Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$390,087
+$12,636 QoQ
Shares Held
1,415
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,079
of 1,682 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $44,506,181 across 7 Healthcare Plans names. CI ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNC |
Centene Corp
|
252,530 | $16,209,900 | |
| 2 | CVS |
CVS HEALTH Corp
|
156,347 | $16,174,097 | |
| 3 | UNH |
Unitedhealth Group Inc
|
24,849 | $10,327,989 | |
| 4 | ELV |
Elevance Health, Inc.
|
2,194 | $848,485 | |
| 5 | CI |
Cigna Group
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|
1,415 | $390,087 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
1,403 | $320,866 | |
| 7 | HUM |
Humana Inc
|
591 | $234,757 |
All Filings in CI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,087 | 1,415 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $377,451 | 1,415 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $403,487 | 1,466 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $422,574 | 1,466 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $496,861 | 1,503 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $517,188 | 1,572 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $444,033 | 1,608 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $583,751 | 1,685 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $663,784 | 2,008 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $729,285 | 2,008 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $601,295 | 2,008 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $593,749 | 2,116 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $540,701 | 2,116 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $633,853 | 1,913 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $555,772 | 2,003 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $540,479 | 2,051 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $491,440 | 2,051 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $506,793 | 2,207 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $441,753 | 2,207 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $559,248 | 2,359 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $570,264 | 2,359 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,044,424 | 14,624 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,492,698 | 14,714 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,090,220 | 16,468 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,633,957 | 14,866 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||