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Holdings (Monthly) Guide ↗

S&P MidCap Index Fund

· Shelton Funds
Monthly Holdings $116M AUM 10 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
1 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT B May 2026 1,100,000 NEW $1.1M 0.95% DBT
2 SITIME CORP SITM Nov 2022 721 NEW $512K 0.44% EC
3 SOLSTICE ADVANCED MATERIALS INC SOLS May 2026 5,186 NEW $437K 0.38% EC
4 DIGITALOCEAN HOLDINGS INC DOCN May 2026 2,631 NEW $410K 0.35% EC
5 MOOG INC MOG/A May 2026 928 NEW $334K 0.29% EC
6 CARETRUST REIT INC CTRE May 2026 7,299 NEW $298K 0.26% EC
7 VICOR CORP VICR Nov 2022 742 NEW $248K 0.21% EC
8 INTERDIGITAL INC IDCC May 2026 839 NEW $212K 0.18% EC
9 DENTSPLY SIRONA INC XRAY May 2026 6,462 NEW $68K 0.06% EC
10 GREIF INC GEF Nov 2022 832 NEW $53K 0.05% EC