87% | -0.22% | -3.23% | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 0.85% | +0.63% | -11.09% | |
| 18 | TXN | Texas Instruments Inc | Stock-Tech | 0.84% | +0.61% | NEW | |
| 19 | INTU | Intuit Inc | Stock-Tech | 0.82% | -0.21% | -8.78% | |
| 20 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.81% | -0.15% | +1.02% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.79% | -0.16% | +1.55% | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 0.78% | +0.07% | +1.54% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.24% | -14.05% | |
| 24 | FTNT | Fortinet Inc | Stock-Tech | 0.68% | +0.58% | +10.96% | |
| 25 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.67% | -0.14% | +1.96% | |
| 26 | AMGN | Amgen Inc | Stock-Healthcare | 0.66% | -0.14% | -0.33% | |
| 27 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.65% | -0.07% | +0.77% | |
| 28 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.61% | -0.09% | +0.48% | |
| 29 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.61% | -0.17% | +1.08% | |
| 30 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.60% | +0.07% | +20.00% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.59% | -0.06% | -7.78% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | -0.03% | +6.71% | |
| 33 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.58% | -0.27% | +16.22% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.53% | -0.01% | +77.21% | |
| 35 | BA | Boeing Co/the | Stock-Industrials | 0.53% | -0.09% | +0.83% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.07% | -1.97% | |
| 37 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.53% | -0.20% | +46.73% | |
| 38 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.52% | — | +5.98% | |
| 39 | INTC | Intel CORP | Stock-Tech | 0.52% | +0.92% | +1.82% | |
| 40 | MU | Micron Technology Inc | Stock-Tech | 0.51% | +2.19% | +1.57% | |
| 41 | SNPS | Synopsys Inc | Stock-Tech | 0.50% | -0.02% | +20.94% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | -0.05% | -5.84% | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.48% | -0.37% | EXIT | |
| 44 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.48% | -0.06% | -7.45% | |
| 45 | UBER | Uber Technologies Inc | Stock-Industrials | 0.47% | -0.08% | +43.51% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.46% | -0.01% | +11.57% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.45% | +0.10% | +14.07% | |
| 48 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 0.41% | — | NEW | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.40% | +0.06% | +5.15% | |
| 50 | NTAP | Netapp Inc | Stock-Tech | 0.40% | +0.04% | -28.62% |
According to official SEC Form 13F filings, Shelton Capital Management reported a total U.S. public equity portfolio value of $5.4B across 706 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 17.9% of total reported equity market value during Q2 2024.
During Q2 2024, Shelton Capital Management's top holdings by market value included AAPL (7.5%)、MSFT (6.0%)、NVDA (5.9%). The largest single position, AAPL, represented 7.5% of total portfolio value.
In Q2 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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