Holdings (Monthly)
Guide ↗
ICON Natural Resources and Infrastructure Fund
· SCM Trust| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DOUGLAS DYNAMICS INC | PLOW | Mar 2026 | 125,000 | +23,000 | $6.7M | +57.1% | 5.01% | EC |
| 2 | ZTO EXPRESS (CAYMAN) INC | ZTO | Mar 2026 | 260,000 | +20,000 | $5.8M | -3.7% | 4.33% | EC |
| 3 | KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | KNX | Mar 2026 | 70,000 | +15,000 | $5.5M | +72.1% | 4.05% | EC |
| 4 | BHP GROUP LTD | BHP | Mar 2026 | 62,500 | +3,500 | $5.2M | +21.3% | 3.87% | EC |
| 5 | ANTERO RESOURCES CORP | AR | Mar 2026 | 140,000 | +28,000 | $4.9M | +3.5% | 3.66% | EC |
| 6 | ARCELORMITTAL SA | MT | Mar 2026 | 81,000 | +16,000 | $4.9M | +44.4% | 3.63% | EC |
| 7 | STEEL DYNAMICS INC | STLD | Mar 2026 | 20,000 | +9,000 | $4.6M | +131.8% | 3.41% | EC |
| 8 | SCOTTS MIRACLE-GRO COMPANY (THE) | SMG | Mar 2026 | 63,000 | +16,000 | $4.3M | +50.1% | 3.19% | EC |
| 9 | INSTEEL INDUSTRIES INC | IIIN | Mar 2026 | 136,000 | +43,000 | $4.1M | +31.4% | 3.05% | EC |
| 10 | KORNIT DIGITAL LTD | KRNT | Mar 2026 | 230,000 | +45,000 | $3.7M | +37.8% | 2.78% | EC |
| 11 | TUTOR PERINI CORP | TPC | Mar 2026 | 38,000 | +8,000 | $3.2M | +36.2% | 2.34% | EC |
| 12 | UNITED PARCEL SERVICE INC | UPS | Mar 2026 | 28,500 | +11,500 | $3.1M | +83.2% | 2.28% | EC |
| 13 | STANLEY BLACK & DECKER INC | SWK | Mar 2026 | 23,000 | +5,000 | $2.2M | +69.2% | 1.61% | EC |
| 14 | ISHARES TRUST | IXC | Mar 2026 | 37,000 | +9,000 | $1.8M | +12.7% | 1.35% | EC |