SHELTON FUNDS's S&P MidCap Index Fund (SPMIX) has disclosed 388 total holdings in their latest N-PORT filing with the SEC for the
portfolio date of 2025-02-28. The current portfolio value is calculated to be $106.00 Mil, only including common equities, preferred
equities, ETFs, options and warrants for equities. The turnover rate is 3%.
S&P MidCap Index Fund (SPMIX)'s
Total Assets is $110.74 Mil , Total Liabilities is $82,630.00 , Net Assets is $110.66 Mil.
In S&P MidCap Index Fund (SPMIX)'s current portfolio as of 2025-02-28, the top 5 holdings are
Williams-Sonoma Inc (WSM), Interactive Brokers Group Inc (IBKR), Expand Energy Corp (EXE), EMCOR Group Inc (EME) and RB Global Inc (RBA),
not including call and put options.
S&P MidCap Index Fund (SPMIX) did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the mutual fund's current and past N-PORT holdings for S&P MidCap Index Fund (SPMIX), as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the mutual fund's latest trades and stock picks for S&P MidCap Index Fund (SPMIX), which include data from form N-PORT.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for S&P MidCap Index Fund.