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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
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Buyside Digest is not affiliated with, and does not endorse, Shelton Equity Income Strategy. This analysis is provided for institutional research purposes only and is not investment advice.
"Shelton Equity Income delivered 9.32% net in Q2 2026, outperforming its benchmark by 2.27% as markets rebounded on AI enthusiasm and strong earnings. The strategy generated 4.48% year-to-date income from options and dividends."
The Shelton Equity Income Strategy delivered a 9.32% net return in Q2 2026, outperforming the CBOE BuyWrite Index by 2.27%, as markets rebounded sharply from first quarter weakness. The rally was driven by strong corporate earnings and renewed enthusiasm around AI infrastructure, with semiconductor and mega-cap technology stocks leading gains. Information Technology surged 31.79% while Energy declined 13.45% as Iran tensions eased. The strategy generated 2.64% in option premiums and 0.32% in dividends during the quarter. Top performers included semiconductor equipment leader Lam Research and cybersecurity name Fortinet, which the manager continues to hold and actively repurchases when called away. The portfolio is exiting underperformers Boston Scientific and Cognizant Technology through aggressive call writing. Looking forward, the manager expects persistent volatility from geopolitical tensions and oil shock aftereffects, while the AI theme faces greater scrutiny on capital deployment returns. The strategy is well positioned to capitalize on continued market volatility through its covered call approach.
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