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Holdings (Monthly) Guide ↗

Green Ca Tax-Free Inc Fnd

· Shelton Funds
Monthly Holdings $33M AUM 2 positions Period May 2026 Filed Jul 30, 2026 EDGAR ↗ ← All Funds
All 4 New 1 Added 5 Reduced 2 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV BK 13034AJV3 1,200,000 SOLD $1.2M
SAN FRANCISCO CALIF CITY & CNTY PUB UTILS COMMN 79771KAL0 170,000 SOLD $0.2M