Holdings (Monthly)
Guide ↗
S&P MidCap Index Fund
· Shelton Funds| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FLEX LTD | FLEX | May 2026 | 12,013 | -193 | $1.8M | +135.5% | 1.57% | EC |
| 2 | TWILIO INC | TWLO | May 2026 | 4,910 | -209 | $936K | +51.2% | 0.81% | EC |
| 3 | TECHNIPFMC PLC | FTI | May 2026 | 13,100 | -238 | $896K | +1.3% | 0.77% | EC |
| 4 | CURTISS-WRIGHT CORP | CW | Feb 2026 | 1,194 | -23 | $893K | +4.7% | 0.77% | EC |
| 5 | NVENT ELECTRIC PLC | NVT | Feb 2026 | 5,225 | -221 | $873K | +35.4% | 0.75% | EC |
| 6 | XPO INC | XPO | Feb 2026 | 3,801 | -73 | $814K | -0.1% | 0.70% | EC |
| 7 | EVERPURE INC | P | May 2026 | 10,111 | -396 | $804K | +19.1% | 0.69% | EC |
| 8 | FABRINET | FN | May 2026 | 1,160 | -52 | $759K | +14.7% | 0.66% | EC |
| 9 | CARPENTER TECHNOLOGY CORP | CRS | May 2026 | 1,613 | -73 | $756K | +12.7% | 0.65% | EC |
| 10 | MASTEC INC | MTZ | Feb 2026 | 1,986 | -88 | $751K | +21.6% | 0.65% | EC |
| 11 | MKS INC | MKSI | Feb 2026 | 2,175 | -65 | $705K | +28.8% | 0.61% | EC |
| 12 | WOODWARD INC | WWD | Feb 2026 | 1,942 | -58 | $680K | -12.1% | 0.59% | EC |
| 13 | LATTICE SEMICONDUCTOR CORP | LSCC | Feb 2026 | 4,469 | -98 | $657K | +50.5% | 0.57% | EC |
| 14 | ALCOA CORP | AA | Feb 2026 | 8,386 | -376 | $651K | +19.7% | 0.56% | EC |
| 15 | RELIANCE INC | RS | Feb 2026 | 1,693 | -61 | $645K | +16.4% | 0.56% | EC |
| 16 | TD SYNNEX CORP | SNX | Feb 2026 | 2,449 | -50 | $640K | +63.3% | 0.55% | EC |
| 17 | US FOODS HOLDING CORP | USFD | May 2026 | 7,206 | -144 | $590K | -16.9% | 0.51% | EC |
| 18 | RBC BEARINGS INC | RBC | May 2026 | 1,019 | -29 | $583K | -3.4% | 0.50% | EC |
| 19 | BWX TECHNOLOGIES INC | BWXT | May 2026 | 2,960 | -133 | $580K | -9.0% | 0.50% | EC |
| 20 | TALEN ENERGY CORP | TLN | May 2026 | 1,479 | -45 | $572K | +1.2% | 0.49% | EC |
| 21 | EAST WEST BANCORP INC | EWBC | Feb 2026 | 4,455 | -209 | $546K | +6.9% | 0.47% | EC |
| 22 | WP CAREY INC | WPC | May 2026 | 7,097 | -313 | $528K | -4.5% | 0.46% | EC |
| 23 | NEUROCRINE BIOSCIENCES INC | NBIX | Feb 2026 | 3,229 | -127 | $511K | +15.2% | 0.44% | EC |
| 24 | API GROUP CORP | APG | May 2026 | 11,987 | -362 | $491K | -10.5% | 0.42% | EC |
| 25 | BORGWARNER INC | BWA | May 2026 | 6,765 | -289 | $486K | +19.6% | 0.42% | EC |
| 26 | LINCOLN ELECTRIC HOLDINGS INC | LECO | Feb 2026 | 1,782 | -85 | $461K | -14.0% | 0.40% | EC |
| 27 | CARLISLE COMPANIES INC | CSL | Feb 2026 | 1,332 | -43 | $459K | -15.4% | 0.40% | EC |
| 28 | CLEAN HARBORS INC | CLH | Feb 2026 | 1,626 | -56 | $457K | -7.3% | 0.39% | EC |
| 29 | NUTANIX INC | NTNX | May 2026 | 8,769 | -421 | $457K | +29.8% | 0.39% | EC |
| 30 | TRANSUNION | TRU | May 2026 | 6,289 | -303 | $450K | -13.1% | 0.39% | EC |
| 31 | RPM INTERNATIONAL INC | RPM | Feb 2026 | 4,152 | -192 | $440K | -11.2% | 0.38% | EC |
| 32 | JONES LANG LASALLE INC | JLL | Feb 2026 | 1,528 | -75 | $431K | -14.7% | 0.37% | EC |
| 33 | LAMAR ADVERTISING COMPANY | LAMR | Feb 2026 | 2,813 | -124 | $429K | +6.0% | 0.37% | EC |
| 34 | TOLL BROTHERS INC | TOL | Feb 2026 | 3,095 | -83 | $429K | -14.2% | 0.37% | EC |
| 35 | EXELIXIS INC | EXEL | Feb 2026 | 8,485 | -496 | $428K | +8.2% | 0.37% | EC |
| 36 | REINSURANCE GROUP OF AMERICA INC | RGA | Feb 2026 | 2,128 | -77 | $427K | -10.2% | 0.37% | EC |
| 37 | DYNATRACE INC | DT | Feb 2026 | 9,745 | -314 | $415K | +14.9% | 0.36% | EC |
| 38 | UNUM GROUP | UNM | Feb 2026 | 4,985 | -317 | $415K | +9.1% | 0.36% | EC |
| 39 | GRACO INC | GGG | Feb 2026 | 5,369 | -238 | $405K | -23.1% | 0.35% | EC |
| 40 | RENAISSANCERE HOLDINGS LTD | RNR | Feb 2026 | 1,420 | -100 | $398K | -13.4% | 0.34% | EC |
| 41 | FIDELITY NATIONAL FINANCIAL INC | FNF | May 2026 | 8,253 | -390 | $391K | -14.5% | 0.34% | EC |
| 42 | WEBSTER FINANCIAL CORP | WBS | Feb 2026 | 5,223 | -321 | $380K | -5.0% | 0.33% | EC |
| 43 | TOPBUILD CORP | BLD | Feb 2026 | 903 | -43 | $377K | -11.1% | 0.33% | EC |
| 44 | APPLIED INDUSTRIAL TECHNOLOGIES INC | AIT | May 2026 | 1,218 | -52 | $370K | +3.1% | 0.32% | EC |
| 45 | CACI INTERNATIONAL INC | CACI | Feb 2026 | 715 | -29 | $367K | -19.1% | 0.32% | EC |
| 46 | BJ'S WHOLESALE CLUB HOLDINGS INC | BJ | Feb 2026 | 4,275 | -130 | $365K | -16.2% | 0.32% | EC |
| 47 | HF SINCLAIR CORP | DINO | Feb 2026 | 5,063 | -424 | $354K | +29.0% | 0.31% | EC |
| 48 | CROWN HOLDINGS INC | CCK | May 2026 | 3,692 | -201 | $351K | -21.3% | 0.30% | EC |
| 49 | STIFEL FINANCIAL CORP | SF | Feb 2026 | 4,946 | -240 | $347K | -9.6% | 0.30% | EC |
| 50 | SERVICE CORPORATION INTERNATIONAL | SCI | Feb 2026 | 4,539 | -206 | $341K | -14.6% | 0.30% | EC |
| 51 | OWENS CORNING | OC | Feb 2026 | 2,661 | -169 | $335K | -3.1% | 0.29% | EC |
| 52 | RYDER SYSTEM INC | R | Feb 2026 | 1,288 | -72 | $323K | +7.2% | 0.28% | EC |
| 53 | FLOWSERVE CORP | FLS | Feb 2026 | 4,116 | -247 | $311K | -19.5% | 0.27% | EC |
| 54 | SOUTHSTATE BANK CORP | SSB | May 2026 | 3,255 | -227 | $308K | -10.2% | 0.27% | EC |
| 55 | AAON INC | AAON | May 2026 | 2,191 | -202 | $307K | +26.8% | 0.27% | EC |
| 56 | DONALDSON COMPANY INC | DCI | Feb 2026 | 3,751 | -192 | $307K | -16.0% | 0.27% | EC |
| 57 | AECOM | ACM | Feb 2026 | 4,289 | -193 | $298K | -32.2% | 0.26% | EC |
| 58 | MANHATTAN ASSOCIATES INC | MANH | Feb 2026 | 1,955 | -91 | $293K | +5.9% | 0.25% | EC |
| 59 | AUTOLIV INC | ALV | May 2026 | 2,263 | -128 | $288K | +1.5% | 0.25% | EC |
| 60 | MURPHY USA INC | MUSA | Feb 2026 | 552 | -33 | $279K | +22.2% | 0.24% | EC |
| 61 | PRIMERICA INC | PRI | Feb 2026 | 1,033 | -63 | $279K | +0.3% | 0.24% | EC |
| 62 | WESTERN ALLIANCE BANCORP | WAL | May 2026 | 3,355 | -148 | $267K | -5.0% | 0.23% | EC |
| 63 | MASIMO CORP | MASI | Feb 2026 | 1,478 | -114 | $264K | -5.5% | 0.23% | EC |
| 64 | AMKOR TECHNOLOGY INC | AMKR | Feb 2026 | 3,682 | -395 | $256K | +31.4% | 0.22% | EC |
| 65 | KIRBY CORP | KEX | Feb 2026 | 1,770 | -91 | $249K | +3.0% | 0.22% | EC |
| 66 | IDACORP INC | IDA | Feb 2026 | 1,750 | -158 | $245K | -10.6% | 0.21% | EC |
| 67 | APTARGROUP INC | ATR | Feb 2026 | 2,103 | -95 | $244K | -22.9% | 0.21% | EC |
| 68 | DUTCH BROS INC | BROS | May 2026 | 4,114 | -321 | $239K | +0.4% | 0.21% | EC |
| 69 | SENSATA TECHNOLOGIES HOLDING PLC | ST | May 2026 | 4,717 | -471 | $233K | +20.3% | 0.20% | EC |
| 70 | SILICON LABORATORIES INC | SLAB | Feb 2026 | 1,063 | -88 | $231K | -1.7% | 0.20% | EC |
| 71 | HEALTHCARE REALTY TRUST INC | HR | Feb 2026 | 11,398 | -729 | $227K | +1.5% | 0.20% | EC |
| 72 | COREBRIDGE FINANCIAL INC | CRBG | May 2026 | 8,341 | -483 | $225K | -1.2% | 0.19% | EC |
| 73 | HEXCEL CORP | HXL | Feb 2026 | 2,479 | -145 | $223K | -8.5% | 0.19% | EC |
| 74 | COMMERCE BANCSHARES INC (MO) | CBSH | Feb 2026 | 4,187 | -404 | $219K | -6.6% | 0.19% | EC |
| 75 | VALLEY NATIONAL BANCORP | VLY | Feb 2026 | 15,531 | -1,379 | $214K | +0.3% | 0.18% | EC |
| 76 | UNITED BANKSHARES INC | UBSI | Feb 2026 | 4,559 | -285 | $198K | -1.1% | 0.17% | EC |
| 77 | NEWMARKET CORP | NEU | Feb 2026 | 254 | -20 | $196K | +14.6% | 0.17% | EC |
| 78 | ALBERTSONS COMPANIES INC | ACI | May 2026 | 12,090 | -1,358 | $189K | -21.6% | 0.16% | EC |
| 79 | NOVANTA INC | NOVT | Feb 2026 | 1,158 | -116 | $185K | +7.7% | 0.16% | EC |
| 80 | PORTLAND GENERAL ELECTRIC COMPANY | POR | Feb 2026 | 3,675 | -231 | $184K | -12.6% | 0.16% | EC |
| 81 | MGIC INVESTMENT CORP | MTG | Feb 2026 | 7,167 | -524 | $181K | -11.4% | 0.16% | EC |
| 82 | CELSIUS HOLDINGS INC | CELH | Feb 2026 | 5,176 | -347 | $172K | -41.8% | 0.15% | EC |
| 83 | COMMVAULT SYSTEMS INC | CVLT | Feb 2026 | 1,436 | -140 | $171K | +27.2% | 0.15% | EC |
| 84 | SELECTIVE INSURANCE GROUP INC | SIGI | Feb 2026 | 1,956 | -227 | $169K | -7.7% | 0.15% | EC |
| 85 | BANK OZK | OZK | Feb 2026 | 3,390 | -352 | $164K | -5.8% | 0.14% | EC |
| 86 | PAYLOCITY HOLDING CORP | PCTY | Feb 2026 | 1,425 | -121 | $164K | -0.5% | 0.14% | EC |
| 87 | MSC INDUSTRIAL DIRECT CO INC | MSM | Feb 2026 | 1,495 | -106 | $164K | +8.9% | 0.14% | EC |
| 88 | MURPHY OIL CORP | MUR | Feb 2026 | 4,384 | -289 | $159K | +2.4% | 0.14% | EC |
| 89 | HOME BANCSHARES INC | HOMB | Feb 2026 | 5,919 | -697 | $158K | -12.8% | 0.14% | EC |
| 90 | SPIRE INC (US) | SR | Feb 2026 | 1,911 | -228 | $157K | -19.8% | 0.14% | EC |
| 91 | LOUISIANA PACIFIC CORP | LPX | Feb 2026 | 2,052 | -222 | $157K | -18.7% | 0.14% | EC |
| 92 | SCIENCE APPLICATIONS INTERNATIONAL CORP | SAIC | Feb 2026 | 1,490 | -182 | $155K | +0.6% | 0.13% | EC |
| 93 | DROPBOX INC | DBX | May 2026 | 5,699 | -476 | $153K | -0.7% | 0.13% | EC |
| 94 | FORTUNE BRANDS INNOVATIONS INC | FBIN | May 2026 | 3,890 | -375 | $151K | -34.6% | 0.13% | EC |
| 95 | WARNER MUSIC GROUP CORP | WMG | May 2026 | 4,802 | -436 | $151K | +1.1% | 0.13% | EC |
| 96 | CABOT CORP | CBT | Feb 2026 | 1,723 | -219 | $151K | +2.0% | 0.13% | EC |
| 97 | ASSOCIATED BANC-CORP | ASB | Feb 2026 | 5,294 | -653 | $147K | -6.3% | 0.13% | EC |
| 98 | COUSINS PROPERTIES INC | CUZ | Feb 2026 | 5,488 | -524 | $147K | +5.7% | 0.13% | EC |
| 99 | KNIFE RIVER CORP | KNF | May 2026 | 1,835 | -193 | $144K | -20.2% | 0.12% | EC |
| 100 | TREX COMPANY INC | TREX | Feb 2026 | 3,473 | -365 | $144K | -9.6% | 0.12% | EC |
| 101 | TEXAS CAPITAL BANCSHARES INC | TCBI | Feb 2026 | 1,443 | -189 | $144K | -7.7% | 0.12% | EC |
| 102 | NORTHWESTERN ENERGY GROUP INC | NWE | Feb 2026 | 2,007 | -168 | $142K | -6.9% | 0.12% | EC |
| 103 | PVH CORP | PVH | Feb 2026 | 1,496 | -215 | $140K | +18.9% | 0.12% | EC |
| 104 | VALVOLINE INC | VVV | Feb 2026 | 4,116 | -437 | $139K | -19.3% | 0.12% | EC |
| 105 | MORNINGSTAR INC | MORN | May 2026 | 750 | -77 | $137K | -9.9% | 0.12% | EC |
| 106 | FEDERATED HERMES INC | FHI | Feb 2026 | 2,393 | -283 | $134K | -10.5% | 0.12% | EC |
| 107 | UNIVERSAL DISPLAY CORP | OLED | Feb 2026 | 1,431 | -150 | $132K | -21.8% | 0.11% | EC |
| 108 | QUALYS INC | QLYS | Feb 2026 | 1,171 | -126 | $128K | +6.7% | 0.11% | EC |
| 109 | POST HOLDINGS INC | POST | Feb 2026 | 1,378 | -261 | $127K | -27.4% | 0.11% | EC |
| 110 | INTERNATIONAL BANCSHARES CORP | IBOC | Feb 2026 | 1,751 | -230 | $126K | -5.0% | 0.11% | EC |
| 111 | POLARIS INC | PII | Feb 2026 | 1,745 | -194 | $123K | +4.6% | 0.11% | EC |
| 112 | COPT DEFENSE PROPERTIES | CDP | Feb 2026 | 3,658 | -502 | $117K | -11.3% | 0.10% | EC |
| 113 | BRIGHTHOUSE FINANCIAL INC | BHF | Feb 2026 | 1,851 | -308 | $116K | -10.6% | 0.10% | EC |
| 114 | MAXIMUS INC | MMS | Feb 2026 | 1,824 | -224 | $113K | -27.1% | 0.10% | EC |
| 115 | DOLBY LABORATORIES INC | DLB | May 2026 | 1,989 | -218 | $111K | -24.4% | 0.10% | EC |
| 116 | GRAPHIC PACKAGING HOLDING COMPANY | GPK | May 2026 | 9,643 | -1,113 | $109K | -17.5% | 0.09% | EC |
| 117 | VISTEON CORP | VC | Feb 2026 | 891 | -111 | $105K | +9.9% | 0.09% | EC |
| 118 | AVIENT CORP | AVNT | Feb 2026 | 2,965 | -415 | $105K | -24.3% | 0.09% | EC |
| 119 | PENSKE AUTOMOTIVE GROUP INC | PAG | May 2026 | 602 | -89 | $101K | -7.4% | 0.09% | EC |
| 120 | OLIN CORP | OLN | Feb 2026 | 3,695 | -618 | $96K | -12.6% | 0.08% | EC |
| 121 | EURONET WORLDWIDE INC | EEFT | Feb 2026 | 1,266 | -236 | $92K | -12.2% | 0.08% | EC |