SHELTON CAPITAL MANAGEMENT
•CIK: 1002784•Filing: Q4 2025
SHELTON CAPITAL MANAGEMENT, helmed by the seasoned investor duo of John Shelton and Lisa Grant, is known for its concentrated tech-heavy portfolio, with top holdings in AAPL, MSFT, and AMZN. Recently, the fund has made notable moves by adding AKAM, SYF, and ALNY, while significantly increasing positions in CNP and SEPI, reflecting a strategy focused on growth and innovation in tech and healthcare sectors.
Total AUM
$4.7B
+ $76.4K in options
QoQ Performance
+21.2%
Positions
688
+ 1 option
Top 10 Concentration
35.5%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
MSFT
AAPL8.4%
MSFT5.8%
AMZN3.5%
GOOGL2.8%
META2.7%
TSLA2.4%
AVGO2.4%
GOOG1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology34.8%
Other34.3%
Consumer10.7%
Healthcare4.8%
Communication4.7%
Financial4.1%
Industrial2.5%
Consumer Staples1.5%
🚪 Exited Positionssold since Q3 2025
+522 more exited positions
Changes from Q3 2025
NEW7 new positions
↑126 increased
↓41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023