Holdings (Monthly)
Guide ↗
Shelton Equity Income Fund
· Shelton Funds| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MICRON TECHNOLOGY INC | MU | Feb 2026 | 34,600 | -5,700 | $33.6M | +102.2% | 2.95% | EC |
| 2 | ALPHABET INC | GOOGL | Nov 2022 | 85,900 | -4,000 | $32.7M | +16.6% | 2.87% | EC |
| 3 | NVIDIA CORP | NVDA | Nov 2022 | 151,200 | -43,200 | $31.9M | -7.3% | 2.81% | EC |
| 4 | BROADCOM INC | AVGO | May 2023 | 62,200 | -10,200 | $27.8M | +20.1% | 2.44% | EC |
| 5 | ADVANCED MICRO DEVICES INC | AMD | Feb 2026 | 48,400 | -5,700 | $25.0M | +130.6% | 2.20% | EC |
| 6 | ARISTA NETWORKS INC | ANET | Feb 2026 | 110,400 | -37,500 | $17.6M | -10.8% | 1.55% | EC |
| 7 | CITIGROUP INC | C | Nov 2022 | 111,200 | -5,100 | $14.0M | +9.2% | 1.23% | EC |
| 8 | AMERICAN EXPRESS COMPANY | AXP | Feb 2026 | 36,300 | -1,700 | $11.5M | -2.1% | 1.01% | EC |
| 9 | NETFLIX INC | NFLX | Feb 2026 | 112,900 | -30,100 | $9.7M | -29.4% | 0.85% | EC |
| 10 | CF INDUSTRIES HOLDINGS INC | CF | May 2023 | 75,700 | -14,000 | $8.5M | -4.7% | 0.75% | EC |
| 11 | CVS HEALTH CORP | CVS | Nov 2022 | 74,100 | -20,000 | $6.7M | -10.3% | 0.59% | EC |
| 12 | CADENCE DESIGN SYSTEMS INC | CDNS | Feb 2026 | 17,900 | -15,800 | $6.7M | -33.9% | 0.59% | EC |
| 13 | ULTA BEAUTY INC | ULTA | May 2023 | 12,900 | -2,100 | $6.6M | -36.1% | 0.58% | EC |
| 14 | EBAY INC | EBAY | Nov 2022 | 55,300 | -1,600 | $6.0M | +16.9% | 0.53% | EC |
| 15 | UNITEDHEALTH GROUP INC | UNH | Nov 2022 | 15,600 | -5,000 | $5.9M | -1.8% | 0.52% | EC |
| 16 | ORACLE CORP | ORCL | Nov 2022 | 22,700 | -13,600 | $5.1M | -2.9% | 0.45% | EC |
| 17 | AT&T INC | T | Nov 2022 | 144,400 | -54,000 | $3.6M | -35.6% | 0.31% | EC |