BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

Shelton Sustainable Equity Fund

· Shelton Funds
Monthly Holdings $72M AUM 11 positions Period May 2026 Filed Jul 30, 2026 EDGAR ↗ ← All Funds
All 1 New 1 Added 11 Reduced 1 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 BUNGE GLOBAL SA BG Feb 2026 28,500 -1,500 $3.5M -2.9% 4.92% EC
2 GAZTRANSPORT ET TECHNIGAZ SA GZPZF Feb 2026 14,000 -1,000 $3.2M -5.4% 4.53% EC
3 VERTIV HOLDINGS COMPANY VRT Feb 2026 9,500 -500 $3.0M +17.7% 4.20% EC
4 CF INDUSTRIES HOLDINGS INC CF Feb 2026 24,500 -4,500 $2.8M -4.6% 3.86% EC
5 FIRST SOLAR INC FSLR Nov 2022 8,722 -1,500 $2.7M +32.7% 3.75% EC
6 JOHNSON CONTROLS INTERNATIONAL PLC JCI Feb 2026 17,500 -500 $2.3M -9.7% 3.29% EC
7 ON HOLDING AG ONON Feb 2026 45,000 -5,000 $1.8M -21.0% 2.57% EC
8 SIEMENS HEALTHINEERS AG SEMHF Feb 2026 35,000 -5,000 $1.4M -28.4% 2.00% EC
9 CENTRUS ENERGY CORP LEU Feb 2026 7,700 -500 $1.4M -15.4% 1.97% EC
10 ENERGY RECOVERY INC ERII Nov 2022 36,000 -10,000 $294K -38.7% 0.41% EC
11 ELF BEAUTY INC ELF Feb 2026 4,400 -2,000 $246K -58.2% 0.35% EC