Shelton Capital Management Portfolio Holdings

Shelton Capital Management

  • $4.6 Billion
  • Q3 2025

Shelton Capital Management has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.6 Billion distributed in 724 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $397M, Nvidia Corp with a value of $388M, Microsoft Corp with a value of $275M, Amazon Com Inc with a value of $168M, and Broadcom Inc. with a value of $162M.

Examining the 13F form we can see an increase of $244M in the current position value, from $4.36B to 4.6B.

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 $4.6 Billion
Technology: $2.09 Billion
Communication Services: $580 Million
Consumer Cyclical: $518 Million
Industrials: $331 Million
Financial Services: $308 Million
Healthcare: $283 Million
Consumer Defensive: $214 Million
Energy: $90.3 Million
Other: $195 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.66 Million 0.12% of portfolio
9,434
Q3 2025 Added 0.64%
$0
$2.96 Million 0.06% of portfolio
10,511
Q3 2025 Reduced 6.24%
$0
$1.86 Million 0.04% of portfolio
2,788
Q3 2025 Reduced 1.76%
$0
$1.5 Million 0.03% of portfolio
3,133
Q3 2025 Reduced 7.39%
$0
$1.16 Million 0.03% of portfolio
4,781
Q3 2025 Added 83.6%
$0
$770,000 0.02% of portfolio
1,032
Q3 2025 Reduced 8.83%
$0
$727,000 0.02% of portfolio
13,623
Q2 2025 Reduced 1.05%
$0
$527,000 0.01% of portfolio
5,241
Q3 2025 New
$0
$476,000 0.01% of portfolio
5,004
Q1 2024 New
$0
$664,000 0.01% of portfolio
1,419
Q1 2025 New
$0
$373,000 0.01% of portfolio
4,002
Q2 2025 Reduced 7.55%
$0
$220,000 0.0% of portfolio
2,470
Q2 2025 Added 0.41%

Summary

  • Portfolio
  • No. of Stocks 724
  • Current Value $4.6 Billion
  • Prior Value $4.36 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 64 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 268 stocks
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