Position in S
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$0
-$120 QoQ
Shares Held
0
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Common Shares in S Over Time
Shares Held
Position Value (USD)
Derivatives in S
reported options exposure · as of Mar 31, 2026CallValue
$167,440
CallShares
13,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SHELTON WEALTH MANAGEMENT, LLC holds $7,751,881 across 7 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,363 | $2,000,506 | |
| 2 | FTNT |
Fortinet, Inc.
|
12,080 | $1,855,729 | |
| 3 | TWLO |
Twilio Inc
|
7,898 | $1,629,594 | |
| 4 | MDB |
MongoDB, Inc.
|
3,782 | $1,270,373 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,408 | $480,156 | |
| 6 | ORCL |
Oracle Corp
|
2,236 | $327,685 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
1,610 | $187,838 |
All Filings in S
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $167,440 | 13,000 | Call | Sole | 2026-04-28 | |
| 2025-12-31 | $195,000 | 13,000 | Call | Sole | 2026-01-26 | |
| 2025-12-31 | $120 | 8 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $140 | 8 | Shares | Sole | 2025-10-09 | |
| 2025-09-30 | $228,930 | 13,000 | Call | Sole | 2025-10-09 | |
| 2025-03-31 | $294,643 | 16,207 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,083,804 | 48,820 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||