Stock Taper

SHELTON CAPITAL MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
QUALCOMM IncorporatedQCOM130.91K$24.19M
The Kraft Heinz CompanyKHC130.4K$3.08M
Shopify Inc.SHOP129.89K$14.83M
Halliburton CompanyHAL128.46K$4.36M
Booking Holdings Inc.BKNG126.98K$22.63M
Exelon CorporationEXC126.58K$5.9M
T-Mobile US, Inc.TMUS125.56K$21.06M
Johnson & JohnsonJNJ113.73K$28.88M
Baker Hughes CompanyBKR112.78K$6.26M
Texas Instruments IncorporatedTXN111.11K$33.12M
Chevron CorporationCVX105.94K$17.56M
Applied Materials, Inc.AMAT102.15K$73.85M
CF Industries Holdings, Inc.CF101.25K$10.96M
Exxon Mobil CorporationXOM98.76K$13.5M
Marvell Technology, Inc.MRVL97.77K$29.12M
CBRE Group, Inc.CBRE97.45K$13.13M
The Procter & Gamble CompanyPG94.54K$13.86M
Palo Alto Networks, Inc.PANW92.5K$31.54M
Emerson Electric Co.EMR91.26K$13.06M
HA Sustainable Infrastructure Capital, Inc.HASI90.76K$3.54M