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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