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SHELTON CAPITAL MANAGEMENT

Position in WSO — Watsco Inc

CIK 1002784 Denver, CO

Position in WSO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$470,904
+$47,453 QoQ
Shares Held
1,130
-2.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#461
of 780 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

SHELTON CAPITAL MANAGEMENT holds $11,242,745 across 6 Industrial Distribution names. WSO ranks #3 (4.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 WSO
Watsco Inc
This page
1,130 $470,904

All Filings in WSO

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $470,904 1,130
2026-03-31 $423,451 1,164
2025-12-31 $392,209 1,164
2025-09-30 $499,310 1,235
2025-06-30 $545,400 1,235
2025-03-31 $638,424 1,256
2024-12-31 $595,205 1,256
2024-09-30 $617,801 1,256
2024-06-30 $590,167 1,274
2024-03-31 $617,717 1,430
2023-12-31 $628,993 1,468
2023-09-30 $583,199 1,544
2023-06-30 $625,229 1,639
2023-03-31 $537,054 1,688
2022-12-31 $420,987 1,688
2022-09-30 $449,782 1,747
2022-06-30 $417,218 1,747
2022-03-31 $532,206 1,747
2021-12-31 $546,601 1,747
2021-09-30 $490,340 1,853
2021-06-30 $531,143 1,853
2021-03-31 $483,169 1,853
2020-12-31 $419,797 1,853
2020-09-30 $449,477 1,930
2020-06-30 $342,961 1,930
2020-03-31 $304,997 1,930