Shelton Capital Management holds a diversified book of 713 stocks worth $4.6B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Halliburton Co and trimmed Apple Inc. Their largest long position is Apple Inc at 8% of the equity book. They also disclosed $1.3M in put options (a bearish bet), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2013 would be +319% (+11.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1002784/holdings"
Use Arkolith to show SHELTON CAPITAL MANAGEMENT's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 8.0 points over this window.
Growth of $10,000 cloning Shelton Capital Management's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Shelton Capital Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 80 / 80 | $165.3B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $79.3B |
| LPL Financial LLC | 80 / 80 | $51.7B |
| JANE STREET GROUP, LLC | 80 / 80 | $13.0B |
| Steward Partners Investment Advisory, LLC | 80 / 80 | $5.7B |
| Private Advisor Group, LLC | 80 / 80 | $3.4B |
| BlackRock, Inc. | 79 / 80 | $2.7T |
| STATE STREET CORP | 79 / 80 | $1.5T |
Ranked by how many of Shelton Capital Management's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $356.1M | 1.40M | 7.8% | ▼−3.0% Reduced · −43K sh | |
| 2 | Nvidia Corporation COM | $338.4M | 1.94M | 7.4% | ▼−1.1% Reduced · −22K sh | |
| 3 | Microsoft Corp COM | $245.9M | 664.3K | 5.4% | ▲+18% Added · +102K sh | |
| 4 | Amazon Com Inc COM | $150.0M | 720.1K | 3.3% | ▲+0.4% Added · +3K sh | |
| 5 | Alphabet Inc CAP STK CL A | $116.6M | 405.4K | 2.6% | ▼−3.7% Reduced · −16K sh | |
| 6 | Meta Platforms Inc CL A | $115.3M | 201.6K | 2.5% | ▲+3.6% Added · +7K sh | |
| 7 | Tesla Inc COM | $100.6M | 270.6K | 2.2% | ▲+7.5% Added · +19K sh | |
| 8 | Walmart Inc COM | $96.9M | 779.7K | 2.1% | ▲+91% Added · +371K sh | |
| 9 | Broadcom Inc COM | $96.9M | 313.0K | 2.1% | ▼−3.2% Reduced · −10K sh | |
| 10 | Netflix Inc. COM | $80.0M | 832.0K | 1.8% | ▲+7.4% Added · +57K sh | |
| 11 | Alphabet Inc CAP STK CL C | $79.3M | 276.4K | 1.7% | ▼−2.5% Reduced · −7K sh | |
| 12 | Cisco Sys Inc COM | $69.9M | 901.3K | 1.5% | ▼−12% Reduced · −124K sh | |
| 13 | Costco Wholesale Corporation COM | $59.2M | 59.4K | 1.3% | ▼−5.6% Reduced · −4K sh | |
| 14 | Micron Technology Inc COM | $58.3M | 172.7K | 1.3% | ▼−0.6% Reduced · −1K sh | |
| 15 | Lam Research Corp COM NEW | $56.5M | 264.3K | 1.2% | ▼−47% Reduced · −235K sh | |
| 16 | Advanced Micro Devices Inc COM | $53.0M | 260.7K | 1.2% | ▲+0.6% Added · +2K sh | |
| 17 | SCM Trust SHELTON EQT PRE | $47.6M | 1.90M | 1.0% | ▲+31% Added · +447K sh | |
| 18 | Palantir Technologies Inc CL A | $45.0M | 307.4K | 1.0% | ▲+4.6% Added · +13K sh | |
| 19 | Disney Walt Co COM | $39.8M | 413.1K | 0.9% | ▼−26% Reduced · −148K sh | |
| 20 | Arista Networks Inc COM SHS | $39.2M | 319.0K | 0.9% | ▲+11% Added · +30K sh | |
| 21 | ConocoPhillips COM | $36.4M | 275.7K | 0.8% | ▲+244% Added · +196K sh | |
| 22 | Netapp Inc COM | $35.8M | 349.5K | 0.8% | ▲+15% Added · +45K sh | |
| 23 | Linde PLC SHS | $35.3M | 71.3K | 0.8% | ▼−6.7% Reduced · −5K sh | |
| 24 | Applied Matls Inc COM | $33.9M | 99.1K | 0.7% | ▼−4.9% Reduced · −5K sh | |
| 25 | Merck & Co Inc COM | $30.8M | 255.8K | 0.7% | ▼−8.5% Reduced · −24K sh | |
| 26 | Intuitive Surgical Inc COM NEW | $29.2M | 63.4K | 0.6% | ▼−2.0% Reduced · −1K sh | |
| 27 | T-Mobile US Inc COM | $27.7M | 132.1K | 0.6% | ▼−18% Reduced · −29K sh | |
| 28 | Akamai Technologies Inc COM | $27.1M | 235.6K | 0.6% | ▲+18% Added · +37K sh | |
| 29 | RTX Corporation COM | $26.6M | 138.0K | 0.6% | ▲+19% Added · +22K sh | |
| 30 | Berkshire Hathaway Inc Del CL B NEW | $26.5M | 55.3K | 0.6% | ▼−13% Reduced · −9K sh | |
| 31 | Intel Corp COM | $26.2M | 593.0K | 0.6% | ▲+0.6% Added · +4K sh | |
| 32 | Amgen Inc COM | $26.1M | 74.1K | 0.6% | ▼−8.0% Reduced · −6K sh | |
| 33 | Pepsico Inc COM | $25.1M | 161.4K | 0.5% | ▼−1.9% Reduced · −3K sh | |
| 34 | Amphenol Corp CL A | $24.6M | 195.1K | 0.5% | ▼−10% Reduced · −23K sh | |
| 35 | TJX Cos Inc New COM | $24.5M | 153.5K | 0.5% | ▼−17% Reduced · −31K sh | |
| 36 | Comcast Corp New CL A | $24.4M | 851.5K | 0.5% | ▼−3.0% Reduced · −26K sh | |
| 37 | Johnson Controls Internation SHS | $24.0M | 183.6K | 0.5% | ▲+2.1% Added · +4K sh | |
| 38 | Bank America Corp COM | $23.9M | 490.6K | 0.5% | ▲+7.2% Added · +33K sh | |
| 39 | CVS Health Corp COM | $23.4M | 325.3K | 0.5% | ▼−27% Reduced · −119K sh | |
| 40 | Oreilly Automotive Inc COM | $23.3M | 252.8K | 0.5% | ▲+5.1% Added · +12K sh | |
| 41 | Palo Alto Networks Inc COM | $23.3M | 145.3K | 0.5% | ▼−7.7% Reduced · −12K sh | |
| 42 | Cognizant Technology Solutio CL A | $23.1M | 377.2K | 0.5% | ▼−33% Reduced · −183K sh | |
| 43 | Kla Corp COM NEW | $22.8M | 15.5K | 0.5% | ▼−2.6% Reduced · −420 sh | |
| 44 | Aflac Inc COM | $22.6M | 206.4K | 0.5% | ▼−50% Reduced · −208K sh | |
| 45 | Ebay Inc. COM | $22.5M | 246.9K | 0.5% | ▼−45% Reduced · −200K sh | |
| 46 | Exxon Mobil Corp COM | $22.4M | 131.8K | 0.5% | ▼−60% Reduced · −194K sh | |
| 47 | Booking Holdings Inc COM | $22.3M | 5.3K | 0.5% | ▼−3.0% Reduced · −166 sh | |
| 48 | Constellation Energy Corp COM | $21.9M | 78.5K | 0.5% | ▲+5.6% Added · +4K sh | |
| 49 | Caterpillar Inc COM | $21.9M | 30.9K | 0.5% | ▲+8.9% Added · +3K sh | |
| 50 | General MTRS Co COM | $21.7M | 291.0K | 0.5% | ▼−5.8% Reduced · −18K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | APPLE INCAAPL | $491K | 87K |
| PUT · bearish | NVIDIA CORPNVDA | $348K | 174K |
| PUT · bearish | MICROSOFT CORPMSFT | $293K | 7K |
| PUT · bearish | AIRBNB INC-CLASS AABNB | $212K | 24K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 717 | $4.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 703 | $5.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 724 | $4.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 715 | $4.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 697 | $4.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 727 | $4.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 750 | $3.9B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 716 | $3.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 745 | $3.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 726 | $3.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 696 | $2.7B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 10, 2023 | 725 | $2.8B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 11, 2023 | 728 | $2.4B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 679 | $954.8M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 683 | $2.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 11, 2022 | 712 | $2.2B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 809 | $2.7B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 845 | $2.8B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 803 | $2.6B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 12, 2021 | 827 | $2.6B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 893 | $2.9B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 728 | $2.2B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 9, 2020 | 758 | $2.4B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 12, 2020 | 671 | $1.8B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.