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SCM Trust

CIK: 0000836267 Equity
Report date: 2026-03-02
AUM $57M
Expense Ratio
Category Equity
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-02

Holdings

From latest SEC N-PORT filing · US-listed stocks only

26 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 LDOS Leidos Holdings Inc Since 2026-05-10 525327102 Equity (Common)
0.98%
$0.55 3,067
2 INTU Intuit Inc Since 2026-05-10 461202103 Equity (Common)
2.04%
$1.15 1,739
3 AVGO Broadcom Inc Since 2026-05-10 11135F101 Equity (Common)
4.08%
$2.31 6,671
4 AMD Advanced Micro Devices Inc. Since 2026-05-10 007903107 Equity (Common)
3.05%
$1.73 8,063
5 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
3.57%
$2.02 3,059
6 MRK Merck & Co., Inc Since 2026-05-10 58933Y105 Equity (Common)
2.83%
$1.60 15,199
7 EBAY eBay Inc. Since 2026-05-10 278642103 Equity (Common)
2.12%
$1.20 13,760
8 AAPL Apple Inc. Since 2026-05-10 037833100 Equity (Common)
5.41%
$3.06 11,266
9 AMZN Amazon.com, Inc. Since 2026-05-10 023135106 Equity (Common)
3.59%
$2.03 8,797
10 GOOG Alphabet Inc. Since 2026-05-10 02079K305 Equity (Common)
4.85%
$2.75 8,774
11 ANET Arista Networks Inc Since 2026-05-10 040413205 Equity (Common)
2.59%
$1.47 11,181
12 GM General Motors Company Since 2026-05-10 37045V100 Equity (Common)
2.57%
$1.46 17,910
13 JPM JPMorgan Chase & Co. Since 2026-05-10 46625H100 Equity (Common)
1.92%
$1.09 3,375
14 CBRE CBRE Group Inc. Since 2026-05-10 12504L109 Equity (Common)
1.77%
$1.00 6,215
15 MA MasterCard Incorporated Since 2026-05-10 57636Q104 Equity (Common)
1.88%
$1.07 1,868
16 MU Micron Technology Inc. Since 2026-05-10 595112103 Equity (Common)
1.78%
$1.00 3,520
17 CAH Cardinal Health, Inc. Since 2026-05-10 14149Y108 Equity (Common)
2.00%
$1.13 5,511
18 CAT Caterpillar Inc Since 2026-05-10 149123101 Equity (Common)
4.88%
$2.76 4,816
19 HLT Hilton Worldwide Holdings Inc Since 2026-05-10 43300A203 Equity (Common)
1.82%
$1.03 3,587
20 NRG NRG Energy, Inc. Since 2026-05-10 629377508 Equity (Common)
2.20%
$1.24 7,809
21 NEM Newmont Corporation Since 2026-05-10 651639106 Equity (Common)
1.77%
$1.00 10,048
22 NSC Norfolk Southern Corporation Since 2026-05-10 655844108 Equity (Common)
1.16%
$0.66 2,276
23 VZ Verizon Communications Inc. Since 2026-05-10 92343V104 Equity (Common)
0.73%
$0.41 10,121
24 NFLX Netflix, Inc. Since 2026-05-10 64110L106 Equity (Common)
1.76%
$0.99 10,606
25 CRM Salesforce Inc. Since 2026-05-10 79466L302 Equity (Common)
1.57%
$0.89 3,357
26 WMT Walmart Inc Since 2026-05-10 931142103 Equity (Common)
1.83%
$1.03 9,293