SHELTON CAPITAL MANAGEMENT

Position in VMI — Valmont Industries Inc

CIK 1002784 Denver, CO

Position in VMI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,729,737

+$840,571 QoQ

Shares Held

4,726

-0.0% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#232

of 649 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

SHELTON CAPITAL MANAGEMENT holds $11,656,900 across 3 Conglomerates names. VMI ranks #2 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	35,523	$7,953,599
2	VMI	Valmont Industries Inc This page	4,726	$2,729,737
3	MMM	3M Co	6,013	$973,564

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,729,737	4,726	-0.0%	Shares	Sole	2026-08-14
2026-03-31	$1,889,166	4,728	0.0%	Shares	Sole	2026-05-15
2025-12-31	$1,902,168	4,728	-1.1%	Shares	Sole	2026-02-17
2025-09-30	$1,853,349	4,780	0.0%	Shares	Sole	2025-11-14
2025-06-30	$1,561,004	4,780	-29.8%	Shares	Sole	2025-08-13
2025-03-31	$1,941,942	6,805	-0.4%	Shares	Sole	2025-05-15
2024-12-31	$2,094,862	6,831	-40.1%	Shares	Sole	2025-02-13
2024-09-30	$3,304,850	11,398	-30.5%	Shares	Sole	2024-11-14
2024-06-30	$4,500,431	16,398	-0.6%	Shares	Sole	2024-08-13
2024-03-31	$3,764,565	16,491	+0.0%	Shares	Sole	2024-05-15
2023-12-31	$3,850,346	16,489	-0.2%	Shares	Sole	2024-02-14
2023-09-30	$3,969,710	16,526	-0.4%	Shares	Sole	2023-11-14
2023-06-30	$4,830,847	16,598	-48.3%	Shares	Sole	2023-08-10
2023-03-31	$10,259,104	32,132	+39.7%	Shares	Sole	2023-05-11
2022-12-31	$7,605,410	23,000	+1946.3%	Shares	Sole	2023-02-13
2022-09-30	$301,928	1,124	0.0%	Shares	Sole	2022-11-14
2022-06-30	$252,484	1,124	0.0%	Shares	Sole	2022-08-11
2022-03-31	$268,186	1,124	0.0%	Shares	Sole	2022-05-12
2021-12-31	$281,562	1,124	-5.8%	Shares	Sole	2022-02-11
2021-09-30	$280,498	1,193	0.0%	Shares	Sole	2021-11-15
2021-06-30	$281,607	1,193	0.0%	Shares	Sole	2021-08-12
2021-03-31	$283,540	1,193	0.0%	Shares	Sole	2021-05-14
2020-12-31	$208,691	1,193	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.