Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$243,177
-$17,206 QoQ
Shares Held
1,813
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#354
of 514 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $37,501,716 across 14 Capital Markets names. HLI ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
24,334 | $24,610,677 | |
| 2 | MS |
Morgan Stanley
|
36,863 | $7,705,841 | |
| 3 | SCHW |
Schwab Charles Corp
|
11,375 | $1,049,571 | |
| 4 | ETOR |
eToro Group Ltd.
|
24,618 | $971,672 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,650 | $566,582 | |
| 6 | BTGO |
Bitgo Holdings, Inc.
|
100,000 | $518,000 | |
| 7 | EVR |
Evercore Inc.
|
1,268 | $432,945 | |
| 8 | SF |
Stifel Financial Corp
|
4,946 | $345,082 |
All Filings in HLI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,177 | 1,813 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $260,383 | 1,813 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $315,806 | 1,813 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $395,035 | 1,924 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $346,223 | 1,924 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $310,726 | 1,924 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $356,871 | 2,055 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $324,731 | 2,055 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $286,307 | 2,123 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $285,350 | 2,226 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $266,919 | 2,226 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||