BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

Green Ca Tax-Free Inc Fnd

· Shelton Funds
Monthly Holdings $33M AUM 5 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
1 SAN FRANCISCO BAY AREA RAPID TRANSIT DISTRICT (CA) SFOTRN Feb 2026 1,000,000 -300,000 $1.0M -24.0% 3.17% DBT
2 LOS ANGELES UNIFIED SCHOOL DISTRICT (CA) LOSSCD May 2026 500,000 -250,000 $545K -34.4% 1.68% DBT
3 SAN FRANCISCO (CA), CITY AND COUNTY OF SFOUTL May 2026 500,000 -475,000 $488K -49.1% 1.50% DBT
4 CALIFORNIA HOUSING FINANCE AGENCY (CA) CASHSG Feb 2026 305,490 -13,326 $312K -6.0% 0.96% DBT
5 REGENTS OF THE UNIVERSITY OF CALIFORNIA (THE) (CA) UNVHGR May 2026 300,000 -1,260,000 $300K -80.8% 0.93% DBT