SMCIX
S&P SmallCap Index Fund
SHELTON FUNDS
Index fund

Portfolio concentration

As of February 28, 2026 · N-PORT
Holdings
592
Top-10 weight
6.25%
Effective holdings ?
398
Crowding ?
369.8

Holdings

As of February 28, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 WIB 0 03/19/26 B 500,000 $499.14K 0.93%
2 SOLSTICE ADV MAT 5,396 $423.64K 0.79%
3 ZCS BRL 14.0087 05/12/25-01/04/27 CME XASH6 INDEX 3 $395.20K 0.73%
4 MOOG INC-CLASS A 927 $312.80K 0.58%
5 INTERDIGITAL INC 842 $308.62K 0.57%
6 CARETRUST REIT INC 7,479 $303.80K 0.56%
7 SITIME CORP 740 $294.43K 0.55%
8 EASTMAN CHEMICAL CO 3,898 $294.34K 0.55%
9 LKQ CORP 8,665 $286.90K 0.53%
10 ELEMENT SOLUTIONS INC 7,711 $270.58K 0.50%
11 PRIMORIS SVCS CORP 1,795 $270.54K 0.50%
12 SANMINA CORP 1,739 $270.00K 0.50%
13 JOHN BEAN TECHNOLOGIES CORP 1,688 $259.95K 0.48%
14 ZURN ELKAY WATER SOLUTIONS CORP 5,076 $258.77K 0.48%
15 SEMTECH CORP 2,827 $255.05K 0.47%
16 JACKSON FINANCIAL INC 2,273 $248.85K 0.46%
17 FORMFACTOR INC 2,516 $248.78K 0.46%
18 ARMSTRONG WORLD INDUSTRIES INC 1,411 $244.81K 0.45%
19 INSTALLED BUILDING PRODUCTS INC 744 $243.85K 0.45%
20 GLAUKOS CORP 2,015 $242.61K 0.45%
21 GATES INDUSTRIAL 8,788 $242.29K 0.45%
22 MARKETAXESS HLDGS INC 1,244 $238.85K 0.44%
23 ESCO TECHNOLOGIES INC 842 $233.48K 0.43%
24 KRYSTAL BIOTECH INC 840 $231.54K 0.43%
25 FED SIGNAL CORP 1,984 $231.00K 0.43%
26 QORVO INC 2,751 $228.06K 0.42%
27 VIAVI SOLUTIONS INC 7,579 $225.17K 0.42%
28 ESSENTIAL PROPERTIES REALTY TRUST INC 6,621 $224.72K 0.42%
29 TERRENO REALTY CORP 3,371 $222.69K 0.41%
30 AIR LEASE CORP CL A 3,428 $222.27K 0.41%
31 MOHAWK INDUSTRIES INC 1,758 $220.22K 0.41%
32 CARMAX INC 5,095 $219.95K 0.41%
33 LUMEN TECHNOLOGIES INC 30,810 $219.06K 0.41%
34 BRINKER INTL 1,450 $214.89K 0.40%
35 RYMAN HOSPITALITY PPTYS INC 2,149 $212.21K 0.39%
36 VIASAT INC 4,558 $208.67K 0.39%
37 STONEX GROUP INC 1,583 $201.83K 0.37%
38 ARCHROCK INC 5,711 $201.77K 0.37%
39 MADISON SQUARE GARDEN SPORTS CORP 607 $201.32K 0.37%
40 EVERUS CONSTRUCTION GROUP INC 1,664 $201.13K 0.37%
41 SEALED AIR CORP 4,800 $201.02K 0.37%
42 CASELLA WASTE SYS INC CL A 2,081 $193.87K 0.36%
43 NOBLE CORP PLC 4,260 $193.53K 0.36%
44 GRANITE CONSTRUCTION INC 1,429 $192.14K 0.36%
45 BALCHEM CORP 1,059 $192.13K 0.36%
46 LINCOLN NATL CRP 5,506 $188.86K 0.35%
47 BOOT BARN HOLDINGS INC 997 $188.65K 0.35%
48 PTC THERAPEUTICS INC 2,710 $184.79K 0.34%
49 SKYLINE CHAMPION CORP 1,958 $183.03K 0.34%
50 ENPHASE ENERGY INC 4,313 $182.31K 0.34%
1 / 12 Next ›

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