Your funds, side by side
These are the lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Shelton Equity Income Fund SHELTON FUNDS · 89 lines · as of May 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Shelton Equity Income Fund |
|---|---|
| SCM TRUST | 4.88 % |
| Meta Platforms Inc | 3.04 % |
| Micron Technology Inc | 2.95 % |
| Microsoft Corp | 2.94 % |
| Apple Inc | 2.92 % |
| Alphabet Inc | 2.87 % |
| NVIDIA Corp | 2.81 % |
| Broadcom Inc | 2.44 % |
| Goldman Sachs Group Inc/The | 2.25 % |
| Advanced Micro Devices Inc | 2.20 % |
| NetApp Inc | 2.11 % |
| Amazon.com Inc | 2.10 % |
| Lam Research Corp | 1.80 % |
| CATERPILLAR INC | 1.75 % |
| Trane Technologies PLC | 1.70 % |
| Walt Disney Co/The | 1.61 % |
| Arista Networks Inc | 1.55 % |
| Johnson & Johnson | 1.42 % |
| Travelers Cos Inc/The | 1.40 % |
| Merck & Co Inc | 1.37 % |
| Mastercard Inc | 1.35 % |
| Duke Energy Corp | 1.35 % |
| Eli Lilly & Co | 1.33 % |
| Citigroup Inc | 1.23 % |
| Bristol-Myers Squibb Co | 1.19 % |
| Cummins Inc | 1.14 % |
| CISCO SYSTEMS INC | 1.08 % |
| Norfolk Southern Corp | 1.06 % |
| CBRE Group Inc | 1.05 % |
| TJX Cos Inc/The | 1.04 % |
Titelia read 89 lines in these 1 funds.