NEXTX
Shelton Sustainable Equity 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 2,000,000 2,000,000 2.75% $2.00M
MIRION TECHNOLOGIES INC-A 0 10,000 10,000 0.30% $216.10K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
U.S. Treasury Bills 1,100,000 0 -1,100,000 0.00% -$1.10M
DARLING INGREDIENTS INC 30,000 0 -30,000 0.00% -$1.10M
CHEMOURS CO/ THE 65,100 0 -65,100 0.00% -$832.63K
RYERSON HOLDING CORP 26,266 0 -26,266 0.00% -$602.28K
MODERNA INC 6,720 0 -6,720 0.00% -$174.59K

No positions in this category.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC 89,500 86,500 -3,000 4.35% $83.76K
ORMAT TECHNOLOGIES INC 29,000 26,000 -3,000 3.71% -$578.19K
FIRST SOLAR INC 13,222 10,222 -3,000 2.77% -$1.59M
ESSENTIAL UTILITIES INC 38,400 33,400 -5,000 1.84% -$185.26K
CABOT CORP 14,272 11,272 -3,000 1.18% -$34.75K
BOX INC- CLASS A 40,000 35,000 -5,000 1.13% -$357.35K
ELF BEAUTY INC 11,400 6,400 -5,000 0.81% -$279.22K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
BUNGE GLOBAL SA 30,000 30,000 0 4.98% $737.40K
DEERE & CO 5,500 5,500 0 4.76% $908.71K
Gaztransport Et Technigaz SA EUR0.01 15,000 15,000 0 4.70% $417.04K
Schneider Electric SE EUR4.00 10,000 10,000 0 4.50% $591.26K
TELEDYNE TECHNOLOGIES INC 4,500 4,500 0 4.22% $817.11K
SIEMENS AG-REG /EUR/ 0.00000000 10,000 10,000 0 4.02% $276.20K
CF INDUSTRIES HOLDINGS INC 29,000 29,000 0 3.97% $604.36K
ARAMARK 65,700 65,700 0 3.78% $307.48K
JOHNSON CONTROLS 18,000 18,000 0 3.57% $503.82K
VERTIV HOLDINGS CO 10,000 10,000 0 3.51% $751.60K
On Holding AG 50,000 50,000 0 3.20% $124.50K
SIEMENS HEALTHIN 40,000 40,000 0 2.74% $4.74K
VALMONT INDUSTRIES INC 4,000 4,000 0 2.53% $187.84K
CLEAN HARBORS INC 6,000 6,000 0 2.42% $393.84K
XYLEM INC 13,000 13,000 0 2.32% -$144.43K
ENERSYS INC 10,000 10,000 0 2.29% $230.40K
CENTRUS ENERGY CORP CL A 8,200 8,200 0 2.29% -$465.02K
AECOM 16,850 16,850 0 2.27% -$86.78K
CORTEVA INC 20,000 20,000 0 2.20% $253.00K
TRANE TECHNOLOGI 3,000 3,000 0 1.91% $122.52K
AG GROWTH INTL. INC 54,900 54,900 0 1.54% $249.97K
GIBRALTAR INDUSTRIES INC 24,000 24,000 0 1.50% -$107.52K
NEXTRACKER INC CL A 10,000 10,000 0 1.45% $134.80K
SAMSARA INC-CL A 30,000 30,000 0 1.19% -$273.90K
DEXCOM INC 11,000 11,000 0 1.11% $109.56K
WARBY PARKER INC 32,000 32,000 0 1.10% $166.40K
KBR INC 16,000 16,000 0 0.93% $16.16K
FRESHPET INC 8,000 8,000 0 0.93% $218.32K
ITRON INC 7,000 7,000 0 0.90% -$35.63K
CLEARWAY ENERGY INC CL C 15,000 15,000 0 0.79% $25.35K
PINTEREST INC CL A 30,000 30,000 0 0.71% -$269.70K
ENERGY RECOVERY INC 46,000 46,000 0 0.66% -$184.92K
VITAL FARMS INC 22,000 22,000 0 0.64% -$255.42K
SHOALS TECHNOLOGIES GROUP INC 70,000 70,000 0 0.57% -$172.20K
NET POWER INC WT A 200,000 200,000 0 0.53% -$194.00K
SIMPLY GOOD FOODS CO 19,000 19,000 0 0.45% -$49.78K

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.