Stock Taper

SHELTON CAPITAL MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Rockwell Automation, Inc.ROK578$286.16K
EnPro Industries, Inc.NPO569$214.47K
Murphy USA Inc.MUSA552$297.46K
Jabil Inc.JBL549$211.63K
Equinix, Inc.EQIX520$542.04K
Madison Square Garden Sports Corp.MSGS500$200.92K
MYR Group Inc.MYRG431$215.67K
Chemed CorporationCHE430$200.27K
Argan, Inc.AGX412$329K
United Rentals, Inc.URI325$368.19K
TransDigm Group IncorporatedTDG293$390.29K
NewMarket CorporationNEU254$200.97K
W.W. Grainger, Inc.GWW225$306.09K
Comfort Systems USA, Inc.FIX187$370.63K
AutoZone, Inc.AZO86$274.85K