13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001002784
Total reported value
$5.4B
$5.4B
711 檔
22.7%
During the Q2 2025 filing period, Shelton Capital Management (CIK: 0001002784) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $5.4B across 711 reported positions.
In Q2 2025, Shelton Capital Management adopted a defensive or profit-taking posture, trimming 107 positions and completely liquidating 8 holdings to manage risk exposure.
Showing top 200 holdings (of 711 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.76% | -0.66% | -0.04% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.07% | -0.63% | -15.09% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.10% | -0.80% | -10.85% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.98% | -0.16% | -12.23% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.25% | -0.11% | -2.61% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.81% | -0.32% | +1.68% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.15% | +0.03% | +3.51% | |
| 8 | NFLX | Netflix Inc | Stock-Comm Services | 1.96% | -0.62% | -8.75% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.75% | -0.17% | +0.31% | |
| 10 | CSCO | Cisco Systems Inc | Stock-Tech | 1.47% | +0.11% | +33.60% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.40% | -0.37% | +2.65% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.26% | +0.07% | -1.23% | |
| 13 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.90% | -0.33% | -0.49% | |
| 14 | LIN | Linde plc | Stock-Materials | 0.83% | -0.05% | -2.28% | |
| 15 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.81% | -0.14% | +3.40% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | -0.24% | +12.04% | |
| 17 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.77% | -0.22% | -7.03% | |
| 18 | INTU | Intuit Inc | Stock-Tech | 0.75% | -0.21% | -0.96% | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 0.75% | +1.53% | +0.10% | |
| 20 | TXN | Texas Instruments Inc | Stock-Tech | 0.72% | +0.61% | NEW | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 0.67% | +0.06% | -38.89% | |
| 22 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.67% | -0.05% | +8.56% | |
| 23 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.66% | -0.07% | +10.13% | |
| 24 | ANET | Arista Networks Inc | Stock-Tech | 0.65% | +0.09% | +198.13% | |
| 25 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.64% | -0.15% | +7.43% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.64% | +0.07% | +8.05% | |
| 27 | FTNT | Fortinet Inc | Stock-Tech | 0.64% | +0.58% | +52.64% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.51% | -26.17% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.62% | +0.17% | +13.52% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | — | -0.36% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.59% | -0.09% | -4.73% | |
| 32 | NTAP | Netapp Inc | Stock-Tech | 0.58% | +0.04% | +10.73% | |
| 33 | ADBE | Adobe Inc | Stock-Tech | 0.58% | -0.10% | +5.31% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.56% | — | +10.61% | |
| 35 | CEG | Constellation Energy | Stock-Utilities | 0.54% | -0.28% | +2.53% | |
| 36 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.54% | -0.09% | -0.63% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.54% | -0.14% | -0.44% | |
| 38 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.52% | +0.04% | +8.76% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.50% | -0.16% | -2.08% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.48% | — | +8.30% | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.48% | +0.07% | -3.19% | |
| 42 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.47% | -0.06% | +2.33% | |
| 43 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.47% | — | +1.99% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.47% | +0.63% | -53.32% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.45% | +0.10% | +1.36% | |
| 46 | AFL | Aflac Inc | Stock-Financials | 0.43% | -0.02% | -46.31% | |
| 47 | TT | Trane Technologies plc | Stock-Industrials | 0.42% | +0.06% | +20.47% | |
| 48 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.42% | -0.20% | +16.12% | |
| 49 | HPQ | Hp Inc | Stock-Tech | 0.41% | — | +61.38% | |
| 50 | ADP | Automatic Data Processing | Stock-Tech | 0.41% | -0.05% | -1.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.7% | -0.04% | Trim |
| 2 | AVGO | Broadcom Inc | +1.2% | -2.61% | Trim |
| 3 | MSFT | Microsoft CORP | +0.8% | -10.85% | Trim |
| 4 | META | Meta Platforms Inc-class A | +0.6% | +1.68% | Add |
| 5 | ANET | Arista Networks Inc | +0.5% | +198.13% | Add |
| 6 | CSCO | Cisco Systems Inc | +0.5% | +33.60% | Add |
| 7 | NFLX | Netflix Inc | +0.4% | -8.75% | Trim |
| 8 | SHOP | Shopify Inc - Class A | +0.4% | NEW | New buy |
| 9 | ZM | Zoom Communications Inc | +0.3% | +519.25% | Add |
| 10 | PLTR | Palantir Technologies Inc-a | +0.3% | -0.49% | Trim |
| 11 | SO | Southern Co/the | +0.3% | +700.56% | Add |
| 12 | TSLA | Tesla Inc | +0.3% | +0.31% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.3% | +3.51% | Add |
| 14 | NEM | Newmont CORP | +0.3% | +524.60% | Add |
| 15 | FTNT | Fortinet Inc | +0.3% | +52.64% | Add |
| 16 | CEG | Constellation Energy | +0.2% | +2.53% | Add |
| 17 | AMD | Advanced Micro Devices | +0.2% | +0.10% | Add |
| 18 | GS | Goldman Sachs Group Inc | +0.2% | +13.52% | Add |
| 19 | BKNG | Booking Holdings Inc | +0.2% | +10.13% | Add |
| 20 | APH | Amphenol Corp-cl A | +0.2% | +20.08% | Add |
| 21 | INTU | Intuit Inc | +0.1% | -0.96% | Trim |
| 22 | TT | Trane Technologies plc | +0.1% | +20.47% | Add |
| 23 | CVS | Cvs Health CORP | +0.1% | +131.63% | Add |
| 24 | NTAP | Netapp Inc | +0.1% | +10.73% | Add |
| 25 | PANW | Palo Alto Networks Inc | +0.1% | +8.05% | Add |
| 26 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1.36% | Add |
| 27 | ITW | Illinois Tool Works | +0.1% | +1577.68% | Add |
| 28 | NKE | Nike Inc -cl B | +0.1% | +236.60% | Add |
| 29 | DASH | Doordash Inc - A | +0.1% | +1.99% | Add |
| 30 | PYPL | Paypal Holdings Inc | +0.1% | +8.56% | Add |
| 31 | HPQ | Hp Inc | +0.1% | +61.38% | Add |
| 32 | PEG | Public Service Enterprise Gp | +0.1% | +2176.56% | Add |
| 33 | GOOG | Alphabet Inc-cl C | +0.1% | -1.23% | Trim |
| 34 | CAT | Caterpillar Inc | +0.1% | +21.19% | Add |
| 35 | MU | Micron Technology Inc | +0.1% | -1.93% | Trim |
| 36 | TXN | Texas Instruments Inc | +0.1% | +2.60% | Add |
| 37 | NXPI | NXP Semiconductors N.V. | +0.1% | +16.12% | Add |
| 38 | MSTR | Strategy Inc | +0.1% | +9.19% | Add |
| 39 | GM | General Motors Co | +0.1% | +87.78% | Add |
| 40 | RTX | Rtx CORP | +0.1% | +10.61% | Add |
| 41 | DIS | Walt Disney Co/the | +0.1% | -4.73% | Trim |
| 42 | IBM | Intl Business Machines CORP | +0.1% | +12.81% | Add |
| 43 | CDNS | Cadence Design Sys Inc | +0.1% | +2.33% | Add |
| 44 | LRCX | Lam Research CORP | +0.1% | -2.78% | Trim |
| 45 | C | Citigroup Inc | +0.1% | +12.45% | Add |
| 46 | MELI | Mercadolibre Inc | +0.1% | -0.76% | Trim |
| 47 | LUV | Southwest Airlines Co | +0.1% | +46.74% | Add |
| 48 | UBER | Uber Technologies Inc | +0.1% | +67.39% | Add |
| 49 | ISRG | Intuitive Surgical Inc | +0.1% | +3.40% | Add |
| 50 | APP | Applovin Corp-class A | +0.1% | -2.29% | Trim |
According to official SEC Form 13F filings, Shelton Capital Management reported a total U.S. public equity portfolio value of $5.4B across 711 disclosed positions in Q2 2025.
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 NVDA, AAPL, MSFT) accounted for 22.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
SHOP
市值: $15.9M
Top Position Liquidated / Trimmed
HEESEUR
前期市值: $3.3M
During Q2 2025, Shelton Capital Management's top holdings by market value included NVDA (7.8%)、AAPL (7.1%)、MSFT (6.1%). The largest single position, NVDA, represented 7.8% of total portfolio value.
In Q2 2025, Shelton Capital Management made 199 total portfolio adjustments, initiating 6 new buys, adding to 78 positions, trimming 107 holdings, and fully liquidating 8 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.