Stock Taper

SHELTON CAPITAL MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AAON, Inc.AAON2.19K$277.95K
Lantheus Holdings, Inc.LNTH2.19K$242.51K
MKS Inc.MKSI2.17K$967.44K
The PNC Financial Services Group, Inc.PNC2.17K$534.3K
FormFactor, Inc.FORM2.16K$344.81K
Regal Rexnord CorporationRRX2.15K$511.87K
Texas Roadhouse, Inc.TXRH2.14K$413.7K
ON Semiconductor CorporationON2.13K$201.47K
Reinsurance Group of America, IncorporatedRGA2.13K$452.52K
MACOM Technology Solutions Holdings, Inc.MTSI2.11K$801.44K
TE Connectivity plcTEL2.09K$421.77K
Howmet Aerospace Inc.HWM2.08K$559.5K
Cardinal Health, Inc.CAH2.07K$490.72K
Franco-Nevada CorporationFNV2.05K$427.72K
Oshkosh CorpOSK2.05K$314.17K
The Timken CompanyTKR2.04K$296.31K
Burlington Stores, Inc.BURL2.01K$637.72K
DICK'S Sporting Goods, Inc.DKS2K$454.3K
Chubb LimitedCB1.99K$678.41K
MasTec, Inc.MTZ1.99K$826.29K