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CIK: 0001002784
Total reported value
$5.4B
$5.4B
720 檔
25.8%
According to the latest 13F quarterly dataset, Shelton Capital Management managed an equity portfolio of $5.4B at the end of Q3 2025, spanning 720 distinct U.S. exchange-listed positions.
In Q3 2025, Shelton Capital Management adopted a defensive or profit-taking posture, trimming 116 positions and completely liquidating 15 holdings to manage risk exposure.
Showing top 200 holdings (of 720 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.49% | -0.63% | -0.07% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 8.33% | -0.66% | +3.37% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.89% | -0.80% | -0.30% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.60% | -0.16% | -2.91% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.47% | -0.11% | -3.89% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.71% | +0.03% | -2.02% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.47% | -0.32% | -5.10% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.19% | -0.17% | -4.13% | |
| 9 | NFLX | Netflix Inc | Stock-Comm Services | 1.59% | -0.62% | -2.59% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.58% | +0.07% | -1.94% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 1.49% | +0.11% | +10.45% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.21% | -0.37% | -0.01% | |
| 13 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.10% | -0.33% | -1.60% | |
| 14 | LRCX | Lam Research CORP | Stock-Tech | 0.86% | +0.95% | +71.66% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 0.80% | +1.53% | +0.13% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.24% | -0.52% | |
| 17 | LIN | Linde plc | Stock-Materials | 0.77% | -0.05% | -1.63% | |
| 18 | NTAP | Netapp Inc | Stock-Tech | 0.71% | +0.04% | +16.73% | |
| 19 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.70% | -0.22% | -1.86% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | — | +20.29% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.51% | +10.47% | |
| 22 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.68% | -0.09% | +33.49% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.66% | +0.06% | -3.17% | |
| 24 | INTU | Intuit Inc | Stock-Tech | 0.65% | -0.21% | +7.18% | |
| 25 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.65% | -0.15% | +22.99% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.65% | +0.07% | +9.06% | |
| 27 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.62% | -0.07% | +8.33% | |
| 28 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.61% | -0.05% | +9.36% | |
| 29 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.61% | -0.14% | -1.49% | |
| 30 | FTNT | Fortinet Inc | Stock-Tech | 0.60% | +0.58% | +28.19% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | +0.21% | +73.61% | |
| 32 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.56% | +0.04% | +8.98% | |
| 33 | APP | Applovin Corp-class A | Stock-Tech | 0.55% | +0.01% | -13.56% | |
| 34 | HPQ | Hp Inc | Stock-Tech | 0.54% | — | +25.71% | |
| 35 | TXN | Texas Instruments Inc | Stock-Tech | 0.53% | +0.61% | NEW | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.52% | — | -12.62% | |
| 37 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.52% | — | +12.66% | |
| 38 | CEG | Constellation Energy | Stock-Utilities | 0.51% | -0.28% | -1.35% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.50% | -0.14% | -1.23% | |
| 40 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.49% | -0.06% | -1.58% | |
| 41 | ANET | Arista Networks Inc | Stock-Tech | 0.48% | +0.09% | -43.93% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.04% | +26.71% | |
| 43 | MU | Micron Technology Inc | Stock-Tech | 0.47% | +2.19% | -2.42% | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.47% | +0.07% | +0.23% | |
| 45 | TT | Trane Technologies plc | Stock-Industrials | 0.47% | +0.06% | +23.20% | |
| 46 | AMAT | Applied Materials Inc | Stock-Tech | 0.46% | +0.63% | -4.54% | |
| 47 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.46% | — | -3.84% | |
| 48 | APH | Amphenol Corp-cl A | Stock-Tech | 0.45% | +0.29% | +2.30% | |
| 49 | AFL | Aflac Inc | Stock-Financials | 0.45% | -0.02% | +4.87% | |
| 50 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.44% | +0.04% | +0.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.2% | +3.37% | Add |
| 2 | AVGO | Broadcom Inc | +1.4% | -3.89% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.8% | -2.02% | Add |
| 4 | TSLA | Tesla Inc | +0.7% | -4.13% | Trim |
| 5 | MSFT | Microsoft CORP | +0.6% | -0.30% | Trim |
| 6 | LRCX | Lam Research CORP | +0.6% | +71.66% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.5% | -1.60% | Trim |
| 8 | CSCO | Cisco Systems Inc | +0.5% | +10.45% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.4% | -1.94% | Trim |
| 10 | NEM | Newmont CORP | +0.4% | -4.37% | Add |
| 11 | JNJ | Johnson & Johnson | +0.3% | +73.61% | Add |
| 12 | ANET | Arista Networks Inc | +0.3% | -43.93% | Add |
| 13 | APP | Applovin Corp-class A | +0.3% | -13.56% | Trim |
| 14 | GM | General Motors Co | +0.3% | +86.22% | Add |
| 15 | SO | Southern Co/the | +0.3% | -0.99% | Add |
| 16 | NTAP | Netapp Inc | +0.3% | +16.73% | Add |
| 17 | EMR | Emerson Electric Co | +0.3% | +2814.96% | Add |
| 18 | AMD | Advanced Micro Devices | +0.2% | +0.13% | Add |
| 19 | HPQ | Hp Inc | +0.2% | +25.71% | Add |
| 20 | META | Meta Platforms Inc-class A | +0.2% | -5.10% | Trim |
| 21 | APH | Amphenol Corp-cl A | +0.2% | +2.30% | Add |
| 22 | FTNT | Fortinet Inc | +0.2% | +28.19% | Add |
| 23 | NKE | Nike Inc -cl B | +0.2% | +61.15% | Add |
| 24 | TT | Trane Technologies plc | +0.2% | +23.20% | Add |
| 25 | MU | Micron Technology Inc | +0.2% | -2.42% | Trim |
| 26 | DIS | Walt Disney Co/the | +0.2% | +33.49% | Add |
| 27 | CEG | Constellation Energy | +0.2% | -1.35% | Add |
| 28 | CAT | Caterpillar Inc | +0.2% | +0.76% | Add |
| 29 | CVS | Cvs Health CORP | +0.2% | +5.36% | Add |
| 30 | ULTA | Ulta Beauty Inc | +0.2% | +49.99% | Add |
| 31 | PANW | Palo Alto Networks Inc | +0.1% | +9.06% | Add |
| 32 | BKNG | Booking Holdings Inc | +0.1% | +8.33% | Add |
| 33 | FAST | Fastenal Co | +0.1% | +82.05% | Add |
| 34 | ITW | Illinois Tool Works | +0.1% | -0.15% | Add |
| 35 | DASH | Doordash Inc - A | +0.1% | -3.84% | Trim |
| 36 | MNST | Monster Beverage CORP | +0.1% | +8.98% | Add |
| 37 | CDNS | Cadence Design Sys Inc | +0.1% | -1.58% | Add |
| 38 | MA | Mastercard Inc - A | +0.1% | +34.78% | Add |
| 39 | LUV | Southwest Airlines Co | +0.1% | +16.36% | Add |
| 40 | PEG | Public Service Enterprise Gp | +0.1% | — | Add |
| 41 | KLAC | Kla CORP | +0.1% | -2.18% | Trim |
| 42 | HD | Home Depot Inc | +0.1% | +26.71% | Add |
| 43 | AXP | American Express Co | +0.1% | +10.65% | Add |
| 44 | NXPI | NXP Semiconductors N.V. | +0.1% | -2.50% | Add |
| 45 | JPM | Jpmorgan Chase & Co | +0.1% | +12.00% | Add |
| 46 | VST | Vistra CORP | +0.1% | +975.40% | Add |
| 47 | UBER | Uber Technologies Inc | +0.1% | -0.20% | Add |
| 48 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -4.58% | Trim |
| 49 | HLT | Hilton Worldwide Holdings In | +0.1% | +65.53% | Add |
| 50 | NFLX | Netflix Inc | +0.1% | -2.59% | Trim |
According to official SEC Form 13F filings, Shelton Capital Management reported a total U.S. public equity portfolio value of $5.4B across 720 disclosed positions in Q3 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 AAPL, NVDA, MSFT) accounted for 25.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
SHOP
市值: $20.0M
Top Position Liquidated / Trimmed
TRMB
前期市值: $33.7M
During Q3 2025, Shelton Capital Management's top holdings by market value included AAPL (8.5%)、NVDA (8.3%)、MSFT (5.9%). The largest single position, AAPL, represented 8.5% of total portfolio value.
In Q3 2025, Shelton Capital Management made 200 total portfolio adjustments, initiating 7 new buys, adding to 62 positions, trimming 116 holdings, and fully liquidating 15 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.
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