Shelton Capital Management Reduced Holdings in Q1 2025

Shelton Capital Management

  • $4.17 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LNC
Lincoln National Corp

Financial Services
-213
- 3.2%
$30.06 - $39.23 $6.4K - $8.36K
6.43K $231K
NOC
Northrop Grumman Corp

Industrials
-25
- 3.16%
$433.45 - $513.82 $10.8K - $12.8K
766 $392K
UGI
Ugi Corp

Utilities
-596
- 6.98%
$28.0 - $34.16 $16.7K - $20.4K
7.94K $262K
PEN
Penumbra Inc

Healthcare
-85
- 5.81%
$237.28 - $303.76 $20.2K - $25.8K
1.38K $368K
CCI
Crown Castle International Corp

Real Estate
-112
- 4.36%
$84.33 - $106.39 $9.44K - $11.9K
2.46K $255K
CHD
Church & Dwight CO Inc

Consumer Defensive
-45
- 0.89%
$101.42 - $113.2 $4.56K - $5.09K
5K $550K
EHC
Encompass Health Corp

Healthcare
-100
- 2.63%
$91.05 - $102.2 $9.11K - $10.2K
3.7K $374K
AM
Antero Midstream Corp

Energy
-727
- 5.72%
$15.47 - $18.04 $11.2K - $13.1K
12K $215K
TDG
Trans Digm Group Inc

Industrials
-9
- 2.76%
$1251.32 - $1394.11 $11.3K - $12.5K
317 $438K
OGE
Oge Energy Corp.

Utilities
-201
- 2.68%
$39.76 - $46.32 $7.99K - $9.31K
7.31K $336K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-148
- 3.68%
$60.74 - $73.87 $8.99K - $10.9K
3.87K $285K
G
Genpact LTD

Technology
-330
- 5.34%
$42.88 - $55.54 $14.2K - $18.3K
5.85K $294K
HES
Hess Corp

Energy
-73
- 4.46%
$135.42 - $160.52 $9.89K - $11.7K
1.56K $249K
EQH
Equitable Holdings, Inc.

Financial Services
-463
- 3.95%
$47.64 - $55.68 $22.1K - $25.8K
11.3K $586K
CHE
Chemed Corp

Healthcare
-19
- 3.35%
$521.84 - $615.32 $9.91K - $11.7K
549 $337K
RSG
Republic Services, Inc.

Industrials
-49
- 4.05%
$200.09 - $242.16 $9.8K - $11.9K
1.16K $281K
AIG
American International Group, Inc.

Financial Services
-179
- 4.54%
$70.5 - $86.94 $12.6K - $15.6K
3.77K $327K
AON
Aon PLC

Financial Services
-20
- 1.63%
$348.44 - $409.32 $6.97K - $8.19K
1.21K $482K
HCA
Hca Healthcare, Inc.

Healthcare
-39
- 3.08%
$296.7 - $345.55 $11.6K - $13.5K
1.23K $423K
CB
Chubb LTD

Financial Services
-63
- 2.56%
$257.71 - $301.99 $16.2K - $19K
2.4K $724K
SLB
Schlumberger Limited

Energy
-2.67K
- 5.77%
$38.4 - $43.74 $103K - $117K
43.6K $1.82M
COOP
Mr. Cooper Group Inc.

Financial Services
-82
- 3.26%
$91.4 - $119.6 $7.49K - $9.81K
2.44K $291K
WPC
W. P. Carey Inc.

Real Estate
-296
- 3.58%
$53.5 - $65.05 $15.8K - $19.3K
7.96K $502K
NFG
National Fuel Gas CO

Energy
-118
- 3.43%
$60.71 - $79.19 $7.16K - $9.34K
3.32K $263K
MPC
Marathon Petroleum Corp

Energy
-110
- 0.91%
$134.72 - $159.03 $14.8K - $17.5K
12K $1.75M
MO
Altria Group, Inc.

Consumer Defensive
-283
- 2.88%
$50.81 - $60.02 $14.4K - $17K
9.54K $572K
X
United States Steel Corp

Basic Materials
-250
- 2.96%
$30.47 - $43.0 $7.62K - $10.8K
8.19K $346K
SPGI
S&P Global Inc.

Financial Services
-32
- 0.4%
$478.26 - $543.77 $15.3K - $17.4K
7.98K $4.05M
FNF
Fidelity National Financial, Inc.

Financial Services
-345
- 3.52%
$54.25 - $65.27 $18.7K - $22.5K
9.46K $615K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-152
- 3.18%
$47.74 - $65.16 $7.26K - $9.9K
4.63K $295K
RGLD
Royal Gold Inc

Basic Materials
-68
- 2.74%
$132.55 - $163.51 $9.01K - $11.1K
2.41K $394K
CI
Cigna Corp

Healthcare
-36
- 2.24%
$274.49 - $329.0 $9.88K - $11.8K
1.57K $517K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-141
- 3.73%
$132.75 - $177.12 $18.7K - $25K
3.64K $555K
CRWD
Crowd Strike Holdings, Inc.

Technology
-918
- 2.38%
$308.86 - $455.36 $284K - $418K
37.6K $13.3M
CME
Cme Group Inc.

Financial Services
-56
- 1.59%
$225.82 - $266.54 $12.6K - $14.9K
3.46K $916K
MMM
3 M CO

Industrials
-83
- 1.28%
$129.7 - $155.12 $10.8K - $12.9K
6.38K $936K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-184
- 3.67%
$88.0 - $115.5 $16.2K - $21.3K
4.82K $550K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-7.23K
- 4.31%
$30.38 - $34.94 $220K - $253K
161K $5.5M
ELV
Elevance Health, Inc.

Healthcare
-36
- 1.5%
$365.9 - $436.25 $13.2K - $15.7K
2.36K $1.03M
WTRG
Essential Utilities, Inc.

Utilities
-194
- 0.39%
$33.49 - $40.57 $6.5K - $7.87K
49.5K $1.96M
BKR
Baker Hughes CO

Energy
-4.77K
- 3.79%
$41.16 - $48.85 $196K - $233K
121K $5.32M
AMT
American Tower Corp

Real Estate
-73
- 1.33%
$173.46 - $217.6 $12.7K - $15.9K
5.42K $1.18M
SO
Southern CO

Utilities
-160
- 0.79%
$80.96 - $92.96 $13K - $14.9K
20.2K $1.86M
MDT
Medtronic PLC

Healthcare
-85
- 0.45%
$79.84 - $94.5 $6.79K - $8.03K
18.9K $1.7M
CSGP
Costar Group, Inc.

Real Estate
-2.65K
- 5.15%
$69.29 - $80.37 $184K - $213K
48.8K $3.86M
FAST
Fastenal CO

Industrials
-2.83K
- 3.96%
$71.11 - $79.98 $201K - $227K
68.6K $5.32M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-82
- 1.24%
$208.48 - $244.03 $17.1K - $20K
6.52K $1.59M
GE
General Electric CO

Industrials
-68
- 1.08%
$168.59 - $212.13 $11.5K - $14.4K
6.24K $1.25M
TDY
Teledyne Technologies Inc

Technology
-19
- 0.3%
$455.51 - $518.84 $8.65K - $9.86K
6.29K $3.13M
Activity Summary
Buys All Purchases 148 New Holdings 38 Increased Positions 110 Sells All Sells 434 Reductions 434 Sold out 0 Options Calls 0 Puts 4
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