Holdings (Monthly) Guide ↗

S&P SmallCap Index Fund

· Shelton Funds

Monthly Holdings $48M AUM 7 positions Period May 2026 Filed Jul 30, 2026 EDGAR ↗ ← All Funds

All 24 New 7 Added 502 Reduced 32 Exited · May 2026 vs Feb 2026

#	Name	Ticker	Since	Shares	Shares Δ	Value	Val Δ%	% Port	Cat
1	CHICAGO MERCANTILE EXCHANGE	RTYM6	Nov 2022	5	+2	$731K	+85.0%	1.52%	DE
2	POWELL INDUSTRIES INC	POWL	Feb 2026	790	+472	$225K	+34.9%	0.47%	EC
3	STONEX GROUP INC	SNEX	Nov 2022	1,948	+365	$221K	+9.4%	0.46%	EC
4	CLEARWAY ENERGY INC	CWEN	Feb 2026	3,323	+496	$137K	+26.3%	0.28%	EC
5	ALLEGIANT TRAVEL COMPANY	ALGT	Nov 2022	609	+151	$56K	+19.2%	0.12%	EC
6	MASTERBRAND INC	MBC	Feb 2026	5,154	+192	$45K	-10.9%	0.09%	EC
7	TOOTSIE ROLL INDUSTRIES INC	TR	Nov 2022	687	+20	$26K	-8.0%	0.05%	EC