NEXIX
Shelton Sustainable Equity Fund
SHELTON FUNDS

Portfolio concentration

As of February 28, 2026 · N-PORT
Holdings
45
Top-10 weight
42.99%
Effective holdings ?
32
Crowding ?
469.5

Holdings

As of February 28, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 BUNGE GLOBAL SA 30,000 $3.62M 4.97%
2 DEERE & CO 5,500 $3.46M 4.76%
3 Gaztransport Et Technigaz SA EUR0.01 GZPZF 15,000 $3.42M 4.69%
4 Schneider Electric SE EUR4.00 SU FP 10,000 $3.27M 4.49%
5 HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC 86,500 $3.16M 4.34%
6 TELEDYNE TECHNOLOGIES INC 4,500 $3.06M 4.21%
7 SIEMENS AG-REG /EUR/ 0.00000000 SMAWF 10,000 $2.92M 4.02%
8 CF INDUSTRIES HOLDINGS INC 29,000 $2.89M 3.96%
9 ARAMARK 65,700 $2.75M 3.78%
10 ORMAT TECHNOLOGIES INC 26,000 $2.70M 3.70%
11 JOHNSON CONTROLS 18,000 $2.60M 3.57%
12 VERTIV HOLDINGS CO 10,000 $2.55M 3.50%
13 On Holding AG 50,000 $2.32M 3.19%
14 FIRST SOLAR INC 10,222 $2.02M 2.77%
15 WIB 0 03/19/26 B 2,000,000 $2.00M 2.74%
16 SIEMENS HEALTHIN 40,000 $1.99M 2.74%
17 VALMONT INDUSTRIES INC 4,000 $1.84M 2.53%
18 CLEAN HARBORS INC 6,000 $1.76M 2.42%
19 XYLEM INC 13,000 $1.68M 2.31%
20 ENERSYS INC 10,000 $1.66M 2.28%
21 CENTRUS ENERGY CORP CL A 8,200 $1.66M 2.28%
22 AECOM 16,850 $1.65M 2.27%
23 CORTEVA INC 20,000 $1.60M 2.20%
24 TRANE TECHNOLOGI 3,000 $1.39M 1.90%
25 ESSENTIAL UTILITIES INC 33,400 $1.33M 1.83%
26 AG GROWTH INTL. INC AGGZF 54,900 $1.12M 1.54%
27 GIBRALTAR INDUSTRIES INC 24,000 $1.09M 1.50%
28 NEXTRACKER INC CL A 10,000 $1.05M 1.44%
29 SAMSARA INC-CL A 30,000 $867.00K 1.19%
30 CABOT CORP 11,272 $858.25K 1.18%
31 BOX INC- CLASS A 35,000 $824.25K 1.13%
32 DEXCOM INC 11,000 $807.73K 1.11%
33 WARBY PARKER INC 32,000 $800.32K 1.10%
34 KBR INC 16,000 $675.68K 0.93%
35 FRESHPET INC 8,000 $675.60K 0.93%
36 ITRON INC 7,000 $657.65K 0.90%
37 ELF BEAUTY INC 6,400 $589.12K 0.81%
38 CLEARWAY ENERGY INC CL C 15,000 $574.65K 0.79%
39 PINTEREST INC CL A 30,000 $513.90K 0.71%
40 ENERGY RECOVERY INC 46,000 $479.78K 0.66%
41 VITAL FARMS INC 22,000 $463.98K 0.64%
42 SHOALS TECHNOLOGIES GROUP INC 70,000 $415.10K 0.57%
43 NET POWER INC WT A 200,000 $386.00K 0.53%
44 SIMPLY GOOD FOODS CO 19,000 $324.14K 0.45%
45 MIRION TECHNOLOGIES INC-A 10,000 $216.10K 0.30%

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