Shelton Capital Management Portfolio Holdings
Shelton Capital Management
- $4.17 Billion
- Q1 2025
Shelton Capital Management has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.17 Billion distributed in 697 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $415M, Microsoft Corp with a value of $224M, Nvidia Corp with a value of $211M, Amazon Com Inc with a value of $171M, and Meta Platforms, Inc. with a value of $93.9M.
Examining the 13F form we can see an increase of $180M in the current position value, from $3.99B to 4.17B.
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
$4.17 Billion
Technology: $1.67 Billion
Consumer Cyclical: $500 Million
Communication Services: $482 Million
Healthcare: $345 Million
Financial Services: $331 Million
Industrials: $294 Million
Consumer Defensive: $242 Million
Energy: $102 Million
Other: $205 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 697
- Current Value $4.17 Billion
- Prior Value $3.99 Billion
- Filing
- Period Q1 2025
- Filing Date May 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 38 stocks
- Additional Purchases 110 stocks
- Sold out of 0 stocks
- Reduced holdings in 434 stocks