Holdings (Monthly)
Guide ↗
Shelton Sustainable Equity Fund
· Shelton 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 |