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GREEN CA TAX-FREE INC FND

SHELTON FUNDS

Assets: $33M Net: $33M Series: S000011273 EDGAR ↗
+24
New
-28
Exited
65
Positions
Period:
vs
Compare:
← All Funds
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 CALIFORNIA EDL FACS AUTH CASEDU Feb 2026 2,000,000 +500,000 $2.3M +32.7% 6.91% DBT
2 SAN JOSE CALIF FING AUTH SJSUTL — 1,500,000 New $1.6M — 4.77% DBT
3 SAN DIEGO CALIF PUB FACS FING AUTH SDOUTL — 1,500,000 New $1.6M — 4.73% DBT
4 UNIV CALIF REGTS MED CTR UNVHGR — 1,560,000 New $1.6M — 4.68% DBT
5 LOS ANGELES CALIF LOSUTL Feb 2026 1,500,000 — $1.5M -4.1% 4.58% DBT
6 SAN MATEO FOSTER CITY CALIF PUB FING AUTH SMFFAC Feb 2026 1,500,000 -500,000 $1.5M -22.5% 4.52% DBT
7 SAN FRANCISCO CALIF BAY AREA RAPID TRAN DIST SFOTRN Feb 2026 1,300,000 -1,000,000 $1.4M -45.9% 4.06% DBT
8 SAN DIEGO CALIF UNI SCH DIST SDGEDU — 1,300,000 New $1.3M — 3.76% DBT
9 CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV BK CASDEV Feb 2026 1,200,000 — $1.2M -6.4% 3.61% DBT
10 LOS ANGELES CALIF DEPT ARPTS LOSAPT — 1,000,000 New $1.1M — 3.26% DBT
11 EAST BAY CALIF MUN UTIL DIST EBYWTR — 1,000,000 New $1.1M — 3.25% DBT
12 SAN FRANCISCO CALIF CITY & CNTY PUB UTILS COMMN SFOUTL — 1,000,000 New $1.1M — 3.25% DBT
13 EAST BAY CALIF MUN UTIL DIST EBYWTR — 1,000,000 New $1.1M — 3.22% DBT
14 CALIFORNIA HSG FIN AGY CASHSG — 1,000,000 New $1.0M — 3.09% DBT
15 LOS ANGELES CALIF UNI SCH DIST LOSSCD — 1,000,000 New $988K — 2.97% DBT
16 SAN DIEGO CALIF UNI SCH DIST SDGEDU — 1,000,000 New $965K — 2.90% DBT
17 SAN FRANCISCO CALIF CITY & CNTY PUB UTILS COMMN SFOUTL — 975,000 New $959K — 2.88% DBT
18 CALIFORNIA ST CAS Feb 2026 850,000 -50,000 $850K -5.3% 2.55% DBT
19 LOS ANGELES CALIF UNI SCH DIST LOSSCD — 750,000 New $831K — 2.49% DBT
20 MILPITAS CALIF UNI SCH DIST MLPSCD Feb 2026 750,000 -1,250,000 $764K -59.7% 2.29% DBT
21 DESERT CALIF CMNTY COLLEGE DIST DESHGR — 750,000 New $729K — 2.19% DBT
22 UNIVERSITY CALIF UNVHGR — 655,000 New $655K — 1.97% DBT
23 SACRAMENTO CALIF MUN UTIL DIST SACPWR — 565,000 New $600K — 1.80% DBT
24 SAN DIEGO CNTY CALIF REGL TRANSN COMMN SDGTRN — 500,000 New $590K — 1.77% DBT
25 CALIFORNIA ST PUB WKS BRD CASFAC — 540,000 New $582K — 1.75% DBT
26 CHAFFEY CMNTY COLLEGE DIST CALIF CHFHGR — 500,000 New $557K — 1.67% DBT
27 MOUNT SAN ANTONIO CALIF CMNTY COLLEGE DIST MSAHGR — 500,000 New $555K — 1.67% DBT
28 CALIFORNIA ST CAS — 500,000 New $555K — 1.67% DBT
29 LOS ANGELES CALIF DEPT ARPTS LOSAPT — 500,000 New $545K — 1.64% DBT
30 CALIFORNIA MUN FIN AUTH CASFIN Feb 2026 480,000 — $502K -1.1% 1.51% DBT
31 LOS ANGELES CNTY CALIF MET TRANSN AUTH LOSTRN Feb 2026 500,000 — $500K -2.8% 1.50% DBT
32 SAN FRANCISCO CALIF BAY AREA RAPID TRAN DIST SFOTRN — 605,000 New $472K — 1.42% DBT
33 SAN MATEO CNTY CALIF TRANSN AUTH SMTTRN — 400,000 New $400K — 1.20% DBT
34 CALIFORNIA HSG FIN AGY CASHSG Feb 2026 318,816 -37,258 $332K -5.6% 1.00% DBT
35 TURLOCK CALIF IRR DIST TURWTR Feb 2026 300,000 — $330K -1.3% 0.99% DBT
36 PENINSULA CORRIDOR JT PWRS BRD CALIF PECGEN Feb 2026 200,000 — $228K -0.1% 0.68% DBT
37 SAN FRANCISCO CALIF CITY & CNTY PUB UTILS COMMN SFOPWR Feb 2026 170,000 -1,000,000 $170K -86.0% 0.51% DBT
✕ WILLIAM S HART CALIF UN HIGH SCH DIST 969275PS9 — 3,595,000 Exited $2.9M — — —
✕ LOS RIOS CALIF CMNTY COLLEGE DIST 545624NG9 — 2,500,000 Exited $2.5M — — —
✕ EAST BAY CALIF MUN UTIL DIST 271014ZN5 — 2,050,000 Exited $2.2M — — —
✕ SANTA MARIA CALIF JT UN HIGH SCH DIST 802309JV7 — 2,500,000 Exited $2.0M — — —
✕ CALIFORNIA HEALTH FACS FING AUTH 13032UMR6 — 1,700,000 Exited $1.9M — — —
✕ FOOTHILL-DE ANZA CALIF CMNTY COLLEGE DIST 345102FH5 — 2,000,000 Exited $1.7M — — —
✕ LOS ANGELES CNTY CALIF MET TRANSN AUTH 5447125H1 — 1,500,000 Exited $1.5M — — —
✕ ORANGE CNTY CALIF WTR DIST 684421CB4 — 1,500,000 Exited $1.5M — — —
✕ SAN DIEGO CALIF CMNTY COLLEGE DIST 797272MK4 — 1,175,000 Exited $1.2M — — —
✕ SAN FRANCISCO CALIF CITY & CNTY PUB UTILS COMMN 79765R2R9 — 1,000,000 Exited $1.1M — — —
✕ SANTA CLARA VY CALIF TRANSN AUTH 80168NGU7 — 1,000,000 Exited $1.0M — — —
✕ LA MIRADA CALIF REDEV AGY 50368RAJ0 — 1,000,000 Exited $1.0M — — —
✕ EAST SIDE UN HIGH SCH DIST CALIF 2752814T7 — 975,000 Exited $1.0M — — —
✕ WALNUT VALLEY CALIF UNI SCH DIST 932889ZZ4 — 835,000 Exited $1.0M — — —
✕ UNIVERSITY CALIF 91412GUF0 — 925,000 Exited $0.9M — — —
✕ LOS ANGELES CALIF DEPT WTR & PWR 544525YL6 — 900,000 Exited $0.9M — — —
✕ LOS ANGELES CALIF CMNTY COLLEGE DIST 54438CRU8 — 865,000 Exited $0.9M — — —
✕ CALIFORNIA MUN FIN AUTH 13049YBG5 — 800,000 Exited $0.8M — — —
✕ ROSEVILLE CALIF FIN AUTH 77781RBC6 — 750,000 Exited $0.8M — — —
✕ SAN FRANCISCO CALIF CITY & CNTY PUB UTILS COMMN 79771KAE6 — 680,000 Exited $0.7M — — —
✕ SAN FRANCISCO CALIF BAY AREA RAPID TRAN DIST 797661WL5 — 645,000 Exited $0.7M — — —
✕ SACRAMENTO CALIF MUN UTIL DIST 786005PL6 — 525,000 Exited $0.5M — — —
✕ CALIFORNIA CMNTY CHOICE FING AUTH 13013JCB0 — 500,000 Exited $0.5M — — —
✕ LOS ANGELES CALIF 53945CCR9 — 500,000 Exited $0.5M — — —
✕ MOUNT SAN ANTONIO CALIF CMNTY COLLEGE DIST 623040FF4 — 345,000 Exited $0.3M — — —
✕ LOS ANGELES CALIF HBR DEPT 544552XW7 — 290,000 Exited $0.3M — — —
✕ EAST BAY CALIF MUN UTIL DIST 271014C67 — 150,000 Exited $0.2M — — —
✕ SANTA CLARA VY CALIF TRANSN AUTH 80168NEJ4 — 100,000 Exited $0.1M — — —