Titelia

Holdings of S&P MidCap Index Fund

SHELTON FUNDS · Original filing · Compare with another fund · Report an error

Net assets
113.7M $ including 113.2M $ in equities, 99.5 %
Positions
398 in 10 countries
Top ten
8.2 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Coca-Cola Consolidated Inc 1,830370.4K $0.33 %
102Ally Financial Inc 9,345368.6K $0.32 %
103Aramark 8,769367K $0.32 %
104Donaldson Co Inc 3,943365.8K $0.32 %
105Oshkosh Corp 2,135363K $0.32 %
106Encompass Health Corp 3,360362.5K $0.32 %
107Essential Utilities Inc 9,051361.8K $0.32 %
108Dynatrace Inc 10,059361.3K $0.32 %
109CNH Industrial NV 29,177358.9K $0.32 %
110Applied Industrial Technologies Inc 1,270358.9K $0.32 %
111Saia Inc 878355.9K $0.31 %
112Antero Resources Corp 9,621354.1K $0.31 %
113Rambus Inc 3,553354.1K $0.31 %
114TTM Technologies Inc 3,392353.6K $0.31 %
115Nutanix Inc 9,190351.8K $0.31 %
116Globus Medical Inc 3,677351K $0.31 %
117Onto Innovation Inc 1,617349.1K $0.31 %
118EastGroup Properties Inc 1,774348.3K $0.31 %
119Owens Corning 2,830345.5K $0.30 %
120SOUTHSTATE BANK CORP 3,482343.6K $0.30 %
121Core & Main Inc 6,325342.6K $0.30 %
122Knight-Swift Transportation Holdings Inc 5,413340.6K $0.30 %
123Medpace Holdings Inc 751339.3K $0.30 %
124Pinterest Inc 19,667336.9K $0.30 %
125GameStop Corp 13,927334.7K $0.29 %
126OGE Energy Corp 6,719330.2K $0.29 %
127Range Resources Corp 7,947328.1K $0.29 %
128Old Republic International Corp 7,626326.9K $0.29 %
129Toro Co/The 3,292325.4K $0.29 %
130Crane Co 1,614323.7K $0.28 %
131American Homes 4 Rent 10,750322.5K $0.28 %
132Wintrust Financial Corp 2,208318.1K $0.28 %
133AptarGroup Inc 2,198315.9K $0.28 %
134Tetra Tech Inc 8,767314.2K $0.28 %
135American Financial Group Inc/OH 2,342311.4K $0.27 %
136Acuity Inc 1,026309.4K $0.27 %
137CubeSmart 7,519309.3K $0.27 %
138Brixmor Property Group Inc 10,212309.1K $0.27 %
139Chart Industries Inc 1,491309.1K $0.27 %
140American Healthcare REIT Inc 5,885307.4K $0.27 %
141Docusign Inc 6,741303.8K $0.27 %
142Valmont Industries Inc 658302.6K $0.27 %
143Ryder System Inc 1,360301.3K $0.27 %
144Cognex Corp 5,525300.6K $0.26 %
145Agree Realty Corp 3,709298.5K $0.26 %
146Houlihan Lokey Inc 1,813296.9K $0.26 %
147Watts Water Technologies Inc 903296.9K $0.26 %
148Celsius Holdings Inc 5,523296.1K $0.26 %
149Cullen/Frost Bankers Inc 2,110291.6K $0.26 %
150Rexford Industrial Realty Inc 7,687288K $0.25 %
151Littelfuse Inc 817288K $0.25 %
152American Airlines Group Inc 22,014287.7K $0.25 %
153Kinsale Capital Group Inc 738287.6K $0.25 %
154Affiliated Managers Group Inc 928284.1K $0.25 %
155NNN REIT Inc 6,262283.8K $0.25 %
156Autoliv Inc 2,391283.4K $0.25 %
157Arrowhead Pharmaceuticals Inc 4,460282.2K $0.25 %
158Fluor Corp 5,393282.1K $0.25 %
159Zions Bancorp NA 4,925282.1K $0.25 %
160Western Alliance Bancorp 3,503281.4K $0.25 %
161UMB Financial Corp 2,414279.7K $0.25 %
162Masimo Corp 1,592279.2K $0.25 %
163First Industrial Realty Trust Inc 4,417278.9K $0.25 %
164AGCO Corp 2,042278.7K $0.25 %
165Primerica Inc 1,096278K $0.24 %
166Manhattan Associates Inc 2,046277.1K $0.24 %
167Darling Ingredients Inc 5,193276.1K $0.24 %
168Halozyme Therapeutics Inc 3,958275.2K $0.24 %
169IDACORP Inc 1,908274.7K $0.24 %
170HF Sinclair Corp 5,487274.4K $0.24 %
171National Fuel Gas Co 3,014274.4K $0.24 %
172Commercial Metals Co 3,734273.7K $0.24 %
173MP Materials Corp 4,554268.1K $0.24 %
174AeroVironment Inc 1,061267.6K $0.24 %
175Middleby Corp/The 1,577266.3K $0.23 %
176Simpson Manufacturing Co Inc 1,368264.8K $0.23 %
177Old National Bancorp/IN 11,315261.4K $0.23 %
178Arrow Electronics Inc 1,717261.3K $0.23 %
179Weatherford International PLC 2,430256.3K $0.23 %
180SEI Investments Co 3,134254.9K $0.22 %
181Cytokinetics Inc 4,049251.9K $0.22 %
182FirstCash Holdings Inc 1,281247K $0.22 %
183Ingredion Inc 2,097246.3K $0.22 %
184Antero Midstream Corp 10,945246K $0.22 %
185Floor & Decor Holdings Inc 3,553245.5K $0.22 %
186STAG Industrial Inc 6,229244.3K $0.21 %
187NOV Inc 12,039243.9K $0.21 %
188MSA Safety Inc 1,245243.3K $0.21 %
189Hexcel Corp 2,624243.2K $0.21 %
190AAON Inc 2,393242.2K $0.21 %
191Eagle Materials Inc 1,082242.2K $0.21 %
192Jefferies Financial Group Inc 5,447241.8K $0.21 %
193Booz Allen Hamilton Holding Corp 3,066241.7K $0.21 %
194Cirrus Logic Inc 1,712241.6K $0.21 %
195Kirby Corp 1,861241.6K $0.21 %
196Albertsons Cos Inc 13,448240.7K $0.21 %
197Cava Group Inc 2,885237.9K $0.21 %
198Dutch Bros Inc 4,435237.8K $0.21 %
199Wingstop Inc 916237.7K $0.21 %
200Sprouts Farmers Market Inc 3,210237.1K $0.21 %

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Sector breakdown

  • Industrials 6.3 %
  • Technology 6.3 %
  • Materials 3.0 %
  • Health care 2.2 %
  • Consumer staples 2.0 %
  • Energy 1.5 %
  • Consumer discretionary 1.3 %
  • Financials 0.5 %
  • Communication 0.4 %
  • Unattributed 76.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 94.5 %
  • Bermuda 1.3 %
  • Ireland 0.9 %
  • United Kingdom 0.8 %
  • Canada 0.7 %
  • Singapore 0.7 %
  • Cayman Islands 0.6 %
  • Netherlands 0.3 %
  • Jersey 0.2 %
  • British Virgin Islands 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States383106.9M $94.46 %
2Bermuda51.5M $1.31 %
3Ireland21M $0.91 %
4United Kingdom1884.4K $0.78 %
5Canada2786.7K $0.70 %
6Singapore1769.2K $0.68 %
7Cayman Islands1661.3K $0.58 %
8Netherlands1358.9K $0.32 %
9Jersey1212.5K $0.19 %
10British Virgin Islands181.4K $0.07 %
Cite this page

Titelia. "Holdings of S&P MidCap Index Fund". https://titelia.com/en/funds/S000016023