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Holdings (Monthly) Guide ↗

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· SCM Trust
Monthly Holdings $58M AUM 37 positions Period Jun 2026 Filed Aug 31, 2026 EDGAR ↗ ← All Funds
All 3 New 1 Added 4 Reduced 2 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 SEAGATE TECHNOLOGY HOLDINGS PLC STX Mar 2026 5,420 -4,170 $5.2M +39.2% 8.98% EC
2 KAISER ALUMINUM CORP KALU Mar 2026 16,000 -5,100 $3.1M +23.1% 5.37% EC
3 EXTREME NETWORKS INC EXTR Mar 2026 80,000 $2.6M +114.7% 4.44% EC
4 DELTA AIR LINES INC DAL Mar 2026 26,900 $2.5M +40.9% 4.32% EC
5 JP MORGAN CHASE & COMPANY JPM Mar 2026 6,850 $2.2M +11.3% 3.85% EC
6 DOUGLAS DYNAMICS INC PLOW Mar 2026 40,750 $2.2M +28.2% 3.77% EC
7 HORACE MANN EDUCATORS CORP HMN Mar 2026 41,800 -7,000 $2.2M +3.7% 3.70% EC
8 MSC INDUSTRIAL DIRECT CO INC MSM Mar 2026 17,750 $2.1M +28.9% 3.62% EC
9 ARMSTRONG WORLD INDUSTRIES INC AWI Mar 2026 12,800 $2.1M -2.7% 3.52% EC
10 KEARNY FINANCIAL CORP KRNY Jun 2026 212,100 NEW $2.0M 3.44% EC
11 TRUIST FINANCIAL CORP TFC Mar 2026 39,100 $1.9M +8.4% 3.34% EC
12 LPL FINANCIAL HOLDINGS INC LPLA Mar 2026 6,800 $1.9M -6.4% 3.29% EC
13 CENTURY ALUMINUM COMPANY CENX Mar 2026 40,500 -7,700 $1.9M -34.1% 3.20% EC
14 BANK OF AMERICA CORP BAC Mar 2026 32,488 $1.9M +16.9% 3.18% EC
15 STANLEY BLACK & DECKER INC SWK Mar 2026 19,200 $1.8M +32.5% 3.10% EC
16 MAGNA INTERNATIONAL INC MGA Mar 2026 27,100 $1.8M +17.6% 3.05% EC
17 AVNET INC AVT Jun 2026 19,150 NEW $1.7M 2.92% EC
18 PHILLIPS 66 PSX Mar 2026 9,100 $1.5M -7.2% 2.64% EC
19 CEVA INC CEVA Mar 2026 29,500 $1.4M +152.5% 2.39% EC
20 CHEMOURS COMPANY (THE) CC Mar 2026 65,800 $1.4M -6.9% 2.32% EC
21 LAZARD INC LAZ Mar 2026 31,600 $1.3M -1.3% 2.27% EC
22 SYNAPTICS INC SYNA Mar 2026 9,900 $1.2M +77.4% 2.11% EC
23 GILDAN ACTIVEWEAR INC GIL Mar 2026 23,600 $1.2M -7.3% 2.09% EC
24 ALAMO GROUP INC ALG Mar 2026 7,400 $1.2M -0.3% 2.09% EC
25 BROADCOM INC AVGO Jun 2026 3,200 NEW $1.2M 2.07% EC
26 INTERNATIONAL PAPER COMPANY IP Mar 2026 31,700 $1.2M +6.7% 2.07% EC
27 SOUTHWEST AIRLINES COMPANY LUV Mar 2026 22,400 $1.2M +36.9% 1.98% EC
28 NVIDIA CORP NVDA Mar 2026 5,600 +3,100 $1.1M +157.0% 1.92% EC
29 RH INC RH Mar 2026 6,350 $1.0M +17.8% 1.80% EC
30 VODAFONE GROUP PLC VOD Mar 2026 78,800 $1.0M -12.0% 1.79% EC
31 GLOBAL PAYMENTS INC GPN Mar 2026 11,837 $859K +7.8% 1.47% EC
32 EURONET WORLDWIDE INC EEFT Mar 2026 11,683 $855K +10.3% 1.47% EC
33 MASTERCARD INC MA Mar 2026 1,427 $733K +2.8% 1.26% EC
34 DIREXION SHARES ETF TRUST TNA Mar 2026 8,450 $635K +70.2% 1.09% EC
35 ISHARES TRUST ACWI Mar 2026 1,500 $235K +13.4% 0.40% EC
Lincoln National Corp. 534187109 47,900 SOLD $1.7M
First American Funds Inc. 31846V336 106,669 SOLD $0.1M