Stock Taper 
SHELTON CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Oshkosh Corp | OSK | 2.05K | $314.17K |
 Franco-Nevada Corporation | FNV | 2.05K | $427.72K |
 Cardinal Health, Inc. | CAH | 2.07K | $490.72K |
 Howmet Aerospace Inc. | HWM | 2.08K | $559.5K |
 TE Connectivity plc | TEL | 2.09K | $421.77K |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 2.11K | $801.44K |
 Reinsurance Group of America, Incorporated | RGA | 2.13K | $452.52K |
 ON Semiconductor Corporation | ON | 2.13K | $201.47K |
 Texas Roadhouse, Inc. | TXRH | 2.14K | $413.7K |
 Regal Rexnord Corporation | RRX | 2.15K | $511.87K |
 FormFactor, Inc. | FORM | 2.16K | $344.81K |
 The PNC Financial Services Group, Inc. | PNC | 2.17K | $534.3K |
 MKS Inc. | MKSI | 2.17K | $967.44K |
 Lantheus Holdings, Inc. | LNTH | 2.19K | $242.51K |
 AAON, Inc. | AAON | 2.19K | $277.95K |
 Elevance Health Inc. | ELV | 2.19K | $848.49K |
 Qorvo, Inc. | QRVO | 2.2K | $205.38K |
 Wintrust Financial Corporation | WTFC | 2.21K | $354.87K |
 Cullen/Frost Bankers, Inc. | CFR | 2.24K | $345.82K |
 American Financial Group, Inc. | AFG | 2.24K | $313.61K |