EQTKX
Shelton Equity Income Fund
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
WIB 0 03/19/26 0 98,000,000 98,000,000 9.30% $97.83M
TJX COS INC 0 39,400 39,400 0.61% $6.37M
HALLIBURTON CO 0 124,000 124,000 0.42% $4.46M
PNC FINANCIAL SERVICES GRP INC 0 20,500 20,500 0.41% $4.35M
GENERAL DYNAMICS CORPORATION 0 11,000 11,000 0.37% $3.93M
CUMMINS INC 0 6,100 6,100 0.34% $3.56M
NUCOR CORP 0 16,700 16,700 0.28% $2.95M
T-MOBILE US INC 0 7,700 7,700 0.16% $1.67M
VERSANT MEDIA GROUP INC - A 0 17,416 17,416 0.06% $580.30K
SIMON PROPERTY 0 2,200 2,200 0.04% $448.47K
UnitedHealth Group, Inc. 0 -50 -50 0.00% -$150
ACCENTURE PLC CL A 0 -90 -90 0.00% -$225
CALL SPGI US Equity 11/07/25 C490 0 -5 -5 0.00% -$1.09K
AUTOMATIC DATA PROCESSING COMMON STOCK 0 -15 -15 0.00% -$1.65K
Jack Henry & Associates, Inc. 0 -6 -6 0.00% -$1.66K
Domino's Pizza, Inc. 0 -5 -5 0.00% -$1.88K
Fidelity National Information Services, Inc. 0 -20 -20 0.00% -$2.00K
Nasdaq, Inc. 0 -20 -20 0.00% -$2.30K
Wells Fargo & Co. 0 -88 -88 0.00% -$2.82K
Humana, Inc. 0 -35 -35 0.00% -$2.98K
Centene Corp. 0 -100 -100 0.00% -$3.10K
Skyworks Solutions, Inc. 0 -30 -30 0.00% -$3.15K
Simon Property Group, Inc. 0 -11 -11 0.00% -$3.29K
CALL NIKE INC -CL B 01/16/2026 C63 0 -70 -70 0.00% -$3.50K
Booking Holdings, Inc. 0 -5 -5 0.00% -$4.32K
Synopsys, Inc. 0 -10 -10 0.00% -$4.60K
Global Payments, Inc. 0 -40 -40 0.00% -$5.00K
Gartner, Inc. 0 -20 -20 0.00% -$5.60K
PUT Chipotle Mexican Gri 09/18/2026 P30 0 -200 -200 0.00% -$6.80K
NRG Energy, Inc. 0 -28 -28 0.00% -$7.56K
ServiceNow, Inc. 0 -30 -30 0.00% -$7.71K
American Tower Corp. 0 -15 -15 0.00% -$7.88K
Molson Coors Brewing Co. 0 -100 -100 0.00% -$8.00K
Truist Financial Corp. 0 -225 -225 0.00% -$8.78K
Crowdstrike Holdings, Inc. 0 -15 -15 0.00% -$8.91K
Hilton Worldwide Holdings, Inc. 0 -30 -30 0.00% -$9.00K
PUT NORFOLK SOUTHERN 09/15/2023 P185 0 -20 -20 0.00% -$9.10K
PUT DR Horton, Inc. 01/09/2026 P142 0 -70 -70 0.00% -$9.94K
PNC Financial Services Group, Inc. 0 -100 -100 0.00% -$10.00K
NetApp, Inc. 0 -400 -400 0.00% -$10.00K
Prologis, Inc. 0 -56 -56 0.00% -$10.25K
CFD_EQS FIN LEG VISTRA EN 0 -70 -70 0.00% -$10.29K
TARGET CORP COMMON STOCK 0 -30 -30 0.00% -$10.29K
Stryker Corp. 0 -35 -35 0.00% -$10.50K
T-Mobile US, Inc. 0 -25 -25 0.00% -$10.62K
Monster Beverage Corp. 0 -180 -180 0.00% -$11.34K
DECKERS OUTDOOR CORP (UBS) (CFD) 0 -55 -55 0.00% -$11.55K
BANK OF AMERICA CORP COMMON STOCK 0 -275 -275 0.00% -$12.10K
Uber Technologies Inc 0 -150 -150 0.00% -$13.05K
PUT Goldman Sachs Group 01/05//2024 P325 0 -40 -40 0.00% -$14.00K
CALL PayPal Holdings, Inc 02/20/2026 C65 0 -200 -200 0.00% -$14.00K
CALL NUE US Equity 11/07/25 C152.5 0 -50 -50 0.00% -$14.00K
Walt Disney Co. (The) 0 -1,200 -1,200 0.00% -$14.40K
Adobe Systems, Inc. 0 -20 -20 0.00% -$14.42K
Constellation Brands, Inc. 0 -25 -25 0.00% -$14.50K
Intuit, Inc. 0 -15 -15 0.00% -$15.21K
BOEING CO/THE COMMON STOCK 0 -108 -108 0.00% -$16.96K
Oracle Corp. 0 -70 -70 0.00% -$17.15K
Union Pacific Corp. 0 -60 -60 0.00% -$17.40K
AMERICAN EXPRESS CO COMMON STOCK 0 -105 -105 0.00% -$17.43K
AMERICAN WATER WORKS CO INC COMMON STOCK 0 -50 -50 0.00% -$17.50K
Pfizer, Inc. 0 -400 -400 0.00% -$19.20K
MSCI, Inc. 0 -33 -33 0.00% -$20.46K
CALL KO US Equity 11/07/25 C69 0 -250 -250 0.00% -$20.50K
PUT Salesforce, Inc. 01/09/2026 P260 0 -75 -75 0.00% -$20.78K
CALL ABBV US Equity 11/07/25 C217.5 0 -22 -22 0.00% -$20.79K
Cummins, Inc. 0 -25 -25 0.00% -$20.82K
General Motors Co. 0 -220 -220 0.00% -$21.12K
Leidos Holdings, Inc. 0 -95 -95 0.00% -$21.38K
Thermo Fisher Scientific, Inc. 0 -45 -45 0.00% -$22.05K
Verizon Communications, Inc. 0 -200 -200 0.00% -$23.00K
JPMorgan Chase & Co. 0 -90 -90 0.00% -$23.49K
ABBOTT LABORATORIES COMMON STOCK 0 -243 -243 0.00% -$24.30K
TSLZ TRS TSLA EQ 0 -45 -45 0.00% -$24.75K
Common Stock 0 -81 -81 0.00% -$25.19K
Charles Schwab Corp./The 0 -300 -300 0.00% -$27.30K
CALL CVX US Equity 11/07/25 C160 0 -75 -75 0.00% -$28.88K
MSFX TRS MSFT EQ 0 -100 -100 0.00% -$29.30K
CALL IBM US Equity 11/07/25 C310 0 -98 -98 0.00% -$30.38K
Costco Wholesale Corp. 0 -15 -15 0.00% -$30.63K
AT&T, Inc. 0 -540 -540 0.00% -$31.32K
Devon Energy Corp. 0 -140 -140 0.00% -$31.50K
Fastenal Co. 0 -175 -175 0.00% -$32.38K
Progressive Corp./The 0 -100 -100 0.00% -$32.50K
eBay, Inc. 0 -175 -175 0.00% -$33.42K
APPLE INC COMMON STOCK 0 -240 -240 0.00% -$34.08K
Common Stock 0 -100 -100 0.00% -$34.50K
Cadence Design Systems, Inc. 0 -65 -65 0.00% -$35.75K
Ingersoll Rand, Inc. 0 -150 -150 0.00% -$36.00K
Deere & Co. 0 -35 -35 0.00% -$36.22K
Hewlett Packard Enterprise Co. 0 -420 -420 0.00% -$36.96K
PUT Ulta Beauty, Inc. 09/19/2025 P300 0 -25 -25 0.00% -$37.38K
Palo Alto Networks Inc 0 -210 -210 0.00% -$37.38K
Vertex Pharmaceuticals, Inc. 0 -17 -17 0.00% -$39.44K
CALL JNJ US Equity 11/07/25 C190 0 -80 -80 0.00% -$40.00K
Intuitive Surgical, Inc. 0 -70 -70 0.00% -$40.60K
TJX Cos., Inc./The 0 -110 -110 0.00% -$41.25K
PUT CBRE Group, Inc. 07/19/2024 P82.5 0 -225 -225 0.00% -$42.75K
CFD LAM RESEARCH CORP 0 -60 -60 0.00% -$42.90K
PUT Home Depot, Inc. 01/09/2026 P340 0 -68 -68 0.00% -$44.20K
ConocoPhillips 0 -265 -265 0.00% -$44.52K
MasterCard, Inc. 0 -66 -66 0.00% -$44.88K
CALL GD US Equity 11/07/25 C345 0 -50 -50 0.00% -$45.00K
AUTOZONE INC COMMON STOCK 0 -3 -3 0.00% -$45.18K
Cisco Systems, Inc. 0 -275 -275 0.00% -$45.38K
Hershey Co./The 0 -25 -25 0.00% -$45.98K
O'Reilly Automotive, Inc. 0 -215 -215 0.00% -$48.38K
RTX CORPORATION COMMON STOCK 0 -150 -150 0.00% -$49.50K
Waste Management, Inc. 0 -100 -100 0.00% -$50.00K
CVS Health Corp. 0 -450 -450 0.00% -$51.75K
Halliburton Co. 0 -380 -380 -0.01% -$52.82K
CALL CAT US Equity 11/07/25 C580 0 -40 -40 -0.01% -$56.52K
Comcast Corp. 0 -1,000 -1,000 -0.01% -$63.00K
BERKSHIRE HATHAWAY INC-CL B COMMON STOCK 0 -90 -90 -0.01% -$64.35K
Micron Technology, Inc. 0 -55 -55 -0.01% -$64.90K
CALL XOM US Equity 11/07/25 C115 0 -160 -160 -0.01% -$65.12K
CEG A 2026-03-20 CALL 400 0 -65 -65 -0.01% -$67.14K
CALL WMT US Equity 11/07/25 C101 0 -290 -290 -0.01% -$68.15K
TRAVELERS COS INC/THE COMMON STOCK 0 -125 -125 -0.01% -$72.50K
Facebook, Inc. 0 -110 -110 -0.01% -$75.35K
RECV NVDX TRS NVDA EQ 0 -510 -510 -0.01% -$77.52K
CALL PG US Equity 11/07/25 C150 0 -81 -81 -0.01% -$78.25K
PUT Amazon.com, Inc. 01/02/2026 P205 0 -200 -200 -0.01% -$91.00K
Regeneron Pharmaceuticals, Inc. 0 -20 -20 -0.01% -$92.40K
Merck & Co., Inc. 0 -415 -415 -0.01% -$95.45K
CALL CL US Equity 11/07/25 C77 0 -150 -150 -0.01% -$97.50K
TRANE TECHNOLOGIES PLC 0 -140 -140 -0.01% -$98.00K
NXP SEMICONDUCTORS NV 0 -294 -294 -0.01% -$103.78K
Eli Lilly & Co. 0 -35 -35 -0.01% -$110.22K
Texas Instruments, Inc. 0 -50 -50 -0.01% -$110.45K
BROADCOM INC. BROADCOM INC. 0 -100 -100 -0.01% -$116.00K
Common Stock 0 -83 -83 -0.01% -$124.50K
Citigroup, Inc. 0 -300 -300 -0.01% -$129.00K
ARISTA NETWORKS INC COMMON STOCK 0 -325 -325 -0.01% -$130.00K
PUT Alphabet, Inc. Class 04/04/2025 P150 0 -280 -280 -0.02% -$162.40K
125269100 TRS 0 -140 -140 -0.02% -$189.28K
Iron Mountain, Inc. 0 -240 -240 -0.02% -$240.00K
NFLU TRS NFLX EQ 0 -390 -390 -0.02% -$250.77K
CALL NEE US Equity 11/07/25 C82 0 -510 -510 -0.03% -$310.59K
Bristol-Myers Squibb Co. 0 -850 -850 -0.06% -$624.75K
LINDE PLC 0 -150 -150 -0.08% -$890.25K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
U.S. Treasury Bills 77,900,000 0 -77,900,000 0.00% -$77.82M
NEWMONT CORP 70,100 0 -70,100 0.00% -$6.36M
YUM! BRANDS INC 21,200 0 -21,200 0.00% -$3.25M
CORNING INC 37,000 0 -37,000 0.00% -$3.12M
CARDINAL HEALTH INC 12,700 0 -12,700 0.00% -$2.70M
WILLIAMS COS INC 35,100 0 -35,100 0.00% -$2.14M
MCKESSON CORP 1,100 0 -1,100 0.00% -$969.23K
Zoetis, Inc. 03/20/2026 110 Put -24,291 0 24,291 0.00% $14.28M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
SCM Trust SHELTON EQUITY PREMIUM INCOME ETF 1,213,200 1,642,500 429,300 4.05% $10.32M
NVIDIA CORP 151,200 194,400 43,200 3.27% $7.68M
META PLATFORMS INC CL A 23,400 40,200 16,800 2.48% $10.89M
BROADCOM INC 64,700 72,400 7,700 2.20% -$2.94M
MICROSOFT CORP 43,600 58,000 14,400 2.17% $1.33M
APPLE INC 68,100 70,100 2,000 1.76% -$470.67K
MICRON TECHNOLOGY INC 14,700 40,300 25,600 1.58% $13.14M
MASTERCARD INC CL A 25,000 31,200 6,200 1.53% $2.37M
AMAZON.COM INC 53,100 75,900 22,800 1.51% $3.56M
COMCAST CORP CL A 334,400 435,400 101,000 1.28% $4.55M
LILLY ELI and CO 10,200 12,400 2,200 1.24% $2.07M
AMERICAN EXPRESS CO 25,500 38,000 12,500 1.12% $2.42M
SALESFORCE INC 49,500 58,200 8,700 1.08% -$74.95K
CONSTELLATION ENERGY CORP 33,100 34,200 1,100 1.07% -$778.42K
ADV MICRO DEVICE 38,600 54,100 15,500 1.03% $2.43M
MERCK & CO 58,900 81,300 22,400 0.96% $3.89M
NETAPP INC 81,500 101,500 20,000 0.96% $959.40K
LAM RESEARCH CORP 20,300 42,800 22,500 0.95% $6.84M
INTL BUS MACH CORP 27,900 37,800 9,900 0.86% $470.56K
SCHWAB CHARLES CORP 86,800 94,800 8,000 0.86% $976.00K
CF INDUSTRIES HOLDINGS INC 67,800 89,700 21,900 0.85% $3.59M
GENERAL MOTORS CO 59,000 112,200 53,200 0.84% $4.49M
ACCENTURE PLC-A 28,100 35,300 7,200 0.70% $342.82K
RTX CORP 26,900 36,200 9,300 0.70% $2.63M
NEXTERA ENERGY INC 51,000 68,100 17,100 0.61% $1.98M
AMPHENOL CORPORATION CL A 18,100 41,900 23,800 0.58% $3.57M
INGERSOLL RAND INC 39,200 64,100 24,900 0.57% $2.89M
LEIDOS HOLDINGS INC 15,800 26,400 10,600 0.44% $1.60M
SERVICENOW INC 6,600 33,000 26,400 0.34% -$1.80M
COCA-COLA CO/THE 25,400 36,100 10,700 0.28% $1.09M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
ALPHABET INC CL A 119,100 89,900 -29,200 2.66% -$10.11M
TRANE TECHNOLOGI 47,700 36,700 -11,000 1.61% -$3.14M
CATERPILLAR INC 26,700 21,100 -5,600 1.49% $300.92K
CBRE GROUP INC - CL A 94,700 88,300 -6,400 1.24% -$2.29M
CITIGROUP INC 119,800 116,300 -3,500 1.22% $403.82K
GOLDMAN SACHS GROUP INC 16,000 13,900 -2,100 1.14% -$1.27M
TRAVELERS COS IN 51,100 38,100 -13,000 1.12% -$3.21M
HOME DEPOT INC 37,700 29,500 -8,200 1.07% -$2.22M
ULTA BEAUTY INC 22,200 15,000 -7,200 0.98% -$1.69M
EXXON MOBIL CORP 81,100 61,700 -19,400 0.89% $8.14K
BERKSHIRE HATH-B 32,900 16,900 -16,000 0.81% -$8.37M
WALMART INC 127,200 60,000 -67,200 0.73% -$6.38M
CONOCOPHILLIPS 61,800 59,000 -2,800 0.64% $1.21M
CISCO SYSTEMS INC 210,900 84,100 -126,800 0.64% -$9.54M
BANK OF AMERICA CORPORATION 172,900 127,900 -45,000 0.61% -$2.90M
MONSTER BEVERAGE CORP 160,300 72,300 -88,000 0.59% -$5.85M
DEERE & CO 21,500 9,500 -12,000 0.57% -$4.00M
AT&T INC 268,400 198,400 -70,000 0.53% -$1.43M
CHEVRON CORP 55,400 29,400 -26,000 0.52% -$2.88M
UNION PACIFIC CORP 26,800 19,800 -7,000 0.50% -$966.44K
EBAY INC 79,900 56,900 -23,000 0.49% -$1.44M
COSTCO WHOLESALE CORP 6,800 4,800 -2,000 0.46% -$1.36M
JOHNSON&JOHNSON 37,700 18,700 -19,000 0.44% -$3.16M
WASTE MANAGEMENT INC 28,600 17,600 -11,000 0.40% -$1.99M
TRUIST FINL CORP 123,700 83,700 -40,000 0.39% -$1.62M
COLGATE-PALMOLIVE CO 75,600 40,000 -35,600 0.38% -$2.11M
UBER TECHNOLOGIES INC 56,800 46,800 -10,000 0.34% -$1.44M
AMGEN INC 12,300 8,300 -4,000 0.31% -$1.03M
VERIZON COMMUNICATIONS INC 95,700 60,700 -35,000 0.29% -$890.73K
HILTON WORLDWIDE HOLDINGS INC 26,400 9,200 -17,200 0.27% -$4.66M
NRG ENERGY INC 18,000 14,500 -3,500 0.25% -$455.90K
DEVON ENERGY CORP 78,500 58,500 -20,000 0.24% -$362.70K
PROCTER & GAMBLE 40,100 14,700 -25,400 0.23% -$3.48M
BOEING CO/THE 13,300 10,800 -2,500 0.23% -$56.38K
STRYKER CORP 8,900 6,200 -2,700 0.23% -$901.25K
THERMO FISHER SCIENTIFIC INC 7,000 4,500 -2,500 0.22% -$1.79M
NORFOLK SOUTHERN CORP 10,000 5,000 -5,000 0.15% -$1.35M
PROLOGIS INC REIT 8,100 5,600 -2,500 0.08% -$242.70K
WELLS FARGO & CO 33,800 8,800 -25,000 0.07% -$2.18M
NASDAQ INC 21,000 6,000 -15,000 0.05% -$1.38M
S&P GLOBAL INC 1,000 500 -500 0.02% -$277.89K
JACK HENRY 3,000 600 -2,400 0.01% -$425.96K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
ARISTA NETWORKS INC 147,900 147,900 0 1.88% $417.08K
WALT DISNEY CO/T 179,800 179,800 0 1.81% $282.29K
BRISTOL-MYERS SQUIBB CO 221,200 221,200 0 1.31% $2.91M
NETFLIX INC 143,000 143,000 0 1.31% -$1.62M
NXP SEMICONDUCTO 52,400 52,400 0 1.13% $1.68M
LINDE PLC 20,600 20,600 0 0.99% $2.01M
INTUITIVE SURGICAL INC 20,600 20,600 0 0.99% -$1.44M
CADENCE DESIGN SYSTEMS INC 33,700 33,700 0 0.97% -$351.83K
PALO ALTO NETWORKS INC 67,400 67,400 0 0.95% -$2.78M
TESLA INC 19,400 19,400 0 0.74% -$536.60K
CVS HEALTH CORP 94,100 94,100 0 0.71% -$43.29K
JPMORGAN CHASE and CO 24,900 24,900 0 0.71% -$318.22K
THE BOOKING HOLDINGS INC 1,600 1,600 0 0.64% -$1.08M
UNITEDHEALTH GRP 20,600 20,600 0 0.57% -$751.90K
CHIPOTLE MEXICAN GRILL INC 154,000 154,000 0 0.54% $415.80K
O'REILLY AUTOMOTIVE INC 61,000 61,000 0 0.54% -$477.02K
ABBOTT LABS 46,300 46,300 0 0.51% -$581.06K
DR HORTON INC 33,000 33,000 0 0.50% $45.54K
ORACLE CORP 36,300 36,300 0 0.50% -$2.05M
AUTOZONE INC 1,400 1,400 0 0.50% -$278.25K
HEWLETT PACKARD ENTERPRISE CO 244,000 244,000 0 0.50% -$97.60K
PAYPAL HOLDINGS 113,300 113,300 0 0.50% -$1.87M
PROGRESSIVE CORP OHIO 23,400 23,400 0 0.48% -$354.04K
INTUIT INC 12,100 12,100 0 0.47% -$2.72M
HERSHEY CO/THE 18,700 18,700 0 0.42% $901.34K
REGENERON PHARMACEUTICALS INC 5,500 5,500 0 0.41% $8.14K
ADOBE INC 15,100 15,100 0 0.38% -$871.57K
TEXAS INSTRUMENTS INC 17,400 17,400 0 0.35% $762.82K
DECKERS OUTDOOR CORP 29,400 29,400 0 0.33% $859.66K
PFIZER INC 119,900 119,900 0 0.32% $229.01K
VISTRA CORP 18,400 18,400 0 0.30% -$91.45K
AMERICAN WATER WRKS COMPANY 21,700 21,700 0 0.28% $129.33K
VERTEX PHARMACEUTICALS INC 5,900 5,900 0 0.28% $373.00K
FASTENAL CO 61,400 61,400 0 0.27% $346.30K
CROWDSTRIKE HOLDINGS INC 7,200 7,200 0 0.25% -$987.70K
IRON MOUNTAIN INC 24,000 24,000 0 0.25% $527.52K
CONSTELLATION BRANDS INC CL A 15,100 15,100 0 0.23% $324.35K
HUMANA INC 11,200 11,200 0 0.20% -$618.58K
CENTENE CORP 42,800 42,800 0 0.18% $237.11K
MSCI INC 3,300 3,300 0 0.18% $26.76K
MOLSON COORS BEVERAGE CO B 34,100 34,100 0 0.16% $84.57K
GLOBAL PAYMENTS INC 19,500 19,500 0 0.14% $13.65K
TARGET CORP 12,700 12,700 0 0.14% $294.26K
AUTOMATIC DATA PROCESSING INC 6,500 6,500 0 0.13% -$266.11K
NIKE INC CL B 22,100 22,100 0 0.13% -$54.14K
GARTNER INC 7,900 7,900 0 0.12% -$596.77K
SKYWORKS SOLUTIONS INC 16,900 16,900 0 0.10% -$107.65K
FIDELITY NATL INFORM SVCS INC 17,900 17,900 0 0.09% -$265.10K
AMERICAN TOWER CORP 4,600 4,600 0 0.08% $48.71K
DOMINOS PIZZA INC 1,900 1,900 0 0.07% -$32.53K
Amerityre Corp COM 20,000,000 20,000,000 0 0.07% $20.00K
ABBVIE INC 2,200 2,200 0 0.05% $9.64K
SYNOPSYS INC 1,000 1,000 0 0.04% -$4.01K

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