Fund HoldingsSHELTON CAPITAL MANAGEMENT

Total Portfolio Value
$3.90B
Total Bought
$435.90M
Total Sold
$241.09M
Net Transaction
+$194.82M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)1,301,0101,334,150+33,140274,019310,8577.98%+36,838
AMGEN INC(AMGN)77,391174,744+97,35324,18156,3041.45%+32,123
TESLA INC(TSLA)268,380269,380+1,00053,10770,4781.81%+17,371
META PLATFORMS INC(META)0228,473+228,4730130,7873.36%+130,787
NVIDIA CORPORATION(NVDA)1,682,9981,833,406+150,408207,918222,6495.72%+14,731
BROADCOM INC(AVGO)65,367692,967+627,600104,949119,5373.07%+14,588
VICI PPTYS INC(VICI)0311,179+311,179010,3650.27%+10,365
BERKSHIRE HATHAWAY INC DEL048,243+48,243022,2040.57%+22,204
MONDELEZ INTL INC(MDLZ)0273,372+273,372020,1390.52%+20,139
GOLDMAN SACHS GROUP INC(GS)019,617+19,61709,7130.25%+9,713
INTUITIVE SURGICAL INC55,45468,138+12,68424,66933,4740.86%+8,805
JOHNSON CTLS INTL PLC
SHS
99,602192,746+93,1446,62114,9590.38%+8,338
TRAVELERS COMPANIES INC(TRV)037,507+37,50708,7810.23%+8,781
RTX CORPORATION(RTX)119,314152,044+32,73011,97818,3950.47%+6,418
HP INC(HPQ)0176,846+176,84606,3430.16%+6,343
PAYPAL HLDGS INC(PYPL)0212,863+212,863016,6100.43%+16,610
NETFLIX INC(NFLX)68,86274,193+5,33146,47452,6231.35%+6,149
HOME DEPOT INC(HD)042,980+42,980017,4150.45%+17,415
TRIMBLE INC(TRMB)222,545290,516+67,97112,44518,0380.46%+5,593
BOSTON SCIENTIFIC CORP(BSX)127,964183,875+55,9119,85515,4090.40%+5,554
INGERSOLL RAND INC(IR)107,495155,195+47,7009,76515,2340.39%+5,469
DAVITA INC(DVA)076,718+76,718012,5760.32%+12,576
EBAY INC.(EBAY)072,314+72,31404,7080.12%+4,708
CASTLE BIOSCIENCES INC0164,008+164,00804,6780.12%+4,678
ORACLE CORP(ORCL)153,013153,053+4021,60526,0800.67%+4,475
AMERICAN EXPRESS CO(AXP)030,608+30,60808,3010.21%+8,301
TRANE TECHNOLOGIES PLC(TT)18,35126,698+8,3476,03610,3780.27%+4,342
STARBUCKS CORP(SBUX)0174,384+174,384017,0010.44%+17,001
ADVANCED MICRO DEVICES INC(AMD)0231,987+231,987038,0640.98%+38,064
CORNING INC(GLW)169,348235,946+66,5986,57910,6530.27%+4,074
AFLAC INC(AFL)24,24655,500+31,2542,1656,2050.16%+4,039
CONSTELLATION ENERGY CORP(CEG)72,19170,101-2,09014,45818,2280.47%+3,770
DOORDASH INC(DASH)0104,323+104,323014,8900.38%+14,890
JPMORGAN CHASE & CO.(JPM)0102,625+102,625021,6390.56%+21,639
EXXON MOBIL CORP0254,837+254,837029,8720.77%+29,872
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)312,418320,120+7,70221,24424,7070.63%+3,462
COLGATE PALMOLIVE CO(CL)49,66479,494+29,8304,8198,2520.21%+3,433
PULTE GROUP INC(PHM)91,97593,294+1,31910,12613,3910.34%+3,264
WILLIAMS COS INC(WMB)077,198+77,19803,5240.09%+3,524
NETAPP INC(NTAP)0145,139+145,139017,9260.46%+17,926
OMNICOM GROUP INC(OMC)0106,471+106,471011,0080.28%+11,008
TRUIST FINL CORP(TFC)0129,694+129,69405,5470.14%+5,547
CARRIER GLOBAL CORPORATION(CARR)101,165116,215+15,0506,3819,3540.24%+2,973
HEWLETT PACKARD ENTERPRISE C(HPE)0290,691+290,69105,9480.15%+5,948
LINDE PLC(LIN)76,36176,120-24133,50836,2990.93%+2,791
WASTE MGMT INC DEL(WM)30,76844,901+14,1336,5649,3210.24%+2,757
VERTEX PHARMACEUTICALS INC(VRTX)47,70853,984+6,27622,36225,1070.64%+2,745
MERCADOLIBRE INC(MELI)6,0736,188+1159,98012,6980.33%+2,717
BANK AMERICA CORP212,271280,076+67,8058,44211,1130.29%+2,671
NRG ENERGY INC(NRG)120,359130,703+10,3449,37111,9070.31%+2,536
CONAGRA BRANDS INC(CAG)0117,347+117,34703,8160.10%+3,816
GILEAD SCIENCES INC(GILD)0159,449+159,449013,3680.34%+13,368
TELEDYNE TECHNOLOGIES INC(TDY)09,794+9,79404,2860.11%+4,286
SUPER MICRO COMPUTER INC(SMCI)07,400+7,40003,0810.08%+3,081
IRON MTN INC DEL(IRM)040,371+40,37104,7970.12%+4,797
VERIZON COMMUNICATIONS INC(VZ)0350,099+350,099015,7230.40%+15,723
WALMART INC(WMT)154,027157,135+3,10810,42912,6890.33%+2,260
CATERPILLAR INC(CAT)034,388+34,388013,4500.35%+13,450
GARTNER INC(IT)09,361+9,36104,7440.12%+4,744
CHEMOURS CO(CC)0106,086+106,08602,1560.06%+2,156
MERCK & CO INC(MRK)115,708143,738+28,03014,32516,3230.42%+1,998
AUTOMATIC DATA PROCESSING IN051,806+51,806014,3360.37%+14,336
COMCAST CORP NEW(CCZ)0761,749+761,749031,8180.82%+31,818
CORCEPT THERAPEUTICS INC(CORT)140,494139,781-7134,5656,4690.17%+1,904
CINTAS CORP(CTAS)13,12753,231+40,1049,19210,9590.28%+1,767
NEXTERA ENERGY INC(NEE)136,955135,337-1,6189,69811,4400.29%+1,742
FISERV INC(FISV)084,121+84,121015,1120.39%+15,112
ACCENTURE PLC IRELAND
SHS CLASS A
027,247+27,24709,6310.25%+9,631
DISCOVER FINL SVCS011,484+11,48401,6110.04%+1,611
BOX INC(BOX)046,330+46,33001,5160.04%+1,516
ON HLDG AG(ONON)60,00075,300+15,3002,3283,7760.10%+1,448
EXTRA SPACE STORAGE INC(EXR)016,944+16,94403,0530.08%+3,053
COSTCO WHSL CORP NEW(COST)67,81466,460-1,35457,64158,9181.51%+1,277
NIKE INC(NKE)030,546+30,54602,7000.07%+2,700
CENTENE CORP DEL(CNC)045,961+45,96103,4600.09%+3,460
TJX COS INC NEW(TJX)087,717+87,717010,3100.26%+10,310
DOW INC(DOW)158,371176,455+18,0848,4029,6400.25%+1,238
CORTEVA INC(CTVA)024,540+24,54001,4430.04%+1,443
AMERICAN WTR WKS CO INC NEW019,583+19,58302,8640.07%+2,864
ENERSYS(ENS)011,604+11,60401,1840.03%+1,184
PEPSICO INC(PEP)0177,281+177,281030,1470.77%+30,147
HILTON WORLDWIDE HLDGS INC(HLT)42,51745,218+2,7019,27710,4230.27%+1,146
CF INDS HLDGS INC(CF)098,670+98,67008,4660.22%+8,466
CENTRUS ENERGY CORP(LEU)020,035+20,03501,0990.03%+1,099
AT&T INC(T)364,161366,055+1,8946,9598,0530.21%+1,094
TARGET CORP(TGT)018,901+18,90102,9460.08%+2,946
AMERICAN ELEC PWR CO INC066,876+66,87606,8610.18%+6,861
SAMSARA INC(IOT)020,050+20,05009650.02%+965
S&P GLOBAL INC(SPGI)08,042+8,04204,1550.11%+4,155
ONEOK INC NEW(OKE)012,680+12,68001,1560.03%+1,156
GE HEALTHCARE TECHNOLOGIES I(GEHC)057,291+57,29105,3770.14%+5,377
XCEL ENERGY INC(XEL)072,828+72,82804,7560.12%+4,756
ENERGY RECOVERY INC0100,350+100,35001,7450.04%+1,745
EXELON CORP(EXC)0134,474+134,47405,4530.14%+5,453
AUTODESK INC027,303+27,30307,5210.19%+7,521
BRISTOL-MYERS SQUIBB CO(BMY)0110,083+110,08305,6960.15%+5,696
TAIWAN SEMICONDUCTOR MFG LTD(TSM)012,941+12,94102,2470.06%+2,247
UNION PAC CORP(UNP)38,01137,871-1408,6009,3340.24%+734
OREILLY AUTOMOTIVE INC(ORLY)07,789+7,78908,9700.23%+8,970
SERVICENOW INC(NOW)011,185+11,185010,0040.26%+10,004
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