Position in JEF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$272,241
+$47,444 QoQ
Shares Held
5,447
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#384
of 581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JEF 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. JEF ranks #10 (0.7% 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 JEF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,241 | 5,447 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $224,797 | 5,447 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $337,550 | 5,447 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $381,398 | 5,830 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $318,842 | 5,830 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $312,313 | 5,830 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $480,356 | 6,127 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $412,754 | 6,706 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $343,742 | 6,908 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $320,166 | 7,260 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $293,376 | 7,260 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $332,930 | 9,089 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $301,482 | 9,089 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $288,484 | 9,089 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $326,414 | 9,522 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $297,035 | 10,069 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $289,292 | 10,474 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $344,071 | 10,474 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $406,391 | 10,474 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $425,769 | 11,467 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $392,171 | 11,467 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $345,156 | 11,467 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $296,725 | 12,062 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $232,577 | 12,921 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $224,122 | 14,413 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $203,983 | 14,922 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||