Holdings (Monthly) Guide ↗

S&P 500 Index Fund

· Shelton Funds

Monthly Holdings $346M AUM 6 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	APPLE INC	AAPL	Feb 2026	77,738	-539	$24.3M	+17.3%	7.01%	EC
2	JP MORGAN CHASE & COMPANY	JPM	Feb 2026	14,276	-145	$4.3M	-1.3%	1.23%	EC
3	EXXON MOBIL CORP	XOM	Feb 2026	22,128	-212	$3.2M	-5.7%	0.93%	EC
4	CHICAGO MERCANTILE EXCHANGE	ESM6	Feb 2026	6	-4,010	$2.3M	+106958.8%	0.66%	DE
5	CHEVRON CORP	CVX	Feb 2026	9,925	-101	$1.8M	-3.3%	0.52%	EC
6	CITIGROUP INC	C	Feb 2026	9,253	-225	$1.2M	+11.5%	0.34%	EC