Holdings
Shelton Equity Income Fund
As of May 31, 2026, Shelton Equity Income Fund reported 88 positions worth US$1.02B. Largest: Meta Platforms, Inc., Micron Technology, Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Meta Platforms, Inc. | 54,600 | US$34.5M | +14,400 | May 31, 2026 |
| Micron Technology, Inc. | 34,600 | US$33.6M | −5,700 | May 31, 2026 |
| Microsoft Corp. | 74,200 | US$33.4M | +16,200 | May 31, 2026 |
| Apple Inc | 107K | US$33.2M | +36,400 | May 31, 2026 |
| Alphabet Inc (google) Class C | 85,900 | US$32.7M | −4,000 | May 31, 2026 |
| Nvidia Corporation | 151K | US$31.9M | −43,200 | May 31, 2026 |
| Broadcom Inc. | 62,200 | US$27.8M | −10,200 | May 31, 2026 |
| Goldman Sachs Group, Inc. (the) | 25,000 | US$25.6M | +11,100 | May 31, 2026 |
| Advanced Micro Devices Inc | 48,400 | US$25M | −5,700 | May 31, 2026 |
| Netapp, Inc. | 138K | US$24M | +36,000 | May 31, 2026 |