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Holdings (Monthly) Guide ↗

ICON Natural Resources and Infrastructure Fund

· SCM Trust
Monthly Holdings $136M AUM 11 positions Period Jun 2026 Filed Aug 31, 2026 EDGAR ↗ ← All Funds
All 12 New 14 Added 11 Reduced 11 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 CARPENTER TECHNOLOGY CORP CRS Mar 2026 13,000 -3,000 $8.0M +27.2% 5.96% EC
2 CENTURY ALUMINUM COMPANY CENX Mar 2026 100,000 -25,000 $4.6M -37.3% 3.42% EC
3 HF SINCLAIR CORP DINO Mar 2026 65,000 -40,000 $4.5M -30.9% 3.37% EC
4 CVR ENERGY INC CVI Mar 2026 160,000 -12,000 $4.4M -23.9% 3.28% EC
5 CAMECO CORP CCJ Mar 2026 43,000 -7,000 $4.4M -19.3% 3.26% EC
6 PHILLIPS 66 PSX Mar 2026 24,000 -11,000 $4.1M -36.4% 3.02% EC
7 BALL CORP BALL Mar 2026 47,000 -12,000 $2.9M -15.9% 2.18% EC
8 DELUXE CORP DLX Mar 2026 90,000 -10,000 $2.1M -22.0% 1.60% EC
9 BRADY CORP BRC Mar 2026 23,000 -10,000 $2.1M -21.4% 1.57% EC
10 BARRICK MINING CORP B Mar 2026 30,000 -53,000 $1.1M -67.5% 0.82% EC
11 TRINSEO PLC TSEOQ Mar 2026 383,800 -116,200 $0 -100.0% 0.00% EC