Position in IOT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$975,007
+$22,248 QoQ
Shares Held
30,065
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#242
of 542 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $470,313,231 across 18 Software - Infrastructure names. IOT ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
661,962 | $246,925,065 | |
| 2 | NTAP |
NetApp, Inc.
|
286,478 | $44,335,335 | |
| 3 | FTNT |
Fortinet, Inc.
|
257,480 | $39,554,077 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
298,343 | $34,807,677 | |
| 5 | PANW |
Palo Alto Networks Inc
|
92,495 | $31,542,644 | |
| 6 | AKAM |
Akamai Technologies Inc
|
216,931 | $25,643,413 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
119,028 | $22,708,756 | |
| 8 | SNPS |
Synopsys Inc
|
21,404 | $9,547,682 |
All Filings in IOT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $975,007 | 30,065 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $952,759 | 30,065 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,065,804 | 30,065 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,119,921 | 30,065 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $798,185 | 20,065 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $769,091 | 20,065 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $876,639 | 20,065 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $964,806 | 20,050 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||