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Holdings (Monthly) Guide ↗

Shelton Equity Income Fund

· Shelton Funds
Monthly Holdings $1.1B AUM 50 positions Period May 2026 Filed Jul 30, 2026 EDGAR ↗ ← All Funds
All 89 New 43 Added 17 Reduced 50 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
United States Treasury Bills 912797PV3 98,000,000 SOLD $97.8M
NXP Semiconductors NV N6596X109 52,400 SOLD $11.9M
Constellation Energy Corp. 21037T109 34,200 SOLD $11.3M
Palo Alto Networks Inc 697435105 67,400 SOLD $10.0M
The Charles Schwab Corporation 808513105 94,800 SOLD $9.0M
NextEra Energy Inc 65339F101 68,100 SOLD $6.4M
Ingersoll Rand Inc 45687V106 64,100 SOLD $6.0M
Deere & Company 244199105 9,500 SOLD $6.0M
Abbott Laboratories 002824100 46,300 SOLD $5.4M
Autozone, Inc. 053332102 1,400 SOLD $5.3M
Union Pacific Corporation 907818108 19,800 SOLD $5.2M
Hewlett Packard Enterprise Co. 42824C109 244,000 SOLD $5.2M
The Progressive Corporation 743315103 23,400 SOLD $5.0M
Costco Wholesale Corporation 22160K105 4,800 SOLD $4.9M
PNC Financial Services Group Inc. 693475105 20,500 SOLD $4.4M
Regeneron Pharmaceuticals, Inc. 75886F107 5,500 SOLD $4.3M
Waste Management, Inc. 94106L109 17,600 SOLD $4.2M
Truist Financial Corp. 89832Q109 83,700 SOLD $4.1M
Colgate-Palmolive Co. 194162103 40,000 SOLD $4.0M
Texas Instruments Inc. 882508104 17,400 SOLD $3.7M
Uber Technologies Inc 90353T100 46,800 SOLD $3.5M
Pfizer Inc. 717081103 119,900 SOLD $3.3M
Amgen Inc. 031162100 8,300 SOLD $3.2M
Nucor Corporation 670346105 16,700 SOLD $3.0M
American Water Works Company, Inc. 030420103 21,700 SOLD $3.0M
Vertex Pharmaceuticals Incorporated 92532F100 5,900 SOLD $2.9M
Crowdstrike Holdings Inc 22788C105 7,200 SOLD $2.7M
NRG Energy, Inc. 629377508 14,500 SOLD $2.6M
Devon Energy Corporation 25179M103 58,500 SOLD $2.5M
Boeing Co. 097023105 10,800 SOLD $2.5M
Stryker Corporation 863667101 6,200 SOLD $2.4M
Constellation Brands, Inc. 21036P108 15,100 SOLD $2.4M
Humana Inc. 444859102 11,200 SOLD $2.1M
Molson Coors Beverage Company 60871R209 34,100 SOLD $1.7M
Global Payments Inc 37940X102 19,500 SOLD $1.5M
Automatic Data Processing, Inc. 053015103 6,500 SOLD $1.4M
Nike, Inc. 654106103 22,100 SOLD $1.4M
Skyworks Solutions, Inc. 83088M102 16,900 SOLD $1.0M
Fidelity National Information Services Inc 31620M106 17,900 SOLD $0.9M
American Tower Corporation 03027X100 4,600 SOLD $0.9M
Prologis Inc. 74340W103 5,600 SOLD $0.8M
Dominos Pizza Inc. 25754A201 1,900 SOLD $0.8M
Wells Fargo & Co. 949746101 8,800 SOLD $0.7M
Versant Media Group Inc. 925283103 17,416 SOLD $0.6M
Nasdaq Inc 631103108 6,000 SOLD $0.5M
AbbVie Inc. 00287Y109 2,200 SOLD $0.5M
Simon Property Group Inc 828806109 2,200 SOLD $0.4M
Synopsys Inc 871607107 1,000 SOLD $0.4M
S&P Global Inc 78409V104 500 SOLD $0.2M
Henry Jack & Associates Inc. 426281101 600 SOLD $0.1M