Stock Taper 
SHELTON CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AutoZone, Inc. | AZO | 86 | $274.85K |
 Comfort Systems USA, Inc. | FIX | 187 | $370.63K |
 W.W. Grainger, Inc. | GWW | 225 | $306.09K |
 NewMarket Corporation | NEU | 254 | $200.97K |
 TransDigm Group Incorporated | TDG | 293 | $390.29K |
 United Rentals, Inc. | URI | 325 | $368.19K |
 Argan, Inc. | AGX | 412 | $329K |
 Chemed Corporation | CHE | 430 | $200.27K |
 MYR Group Inc. | MYRG | 431 | $215.67K |
 Madison Square Garden Sports Corp. | MSGS | 500 | $200.92K |
 Equinix, Inc. | EQIX | 520 | $542.04K |
 Jabil Inc. | JBL | 549 | $211.63K |
 Murphy USA Inc. | MUSA | 552 | $297.46K |
 EnPro Industries, Inc. | NPO | 569 | $214.47K |
 Rockwell Automation, Inc. | ROK | 578 | $286.16K |
 Humana Inc. | HUM | 591 | $234.76K |
 Parker-Hannifin Corporation | PH | 655 | $640.67K |
 Vulcan Materials Company | VMC | 699 | $206.21K |
 Northrop Grumman Corporation | NOC | 710 | $361.61K |
 CACI International Inc | CACI | 715 | $331.23K |