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SHELTON FUNDS

CIK: 0000778206 Equity
Report date: 2026-04-29
AUM $73M
Expense Ratio
Category Equity
State
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-04-29

Holdings

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

36 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 CLH Clean Harbors, Inc. Since 2026-05-10 184496107 Equity (Common)
2.42%
$1.76 6,000
2 ITRI Itron, Inc. Since 2026-05-10 465741106 Equity (Common)
0.90%
$0.66 7,000
3 ARMK Aramark Since 2026-05-10 03852U106 Equity (Common)
3.78%
$2.75 65,700
4 BOX Box Inc. Since 2026-05-10 10316T104 Equity (Common)
1.13%
$0.82 35,000
5 LEU Centrus Energy Corp. Since 2026-05-10 15643U104 Equity (Common)
2.28%
$1.66 8,200
6 DXCM DexCom Inc Since 2026-05-10 252131107 Equity (Common)
1.11%
$0.81 11,000
7 TT Trane Technologies PLC Since 2026-05-10 G8994E103 Equity (Common)
1.90%
$1.39 3,000
8 CTVA Corteva Inc Since 2026-05-10 22052L104 Equity (Common)
2.20%
$1.60 20,000
9 VITL Vital Farms Inc. Since 2026-05-10 92847W103 Equity (Common)
0.64%
$0.46 22,000
10 XYL Xylem, Inc. Since 2026-05-10 98419M100 Equity (Common)
2.31%
$1.68 13,000
11 ACM AECOM Since 2026-05-10 00766T100 Equity (Common)
2.27%
$1.65 16,850
12 CF CF Industries Holdings, Inc. Since 2026-05-10 125269100 Equity (Common)
3.96%
$2.89 29,000
13 DE Deere & Company Since 2026-05-10 244199105 Equity (Common)
4.76%
$3.46 5,500
14 CBT Cabot Corporation Since 2026-05-10 127055101 Equity (Common)
1.18%
$0.86 11,272
15 ELF E L F Beauty Inc Since 2026-05-10 26856L103 Equity (Common)
0.81%
$0.59 6,400
16 ENS EnerSys Since 2026-05-10 29275Y102 Equity (Common)
2.28%
$1.66 10,000
17 KBR KBR Inc Since 2026-05-10 48242W106 Equity (Common)
0.93%
$0.68 16,000
18 NXT Nextpower Inc. Since 2026-05-10 65290E101 Equity (Common)
1.44%
$1.05 10,000
19 ORA Ormat Technologies Inc. Since 2026-05-10 686688102 Equity (Common)
3.70%
$2.70 26,000
20 CWEN-A Clearway Energy Inc Since 2026-05-10 18539C204 Equity (Common)
0.79%
$0.57 15,000
21 ERII Energy Recovery Inc. Since 2026-05-10 29270J100 Equity (Common)
0.66%
$0.48 46,000
22 FSLR First Solar Inc Since 2026-05-10 336433107 Equity (Common)
2.77%
$2.02 10,222
23 FRPT Freshpet Inc Since 2026-05-10 358039105 Equity (Common)
0.93%
$0.68 8,000
24 ROCK Gibraltar Industries, Inc. Since 2026-05-10 374689107 Equity (Common)
1.50%
$1.09 24,000
25 HASI HA Sustainable Infrastructure Capital Inc Since 2026-05-10 41068X100 Equity (Common)
4.34%
$3.16 86,500
26 NPWR NET Power Inc Since 2026-05-10 64107A105 Equity (Common)
0.53%
$0.39 200,000
27 PINS Pinterest Inc Since 2026-05-10 72352L106 Equity (Common)
0.71%
$0.51 30,000
28 VRT Vertiv Holdings Co Since 2026-05-10 92537N108 Equity (Common)
3.50%
$2.55 10,000
29 JCI Johnson Controls International PLC Since 2026-05-10 G51502105 Equity (Common)
3.57%
$2.60 18,000
30 MIR Mirion Technologies Inc Since 2026-05-10 60471A101 Equity (Common)
0.30%
$0.22 10,000
31 IOT Samsara Inc Since 2026-05-10 79589L106 Equity (Common)
1.19%
$0.87 30,000
32 SHLS Shoals Technologies Group Inc Since 2026-05-10 82489W107 Equity (Common)
0.57%
$0.41 70,000
33 ONON On Holding AG Since 2026-05-10 H5919C104 Equity (Common)
3.19%
$2.32 50,000
34 BG Bunge Global SA Since 2026-05-10 H11356104 Equity (Common)
4.97%
$3.62 30,000
35 WRBY Warby Parker Inc Since 2026-05-10 93403J106 Equity (Common)
1.10%
$0.80 32,000
36 VMI Valmont Industries, Inc. Since 2026-05-10 920253101 Equity (Common)
2.53%
$1.84 4,000