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Holdings (Monthly)
Guide ↗
S&P 500 Index Fund
·
Shelton Funds
Monthly Holdings
$346M AUM
3 positions
Period May 2026
Filed Jul 30, 2026
EDGAR ↗
← All Funds
All
8 New
3 Added
6 Reduced
8 Exited
·
May 2026 vs Feb 2026
#
Name
Ticker
Since
Shares
Shares Δ
Value
Val Δ%
% Port
Cat
1
BOOKING HOLDINGS INC
BKNG
Feb 2026
4,250
+4,080
$712K
-1.3%
0.21%
EC
2
DEVON ENERGY CORP
DVN
Feb 2026
6,208
+2,885
$276K
+90.9%
0.08%
EC
3
CARVANA COMPANY
CVNA
May 2026
3,630
+2,904
$265K
+9.2%
0.08%
EC