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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$182B
$11 Million 0.26% of portfolio
154,828
Q1 2025 Added 91.67%
$13.3B
$10.9 Million 0.26% of portfolio
71,554
Q1 2025 Added 15.75%
$22.3B
$10.3 Million 0.25% of portfolio
50,348
Q1 2025 Reduced 3.55%
$93.2B
$10.4 Million 0.25% of portfolio
44,844
Q1 2025 Reduced 0.13%
$220B
$10.1 Million 0.24% of portfolio
76,357
Q1 2025 Added 220.26%
$264B
$10 Million 0.24% of portfolio
37,250
Q1 2025 Reduced 16.43%
$227B
$9.89 Million 0.24% of portfolio
36,768
Q1 2025 Reduced 4.81%
$45.9B
$9.51 Million 0.23% of portfolio
72,701
Q1 2025 Reduced 0.27%
$855B
$9.49 Million 0.23% of portfolio
38,674
Q1 2025 Reduced 59.56%
$60.5B
$9.14 Million 0.22% of portfolio
139,327
Q1 2025 Added 1,834.29%
$145B
$9.06 Million 0.22% of portfolio
76,537
Q1 2025 Reduced 3.81%
$22.1B
$8.82 Million 0.21% of portfolio
262,676
Q1 2025 Added 1,546.46%
$71.6B
$8.75 Million 0.21% of portfolio
2,295
Q1 2025 Added 91.57%
$11B
$8.3 Million 0.2% of portfolio
146,675
Q1 2025 Reduced 3.24%
$280B
$7.81 Million 0.19% of portfolio
11,789
Q1 2025 Reduced 4.94%
$118B
$7.88 Million 0.19% of portfolio
75,041
Q1 2025 Reduced 2.38%
$145B
$7.58 Million 0.18% of portfolio
26,778
Q1 2025 Reduced 11.65%
$152B
$7.64 Million 0.18% of portfolio
107,807
Q1 2025 Reduced 20.21%
$141B
$7.55 Million 0.18% of portfolio
31,965
Q1 2025 Added 14.13%
$3.98B
$7.62 Million 0.18% of portfolio
26,442
Q1 2025 Added 17.74%
$74B
$7.44 Million 0.18% of portfolio
79,364
Q1 2025 Reduced 0.16%
$59.8B
$7.55 Million 0.18% of portfolio
12,806
Q1 2025 Reduced 4.25%
$56.6B
$7.08 Million 0.17% of portfolio
64,812
Q1 2025 Reduced 2.99%
$194B
$6.89 Million 0.17% of portfolio
8,652
Q1 2025 Added 1.04%
$73.8B
$6.85 Million 0.16% of portfolio
62,286
Q1 2025 Added 15.83%
$74.1B
$6.79 Million 0.16% of portfolio
230,674
Q1 2025 Reduced 4.72%
$52.1B
$6.72 Million 0.16% of portfolio
43,574
Q1 2025 Reduced 2.98%
$69.9B
$6.69 Million 0.16% of portfolio
112,029
Q1 2025 Added 18.32%
$26.3B
$6.58 Million 0.16% of portfolio
426,758
Q1 2025 Added 0.02%
$34.3B
$6.11 Million 0.15% of portfolio
62,752
Q1 2025 Reduced 4.29%
$63.6B
$6.3 Million 0.15% of portfolio
17,089
Q1 2025 Reduced 2.86%
$1.45B
$6.29 Million 0.15% of portfolio
125,202
Q1 2025 Reduced 24.29%
$55.7B
$6.19 Million 0.15% of portfolio
51,803
Q1 2025 Reduced 5.79%
$61.4B
$6.19 Million 0.15% of portfolio
100,519
Q1 2025 Reduced 2.58%
$53.1B
$6.43 Million 0.15% of portfolio
26,166
Q1 2025 Reduced 2.69%
$63.9B
$6.4 Million 0.15% of portfolio
101,002
Q1 2025 Reduced 12.93%
$40B
$5.68 Million 0.14% of portfolio
80,198
Q4 2024 Added 10.12%
$313B
$6.03 Million 0.14% of portfolio
83,976
Q1 2025 Reduced 34.84%
$44.2B
$5.95 Million 0.14% of portfolio
129,081
Q1 2025 Reduced 4.01%
$48.1B
$5.96 Million 0.14% of portfolio
25,528
Q1 2025 Reduced 4.46%
$27B
$5.32 Million 0.13% of portfolio
68,597
Q1 2025 Reduced 3.96%
$40.1B
$5.32 Million 0.13% of portfolio
120,942
Q1 2025 Reduced 3.79%
$47.8B
$5.5 Million 0.13% of portfolio
160,689
Q1 2025 Reduced 4.31%
$47.1B
$5.25 Million 0.13% of portfolio
41,091
Q1 2025 Reduced 1.36%
$25.2B
$5.54 Million 0.13% of portfolio
34,670
Q1 2025 Reduced 4.71%
$60B
$4.94 Million 0.12% of portfolio
120,039
Q1 2025 Reduced 6.62%
$26.3B
$5.07 Million 0.12% of portfolio
34,401
Q1 2025 Added 75.67%
$51.2B
$4.87 Million 0.12% of portfolio
9,254
Q1 2025 Reduced 4.3%
$46.8B
$5.15 Million 0.12% of portfolio
17,308
Q1 2025 Reduced 3.2%

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
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