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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Shelton Equity Income Strategy
Value
$10M
Stocks
48 Stocks (1 new)
Turnover
0.7%
Top Holdings
AAPL(11.06%) NVDA(10.41%) MSFT(7.07%) MU(5.36%) AMZN(4.81%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| AAPL | None | Apple Inc. | Information Technology | $386.6M | 0 | 11.1% | 0 | No Change |
| NVDA | None | NVIDIA Corporation | Information Technology | $364.0M | 0 | 10.4% | 0 | No Change |
| MSFT | None | Microsoft Corporation | Information Technology | $246.9M | 0 | 7.1% | 0 | No Change |
| MU | None | Micron Technology, Inc. | Information Technology | $187.3M | 0 | 5.4% | 0 | No Change |
| AMZN | None | Amazon.com, Inc. | Consumer Discretionary | $168.1M | 0 | 4.8% | 0 | No Change |
| AMD | None | Advanced Micro Devices Inc. | Information Technology | $145.1M | 0 | 4.2% | 0 | No Change |
| META | None | Meta Platforms, Inc. | Communication Services | $118.9M | 0 | 3.4% | 0 | No Change |
| LRCX | None | Lam Research Corp | Information Technology | $117.4M | 0 | 3.4% | 0 | No Change |
| TSLA | None | Tesla, Inc. | Information Technology | $109.6M | 0 | 3.1% | 0 | No Change |
| AVGO | None | Broadcom Inc. | Information Technology | $108.4M | 0 | 3.1% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| KOCoca-Cola | $25.7M | +100.0% | 0.7% | New |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| COKECoca Cola Consolidated | $25.7M | -100.0% | 0.0% | Sold Out |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Information Technology | 21 | $2261.4M | 64.7% |
| Communication Services | 5 | $343.9M | 9.8% |
| Consumer Discretionary | 4 | $248.2M | 7.1% |
| Consumer Staples | 4 | $187.5M | 5.4% |
| Health Care | 4 | $118.8M | 3.4% |
| Industrials | 3 | $88.5M | 2.5% |
| General | 2 | $75.8M | 2.2% |
| Financials | 2 | $57.0M | 1.6% |
| Technology | 1 | $44.3M | 1.3% |
| Materials | 1 | $39.0M | 1.1% |
| Energy | 1 | $30.4M | 0.9% |