CFNTX
GREEN CA TAX-FREE INC FND
SHELTON FUNDS

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Nov 30, 2025 → Feb 28, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
Regents of the University of California Medical Center Pooled Revenue 0 1,560,000 1,560,000 4.75% $1.56M
LOS ANGELES CA DEPT OF ARPTS ARPT REVENUE 0 1,000,000 1,000,000 3.30% $1.08M
E BAY MUD-A-REV 0 1,000,000 1,000,000 3.26% $1.07M
CALIFORNIA HOUSING FINANCE AGENCY 0 1,000,000 1,000,000 3.13% $1.03M
Los Angeles Unified School District, Series 2024 QRR 0 1,000,000 1,000,000 3.01% $987.86K
SAN DIEGO USD A-3 0 1,000,000 1,000,000 2.94% $964.97K
San Francisco (City & County of), CA Public Utilities Commission (Green Bonds), Series 2021 A, RB 0 975,000 975,000 2.92% $958.98K
UNIV OF CALIFORNIA REVENUES 0 655,000 655,000 1.99% $655.00K
Mt. San Antonio Community College District, Series A 0 500,000 500,000 1.69% $555.13K
LOS ANGELES CA DEPT OF ARPTS ARPT REVENUE 0 500,000 500,000 1.66% $544.75K
SAN FRAN CA BAY-AG 0 605,000 605,000 1.44% $472.14K
San Mateo County Transit District, Series B 0 400,000 400,000 1.22% $400.00K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
CA FOOHGR 0 08/01/2027 1,500,000 0 -1,500,000 0.00% -$1.44M
WM S HART CALIF UN HIGH SCH DI GO BDS 2005 B 1,595,000 0 -1,595,000 0.00% -$1.43M
Santa Maria Joint Union High School District 1,500,000 0 -1,500,000 0.00% -$1.35M
CALIFORNIA ST HLTH FACS FING AUTH REVENUE 1,200,000 0 -1,200,000 0.00% -$1.26M
CA WVYSCD 5 08/01/2036 835,000 0 -835,000 0.00% -$960.88K
UNIV OF CALIFORNIA REVENUES UNVHGR 05/48 ADJUSTABLE VAR 900,000 0 -900,000 0.00% -$900.00K
CHF-DAVIS I LLC 5.0% 05-15-38 800,000 0 -800,000 0.00% -$823.10K
Los Angeles (County of), CA Metropolitan Transportation Authority (Green Bonds), Series 2020, RB 590,000 0 -590,000 0.00% -$658.91K
Los Angeles Unified School District, Series 2022QRR 600,000 0 -600,000 0.00% -$609.50K
SACRAMENTO REF-N-1 500,000 0 -500,000 0.00% -$599.14K
California (State of) Infrastructure & Economic Development Bank (Clean Water Revolving Fund) (Green Bonds), Series 2017, RB 300,000 0 -300,000 0.00% -$310.97K
CALIFORNIA ST STWD CMNTYS DEV AUTH REVENUE 300,000 0 -300,000 0.00% -$300.00K
CA SFOPWR 5 11/01/2030 180,000 0 -180,000 0.00% -$180.54K
CA EBYWTR 5 06/01/2032 150,000 0 -150,000 0.00% -$155.93K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
CALIFORNIA ST EDU FAC 1,500,000 2,000,000 500,000 7.00% $594.50K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
CALIFORNIA ST-GREEN 900,000 850,000 -50,000 2.59% -$49.74K
CA MLPSCD 3 08/01/2034 1,500,000 750,000 -750,000 2.32% -$744.51K
California (State of) Housing Finance Agency, Series 2019 A-2, RB 320,686 318,816 -1,870 1.01% $3.05K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
SAN JOSE FINANCING AUTHORITY SJSUTL 11/52 FIXED 5 1,500,000 1,500,000 0 4.83% $2.70K
SAN DIEGO PUB FACS-A 1,500,000 1,500,000 0 4.79% $4.09K
LOS ANGELES WSTWTR-A 1,500,000 1,500,000 0 4.64% $104
SAN MATEO FOSTER CITY CA PUBLIC FING AUTH WSTWTR REVENUE 1,500,000 1,500,000 0 4.58% $6.33K
SAN FRANCISCO CA BAY AREA RAPI REGD B/E 5.00000000 1,300,000 1,300,000 0 4.11% $3.74K
SAN DIEGO UNIF SD-B3 1,300,000 1,300,000 0 3.81% $13.33K
CA CASDEV 5 10/01/2033 1,200,000 1,200,000 0 3.66% -$7.00K
E BAY MUD-A-REV 1,000,000 1,000,000 0 3.29% $4.94K
SAN FRANCISCO-REV-C 1,000,000 1,000,000 0 3.29% $13.88K
Los Angeles Unified School District (Green Bonds), Series 2024 QRR, GO Bonds 750,000 750,000 0 2.53% $12.36K
Desert Community College District, Riverside County, California, General Obligation Bonds, Election of 2016 Series 2024 750,000 750,000 0 2.22% $11.22K
Sacramento Municipal Utility District, Series 2024M 565,000 565,000 0 1.83% $28
San Diego (County of), CA Regional Transportation Commission, Series 2023 A, Ref. RB 500,000 500,000 0 1.80% $10.32K
CA CASFAC 4 05/01/2036 540,000 540,000 0 1.77% $14.81K
Chaffey Community College District, Series B1 500,000 500,000 0 1.69% -$1.58K
State of California 500,000 500,000 0 1.69% $9.70K
California Municipal Finance Authority 480,000 480,000 0 1.53% $5.97K
CA LOSTRN 4 07/01/2028 500,000 500,000 0 1.52% $112
CA TURWTR 5 01/01/2036 300,000 300,000 0 1.00% $2.43K
CA PECGEN 5 06/01/2036 200,000 200,000 0 0.69% $2.81K
CA SFOPWR 5 11/01/2036 170,000 170,000 0 0.52% $61

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