CCM Partners

Latest statistics and disclosures from Shelton Capital Management's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by CCM Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Shelton Capital Management

Shelton Capital Management holds 713 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Shelton Capital Management has 713 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 4.1 $150M 720k 208.27
 View chart
Alphabet Cap Stk Cl A (GOOGL) 3.2 $117M -3% 405k 287.56
 View chart
Meta Platforms Cl A (META) 3.1 $115M +3% 202k 572.13
 View chart
Tesla Motors (TSLA) 2.7 $101M +7% 271k 371.75
 View chart
Wal-Mart Stores (WMT) 2.6 $97M +90% 780k 124.28
 View chart
Broadcom (AVGO) 2.6 $97M -3% 313k 309.51
 View chart
Netflix (NFLX) 2.2 $80M +7% 832k 96.15
 View chart
Alphabet Cap Stk Cl C (GOOG) 2.2 $79M -2% 276k 286.86
 View chart
Cisco Systems (CSCO) 1.9 $70M -12% 901k 77.59
 View chart
Costco Wholesale Corporation (COST) 1.6 $59M -5% 59k 996.44
 View chart
Micron Technology (MU) 1.6 $58M 173k 337.84
 View chart
Lam Research Corp Com New (LRCX) 1.5 $57M -47% 264k 213.66
 View chart
Advanced Micro Devices (AMD) 1.4 $53M 261k 203.43
 View chart
Scm Trust Shelton Eqt Pre (SEPI) 1.3 $48M +30% 1.9M 25.05
 View chart
Palantir Technologies Cl A (PLTR) 1.2 $45M +4% 307k 146.28
 View chart
Walt Disney Company (DIS) 1.1 $40M -26% 413k 96.38
 View chart
Arista Networks Com Shs (ANET) 1.1 $39M +10% 319k 122.78
 View chart
ConocoPhillips (COP) 1.0 $36M +244% 276k 132.00
 View chart
NetApp (NTAP) 1.0 $36M +14% 350k 102.39
 View chart
Linde SHS (LIN) 1.0 $35M -6% 71k 495.76
 View chart
Applied Materials (AMAT) 0.9 $34M -4% 99k 341.79
 View chart
Merck & Co (MRK) 0.8 $31M -8% 256k 120.29
 View chart
Intuitive Surgical Com New (ISRG) 0.8 $29M -2% 63k 460.99
 View chart
Microsoft Corporation Put Option (MSFT) 0.8 $29M +19% 671k 42.44
 View chart
Metropcs Communications (TMUS) 0.8 $28M -18% 132k 210.03
 View chart
Akamai Technologies (AKAM) 0.7 $27M +18% 236k 114.85
 View chart
Raytheon Technologies Corp (RTX) 0.7 $27M +19% 138k 192.90
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $27M -13% 55k 479.20
 View chart
Intel Corporation (INTC) 0.7 $26M 593k 44.13
 View chart
Amgen (AMGN) 0.7 $26M -8% 74k 351.85
 View chart
Pepsi (PEP) 0.7 $25M 161k 155.29
 View chart
Amphenol Corp Cl A (APH) 0.7 $25M -10% 195k 126.35
 View chart
TJX Companies (TJX) 0.7 $25M -16% 154k 159.70
 View chart
Comcast Corp Cl A (CMCSA) 0.7 $24M -2% 852k 28.71
 View chart
Johnson Controls Internation SHS (JCI) 0.7 $24M +2% 184k 130.95
 View chart
Bank of America Corporation (BAC) 0.7 $24M +7% 491k 48.75
 View chart
CVS Caremark Corporation (CVS) 0.6 $23M -26% 325k 71.82
 View chart
O'reilly Automotive (ORLY) 0.6 $23M +5% 253k 92.31
 View chart
Palo Alto Networks (PANW) 0.6 $23M -7% 145k 160.32
 View chart
Cognizant Technology Solutio Cl A (CTSH) 0.6 $23M -32% 377k 61.35
 View chart
Kla Corp Com New (KLAC) 0.6 $23M -2% 16k 1472.41
 View chart
AFLAC Incorporated (AFL) 0.6 $23M -50% 206k 109.71
 View chart
eBay (EBAY) 0.6 $23M -44% 247k 91.02
 View chart
Exxon Mobil Corporation (XOM) 0.6 $22M -59% 132k 169.66
 View chart
Booking Holdings (BKNG) 0.6 $22M -3% 5.3k 4210.32
 View chart
Constellation Energy (CEG) 0.6 $22M +5% 79k 279.25
 View chart
Caterpillar (CAT) 0.6 $22M +8% 31k 708.47
 View chart
General Motors Company (GM) 0.6 $22M -5% 291k 74.50
 View chart
Verizon Communications (VZ) 0.6 $21M -39% 423k 50.20
 View chart
Monster Beverage Corp (MNST) 0.6 $20M +10% 280k 72.46
 View chart
Gilead Sciences (GILD) 0.5 $20M -2% 144k 139.37
 View chart
Mastercard Incorporated Cl A (MA) 0.5 $20M 40k 499.66
 View chart
Eli Lilly & Co. (LLY) 0.5 $19M +11% 21k 919.75
 View chart
Intuit (INTU) 0.5 $19M -3% 44k 432.38
 View chart
Chevron Corporation (CVX) 0.5 $19M -17% 90k 206.90
 View chart
Analog Devices (ADI) 0.5 $18M -3% 58k 318.14
 View chart
Cadence Design Systems (CDNS) 0.5 $18M 66k 277.87
 View chart
Southwest Airlines (LUV) 0.5 $18M -48% 472k 37.57
 View chart
Bank of New York Mellon Corporation (BK) 0.5 $17M +6% 146k 118.63
 View chart
Coca-Cola Company (KO) 0.5 $17M -50% 227k 76.05
 View chart
Qualcomm (QCOM) 0.5 $17M -19% 133k 128.78
 View chart
Trane Technologies SHS (TT) 0.5 $17M -21% 41k 416.74
 View chart
Honeywell International (HON) 0.5 $17M -2% 74k 226.03
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.4 $16M -2% 36k 446.54
 View chart
Shopify Cl A Sub Vtg Shs (SHOP) 0.4 $16M -2% 136k 118.62
 View chart
Nxp Semiconductors N V (NXPI) 0.4 $16M 82k 196.86
 View chart
Home Depot (HD) 0.4 $16M -10% 49k 328.89
 View chart
Johnson & Johnson (JNJ) 0.4 $15M -50% 62k 244.44
 View chart
Adobe Systems Incorporated (ADBE) 0.4 $15M -4% 62k 243.08
 View chart
Asml Hldg Nv N Y Registry Shs (ASML) 0.4 $15M 11k 1320.83
 View chart
Crowdstrike Hldgs Cl A (CRWD) 0.4 $15M 38k 390.41
 View chart
CenterPoint Energy (CNP) 0.4 $15M +33% 342k 43.16
 View chart
American Express Company (AXP) 0.4 $15M +25% 49k 302.48
 View chart
Boeing Company (BA) 0.4 $15M -4% 74k 199.03
 View chart
Boston Scientific Corporation (BSX) 0.4 $15M -31% 233k 62.75
 View chart
Applovin Corp Com Cl A (APP) 0.4 $14M -3% 35k 398.00
 View chart
CF Industries Holdings (CF) 0.4 $14M +7% 106k 129.84
 View chart
Regeneron Pharmaceuticals (REGN) 0.4 $14M -2% 18k 772.64
 View chart
Goldman Sachs (GS) 0.4 $13M +13% 16k 845.99
 View chart
Starbucks Corporation (SBUX) 0.3 $13M 143k 89.59
 View chart
JPMorgan Chase & Co. (JPM) 0.3 $13M 43k 294.16
 View chart
Morgan Stanley Com New (MS) 0.3 $12M -53% 75k 164.57
 View chart
International Business Machines (IBM) 0.3 $12M 51k 242.39
 View chart
Cbre Group Cl A (CBRE) 0.3 $12M -6% 90k 135.46
 View chart
salesforce (CRM) 0.3 $12M +15% 65k 186.67
 View chart
Emerson Electric (EMR) 0.3 $12M 91k 131.02
 View chart
Citigroup Com New (C) 0.3 $12M -30% 105k 113.41
 View chart
Freeport Mcmoran CL B (FCX) 0.3 $12M +2453% 203k 58.78
 View chart
Travelers Companies (TRV) 0.3 $12M -27% 40k 291.68
 View chart
Duke Energy Corp Com New (DUK) 0.3 $12M +152% 88k 130.94
 View chart
Western Digital (WDC) 0.3 $12M -3% 42k 270.49
 View chart
Marriott Intl Cl A (MAR) 0.3 $11M -3% 34k 327.07
 View chart
Vici Pptys (VICI) 0.3 $11M -46% 400k 27.32
 View chart
Automatic Data Processing (ADP) 0.3 $11M -8% 53k 203.18
 View chart
Abbvie (ABBV) 0.3 $11M +3% 49k 217.49
 View chart
Paypal Holdings (PYPL) 0.3 $10M -4% 229k 45.23
 View chart
Visa Com Cl A (V) 0.3 $10M 34k 302.24
 View chart
Synchrony Financial (SYF) 0.3 $9.9M +22% 146k 68.02
 View chart
Charles Schwab Corporation (SCHW) 0.3 $9.9M -20% 105k 93.98
 View chart
Seagate Technology Hldngs Pl Ord Shs (STX) 0.3 $9.9M 25k 391.76
 View chart
Deere & Company (DE) 0.3 $9.8M -39% 17k 563.30
 View chart
MercadoLibre (MELI) 0.3 $9.7M -2% 5.6k 1729.02
 View chart
Marvell Technology (MRVL) 0.3 $9.5M -2% 96k 99.05
 View chart
UnitedHealth (UNH) 0.3 $9.2M 34k 270.59
 View chart
Synopsys (SNPS) 0.3 $9.2M 23k 396.48
 View chart
Procter & Gamble Company (PG) 0.2 $9.1M -29% 63k 144.44
 View chart
Fastenal Company (FAST) 0.2 $9.0M -2% 195k 46.40
 View chart
CSX Corporation (CSX) 0.2 $8.9M -2% 217k 41.05
 View chart
Bristol Myers Squibb (BMY) 0.2 $8.9M -36% 147k 60.65
 View chart
Mondelez Intl Cl A (MDLZ) 0.2 $8.6M -5% 149k 57.64
 View chart
Apple Put Option (AAPL) 0.2 $8.5M -2% 1.5M 5.67
 View chart
Cintas Corporation (CTAS) 0.2 $8.3M -2% 49k 169.14
 View chart
American Electric Power Company (AEP) 0.2 $8.2M 63k 131.08
 View chart
Ross Stores (ROST) 0.2 $8.1M -3% 38k 216.63
 View chart
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $8.0M +11% 15k 522.71
 View chart
Warner Bros Discovery Com Ser A (WBD) 0.2 $7.9M -3% 289k 27.46
 View chart
Abbott Laboratories (ABT) 0.2 $7.9M 77k 102.67
 View chart
Oracle Corporation (ORCL) 0.2 $7.8M -2% 53k 147.11
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.2 $7.7M +22% 39k 198.29
 View chart
Pdd Holdings Sponsored Ads (PDD) 0.2 $7.6M -2% 74k 102.18
 View chart
Doordash Cl A (DASH) 0.2 $7.1M -42% 47k 150.15
 View chart
Paccar (PCAR) 0.2 $7.1M -2% 61k 115.50
 View chart
Baker Hughes Company Cl A (BKR) 0.2 $7.0M -2% 115k 61.05
 View chart
Fortinet (FTNT) 0.2 $7.0M 86k 81.72
 View chart
Illinois Tool Works (ITW) 0.2 $6.8M +2% 26k 260.29
 View chart
Xcel Energy (XEL) 0.2 $6.6M 83k 79.44
 View chart
Diamondback Energy (FANG) 0.2 $6.4M -2% 32k 197.79
 View chart
Exelon Corporation (EXC) 0.2 $6.3M 129k 49.02
 View chart
Monolithic Power Systems (MPWR) 0.2 $6.2M 5.6k 1093.35
 View chart
Hewlett Packard Enterprise (HPE) 0.2 $6.0M 251k 23.81
 View chart
At&t (T) 0.2 $6.0M -37% 206k 28.99
 View chart
Union Pacific Corporation (UNP) 0.2 $5.9M -24% 25k 242.62
 View chart
Autodesk (ADSK) 0.2 $5.9M -2% 25k 239.40
 View chart
Electronic Arts (EA) 0.2 $5.9M -2% 29k 203.87
 View chart
Cardinal Health (CAH) 0.2 $5.7M +24% 27k 211.31
 View chart
Ingersoll Rand (IR) 0.1 $5.3M 66k 80.12
 View chart
Progressive Corporation (PGR) 0.1 $5.3M 27k 198.24
 View chart
IDEXX Laboratories (IDXX) 0.1 $5.2M -2% 9.3k 561.89
 View chart
Wells Fargo & Company (WFC) 0.1 $5.2M +103% 66k 79.61
 View chart
Public Service Enterprise (PEG) 0.1 $5.2M 64k 80.95
 View chart
Ferrovial Se Ord Shs (FER) 0.1 $5.2M -4% 80k 65.05
 View chart
Chipotle Mexican Grill (CMG) 0.1 $5.2M 161k 32.01
 View chart
Pfizer (PFE) 0.1 $5.1M 182k 28.08
 View chart
AutoZone (AZO) 0.1 $5.0M -6% 1.5k 3377.78
 View chart
Halliburton Company (HAL) 0.1 $5.0M NEW 129k 38.99
 View chart
Alnylam Pharmaceuticals (ALNY) 0.1 $4.9M 15k 330.87
 View chart
Copart (CPRT) 0.1 $4.8M -2% 144k 33.20
 View chart
D.R. Horton (DHI) 0.1 $4.7M 35k 137.22
 View chart
PNC Financial Services (PNC) 0.1 $4.7M +953% 23k 208.09
 View chart
Old Dominion Freight Line (ODFL) 0.1 $4.7M -3% 24k 195.40
 View chart
Colgate-Palmolive Company (CL) 0.1 $4.7M -39% 55k 85.23
 View chart
Coca-cola Europacific Partne SHS (CCEP) 0.1 $4.6M -2% 51k 90.67
 View chart
Waste Management (WM) 0.1 $4.5M -35% 20k 229.79
 View chart
Datadog Cl A Com (DDOG) 0.1 $4.5M 38k 118.05
 View chart
Thomson Reuters Corp. (TRI) 0.1 $4.4M -3% 49k 89.98
 View chart
Strategy Cl A New (MSTR) 0.1 $4.3M +12% 35k 124.80
 View chart
Roper Industries (ROP) 0.1 $4.3M -6% 12k 353.86
 View chart
Uber Technologies (UBER) 0.1 $4.3M -14% 59k 71.93
 View chart
Take-Two Interactive Software (TTWO) 0.1 $4.2M -2% 22k 197.50
 View chart
General Dynamics Corporation (GD) 0.1 $4.2M +792% 12k 343.22
 View chart
NVIDIA Corporation Put Option (NVDA) 0.1 $4.2M 2.1M 2.00
 View chart
Leidos Holdings (LDOS) 0.1 $4.2M +64% 27k 155.52
 View chart
Truist Financial Corp equities (TFC) 0.1 $4.2M 91k 45.97
 View chart
Keurig Dr Pepper (KDP) 0.1 $4.1M -3% 156k 26.33
 View chart
Hershey Company (HSY) 0.1 $4.1M 20k 207.89
 View chart
Servicenow (NOW) 0.1 $4.0M 39k 104.55
 View chart
Microchip Technology (MCHP) 0.1 $4.0M -3% 62k 64.61
 View chart
Insmed Com Par $.01 (INSM) 0.1 $4.0M 24k 163.52
 View chart
Bunge Global Sa Com Shs (BG) 0.1 $3.9M 31k 127.20
 View chart
Axon Enterprise (AXON) 0.1 $3.9M 9.2k 424.69
 View chart
Paychex (PAYX) 0.1 $3.8M -3% 41k 92.12
 View chart
Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $3.8M -3% 53k 71.18
 View chart
Cummins (CMI) 0.1 $3.7M +817% 6.8k 538.02
 View chart
Dex (DXCM) 0.1 $3.5M 56k 62.80
 View chart
United Parcel Svcs CL B (UPS) 0.1 $3.4M +378% 34k 98.38
 View chart
Hannon Armstrong (HASI) 0.1 $3.4M -3% 92k 36.75
 View chart
Lockheed Martin Corporation (LMT) 0.1 $3.3M +5% 5.5k 604.39
 View chart
Workday Cl A (WDAY) 0.1 $3.3M 25k 129.92
 View chart
Thermo Fisher Scientific (TMO) 0.1 $3.2M -28% 6.5k 491.53
 View chart
Hilton Worldwide Holdings (HLT) 0.1 $3.2M -56% 10k 304.08
 View chart
Ormat Technologies (ORA) 0.1 $3.2M -9% 28k 111.92
 View chart
Charter Communications Cl A (CHTR) 0.1 $3.2M -5% 15k 215.88
 View chart
Quanta Services (PWR) 0.1 $3.1M 5.7k 549.02
 View chart
Verisk Analytics (VRSK) 0.1 $3.1M 17k 189.75
 View chart
Kraft Heinz (KHC) 0.1 $3.1M 136k 22.49
 View chart
Deckers Outdoor Corporation (DECK) 0.1 $3.1M 31k 100.09
 View chart
Aramark Hldgs (ARMK) 0.1 $3.1M 75k 40.54
 View chart
Nucor Corporation (NUE) 0.1 $3.0M -80% 18k 169.10
 View chart
Vertiv Holdings Com Cl A (VRT) 0.1 $3.0M +20% 12k 250.58
 View chart
Vistra Energy (VST) 0.1 $3.0M 20k 150.33
 View chart
Teledyne Technologies Incorporated (TDY) 0.1 $2.9M 4.8k 605.01
 View chart
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $2.9M +2% 22k 132.90
 View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $2.8M NEW 26k 109.69
 View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $2.8M +21% 4.2k 650.27
 View chart
Nextera Energy (NEE) 0.1 $2.6M -54% 29k 92.88
 View chart
Stryker Corporation (SYK) 0.1 $2.6M -25% 8.0k 328.59
 View chart
Zscaler Incorporated (ZS) 0.1 $2.5M 18k 140.29
 View chart
Capital One Financial (COF) 0.1 $2.5M 14k 182.43
 View chart
American Water Works (AWK) 0.1 $2.4M -21% 18k 136.09
 View chart
Devon Energy Corporation (DVN) 0.1 $2.4M -22% 48k 50.32
 View chart
Constellation Brands Cl A (STZ) 0.1 $2.4M 16k 150.00
 View chart
Arm Holdings Sponsored Ads (ARM) 0.1 $2.4M +5% 16k 151.28
 View chart
Oneok (OKE) 0.1 $2.4M 26k 90.39
 View chart
Target Corporation (TGT) 0.1 $2.3M +4% 19k 121.20
 View chart
McDonald's Corporation (MCD) 0.1 $2.3M +19% 7.4k 310.79
 View chart
Nrg Energy Com New (NRG) 0.1 $2.3M -18% 16k 146.14
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.1 $2.3M 9.2k 248.00
 View chart
AECOM Technology Corporation (ACM) 0.1 $2.2M +22% 26k 84.82
 View chart
Clean Harbors (CLH) 0.1 $2.2M 7.7k 286.73
 View chart
First Solar (FSLR) 0.1 $2.2M -21% 11k 197.26
 View chart
Spdr Series Trust State Street Spd (BILS) 0.1 $2.1M NEW 22k 99.44
 View chart
Ge Aerospace Com New (GE) 0.1 $2.1M -2% 7.4k 283.77
 View chart
Humana (HUM) 0.1 $2.1M 12k 173.39
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.1 $2.0M +56% 4.8k 418.25
 View chart
Corteva (CTVA) 0.1 $2.0M 24k 83.71
 View chart
Msci (MSCI) 0.1 $2.0M 3.7k 539.01
 View chart
CoStar (CSGP) 0.1 $2.0M 49k 40.34
 View chart
EnerSys (ENS) 0.1 $2.0M 11k 173.72
 View chart
Phillips 66 (PSX) 0.1 $1.9M -8% 11k 182.18
 View chart
Valmont Industries (VMI) 0.1 $1.9M 4.7k 399.57
 View chart
Nextpower Class A Com (NXT) 0.1 $1.9M +2% 16k 120.55
 View chart
Southern Company (SO) 0.1 $1.8M -83% 19k 96.52
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $1.8M -64% 3.1k 577.18
 View chart
Norfolk Southern (NSC) 0.0 $1.8M -44% 6.2k 287.00
 View chart
Xylem (XYL) 0.0 $1.7M 15k 119.50
 View chart
Essential Utils (WTRG) 0.0 $1.7M -10% 43k 40.27
 View chart
On Hldg Namen Akt A (ONON) 0.0 $1.7M 50k 34.02
 View chart
Atlassian Corporation Cl A (TEAM) 0.0 $1.7M -12% 25k 68.25
 View chart
Spdr Series Trust State Street Spd (SPAB) 0.0 $1.6M NEW 64k 25.62
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $1.6M NEW 22k 75.10
 View chart
Ge Vernova (GEV) 0.0 $1.6M -2% 1.8k 872.90
 View chart
Nike CL B (NKE) 0.0 $1.6M -21% 30k 52.82
 View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $1.6M -5% 4.7k 337.95
 View chart
Medtronic SHS (MDT) 0.0 $1.6M 18k 86.65
 View chart
Spdr Series Trust State Street Spd (VLU) 0.0 $1.6M NEW 7.2k 214.99
 View chart
Canadian Natural Resources (CNQ) 0.0 $1.5M -3% 31k 48.73
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $1.5M 27k 56.79
 View chart
Molson Coors Beverage CL B (TAP) 0.0 $1.5M 35k 43.06
 View chart
Ssga Active Etf Tr State Street Dou (TOTL) 0.0 $1.5M NEW 38k 39.73
 View chart
Global Payments (GPN) 0.0 $1.5M 22k 67.30
 View chart
Centene Corporation (CNC) 0.0 $1.5M 46k 32.74
 View chart
Block Cl A (XYZ) 0.0 $1.5M 25k 60.18
 View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $1.5M NEW 5.0k 295.11
 View chart
Marsh & McLennan Companies (MRSH) 0.0 $1.4M 8.3k 173.45
 View chart
Philip Morris International (PM) 0.0 $1.4M -2% 8.7k 165.34
 View chart
Centrus Energy Corp Cl A (LEU) 0.0 $1.4M 8.3k 173.59
 View chart
AmerisourceBergen (COR) 0.0 $1.4M +4% 4.5k 314.14
 View chart
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $1.4M NEW 5.8k 239.98
 View chart
Prologis (PLD) 0.0 $1.4M -19% 11k 132.18
 View chart
Listed Fds Tr Shares Lag Cap (OVL) 0.0 $1.4M NEW 27k 50.30
 View chart

Past Filings by Shelton Capital Management

SEC 13F filings are viewable for Shelton Capital Management going back to 2010

View all past filings