Holdings (Monthly)
Guide ↗
S&P 500 Index Fund
· Shelton Funds| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | B | May 2026 | 2,200,000 | NEW | $2.2M | — | 0.63% | DBT |
| 2 | VERTIV HOLDINGS COMPANY | VRT | May 2026 | 2,025 | NEW | $639K | — | 0.18% | EC |
| 3 | COHERENT CORP | COHR | May 2026 | 992 | NEW | $359K | — | 0.10% | EC |
| 4 | LUMENTUM HOLDINGS INC | LITE | May 2026 | 378 | NEW | $323K | — | 0.09% | EC |
| 5 | CARNIVAL CORP LTD | CCL | May 2026 | 5,174 | NEW | $145K | — | 0.04% | EC |
| 6 | VERSIGENT PLC | VGNT | May 2026 | 398 | NEW | $18K | — | 0.01% | EC |
| 7 | Sycamore Partners LLC | N/A | Feb 2026 | 4,016 | NEW | $2K | — | 0.00% | — |
| 8 | Hologic CVR 2027 | N/A | Feb 2026 | 1,313 | NEW | $0 | — | 0.00% | — |