SHELTON CAPITAL MANAGEMENT

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, SHELTON CAPITAL MANAGEMENT maintained a portfolio of 772 distinct positions. They heavily accumulated shares in MICROSOFT CORP, increasing their position by 5.9%. Conversely, SHELTON CAPITAL MANAGEMENT completely exited their position in HP INC.
PCA Score Concentration Risk
Risk ENB
Total Positions
772
Quarter
2025 Q4
Top Holding
AAPL (7.8%)
Top 10 Concentration
36.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 772
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
AAPL
APPLE INC
Technology 7.76% 8.49% #1
Prev: #1
5.6 -110,829 -7.1%
P
S
1,446,671 $393,291,880 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 7.22% 8.32% #2
Prev: #2
4.9 -119,853 -5.8%
P
S
1,961,961 $365,905,739 2000 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 5.37% 5.89% #3
Prev: #3
5.1 31,392 5.9%
P
S
562,521 $272,046,176 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 3.27% 3.60% #4
Prev: #4
2.3 -47,704 -6.2%
P
S
717,377 $165,584,923 2000 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 2.60% 2.71% #5 1
Prev: #6
2.0 -99,252 -19.1%
P
S
420,909 $131,744,419 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 2.54% 2.47% #6 1
Prev: #7
3.5 37,370 23.8%
P
S
194,598 $128,451,901 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
Consumer Cyclical 2.24% 2.19% #7 1
Prev: #8
2.9 21,665 9.4%
P
S
251,824 $113,250,377 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 2.21% 3.47% #8 3
Prev: #5
0.9 -168,517 -34.3%
P
S
323,390 $111,925,227 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 1.76% 1.58% #9 1
Prev: #10
1.2 -18,675 -6.2%
P
S
283,365 $88,919,897 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LRCX
LAM RESEARCH CO...
Technology 1.69% 0.86% #10 4
Prev: #14
3.7 197,938 65.8%
P
S
498,958 $85,411,651 2000 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CSCO
CISCO SYS INC
Technology 1.56% 1.49% #11
Prev: #11
1.1 9,985 1.0%
P
S
1,025,623 $79,003,746 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NFLX
NETFLIX INC
ETF 1.43% 1.59% #12 3
Prev: #9
3.6 713,096 1153.6%
P
S
774,913 $72,655,843 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DIS
DISNEY WALT CO
Communication Services 1.26% 0.68% #13 9
Prev: #22
3.5 283,942 102.4%
P
S
561,226 $63,850,682 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMD
ADVANCED MICRO ...
Technology 1.10% 0.80% #14 1
Prev: #15
2.4 28,725 12.5%
P
S
259,108 $55,490,569 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
COST
COSTCO WHSL COR...
Consumer Defensive 1.07% 1.21% #15 3
Prev: #12
0.9 1,668 2.7%
P
S
62,935 $54,271,750 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PLTR
PALANTIR TECHNO...
Technology 1.03% 1.10% #16 3
Prev: #13
0.9 11,505 4.1%
P
S
293,952 $52,249,968 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MU
MICRON TECHNOLO...
Technology 0.98% 0.47% #17 26
Prev: #43
2.9 42,263 32.1%
P
S
173,742 $49,587,704 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CTSH
COGNIZANT TECHN...
Technology 0.92% 0.40% #18 38
Prev: #56
3.4 283,198 102.2%
P
S
560,198 $46,496,415 2004 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AFL
AFLAC INC
Financial Services 0.90% 0.45% #19 30
Prev: #49
3.4 226,775 120.9%
P
S
414,369 $45,692,518 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WMT
WALMART INC
Consumer Defensive 0.90% 0.69% #20 1
Prev: #21
2.9 97,438 31.3%
P
S
408,691 $45,532,263 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XOM
EXXON MOBIL COR...
Energy 0.77% 0.78% #21 5
Prev: #16
0.8 4,833 1.5%
P
S
326,027 $39,234,071 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EBAY
EBAY INC.
Consumer Cyclical 0.77% 0.44% #22 28
Prev: #50
3.3 218,629 95.9%
P
S
446,680 $38,905,827 2000 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SEPI
SCM TRUST
Unknown 0.75% 0.19% #23 91
Prev: #114
3.3 1,101,355 313.6%
P
S
1,452,500 $38,215,275 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ANET
ARISTA NETWORKS...
Technology 0.75% 0.48% #24 17
Prev: #41
3.3 134,400 87.2%
P
S
288,481 $37,799,665 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LUV
SOUTHWEST AIRLS...
Industrials 0.74% 0.31% #25 55
Prev: #80
3.3 462,763 103.2%
P
S
911,255 $37,662,163 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HPQ
HP INC
Technology 0.00% 0.54%
Sold All 😨
(Was: #34)
0.0 -926,860 -100.0%
CLOSED
$— 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSGS
MADISON SQUARE ...
Communication Services 0.00% 0.31%
Sold All 😨
(Was: #77)
0.0 -63,858 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CDW
CDW CORP
Technology 0.00% 0.05%
Sold All 😨
(Was: #202)
0.0 -15,187 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GFS
GLOBALFOUNDRIES...
Technology 0.00% 0.05%
Sold All 😨
(Was: #205)
0.0 -62,500 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ON
ON SEMICONDUCTO...
Technology 0.00% 0.04%
Sold All 😨
(Was: #219)
0.0 -38,456 -100.0%
CLOSED
$— 2008 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LULU
LULULEMON ATHLE...
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #229)
0.0 -9,840 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CC
CHEMOURS CO
Basic Materials 0.00% 0.03%
Sold All 😨
(Was: #243)
0.0 -90,942 -100.0%
CLOSED
$— 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BIIB
BIOGEN INC
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #249)
0.0 -9,444 -100.0%
CLOSED
$— 2003 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FIX
COMFORT SYS USA...
Industrials 0.00% 0.02%
Sold All 😨
(Was: #263)
0.0 -1,258 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VGT
VANGUARD WORLD ...
ETF 0.00% 0.02%
Sold All 😨
(Was: #281)
0.0 -1,032 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ACN
ACCENTURE PLC I...
PUT
PUT Option 0.00% 0.02%
Sold All 😨
(Was: #285)
0.0 -13,500 -100.0%
CLOSED
$— 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LSTR
LANDSTAR SYS IN...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #342)
0.0 -4,297 -100.0%
CLOSED
$— 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #358)
0.0 -2,305 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BWA
BORGWARNER INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #455)
0.0 -7,926 -100.0%
CLOSED
$— 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPXC
SPX TECHNOLOGIE...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #468)
0.0 -1,797 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BIDU
BAIDU INC
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #499)
0.0 -2,335 -100.0%
CLOSED
$— 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CORT
CORCEPT THERAPE...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #531)
0.0 -3,379 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CLS
CELESTICA INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #547)
0.0 -1,075 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QGEN
QIAGEN NV
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #555)
0.0 -5,801 -100.0%
CLOSED
$— 2007 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ETSY
ETSY INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #570)
0.0 -3,790 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LNW
LIGHT & WONDER ...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #571)
0.0 -2,992 -100.0%
CLOSED
$— 2006 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TMHC
TAYLOR MORRISON...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #589)
0.0 -3,670 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSA
MSA SAFETY INC
Industrials 0.00% 0.01%
Sold All 😨
(Was: #590)
0.0 -1,406 -100.0%
CLOSED
$— 2014 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HRB
BLOCK H & R INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #593)
0.0 -4,748 -100.0%
CLOSED
$— 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VNO
VORNADO RLTY TR
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #597)
0.0 -5,889 -100.0%
CLOSED
$— 2002 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BABA
ALIBABA GROUP H...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #603)
0.0 -1,327 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BTG
B2GOLD CORP
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #610)
0.0 -47,245 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
REZI
RESIDEO TECHNOL...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #612)
0.0 -5,373 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LRN
STRIDE INC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #615)
0.0 -1,541 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LOPE
GRAND CANYON ED...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #616)
0.0 -1,045 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KMB
KIMBERLY-CLARK ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #617)
0.0 -1,843 -100.0%
CLOSED
$— 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ARW
ARROW ELECTRS I...
Technology 0.00% 0.00%
Sold All 😨
(Was: #619)
0.0 -1,888 -100.0%
CLOSED
$— 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GNTX
GENTEX CORP
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #620)
0.0 -8,067 -100.0%
CLOSED
$— 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
APPF
APPFOLIO INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #625)
0.0 -824 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OLED
UNIVERSAL DISPL...
Technology 0.00% 0.00%
Sold All 😨
(Was: #626)
0.0 -1,581 -100.0%
CLOSED
$— 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NEU
NEWMARKET CORP
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #628)
0.0 -274 -100.0%
CLOSED
$— 2008 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ACIW
ACI WORLDWIDE I...
Technology 0.00% 0.00%
Sold All 😨
(Was: #633)
0.0 -4,279 -100.0%
CLOSED
$— 2007 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MORN
MORNINGSTAR INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #635)
0.0 -970 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ATGE
ADTALEM GLOBAL ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #640)
0.0 -1,452 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AAON
AAON INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #644)
0.0 -2,393 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VNT
VONTIER CORPORA...
Technology 0.00% 0.00%
Sold All 😨
(Was: #645)
0.0 -5,327 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WH
WYNDHAM HOTELS ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #646)
0.0 -2,785 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ALK
ALASKA AIR GROU...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #649)
0.0 -4,466 -100.0%
CLOSED
$— 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RMD
RESMED INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #655)
0.0 -794 -100.0%
CLOSED
$— 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SYY
SYSCO CORP
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #656)
0.0 -2,627 -100.0%
CLOSED
$— 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CHWY
CHEWY INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #657)
0.0 -5,337 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RYAN
RYAN SPECIALTY ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #663)
0.0 -3,774 -100.0%
CLOSED
$— 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DD
DUPONT DE NEMOU...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #664)
0.0 -2,716 -100.0%
CLOSED
$— 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GRMN
GARMIN LTD
Technology 0.00% 0.00%
Sold All 😨
(Was: #665)
0.0 -859 -100.0%
CLOSED
$— 2004 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DBX
DROPBOX INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #666)
0.0 -6,997 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SLM
SLM CORP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #667)
0.0 -7,625 -100.0%
CLOSED
$— 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CHRD
CHORD ENERGY CO...
Energy 0.00% 0.00%
Sold All 😨
(Was: #670)
0.0 -2,117 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
QFIN
QFIN HOLDINGS I...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #671)
0.0 -7,300 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OXY
OCCIDENTAL PETE...
Energy 0.00% 0.00%
Sold All 😨
(Was: #674)
0.0 -4,419 -100.0%
CLOSED
$— 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TRNO
TERRENO RLTY CO...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #681)
0.0 -3,647 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HLNE
HAMILTON LANE I...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #682)
0.0 -1,529 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PIPR
PIPER SANDLER C...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #685)
0.0 -588 -100.0%
CLOSED
$— 2004 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MTN
VAIL RESORTS IN...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #686)
0.0 -1,363 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UFPI
UFP INDUSTRIES ...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #688)
0.0 -2,175 -100.0%
CLOSED
$— 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JHG
JANUS HENDERSON...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #689)
0.0 -4,567 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WEC
WEC ENERGY GROU...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #690)
0.0 -1,770 -100.0%
CLOSED
$— 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LPX
LOUISIANA PAC C...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #694)
0.0 -2,274 -100.0%
CLOSED
$— 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBP
INSTALLED BLDG ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #696)
0.0 -818 -100.0%
CLOSED
$— 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CLSK
CLEANSPARK INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #709)
0.0 -10,331 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CMRE
COSTAMARE INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #713)
0.0 -10,680 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LXP
LXP INDUSTRIAL ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #716)
0.0 -12,155 -100.0%
CLOSED
$— 2003 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HBI
HANESBRANDS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #717)
0.0 -14,501 -100.0%
CLOSED
$— 2006 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GT
GOODYEAR TIRE &...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #720)
0.0 -10,210 -100.0%
CLOSED
$— 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
COTY
COTY INC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #724)
0.0 -12,121 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 772 holdings

Unlock Full SHELTON CAPITAL MANAGEMENT Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics