Shelton, CTCIK 18043294 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
557 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 454.1K | $114.05M | 5.6% | −4.4K | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 115.9K | $79.04M | 3.9% | +101.9K | Added |
| 3 | Vanguard Index Fds | 186.8K | $62.64M | 3.1% | −434 | Reduced |
| 4 | Spdr Series Trust |
| 656.5K |
| $52.66M |
| 2.6% |
| +178.5K |
| Added |
| 5 | Apple Inc | 176.5K | $47.98M | 2.4% | +12.0K | Added |
| 6 | Schwab Strategic Tr | 1.98M | $47.72M | 2.4% | −5.4K | Reduced |
| 7 | Ishares Tr | 318.3K | $47.32M | 2.3% | −1.7K | Reduced |
| 8 | Spdr Series Trust | 1.49M | $43.82M | 2.2% | +89.1K | Added |
| 9 | Microsoft Corp | 77.6K | $37.53M | 1.9% | +8.3K | Added |
| 10 | Capital Group Dividend Value | 812.9K | $35.48M | 1.8% | +38.1K | Added |
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