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Holdings (Monthly) Guide ↗

S&P SmallCap Index Fund

· Shelton Funds
Monthly Holdings $48M AUM 24 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 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT B May 2026 800,000 NEW $799K 1.66% DBT
2 ARGAN INC AGX May 2026 385 NEW $257K 0.53% EC
3 MOLINA HEALTHCARE INC MOH May 2026 1,432 NEW $249K 0.52% EC
4 MATCH GROUP INC MTCH May 2026 6,567 NEW $237K 0.49% EC
5 PAYCOM SOFTWARE INC PAYC May 2026 1,359 NEW $190K 0.39% EC
6 LAMB WESTON HOLDINGS INC LW May 2026 3,863 NEW $167K 0.35% EC
7 LYFT INC LYFT May 2026 11,075 NEW $156K 0.32% EC
8 VSE CORP VSEC May 2026 801 NEW $148K 0.31% EC
9 PIPER SANDLER COMPANIES PIPR May 2026 1,880 NEW $147K 0.31% EC
10 RITHM CAPITAL CORP RITM May 2026 15,464 NEW $144K 0.30% EC
11 LIFE TIME GROUP HOLDINGS INC LTH May 2026 4,232 NEW $140K 0.29% EC
12 LAUREATE EDUCATION INC LAUR May 2026 3,730 NEW $119K 0.25% EC
13 BROADSTONE NET LEASE INC BNL May 2026 5,264 NEW $106K 0.22% EC
14 ATMUS FILTRATION TECHNOLOGIES INC ATMU May 2026 2,267 NEW $106K 0.22% EC
15 SPHERE ENTERTAINMENT COMPANY SPHR May 2026 740 NEW $102K 0.21% EC
16 BRIGHT HORIZONS FAMILY SOLUTIONS LLC BFAM May 2026 1,573 NEW $99K 0.20% EC
17 REMITLY GLOBAL INC RELY May 2026 4,768 NEW $95K 0.20% EC
18 LIFE360 INC LIF May 2026 2,181 NEW $93K 0.19% EC
19 VITA COCO COMPANY INC (THE) COCO May 2026 1,219 NEW $92K 0.19% EC
20 VERSIGENT PLC VGNT May 2026 1,972 NEW $87K 0.18% EC
21 DIEBOLD NIXDORF INC DBD May 2026 978 NEW $79K 0.16% EC
22 PELOTON INTERACTIVE INC PTON May 2026 11,396 NEW $73K 0.15% EC
23 ALIGNMENT HEALTHCARE INC ALHC May 2026 4,453 NEW $68K 0.14% EC
24 UNIVERSAL TECHNICAL INSTITUTE INC UTI May 2026 1,408 NEW $53K 0.11% EC