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CIK: 0001002784
Total reported value
$5.4B
$5.4B
699 檔
24.6%
As reported in its official Q4 2025 Form 13F filing, Shelton Capital Management's tracked investment portfolio stood at $5.4B with 699 total positions.
In Q4 2025, Shelton Capital Management displayed an active expansion posture, initiating 15 new positions and adding to 113 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 699 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.76% | -0.63% | -7.25% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.22% | -0.66% | -7.36% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.37% | -0.80% | +5.91% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.27% | -0.16% | -6.24% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.60% | +0.03% | -19.08% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.54% | -0.32% | +23.77% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.24% | -0.17% | +9.41% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.21% | -0.11% | -34.26% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.76% | +0.07% | -6.18% | |
| 10 | LRCX | Lam Research CORP | Stock-Tech | 1.69% | +0.95% | +65.76% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 1.56% | +0.11% | +0.98% | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 1.43% | -0.62% | +1153.56% | |
| 13 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.26% | -0.09% | +102.40% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 1.10% | +1.53% | +12.47% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.07% | -0.37% | +2.72% | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.03% | -0.33% | +4.07% | |
| 17 | MU | Micron Technology Inc | Stock-Tech | 0.98% | +2.19% | +32.14% | |
| 18 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.92% | -0.27% | +102.24% | |
| 19 | AFL | Aflac Inc | Stock-Financials | 0.90% | -0.02% | +120.89% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.90% | -0.51% | +31.31% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -0.24% | +1.50% | |
| 22 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.77% | +0.04% | +95.87% | |
| 23 | SEPI | Shelton Eqty Premium Inc ETF | ETF-Other | 0.75% | -0.02% | +313.65% | |
| 24 | ANET | Arista Networks Inc | Stock-Tech | 0.75% | +0.09% | +87.23% | |
| 25 | LUV | Southwest Airlines Co | Stock-Industrials | 0.74% | +0.17% | +103.18% | |
| 26 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.72% | -0.14% | +1.30% | |
| 27 | CVS | Cvs Health CORP | Stock-Healthcare | 0.70% | -0.21% | +153.54% | |
| 28 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.65% | -0.22% | +17.48% | |
| 29 | NTAP | Netapp Inc | Stock-Tech | 0.64% | +0.04% | +9.45% | |
| 30 | LIN | Linde plc | Stock-Materials | 0.64% | -0.05% | +1.39% | |
| 31 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.64% | -0.14% | +175.39% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | — | — | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.63% | +0.10% | +94.00% | |
| 34 | INTU | Intuit Inc | Stock-Tech | 0.59% | -0.21% | +2.06% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | — | +48.95% | |
| 36 | APH | Amphenol Corp-cl A | Stock-Tech | 0.58% | +0.29% | +27.11% | |
| 37 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.58% | -0.07% | +1.51% | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.57% | +0.07% | +6.43% | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.57% | -0.13% | +131.95% | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.56% | +0.07% | +26.03% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.56% | -0.08% | +145.55% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.56% | — | +26.48% | |
| 43 | AMAT | Applied Materials Inc | Stock-Tech | 0.53% | +0.63% | -1.66% | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.52% | -0.14% | -2.30% | |
| 45 | CEG | Constellation Energy | Stock-Utilities | 0.52% | -0.28% | +2.89% | |
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.52% | -0.15% | -8.66% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | +0.21% | -16.85% | |
| 48 | NEM | Newmont CORP | Stock-Materials | 0.50% | -0.01% | +18.37% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.50% | +0.06% | -23.38% | |
| 50 | GM | General Motors Co | Stock-Consumer Disc | 0.50% | +0.01% | +6.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +0.8% | +65.76% | Add |
| 2 | DIS | Walt Disney Co/the | +0.6% | +102.40% | Add |
| 3 | SEPI | Shelton Eqty Premium Inc ETF | +0.6% | +313.65% | Add |
| 4 | CTSH | Cognizant Tech Solutions-a | +0.5% | +102.24% | Add |
| 5 | MU | Micron Technology Inc | +0.5% | +32.14% | Add |
| 6 | AFL | Aflac Inc | +0.5% | +120.89% | Add |
| 7 | LUV | Southwest Airlines Co | +0.4% | +103.18% | Add |
| 8 | CVS | Cvs Health CORP | +0.4% | +153.54% | Add |
| 9 | BSX | Boston Scientific CORP | +0.4% | +175.39% | Add |
| 10 | EBAY | Ebay Inc | +0.3% | +95.87% | Add |
| 11 | MS | Morgan Stanley | +0.3% | +131.95% | Add |
| 12 | TJX | Tjx Companies Inc | +0.3% | +145.55% | Add |
| 13 | AMD | Advanced Micro Devices | +0.3% | +12.47% | Add |
| 14 | KO | Coca-cola Co/the | +0.3% | +94.00% | Add |
| 15 | ANET | Arista Networks Inc | +0.3% | +87.23% | Add |
| 16 | MRK | Merck & Co. Inc. | +0.2% | +48.95% | Add |
| 17 | WMT | Walmart Inc | +0.2% | +31.31% | Add |
| 18 | VICI | Vici Properties Inc | +0.2% | +146.00% | Add |
| 19 | GOOG | Alphabet Inc-cl C | +0.2% | -6.18% | Trim |
| 20 | CNP | Centerpoint Energy Inc | +0.2% | +893.34% | Add |
| 21 | WDC | Western Digital CORP | +0.2% | +2190.66% | Add |
| 22 | APH | Amphenol Corp-cl A | +0.1% | +27.11% | Add |
| 23 | LLY | Eli Lilly & Co | +0.1% | +13.26% | Add |
| 24 | JNJ | Johnson & Johnson | +0.1% | +40.89% | Add |
| 25 | STX | Seagate Technology Holdings plc | +0.1% | +2110.23% | Add |
| 26 | GM | General Motors Co | +0.1% | +6.92% | Add |
| 27 | ISRG | Intuitive Surgical Inc | +0.1% | +1.30% | Add |
| 28 | NEM | Newmont CORP | +0.1% | +18.37% | Add |
| 29 | INTC | Intel CORP | +0.1% | +29.34% | Add |
| 30 | QCOM | Qualcomm Inc | +0.1% | +26.03% | Add |
| 31 | REGN | Regeneron Pharmaceuticals | +0.1% | +19.08% | Add |
| 32 | MPWR | Monolithic Power Systems Inc | +0.1% | +2045.69% | Add |
| 33 | DHI | Dr Horton Inc | +0.1% | +2173.91% | Add |
| 34 | NUE | Nucor CORP | +0.1% | +161.57% | Add |
| 35 | META | Meta Platforms Inc-class A | +0.1% | +23.77% | Add |
| 36 | CSCO | Cisco Systems Inc | +0.1% | +0.98% | Add |
| 37 | AMAT | Applied Materials Inc | +0.1% | -1.66% | Trim |
| 38 | C | Citigroup Inc | +0.1% | +16.55% | Add |
| 39 | ORLY | O'reilly Automotive Inc | +0.1% | +50.22% | Add |
| 40 | CRM | Salesforce Inc | +0.1% | +26.29% | Add |
| 41 | SCHW | Schwab (charles) CORP | +0.1% | +36.58% | Add |
| 42 | TMO | Thermo Fisher Scientific Inc | +0.1% | +141.52% | Add |
| 43 | TSLA | Tesla Inc | +0.1% | +9.41% | Add |
| 44 | IBM | Intl Business Machines CORP | +0.1% | +23.91% | Add |
| 45 | WBD | Warner Bros Discovery Inc | +0.1% | +2.34% | Add |
| 46 | NSC | Norfolk Southern CORP | +0.1% | +819.00% | Add |
| 47 | VZ | Verizon Communications Inc | 0% | +26.48% | Add |
| 48 | MA | Mastercard Inc - A | 0% | +18.55% | Add |
| 49 | PEP | Pepsico Inc | 0% | +13.83% | Add |
| 50 | CBRE | Cbre Group Inc - A | 0% | +20.36% | Add |
According to official SEC Form 13F filings, Shelton Capital Management reported a total U.S. public equity portfolio value of $5.4B across 699 disclosed positions in Q4 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 24.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
AKAM
市值: $17.4M
Top Position Liquidated / Trimmed
HPQ
前期市值: $25.2M
During Q4 2025, Shelton Capital Management's top holdings by market value included AAPL (7.8%)、NVDA (7.2%)、MSFT (5.4%). The largest single position, AAPL, represented 7.8% of total portfolio value.
In Q4 2025, Shelton Capital Management made 186 total portfolio adjustments, initiating 15 new buys, adding to 113 positions, trimming 45 holdings, and fully liquidating 13 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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