Position in CNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$294,904
-$17,551 QoQ
Shares Held
6,112
-3.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#311
of 449 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CNM Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $11,242,745 across 6 Industrial Distribution names. CNM ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
191,865 | $9,215,275 | |
| 2 | WCC |
Wesco International Inc
|
1,574 | $543,706 | |
| 3 | WSO |
Watsco Inc
|
1,130 | $470,904 | |
| 4 | AIT |
Applied Industrial Technologies Inc
|
1,218 | $411,866 | |
| 5 | GWW |
W.W. Grainger, Inc.
|
225 | $306,090 | |
| 6 | CNM |
Core & Main, Inc.
This page
|
6,112 | $294,904 |
All Filings in CNM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,904 | 6,112 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $312,455 | 6,325 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $328,710 | 6,325 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $361,360 | 6,713 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $405,129 | 6,713 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $324,305 | 6,713 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $341,758 | 6,713 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $298,057 | 6,713 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $340,133 | 6,950 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $417,581 | 7,294 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $213,768 | 5,290 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||