SHELTON CAPITAL MANAGEMENT

Position in ANET — Arista Networks, Inc.

CIK 1002784 Denver, CO

Position in ANET

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$51,145,941

+$11,982,805 QoQ

Shares Held

301,071

-5.6% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#246

of 2,241 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SHELTON CAPITAL MANAGEMENT holds $149,117,651 across 7 Computer Hardware names. ANET ranks #1 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ANET	Arista Networks, Inc. This page	301,071	$51,145,941
2	SNDK	Sandisk Corp	16,533	$37,591,578
3	WDC	Western Digital Corp	40,825	$26,075,744
4	STX	Seagate Technology Holdings plc	24,760	$23,893,400
5	DELL	Dell Technologies Inc.	21,724	$9,373,037
6	P	Everpure, Inc.	10,111	$796,645
7	LOGI	Logitech International S.A.	2,566	$241,306

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$51,145,941	301,071	-5.6%	Shares	Sole	2026-08-14
2026-03-31	$39,163,136	318,970	+10.6%	Shares	Sole	2026-05-15
2025-12-31	$37,799,665	288,481	+87.2%	Shares	Sole	2026-02-17
2025-09-30	$22,451,142	154,081	-43.9%	Shares	Sole	2025-11-14
2025-06-30	$28,116,322	274,815	+198.1%	Shares	Sole	2025-08-13
2025-03-31	$7,142,183	92,181	+37.5%	Shares	Sole	2025-05-15
2024-12-31	$7,411,699	67,056	+442.3%	Shares	Sole	2025-02-13
2024-09-30	$4,745,550	12,364	-63.7%	Shares	Sole	2024-11-14
2024-06-30	$11,938,750	34,064	+10.0%	Shares	Sole	2024-08-13
2024-03-31	$8,978,940	30,964	-6.9%	Shares	Sole	2024-05-15
2023-12-31	$7,834,004	33,264	+145.2%	Shares	Sole	2024-02-14
2023-09-30	$2,494,826	13,564	+826.5%	Shares	Sole	2023-11-14
2023-06-30	$237,255	1,464	0.0%	Shares	Sole	2023-08-10
2023-03-31	$245,747	1,464	-35.3%	Shares	Sole	2023-05-11
2022-09-30	$255,582	2,264	0.0%	Shares	Sole	2022-11-14
2022-06-30	$212,227	2,264	-10.4%	Shares	Sole	2022-08-11
2022-03-31	$351,063	2,526	+72.5%	Shares	Sole	2022-05-12
2021-12-31	$210,450	1,464	-48.9%	Shares	Sole	2022-02-11
2021-09-30	$984,872	2,866	0.0%	Shares	Sole	2021-11-15
2021-06-30	$1,038,381	2,866	-46.6%	Shares	Sole	2021-08-12
2021-03-31	$1,619,939	5,366	+38.8%	Shares	Sole	2021-05-14
2020-12-31	$1,123,342	3,866	0.0%	Shares	Sole	2021-02-16
2020-09-30	$799,989	3,866	-3.7%	Shares	Sole	2020-11-09
2020-06-30	$843,272	4,015	0.0%	Shares	Sole	2020-08-12
2020-03-31	$813,239	4,015	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.