Stock Taper 
SHELTON CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cognex Corporation | CGNX | 5.53K | $400.12K |
 Monolithic Power Systems, Inc. | MPWR | 5.5K | $7.6M |
 Okta, Inc. | OKTA | 5.49K | $748.57K |
 Lockheed Martin Corporation | LMT | 5.45K | $2.78M |
 Maplebear Inc. | CART | 5.45K | $257.96K |
 Jefferies Financial Group Inc. | JEF | 5.45K | $272.24K |
 e.l.f. Beauty, Inc. | ELF | 5.45K | $402.93K |
 MercadoLibre, Inc. | MELI | 5.41K | $9.18M |
 The Sherwin-Williams Company | SHW | 5.4K | $1.86M |
 Vornado Realty Trust | VNO | 5.38K | $211.43K |
 Graco Inc. | GGG | 5.37K | $405.95K |
 Solstice Advanced Materials Inc. | SOLS | 5.26K | $466.13K |
 Knight-Swift Transportation Holdings Inc. | KNX | 5.25K | $409.21K |
 The New York Times Company | NYT | 5.23K | $366.06K |
 nVent Electric plc | NVT | 5.22K | $886.21K |
| WF WEBSTER FINL CORP | WBS | 5.22K | $399.14K |
 Marathon Petroleum Corporation | MPC | 5.16K | $1.32M |
 Performance Food Group Co | PFGC | 5.09K | $568.56K |
 HF Sinclair Corporation | DINO | 5.06K | $352.64K |
 Corning Inc | GLW | 5.06K | $1.29M |