Stock Taper

SHELTON CAPITAL MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Old Dominion Freight Line, Inc.ODFL23.52K$5.09M
Annaly Capital Management, Inc.NLY23.47K$524.83K
Hecla Mining CompanyHL22.95K$354.07K
Avantor, Inc.AVTR22.74K$225.11K
Workday, Inc.WDAY22.57K$2.76M
Nebius Group N.V.NBIS22.33K$6.17M
Johnson Controls International plcJCI22.04K$3.22M
American Airlines Group Inc.AAL22.01K$397.79K
Eli Lilly and CompanyLLY22K$26.38M
The Simply Good Foods CompanySMPL21.76K$289.01K
Dell Technologies Inc.DELL21.72K$9.37M
Gibraltar Industries, Inc.ROCK21.45K$967.62K
Synopsys, Inc.SNPS21.4K$9.55M
Cognyte Software Ltd.CGNT21.3K$186.99K
General Dynamics CorporationGD20.94K$7.42M
Take-Two Interactive Software, Inc.TTWO20.76K$5.19M
Cummins Inc.CMI20.72K$14.78M
The Trade Desk, Inc.TTD20K$361.6K
The Hershey CompanyHSY19.53K$3.43M
KBR, Inc.KBR19.35K$668.05K