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Holdings (Monthly) Guide ↗

S&P SmallCap Index Fund

· Shelton Funds
Monthly Holdings $48M AUM 32 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
United States Treasury Bills 912797PV3 500,000 SOLD $0.5M
Solstice Advanced Materials Inc. 83443Q103 5,396 SOLD $0.4M
Moog Inc. 615394202 927 SOLD $0.3M
InterDigital, Inc. 45867G101 842 SOLD $0.3M
Caretrust Reit Inc 14174T107 7,479 SOLD $0.3M
Sitime Corporation 82982T106 740 SOLD $0.3M
Air Lease Corporation 00912X302 3,428 SOLD $0.2M
Sealed Air Corp. 81211K100 4,800 SOLD $0.2M
Piper Sandler Companies 724078100 542 SOLD $0.2M
Vicor Corp 925815102 777 SOLD $0.2M
Tri Pointe Homes Inc 87265H109 2,855 SOLD $0.1M
DigitalOcean Holdings Inc 25402D102 2,256 SOLD $0.1M
Tegna Inc 87901J105 5,250 SOLD $0.1M
CSG Systems International Inc. 126349109 1,009 SOLD $0.1M
Apellis Pharmaceuticals Inc 03753U106 3,617 SOLD $0.1M
Alexander & Baldwin Inc 014491104 2,836 SOLD $0.1M
Veris Residential Inc 554489104 3,077 SOLD $0.1M
Enviri Corp. 415864107 3,023 SOLD $0.1M
Clearway Energy Inc 18539C105 1,351 SOLD $0.0M
Sun Country Airlines Holdings Inc. 866683105 1,810 SOLD $0.0M
American Woodmark Corporation 030506109 608 SOLD $0.0M
Mister Car Wash Inc 60646V105 3,644 SOLD $0.0M
Golden Entertainment Inc 381013101 829 SOLD $0.0M
Summit Hotel Properties, Inc. 866082100 5,009 SOLD $0.0M
Armada Hoffler Properties Inc. 04208T108 3,138 SOLD $0.0M
Cars.com Inc 14575E105 2,248 SOLD $0.0M
Bloomin Brands Inc 094235108 2,953 SOLD $0.0M
Myriad Genetics Inc. 62855J104 3,903 SOLD $0.0M
SunCoke Energy, Inc. 86722A103 3,134 SOLD $0.0M
Dave & Buster's Entertainment Inc 238337109 1,126 SOLD $0.0M
KKR Real Estate Finance Trust Inc. 48251K100 2,207 SOLD $0.0M
Angi Inc 00183L201 1,449 SOLD $0.0M