Shelton Capital Management Portfolio Holdings
Shelton Capital Management
- $3.99 Billion
- Q4 2024
Shelton Capital Management has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.99 Billion distributed in 727 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $356M, Nvidia Corp with a value of $272M, Microsoft Corp with a value of $220M, Amazon Com Inc with a value of $167M, and Broadcom Inc. with a value of $121M.
Examining the 13F form we can see an increase of $139M in the current position value, from $3.85B to 3.99B.
Shelton Capital Management is based out at Denver, CO
Below you can find more details about Shelton Capital Management portfolio as well as his latest detailed transactions.
Portfolio value
$3.99 Billion
Technology: $1.72 Billion
Consumer Cyclical: $498 Million
Communication Services: $489 Million
Healthcare: $292 Million
Industrials: $280 Million
Financial Services: $246 Million
Consumer Defensive: $209 Million
Energy: $84.9 Million
Other: $170 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 727
- Current Value $3.99 Billion
- Prior Value $3.85 Billion
- Filing
- Period Q4 2024
- Filing Date February 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 42 stocks
- Additional Purchases 138 stocks
- Sold out of 0 stocks
- Reduced holdings in 361 stocks