EQTKX Holdings — Shelton Equity Income Fund

All 91 reported holdings of Shelton Equity Income Fund (EQTKX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
United States Of America - Bureau Of The Public Debt5.47%$62.19M
Scm Trust4.88%$55.56M
Meta Platforms, Inc.3.04%$34.54M
Micron Technology, Inc.2.95%$33.60M
Microsoft Corp.2.94%$33.41M
Apple, Inc.2.92%$33.23M
Alphabet, Inc.2.87%$32.67M
NVIDIA Corp.2.81%$31.92M
Broadcom, Inc.2.44%$27.79M
Goldman Sachs Group, Inc. (the)2.25%$25.64M
Advanced Micro Devices, Inc.2.20%$24.98M
Netapp, Inc.2.11%$23.96M
Amazon.com, Inc.2.10%$23.90M
Lam Research Corp.1.80%$20.49M
Caterpillar, Inc.1.75%$19.88M
Trane Technologies PLC1.70%$19.32M
Walt Disney Company (the)1.61%$18.31M
Arista Networks, Inc.1.55%$17.61M
Johnson & Johnson1.42%$16.20M
Travelers Companies, Inc. (the)1.40%$15.91M
Merck & Company, Inc.1.37%$15.59M
Mastercard, Inc.1.35%$15.41M
Duke Energy Corp.1.35%$15.33M
Eli Lilly & Company1.33%$15.14M
Citigroup, Inc.1.23%$14.00M
Bristol-Myers Squibb Company1.19%$13.51M
Cummins, Inc.1.14%$12.93M
Cisco Systems, Inc.1.08%$12.29M
Norfolk Southern Corp.1.06%$12.02M
Cbre Group, Inc.1.05%$11.99M
Tjx Companies, Inc. (the)1.04%$11.82M
Linde PLC1.03%$11.70M
Walmart, Inc.1.03%$11.69M
Intuitive Surgical, Inc.1.02%$11.55M
American Express Company1.01%$11.49M
Berkshire Hathaway, Inc.1.00%$11.34M
International Business Machines Corp.0.99%$11.26M
Exxon Mobil Corp.0.99%$11.21M
Jp Morgan Chase & Company0.98%$11.19M
Salesforce, Inc.0.98%$11.12M
Rtx Corp.0.95%$10.85M
Comcast Corp.0.95%$10.83M
Bank Of America Corp.0.92%$10.44M
Chevron Corp.0.90%$10.20M
Monster Beverage Corp.0.88%$9.98M
Netflix, Inc.0.85%$9.71M
Home Depot, Inc. (the)0.82%$9.36M
General Motors Company0.82%$9.34M
Vistra Corp.0.77%$8.76M
Cf Industries Holdings, Inc.0.75%$8.50M
Tesla, Inc.0.74%$8.45M
Dell Technologies, Inc.0.74%$8.42M
Conocophillips0.73%$8.30M
Hilton Worldwide Holdings, Inc.0.71%$8.09M
Coca-Cola Company (the)0.70%$7.97M
Procter & Gamble Company (the)0.70%$7.97M
Verizon Communications, Inc.0.70%$7.93M
Centene Corp.0.68%$7.78M
Target Corp.0.66%$7.52M
General Dynamics Corp.0.60%$6.80M
Cvs Health Corp.0.59%$6.74M
Cadence Design Systems, Inc.0.59%$6.71M
Booking Holdings, Inc.0.59%$6.70M
Accenture PLC0.58%$6.60M
Iron Mountain, Inc. (reit)0.58%$6.58M
Ulta Beauty, Inc.0.58%$6.56M
Amphenol Corp.0.55%$6.23M
Ebay, Inc.0.53%$6.04M
Unitedhealth Group, Inc.0.52%$5.93M
MSCI, Inc.0.47%$5.30M
O'reilly Automotive, Inc.0.47%$5.30M
Oracle Corp.0.45%$5.13M
Paypal Holdings, Inc.0.45%$5.07M
Applied Materials, Inc.0.44%$4.95M
Chipotle Mexican Grill, Inc.0.43%$4.91M
D.r. Horton, Inc.0.43%$4.85M
Fortinet, Inc.0.43%$4.84M
Halliburton Company0.42%$4.82M
Servicenow, Inc.0.36%$4.10M
Intuit, Inc.0.35%$4.01M
Adobe, Inc.0.34%$3.91M
Hershey Company (the)0.32%$3.63M
At&t, Inc.0.31%$3.58M
Leidos Holdings, Inc.0.30%$3.37M
Deckers Outdoor Corp.0.29%$3.35M
Fastenal Company0.24%$2.71M
Thermo Fisher Scientific, Inc.0.19%$2.22M
T-Mobile US, Inc.0.13%$1.44M
Gartner, Inc.0.11%$1.28M
Amerityre Corp.0.07%$768.80K
The Options Clearing Corporation-0.67%$-7.61M

EQTKX overview: performance, fees, allocation and SEC filings