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Holdings (Monthly) Guide ↗

Shelton Tactical Fund

· SCM Trust
Monthly Holdings $62M AUM 11 positions Period Jun 2026 Filed Aug 31, 2026 EDGAR ↗ ← All Funds
All 10 New 11 Added 8 Reduced 11 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
United States Treasury Bills 912797SW8 3,800,000 SOLD $3.8M
Iron Mountain Inc. 46284VAQ4 2,000,000 SOLD $2.0M
Welltower OP LLC 95041AAG3 1,250,000 SOLD $1.3M
Constellation Energy Generation LLC 210385AJ9 1,250,000 SOLD $1.3M
JBS NV / JBS USA Food Co Holdings Inc. / JBS USA Foods Group Holdings Inc. 46590XAY2 1,000,000 SOLD $1.0M
Cummins Inc. 231021BA3 1,000,000 SOLD $1.0M
United Rentals (North America), Inc. 911365BQ6 1,000,000 SOLD $1.0M
JPMorgan Chase & Co. 46647PAJ5 1,000,000 SOLD $0.9M
Nexstar Media Inc. 65346UAB5 500,000 SOLD $0.5M
Oracle Corp. 68389XEA9 500,000 SOLD $0.5M
Transocean International Ltd. 893814AA1 250,000 SOLD $0.3M