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CIK: 0001002784
Total reported value
$5.4B
$5.4B
723 檔
21.1%
According to the latest 13F quarterly dataset, Shelton Capital Management managed an equity portfolio of $5.4B at the end of Q4 2024, spanning 723 distinct U.S. exchange-listed positions.
Shelton Capital Management executed strategic sector rebalancing during Q4 2024, establishing 14 new positions while fully exiting 11 holdings and trimming 87 positions.
Showing top 200 holdings (of 723 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.86% | -0.63% | +7.39% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.79% | -0.66% | +17.78% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.47% | -0.80% | +6.03% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.17% | -0.16% | +6.10% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.00% | -0.11% | -23.80% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.49% | -0.32% | -25.07% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.45% | +0.03% | +0.97% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.32% | -0.17% | -14.31% | |
| 9 | NFLX | Netflix Inc | Stock-Comm Services | 1.69% | -0.62% | +2.51% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.56% | +0.07% | -1.37% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.51% | -0.37% | -0.12% | |
| 12 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.96% | -0.14% | +8.06% | |
| 13 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.84% | -0.22% | -3.91% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 0.82% | +0.11% | -32.38% | |
| 15 | LIN | Linde plc | Stock-Materials | 0.79% | -0.05% | -0.29% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.24% | +6.92% | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 0.72% | +0.63% | +23.33% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 0.72% | +1.53% | +3.18% | |
| 19 | TXN | Texas Instruments Inc | Stock-Tech | 0.71% | +0.61% | NEW | |
| 20 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.70% | -0.15% | -1.86% | |
| 21 | ADBE | Adobe Inc | Stock-Tech | 0.69% | -0.10% | -1.68% | |
| 22 | INTU | Intuit Inc | Stock-Tech | 0.68% | -0.21% | +2.88% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.67% | -0.16% | -0.82% | |
| 24 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.64% | -0.07% | -10.03% | |
| 25 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.63% | -0.27% | +2.76% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.06% | -4.80% | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.60% | -0.33% | +285.79% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | — | +10.17% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.05% | -6.82% | |
| 30 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.57% | +0.07% | +105.92% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.55% | +0.07% | -1.11% | |
| 32 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.55% | -0.09% | +1.20% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.54% | -0.14% | -52.06% | |
| 34 | NTAP | Netapp Inc | Stock-Tech | 0.53% | +0.04% | +27.56% | |
| 35 | FTNT | Fortinet Inc | Stock-Tech | 0.51% | +0.58% | -31.59% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.50% | — | +14.64% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.04% | +18.75% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.49% | +0.06% | +59.02% | |
| 39 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.47% | -0.05% | +4.75% | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.47% | -0.05% | +24.44% | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.47% | -0.37% | EXIT | |
| 42 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.46% | -0.04% | +13.88% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | +0.06% | +19.21% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | -0.01% | +13.93% | |
| 45 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.43% | -0.06% | -0.47% | |
| 46 | TRMB | Trimble Inc | Stock-Tech | 0.42% | — | -17.55% | |
| 47 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.41% | -0.08% | +57.21% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.40% | — | +15.19% | |
| 49 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.39% | -0.02% | -1.08% | |
| 50 | CEG | Constellation Energy | Stock-Utilities | 0.39% | -0.28% | -0.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | +17.78% | Add |
| 2 | AAPL | Apple Inc | +0.9% | +7.39% | Add |
| 3 | AMZN | Amazon.com Inc | +0.7% | +6.10% | Add |
| 4 | PLTR | Palantir Technologies Inc-a | +0.5% | +285.79% | Add |
| 5 | TSLA | Tesla Inc | +0.5% | -14.31% | Trim |
| 6 | NFLX | Netflix Inc | +0.3% | +2.51% | Add |
| 7 | LRCX | Lam Research CORP | +0.3% | NEW | New buy |
| 8 | APP | Applovin Corp-class A | +0.3% | +162.71% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.97% | Add |
| 10 | BAC | Bank Of America CORP | +0.2% | +59.02% | Add |
| 11 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | -1.37% | Trim |
| 13 | AFL | Aflac Inc | +0.2% | +126.13% | Add |
| 14 | MSTR | Strategy Inc | +0.2% | NEW | New buy |
| 15 | BMY | Bristol-myers Squibb Co | +0.2% | +95.47% | Add |
| 16 | TJX | Tjx Companies Inc | +0.2% | +57.21% | Add |
| 17 | EBAY | Ebay Inc | +0.2% | +139.81% | Add |
| 18 | HPQ | Hp Inc | +0.2% | +113.81% | Add |
| 19 | AXON | Axon Enterprise Inc | +0.1% | NEW | New buy |
| 20 | ACN | Accenture plc | +0.1% | +118.02% | Add |
| 21 | CRM | Salesforce Inc | +0.1% | +20.55% | Add |
| 22 | GS | Goldman Sachs Group Inc | +0.1% | +28.89% | Add |
| 23 | ISRG | Intuitive Surgical Inc | +0.1% | +8.06% | Add |
| 24 | ADP | Automatic Data Processing | +0.1% | +24.44% | Add |
| 25 | DIS | Walt Disney Co/the | +0.1% | +27.50% | Add |
| 26 | MRVL | Marvell Technology Inc | +0.1% | -1.35% | Trim |
| 27 | 6D8 | Dupont De Nemours Inc | +0.1% | +1750.55% | Add |
| 28 | DECK | Deckers Outdoor CORP | +0.1% | NEW | New buy |
| 29 | AXP | American Express Co | +0.1% | +26.20% | Add |
| 30 | HPE | Hewlett Packard Enterprise | +0.1% | +46.79% | Add |
| 31 | NTAP | Netapp Inc | +0.1% | +27.56% | Add |
| 32 | TTD | Trade Desk Inc/the -class A | +0.1% | +37.31% | Add |
| 33 | ORLY | O'reilly Automotive Inc | +0.1% | +28.28% | Add |
| 34 | TEAM | Atlassian Corp-cl A | +0.1% | -4.34% | Trim |
| 35 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +3.62% | Add |
| 36 | CPRT | Copart Inc | +0.1% | +24.70% | Add |
| 37 | TT | Trane Technologies plc | +0.1% | +31.11% | Add |
| 38 | FANG | Diamondback Energy Inc | +0.1% | +61.11% | Add |
| 39 | EXPE | Expedia Group Inc | +0.1% | +24.74% | Add |
| 40 | MSFT | Microsoft CORP | 0% | +6.03% | Add |
| 41 | HD | Home Depot Inc | 0% | +18.75% | Add |
| 42 | PYPL | Paypal Holdings Inc | 0% | +4.75% | Add |
| 43 | PG | Procter & Gamble Co/the | 0% | +19.21% | Add |
| 44 | PANW | Palo Alto Networks Inc | 0% | +105.92% | Add |
| 45 | DE | Deere & Co | 0% | +32.55% | Add |
| 46 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | NEW | New buy |
| 47 | SCHW | Schwab (charles) CORP | 0% | +17.49% | Add |
| 48 | WMB | Williams Cos Inc | 0% | +22.65% | Add |
| 49 | V | Visa Inc-class A Shares | 0% | +1.70% | Add |
| 50 | HUM | Humana Inc | 0% | +148.16% | Add |
According to official SEC Form 13F filings, Shelton Capital Management reported a total U.S. public equity portfolio value of $5.4B across 723 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 21.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $13.4M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $13.6M
During Q4 2024, Shelton Capital Management's top holdings by market value included AAPL (8.9%)、NVDA (6.8%)、MSFT (5.5%). The largest single position, AAPL, represented 8.9% of total portfolio value.
In Q4 2024, Shelton Capital Management made 187 total portfolio adjustments, initiating 14 new buys, adding to 75 positions, trimming 87 holdings, and fully liquidating 11 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.