Shelton Capital Management

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 693
Total Value: 4193827209
Accession Number: 0001999371-25-006211
Form Type: 13F-HR
CIK: 0001002784
Manager Name: Shelton Capital Management

Data Enrichment

98% identified

682 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

693 positions • $4,193,827.209K total value

693 positions

Manager:

SEC FilingSEC DataHachi Filing

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Walmart Inc.

WMT|931142103

381652(+165.2%)

Value:

$33.5B(+157.6%)

Bank of New York Mellon Corp

BK|064058100

395545(+175.9%)

Value:

$33.2B(+201.2%)

TJX COMPANIES INC /DE/

TJX|872540109

271946(+97.2%)

Value:

$33.1B(+98.8%)

COCA COLA CO

KO|191216100

462316(+89.0%)

Value:

$33.1B(+117.3%)

INTUITIVE SURGICAL INC

ISRG|46120E602

62688(-14.8%)

Value:

$31.0B(-19.2%)

NRG ENERGY, INC.

NRG|629377508

298829(+110.7%)

Value:

$28.5B(+123.0%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

53279(+0.2%)

Value:

$28.4B(+17.8%)

BRISTOL MYERS SQUIBB CO

BMY|110122108

459071(+113.3%)

Value:

$28.0B(+130.0%)

COMCAST CORP

CMCSA|20030N101

727191(-2.7%)

Value:

$26.8B(-4.4%)

TEXAS INSTRUMENTS INC

TXN|882508104

147728(-3.1%)

Value:

$26.5B(-7.1%)

BOSTON SCIENTIFIC CORP

BSX|101137107

262648(+70.8%)

Value:

$26.5B(+92.8%)

AMGEN INC

AMGN|031162100

83812(+0.1%)

Value:

$26.1B(+19.6%)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

53351(-2.3%)

Value:

$25.9B(+17.6%)

INTUIT INC.

INTU|461202103

41856(-3.9%)

Value:

$25.7B(-6.1%)

PEPSICO INC

PEP|713448108

167508(-4.7%)

Value:

$25.1B(-6.0%)

EBAY INC

EBAY|278642103

364800(+110.3%)

Value:

$24.7B(+130.0%)

Palantir Technologies Inc.

PLTR|69608A108

288449(-9.5%)

Value:

$24.3B(+1.0%)

BOEING CO

BA|097023105

140813(+80.4%)

Value:

$24.0B(+73.8%)

ADOBE INC.

ADBE|00724F101

62340(+0.2%)

Value:

$23.9B(-13.6%)

ADVANCED MICRO DEVICES INC

AMD|007903107

229847(-4.0%)

Value:

$23.6B(-18.3%)

Instrument	Shares		Other Manager	Value
Walmart Inc.(WMTcusip931142103)	381.7K	QoQ +165.15% (+237.7K) YoY +173.72% (+242.2K)	All Managers (Combined)	$33.5M	QoQ +157.63% (+$20.5M) YoY +299.37% (+$25.1M)
Bank Of New York Mellon Corp(BKcusip064058100)	395.5K	QoQ +175.91% (+252.2K) YoY +88.16% (+185.3K)	All Managers (Combined)	$33.2M	QoQ +201.19% (+$22.2M) YoY +173.89% (+$21.1M)
Tjx Companies Inc /De/(TJXcusip872540109)	271.9K	QoQ +97.20% (+134.0K) YoY +52.10% (+93.2K)	All Managers (Combined)	$33.1M	QoQ +98.82% (+$16.5M) YoY +82.66% (+$15.0M)
Coca Cola Co(KOcusip191216100)	462.3K	QoQ +88.95% (+217.6K) YoY +102.93% (+234.5K)	All Managers (Combined)	$33.1M	QoQ +117.35% (+$17.9M) YoY +137.56% (+$19.2M)
Intuitive Surgical Inc(ISRGcusip46120E602)	62.7K	QoQ -14.85% (-10.9K) YoY +15.26% (+8.3K)	All Managers (Combined)	$31.0M	QoQ -19.21% (-$7.4M) YoY +43.03% (+$9.3M)
Nrg Energy, Inc.(NRGcusip629377508)	298.8K	QoQ +110.73% (+157.0K) YoY +148.86% (+178.8K)	All Managers (Combined)	$28.5M	QoQ +122.97% (+$15.7M) YoY +250.96% (+$20.4M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	53.3K	QoQ +0.24% (+130) YoY +80.36% (+23.7K)	All Managers (Combined)	$28.4M	QoQ +17.78% (+$4.3M) YoY +128.43% (+$16.0M)
Bristol Myers Squibb Co(BMYcusip110122108)	459.1K	QoQ +113.33% (+243.9K) YoY +281.11% (+338.6K)	All Managers (Combined)	$28.0M	QoQ +130.04% (+$15.8M) YoY +328.62% (+$21.5M)
Comcast Corp(CMCSAcusip20030N101)	727.2K	QoQ -2.72% (-20.4K) YoY -3.72% (-28.1K)	All Managers (Combined)	$26.8M	QoQ -4.36% (-$1.2M) YoY -18.04% (-$5.9M)
Texas Instruments Inc(TXNcusip882508104)	147.7K	QoQ -3.10% (-4.7K) YoY +1.10% (+1.6K)	All Managers (Combined)	$26.5M	QoQ -7.14% (-$2.0M) YoY +4.29% (+$1.1M)
Boston Scientific Corp(BSXcusip101137107)	262.6K	QoQ +70.75% (+108.8K) YoY +154.85% (+159.6K)	All Managers (Combined)	$26.5M	QoQ +92.85% (+$12.8M) YoY +275.37% (+$19.4M)
Amgen Inc(AMGNcusip031162100)	83.8K	QoQ +0.05% (+43) YoY +7.94% (+6.2K)	All Managers (Combined)	$26.1M	QoQ +19.59% (+$4.3M) YoY +18.28% (+$4.0M)
Vertex Pharmaceuticals Inc / Ma(VRTXcusip92532F100)	53.4K	QoQ -2.34% (-1.3K) YoY +12.36% (+5.9K)	All Managers (Combined)	$25.9M	QoQ +17.57% (-$3.9M) YoY +30.32% (+$6.0M)
Intuit Inc.(INTUcusip461202103)	41.9K	QoQ -3.88% (-1.7K) YoY -17.09% (-8.6K)	All Managers (Combined)	$25.7M	QoQ -6.10% (-$1.7M) YoY -21.68% (-$7.1M)
Pepsico Inc(PEPcusip713448108)	167.5K	QoQ -4.72% (-8.3K) YoY -3.16% (-5.5K)	All Managers (Combined)	$25.1M	QoQ -6.05% (-$1.6M) YoY -17.03% (-$5.2M)
Ebay Inc(EBAYcusip278642103)	364.8K	QoQ +110.35% (+191.4K) YoY NEW(+364.8K)	All Managers (Combined)	$24.7M	QoQ +129.98% (+$14.0M) YoY NEW(+$24.7M)
Palantir Technologies Inc.(PLTRcusip69608A108)	288.4K	QoQ -9.50% (-30.3K) YoY +97.48% (+142.4K)	All Managers (Combined)	$24.3M	QoQ +0.98% (-$237.9K) YoY +624.37% (+$21.0M)
Boeing Co(BAcusip097023105)	140.8K	QoQ +80.36% (+62.7K) YoY +31.92% (+34.1K)	All Managers (Combined)	$24.0M	QoQ +73.79% (+$10.2M) YoY +16.58% (+$3.4M)
Adobe Inc.(ADBEcusip00724F101)	62.3K	QoQ +0.22% (-137) YoY -20.19% (-15.8K)	All Managers (Combined)	$23.9M	QoQ -13.56% (-$3.8M) YoY -39.34% (-$15.5M)
Advanced Micro Devices Inc(AMDcusip007903107)	229.8K	QoQ -3.97% (-9.5K) YoY +12.18% (-25.0K)	All Managers (Combined)	$23.6M	QoQ -18.32% (-$5.3M) YoY -36.14% (-$13.4M)