SHELTON CAPITAL MANAGEMENT

SHELTON CAPITAL MANAGEMENT declares $3.3B in 126 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 60.4% of its $5.4B 13F portfolio. Largest positions: Apple (0.01% of the company) and NVIDIA (0.01% of the company). Over time: $3.3B in 126 of these companies for Q2 2026, against $673.8M in 88 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $204.4M and sold $238.7M of these stocks, at the quarter's prices: a net sale of $34.3M; 19 new positions and 4 sold out.

Performance of its AI picks

The AI-stock portfolio SHELTON CAPITAL MANAGEMENT declared for Q2 2026 (Form 13F), held unchanged, returned +4.8% in Q3 2026 (SMH -7.1%), ranked 653 of 1,783 active managers. Over the last 12 months, quarter after quarter: +37.7% (SMH +87.2%), ranked 307 of 1,359 active managers. Over three years, quarter after quarter: +162.1% (SMH +325.8%), ranked 219 of 783 active managers. Over five years, quarter after quarter: +170.6% (SMH +389.8%). Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

  1. Apple (AAPL) — $386.6M: 1.3M shares, 0.01% of the company, 7.2% of its portfolio (trimmed this quarter); held since Q2 2020
  2. NVIDIA (NVDA) — $364.0M: 1.8M shares, 0.01% of the company, 6.7% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  3. Microsoft (MSFT) — $246.9M: 661,962 shares, 0.01% of the company, 4.6% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  4. Alphabet (GOOGL) — $236.3M: 664,387 shares, 0.01% of the company, 4.4% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  5. Micron (MU) — $187.3M: 162,257 shares, 0.01% of the company, 3.5% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  6. Amazon (AMZN) — $168.1M: 705,498 shares, 0.01% of the company, 3.1% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  7. AMD (AMD) — $145.1M: 249,821 shares, 0.02% of the company, 2.7% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  8. Meta Platforms (META) — $118.9M: 211,030 shares, 0.01% of the company, 2.2% of its portfolio (added this quarter); held since Q2 2020
  9. Lam Research (LRCX) — $117.4M: 270,819 shares, 0.02% of the company, 2.2% of its portfolio (added this quarter); held since Q4 2019 or earlier
  10. Broadcom (AVGO) — $108.4M: 287,021 shares, 0.01% of the company, 2.0% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  11. Cisco (CSCO) — $88.6M: 754,715 shares, 0.02% of the company, 1.6% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  12. Intel (INTC) — $80.4M: 575,527 shares, 0.01% of the company, 1.5% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  13. Applied Materials (AMAT) — $73.9M: 102,149 shares, 0.01% of the company, 1.4% of its portfolio (added this quarter); held since Q4 2019 or earlier
  14. Arista Networks (ANET) — $51.1M: 301,071 shares, 0.02% of the company, 0.95% of its portfolio (trimmed this quarter); held since Q1 2023
  15. KLA (KLAC) — $44.7M: 148,291 shares, 0.01% of the company, 0.83% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier

By sector

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