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
$27.1B
$2.3 Million 0.06% of portfolio
56,411
Q1 2025 Reduced 0.29%
$7.23B
$2.66 Million 0.06% of portfolio
2,006
Q1 2025 Added 5.25%
$0
$2.31 Million 0.06% of portfolio
11,211
Q4 2024 Reduced 2.75%
$24.4B
$2.67 Million 0.06% of portfolio
16,657
Q1 2025 Reduced 0.28%
$5.26B
$2.51 Million 0.06% of portfolio
26,384
Q4 2024 Reduced 0.83%
$21.8B
$2.46 Million 0.06% of portfolio
66,653
Q2 2024 Added 2.81%
$102B
$2.59 Million 0.06% of portfolio
3,852
Q1 2025 Reduced 0.39%
$36.1B
$2.58 Million 0.06% of portfolio
26,024
Q1 2025 Added 99.08%
$14.1B
$2.21 Million 0.05% of portfolio
50,330
Q4 2024 Reduced 33.16%
$95B
$2.03 Million 0.05% of portfolio
32,026
Q1 2025 Added 4.5%
$5.8B
$2.07 Million 0.05% of portfolio
66,284
Q1 2025 Reduced 23.56%
$9.97B
$1.96 Million 0.05% of portfolio
49,517
Q1 2025 Reduced 0.39%
$54.7B
$1.95 Million 0.05% of portfolio
11,424
Q1 2025 Reduced 0.52%
$23.6B
$2.23 Million 0.05% of portfolio
18,650
Q4 2024 Reduced 40.71%
$49B
$1.94 Million 0.05% of portfolio
18,625
Q1 2025 Added 0.06%
$10.3B
$2.14 Million 0.05% of portfolio
35,092
Q1 2025 Added 92.9%
$7.55B
$1.94 Million 0.05% of portfolio
6,805
Q1 2025 Reduced 0.38%
$12.5B
$2.08 Million 0.05% of portfolio
8,407
Q1 2025 Reduced 0.77%
$15.7B
$2.18 Million 0.05% of portfolio
23,538
Q1 2025 Reduced 0.77%
$168B
$1.91 Million 0.05% of portfolio
3,840
Q1 2025 Reduced 0.47%
$12.3B
$1.95 Million 0.05% of portfolio
9,894
Q1 2025 Reduced 1.0%
$42.1B
$2.12 Million 0.05% of portfolio
3,744
Q4 2024 Reduced 0.64%
$104B
$1.86 Million 0.04% of portfolio
20,188
Q1 2025 Reduced 0.79%
$19.2B
$1.67 Million 0.04% of portfolio
13,172
Q1 2025 Reduced 18.55%
$87.4B
$1.75 Million 0.04% of portfolio
12,041
Q1 2025 Reduced 0.91%
$13.6B
$1.78 Million 0.04% of portfolio
15,259
Q1 2025 Reduced 0.41%
$2.04B
$1.55 Million 0.04% of portfolio
26,508
Q1 2025 Reduced 13.46%
$15.4B
$1.55 Million 0.04% of portfolio
8,864
Q2 2024 Added 6.02%
$49B
$1.73 Million 0.04% of portfolio
35,871
Q1 2025 Reduced 0.36%
$122B
$1.7 Million 0.04% of portfolio
18,896
Q1 2025 Reduced 0.45%
$53B
$1.53 Million 0.04% of portfolio
24,290
Q4 2024 Reduced 1.02%
$0
$1.59 Million 0.04% of portfolio
2,838
Q1 2025 Added 9.32%
$49.6B
$1.56 Million 0.04% of portfolio
20,913
Q1 2025 Reduced 0.6%
$104B
$1.59 Million 0.04% of portfolio
6,516
Q1 2025 Reduced 1.24%
$20.9B
$1.54 Million 0.04% of portfolio
44,043
Q1 2025 Reduced 72.99%
$48.7B
$1.82 Million 0.04% of portfolio
43,603
Q1 2025 Reduced 5.77%
$26.7B
$1.48 Million 0.04% of portfolio
8,626
Q1 2025 Reduced 0.51%
$4.34B
$1.37 Million 0.03% of portfolio
16,490
Q1 2025 Reduced 20.13%
$108B
$1.15 Million 0.03% of portfolio
2,580
Q1 2025 Reduced 1.53%
$30.3B
$1.32 Million 0.03% of portfolio
23,000
Q1 2024 Reduced 0.43%
$2.1B
$1.36 Million 0.03% of portfolio
100,290
Q1 2025 Reduced 5.54%
$6.08B
$1.08 Million 0.03% of portfolio
17,129
Q1 2025 Reduced 0.71%
$60.7B
$1.44 Million 0.03% of portfolio
11,634
Q1 2025 Reduced 13.87%
$4.71B
$1.4 Million 0.03% of portfolio
45,509
Q1 2025 Reduced 0.59%
$763M
$1.44 Million 0.03% of portfolio
90,385
Q4 2024 Reduced 9.93%
$3.67B
$1.06 Million 0.03% of portfolio
11,523
Q1 2025 Reduced 1.12%
$5.78B
$1.44 Million 0.03% of portfolio
23,145
Q1 2025 Reduced 34.14%
$120B
$1.08 Million 0.03% of portfolio
7,707
Q4 2024 Added 31.88%
$2.97B
$1.25 Million 0.03% of portfolio
20,055
Q4 2024 Added 0.1%

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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