Your funds, side by side
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 · 134 lines · as of Feb 28, 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 | 4.01 % |
| NVIDIA Corp | 3.24 % |
| Alphabet Inc | 2.64 % |
| Meta Platforms Inc | 2.45 % |
| Broadcom Inc | 2.18 % |
| Microsoft Corp | 2.15 % |
| Arista Networks Inc | 1.86 % |
| Walt Disney Co/The | 1.80 % |
| Apple Inc | 1.74 % |
| Trane Technologies PLC | 1.60 % |
| Micron Technology Inc | 1.57 % |
| Mastercard Inc | 1.52 % |
| Amazon.com Inc | 1.50 % |
| Caterpillar Inc | 1.48 % |
| Bristol-Myers Squibb Co | 1.30 % |
| Netflix Inc | 1.30 % |
| Comcast Corp | 1.27 % |
| Eli Lilly & Co | 1.23 % |
| CBRE Group Inc | 1.23 % |
| Citigroup Inc | 1.21 % |
| Goldman Sachs Group Inc/The | 1.13 % |
| NXP Semiconductors NV | 1.12 % |
| Travelers Cos Inc/The | 1.11 % |
| American Express Co | 1.11 % |
| Salesforce Inc | 1.07 % |
| Constellation Energy Corp. | 1.06 % |
| Home Depot Inc/The | 1.06 % |
| Advanced Micro Devices Inc | 1.02 % |
| Linde PLC | 0.99 % |
| Intuitive Surgical Inc | 0.98 % |
1 funds, 134 lines read.