BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

Shelton Sustainable Equity Fund

· Shelton Funds
Monthly Holdings $73M AUM 45 positions Period Feb 2026 Filed Apr 29, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Bunge Global SA BG Feb 2026 30,000 $3.6M 4.97% EC
2 Deere & Company DE Nov 2022 5,500 $3.5M 4.76% EC
3 Gaztransport Et Technigaz SA GZPZF Feb 2026 15,000 $3.4M 4.69% EC
4 Schneider Electric SE SBGSF Nov 2022 10,000 $3.3M 4.49% EC
5 HA Sustainable Infrastructure Capital Inc HASI Nov 2022 86,500 $3.2M 4.34% EC
6 Teledyne Technologies Inc TDY Feb 2026 4,500 $3.1M 4.21% EC
7 Siemens AG SMAWF Nov 2022 10,000 $2.9M 4.02% EC
8 CF Industries Holdings, Inc. CF Feb 2026 29,000 $2.9M 3.96% EC
9 Aramark ARMK Feb 2026 65,700 $2.7M 3.78% EC
10 Ormat Technologies Inc. ORA Feb 2026 26,000 $2.7M 3.70% EC
11 Johnson Controls International PLC JCI Feb 2026 18,000 $2.6M 3.57% EC
12 Vertiv Holdings Co VRT Feb 2026 10,000 $2.5M 3.50% EC
13 On Holding AG ONON Feb 2026 50,000 $2.3M 3.19% EC
14 First Solar Inc FSLR Nov 2022 10,222 $2.0M 2.77% EC
15 United States Treasury Bills B Feb 2026 2,000,000 $2.0M 2.74% DBT
16 Siemens Healthineers AG SEMHF Feb 2026 40,000 $2.0M 2.74% EC
17 Valmont Industries, Inc. VMI Nov 2022 4,000 $1.8M 2.53% EC
18 Clean Harbors, Inc. CLH Feb 2026 6,000 $1.8M 2.42% EC
19 Xylem, Inc. XYL Nov 2022 13,000 $1.7M 2.31% EC
20 EnerSys ENS Feb 2026 10,000 $1.7M 2.28% EC
21 Centrus Energy Corp. LEU Feb 2026 8,200 $1.7M 2.28% EC
22 AECOM ACM Nov 2022 16,850 $1.7M 2.27% EC
23 Corteva Inc CTVA Feb 2026 20,000 $1.6M 2.20% EC
24 Trane Technologies PLC TT Feb 2026 3,000 $1.4M 1.90% EC
25 Essential Utilities Inc WTRG Feb 2026 33,400 $1.3M 1.83% EC
26 Ag Growth International Inc. AGGZF Nov 2022 54,900 $1.1M 1.54% EC
27 Gibraltar Industries, Inc. ROCK Feb 2026 24,000 $1.1M 1.50% EC
28 Nextpower Inc. NXT Feb 2026 10,000 $1.1M 1.44% EC
29 Samsara Inc IOT Feb 2026 30,000 $867K 1.19% EC
30 Cabot Corporation CBT Feb 2026 11,272 $858K 1.18% EC
31 Box Inc. BOX Feb 2026 35,000 $824K 1.13% EC
32 DexCom Inc DXCM Feb 2026 11,000 $808K 1.11% EC
33 Warby Parker Inc WRBY Feb 2026 32,000 $800K 1.10% EC
34 KBR Inc KBR Feb 2026 16,000 $676K 0.93% EC
35 Freshpet Inc FRPT Feb 2026 8,000 $676K 0.93% EC
36 Itron, Inc. ITRI Feb 2026 7,000 $658K 0.90% EC
37 E L F Beauty Inc ELF Feb 2026 6,400 $589K 0.81% EC
38 Clearway Energy Inc CWEN Feb 2026 15,000 $575K 0.79% EC
39 Pinterest Inc PINS Feb 2026 30,000 $514K 0.71% EC
40 Energy Recovery Inc. ERII Nov 2022 46,000 $480K 0.66% EC
41 Vital Farms Inc. VITL Feb 2026 22,000 $464K 0.64% EC
42 Shoals Technologies Group Inc SHLS Feb 2026 70,000 $415K 0.57% EC
43 NET Power Inc NPWR Feb 2026 200,000 $386K 0.53% EC
44 Simply Good Foods Company SMPL Feb 2026 19,000 $324K 0.45% EC
45 Mirion Technologies Inc MIR Feb 2026 10,000 $216K 0.30% EC