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Holdings (Monthly) Guide ↗

Shelton Tactical Fund

· SCM Trust
Monthly Holdings $62M AUM 10 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
1 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT B Jun 2026 6,000,000 NEW $5.9M 9.91% DBT
2 IRON MOUNTAIN INC (REIT) IRM Jun 2026 2,000,000 NEW $2.0M 3.34% DBT
3 MICHAELS COMPANIES INC (THE) MIK Jun 2026 1,250,000 NEW $1.2M 2.06% DBT
4 ORACLE CORP ORCL Jun 2026 1,250,000 NEW $760K 1.27% DBT
5 VIKING BAKED GOODS ACQUISITION CORP RISBAK Jun 2026 500,000 NEW $505K 0.84% DBT
6 THE OPTIONS CLEARING CORPORATION N/A Dec 2023 500 NEW $10K 0.02% DE
7 THE OPTIONS CLEARING CORPORATION N/A Dec 2023 600 NEW $2K 0.00% DE
8 THE OPTIONS CLEARING CORPORATION N/A Dec 2023 175 NEW $1K 0.00% DE
9 N/A N/A Dec 2023 548,153 NEW $0 0.00%
10 N/A N/A Dec 2023 22,000,000 NEW $-482982 -0.01% DO