SHELTON CAPITAL MANAGEMENT

Position in BWA — Borgwarner Inc

CIK 1002784 Denver, CO

Position in BWA

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

Position Value

$449,196

+$66,446 QoQ

Shares Held

6,765

-4.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#497

of 815 holders

Holding Since

Mar 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

SHELTON CAPITAL MANAGEMENT holds $26,789,792 across 6 Auto Parts names. BWA ranks #2 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORLY	O Reilly Automotive Inc	275,610	$25,380,924
2	BWA	Borgwarner Inc This page	6,765	$449,196
3	AZO	Autozone Inc	86	$274,850
4	ALV	Autoliv Inc	2,263	$262,892
5	LEA	Lear Corp	1,625	$217,847
6	LKQ	Lkq Corp	7,751	$204,083

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$449,196	6,765	-4.1%	Shares	Sole	2026-08-14
2026-03-31	$382,750	7,054	-11.0%	Shares	Sole	2026-05-15
2025-09-30	$348,426	7,926	0.0%	Shares	Sole	2025-11-14
2025-06-30	$265,362	7,926	-15.1%	Shares	Sole	2025-08-13
2025-03-31	$267,562	9,339	-47.3%	Shares	Sole	2025-05-15
2024-03-31	$615,349	17,713	-9.2%	Shares	Sole	2024-05-15
2023-12-31	$699,541	19,513	-18.7%	Shares	Sole	2024-02-14
2023-09-30	$969,364	24,012	-72.4%	Shares	Sole	2023-11-14
2023-06-30	$4,260,650	87,112	+1302.3%	Shares	Sole	2023-08-10
2023-03-31	$305,071	6,212	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.