Fund HoldingsSHELTON CAPITAL MANAGEMENT

Total Portfolio Value
$4.19B
Total Bought
$588.01M
Total Sold
$383.90M
Net Transaction
+$204.10M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
APPLE INC(AAPL)1,421,7091,870,468+448,759356,024415,4879.91%+59,463
AFLAC INC(AFL)125,501333,209+207,70812,98237,0500.88%+24,068
BANK AMERICA CORP445,3721,009,171+563,79919,57442,1131.00%+22,539
BANK NEW YORK MELLON CORP0395,545+395,545033,1740.79%+33,174
WALMART INC(WMT)0381,652+381,652033,5050.80%+33,505
COCA COLA CO(KO)0462,316+462,316033,1110.79%+33,111
TRIMBLE INC(TRMB)0514,005+514,005033,7440.80%+33,744
TJX COS INC NEW(TJX)137,899271,946+134,04716,66033,1230.79%+16,464
BRISTOL-MYERS SQUIBB CO(BMY)215,184459,071+243,88712,17127,9990.67%+15,828
NRG ENERGY INC(NRG)141,804298,829+157,02512,79428,5260.68%+15,733
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)328,955535,928+206,97325,29740,9990.98%+15,702
CF INDS HLDGS INC(CF)0296,504+296,504023,1720.55%+23,172
EBAY INC.(EBAY)173,417364,800+191,38310,74324,7080.59%+13,965
MORGAN STANLEY(MS)0121,954+121,954014,2280.34%+14,228
BOSTON SCIENTIFIC CORP(BSX)0262,648+262,648026,4960.63%+26,496
PULTE GROUP INC(PHM)0219,897+219,897022,6050.54%+22,605
VICI PPTYS INC(VICI)0672,471+672,471021,9360.52%+21,936
BOEING CO(BA)78,072140,813+62,74113,81924,0160.57%+10,197
CHEVRON CORP NEW(CVX)81,429130,299+48,87011,79421,7980.52%+10,004
CISCO SYS INC(CSCO)0688,320+688,320042,4761.01%+42,476
AT&T INC(T)0618,987+618,987017,5050.42%+17,505
MONSTER BEVERAGE CORP NEW(MNST)0330,507+330,507019,3410.46%+19,341
OMNICOM GROUP INC(OMC)0229,964+229,964019,0660.45%+19,066
AMPHENOL CORP NEW0139,327+139,32709,1380.22%+9,138
SOUTHWEST AIRLS CO(LUV)0262,676+262,67608,8210.21%+8,821
CORCEPT THERAPEUTICS INC(CORT)0128,744+128,744014,7050.35%+14,705
DISNEY WALT CO(DIS)119,643218,031+98,38813,32221,5200.51%+8,197
ABBOTT LABS076,357+76,357010,1290.24%+10,129
T-MOBILE US INC(TMUS)152,455150,406-2,04933,65140,1150.96%+6,463
APPLIED MATLS INC0237,811+237,811034,5110.82%+34,511
CITIGROUP INC(C)0154,828+154,828010,9910.26%+10,991
DEERE & CO(DE)18,32427,374+9,0507,76412,8480.31%+5,084
EXXON MOBIL CORP0288,170+288,170034,2720.82%+34,272
AUTOZONE INC(AZO)02,295+2,29508,7500.21%+8,750
LINDE PLC(LIN)078,388+78,388036,5010.87%+36,501
MICROSOFT CORP(MSFT)521,386597,573+76,187219,764224,3235.35%+4,559
TRAVELERS COMPANIES INC(TRV)051,243+51,243013,5520.32%+13,552
PAYPAL HLDGS INC(PYPL)222,969358,879+135,91019,03023,4170.56%+4,386
BERKSHIRE HATHAWAY INC DEL53,14953,279+13024,09128,3750.68%+4,284
VERIZON COMMUNICATIONS INC(VZ)0449,858+449,858020,4060.49%+20,406
AMGEN INC(AMGN)083,812+83,812026,1120.62%+26,112
GOLDMAN SACHS GROUP INC(GS)25,28433,661+8,37714,47818,3890.44%+3,911
VERTEX PHARMACEUTICALS INC(VRTX)053,351+53,351025,8660.62%+25,866
GENERAL MTRS CO(GM)082,617+82,61703,8860.09%+3,886
JOHNSON & JOHNSON(JNJ)073,761+73,761012,2320.29%+12,232
AMAZON COM INC(AMZN)762,963897,813+134,850167,386170,8184.07%+3,431
OREILLY AUTOMOTIVE INC(ORLY)9,99210,575+58311,84915,1500.36%+3,301
STRYKER CORPORATION(SYK)09,533+9,53303,5490.08%+3,549
MASTERCARD INCORPORATED(MA)19,78024,015+4,23510,41613,1630.31%+2,748
AMERICAN WTR WKS CO INC NEW034,401+34,40105,0750.12%+5,075
ZOOM COMMUNICATIONS INC(ZM)034,800+34,80002,5670.06%+2,567
GILEAD SCIENCES INC(GILD)155,582150,834-4,74814,37116,9010.40%+2,530
NVIDIA CORPORATION(NVDA)(Put)235,500304,500+69,0007093,152+2,443
CVS HEALTH CORP(CVS)071,743+71,74304,8610.12%+4,861
CARDINAL HEALTH INC(CAH)093,629+93,629012,8990.31%+12,899
JOHNSON CTLS INTL PLC
SHS
0162,036+162,036012,9810.31%+12,981
DAVITA INC(DVA)071,554+71,554010,9460.26%+10,946
H & E EQUIPMENT SERVICES INC035,303+35,30303,3460.08%+3,346
WILLIAMS COS INC(WMB)94,686112,029+17,3435,1246,6950.16%+1,570
SCHWAB CHARLES CORP(SCHW)90,959103,158+12,1996,7328,0750.19%+1,343
PDD HOLDINGS INC(PDD)076,537+76,53709,0580.22%+9,058
WASTE MGMT INC DEL(WM)044,844+44,844010,3820.25%+10,382
CORNING INC(GLW)237,946274,759+36,81311,30712,5780.30%+1,271
ONEOK INC NEW(OKE)026,024+26,02402,5820.06%+2,582
UNION PAC CORP(UNP)031,965+31,96507,5510.18%+7,551
VISA INC(V)33,70833,658-5010,65311,7960.28%+1,142
MICROSTRATEGY INC(MSTR)22,45826,442+3,9846,5047,6220.18%+1,118
MOLSON COORS BEVERAGE CO(TAP)035,092+35,09202,1360.05%+2,136
INTEL CORP(INTC)0584,270+584,270013,2690.32%+13,269
MERCADOLIBRE INC(MELI)05,809+5,809011,3330.27%+11,333
PROLOGIS INC.(PLD)028,297+28,29703,1630.08%+3,163
AMERICAN ELEC PWR CO INC064,812+64,81207,0820.17%+7,082
TAIWAN SEMICONDUCTOR MFG LTD(TSM)021,041+21,04103,4930.08%+3,493
EXELON CORP(EXC)0129,081+129,08105,9480.14%+5,948
CINTAS CORP(CTAS)050,348+50,348010,3480.25%+10,348
MCDONALDS CORP(MCD)09,822+9,82203,0680.07%+3,068
UNILEVER PLC(UL)022,080+22,08001,3150.03%+1,315
STARBUCKS CORP(SBUX)0167,248+167,248016,4050.39%+16,405
UNITEDHEALTH GROUP INC(UNH)034,291+34,291017,9600.43%+17,960
C H ROBINSON WORLDWIDE INC(CHRW)06,369+6,36906520.02%+652
MERCK & CO INC(MRK)0156,028+156,028014,0050.33%+14,005
ROPER TECHNOLOGIES INC(ROP)012,806+12,80607,5500.18%+7,550
GUIDEWIRE SOFTWARE INC(GWRE)02,992+2,99205610.01%+561
ELI LILLY & CO(LLY)017,328+17,328014,3110.34%+14,311
KT CORP(KT)031,187+31,18705520.01%+552
TEXAS PACIFIC LAND CORPORATI(TPL)1,9062,006+1002,1082,6580.06%+550
YUM BRANDS INC(YUM)022,777+22,77703,5840.09%+3,584
ISHARES TR01,419+1,41905120.01%+512
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)21,63421,63403,9824,4840.11%+501
KLA CORP(KLAC)016,478+16,478011,2020.27%+11,202
UBER TECHNOLOGIES INC(UBER)040,785+40,78502,9720.07%+2,972
DOORDASH INC(DASH)081,088+81,088014,8200.35%+14,820
ENTEGRIS INC(ENTG)05,422+5,42204740.01%+474
QUANTA SVCS INC02,834+2,83407200.02%+720
COCA-COLA EUROPACIFIC PARTNE
SHS
053,424+53,42404,6490.11%+4,649
DUKE ENERGY CORP NEW(DUK)035,853+35,85304,3730.10%+4,373
PAYCHEX INC(PAYX)043,574+43,57406,7230.16%+6,723
TENARIS S A(TS)010,554+10,55404130.01%+413
NEWMONT CORP(NEM)035,871+35,87101,7320.04%+1,732
MCKESSON CORP(MCK)03,852+3,85202,5920.06%+2,592
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