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
$218B
$5.08 Million 0.12% of portfolio
69,100
Q1 2025 Reduced 4.27%
$80.2B
$4.86 Million 0.12% of portfolio
71,743
Q1 2025 Added 26.89%
$32.9B
$4.41 Million 0.11% of portfolio
64,641
Q1 2025 Reduced 2.63%
$28.8B
$4.59 Million 0.11% of portfolio
27,304
Q4 2024 Added 24.74%
$43.7B
$4.47 Million 0.11% of portfolio
30,955
Q1 2025 Reduced 5.71%
$141B
$4.52 Million 0.11% of portfolio
178,526
Q1 2025 Added 6.78%
$0
$4.45 Million 0.11% of portfolio
9,492
Q1 2025 Reduced 3.08%
$38.5B
$4.48 Million 0.11% of portfolio
21,634
Q4 2024 Added 0.67%
$45.3B
$4.65 Million 0.11% of portfolio
53,424
Q1 2025 Reduced 2.34%
$35.3B
$4.34 Million 0.1% of portfolio
142,530
Q1 2025 Reduced 4.36%
$44.3B
$4.28 Million 0.1% of portfolio
10,192
Q1 2025 Reduced 6.09%
$27.4B
$3.97 Million 0.1% of portfolio
14,013
Q1 2025 Reduced 4.97%
$25.8B
$4.09 Million 0.1% of portfolio
11,166
Q1 2025 Reduced 0.22%
$93B
$4.37 Million 0.1% of portfolio
35,853
Q1 2025 Reduced 1.92%
$18.7B
$4.18 Million 0.1% of portfolio
25,243
Q1 2025 Reduced 5.05%
$36.3B
$4.03 Million 0.1% of portfolio
73,608
Q4 2024 Added 37.31%
$2.52B
$4.23 Million 0.1% of portfolio
144,747
Q4 2024 Reduced 0.24%
$149B
$3.55 Million 0.09% of portfolio
9,533
Q1 2025 Added 392.41%
$69.5B
$3.89 Million 0.09% of portfolio
82,617
Q1 2025 Added 1,102.75%
$34.6B
$3.86 Million 0.09% of portfolio
48,763
Q1 2025 Reduced 5.15%
$42.1B
$3.7 Million 0.09% of portfolio
37,275
Q2 2024 Added 2.69%
$31.2B
$3.57 Million 0.09% of portfolio
332,600
Q1 2025 Added 0.61%
$74.1B
$3.77 Million 0.09% of portfolio
16,578
Q1 2025 Reduced 48.54%
$42.3B
$3.58 Million 0.09% of portfolio
22,777
Q1 2025 Reduced 0.35%
$5.06B
$3.85 Million 0.09% of portfolio
54,411
Q3 2024 Reduced 26.88%
$40.9B
$3.59 Million 0.09% of portfolio
18,109
Q2 2024 Added 4.18%
$9.3B
$3.13 Million 0.08% of portfolio
117,281
Q1 2025 Reduced 0.06%
$141B
$3.35 Million 0.08% of portfolio
14,370
Q1 2025 Reduced 0.31%
$28.2B
$3.5 Million 0.08% of portfolio
8,335
Q4 2024 Reduced 10.96%
$28.9B
$3.5 Million 0.08% of portfolio
40,663
Q4 2024 Added 0.72%
$41.6B
$3.37 Million 0.08% of portfolio
69,604
Q1 2025 Reduced 18.61%
$29.2B
$3.15 Million 0.08% of portfolio
11,892
Q4 2024 Added 148.16%
$32.6B
$3.45 Million 0.08% of portfolio
10,899
Q1 2025 Reduced 0.22%
$2.8B
$3.38 Million 0.08% of portfolio
30,250
Q1 2025 Added 83.27%
$26.1B
$3.13 Million 0.08% of portfolio
6,285
Q1 2025 Reduced 0.3%
$101B
$3.16 Million 0.08% of portfolio
28,297
Q1 2025 Added 39.2%
$1.22T
$3.49 Million 0.08% of portfolio
21,041
Q1 2025 Added 59.68%
$3.44B
$3.35 Million 0.08% of portfolio
35,303
Q1 2025 Reduced 0.18%
$429M
$3.28 Million 0.08% of portfolio
164,008
Q3 2024 New
$15.8B
$2.77 Million 0.07% of portfolio
45,653
Q1 2025 Reduced 0.67%
$18.4B
$2.86 Million 0.07% of portfolio
20,909
Q1 2025 Reduced 1.38%
$182B
$2.97 Million 0.07% of portfolio
40,785
Q1 2025 Reduced 0.93%
$21.5B
$3.07 Million 0.07% of portfolio
82,105
Q1 2025 Reduced 0.01%
$28.3B
$2.94 Million 0.07% of portfolio
16,001
Q3 2024 Reduced 0.34%
$38.8B
$2.94 Million 0.07% of portfolio
39,305
Q1 2025 Reduced 26.81%
$11.3B
$2.95 Million 0.07% of portfolio
85,520
Q1 2025 Reduced 0.3%
$220B
$3.07 Million 0.07% of portfolio
9,822
Q1 2025 Added 23.52%
$20.3B
$2.57 Million 0.06% of portfolio
17,300
Q4 2024 Added 2.1%
$18.9B
$2.57 Million 0.06% of portfolio
34,800
Q1 2025 New

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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