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Holdings (Monthly) Guide ↗

S&P MidCap Index Fund

· Shelton Funds
Monthly Holdings $116M AUM 8 positions Period May 2026 Filed Jul 30, 2026 EDGAR ↗ ← All Funds
All 10 New 25 Added 121 Reduced 8 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
Lumentum Holdings Inc. 55024U109 2,328 SOLD $1.6M
Coherent Corp 19247G107 5,159 SOLD $1.3M
Casey'S General Stores Inc. 147528103 1,226 SOLD $0.8M
EchoStar Corp. 278768106 4,384 SOLD $0.5M
United States Treasury Bills 912797PV3 500,000 SOLD $0.5M
Kemper Corporation 488401100 2,130 SOLD $0.1M
Asgn Incorporated 00191U102 783 SOLD $0.0M
Zoominfo Technologies Inc 98980F104 1,581 SOLD $0.0M