Shelton S&P Midcap Index K (MIDKX) - Mid-Cap Blend fund with $129.21 Million in assets. The fund allocates 6.81% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Illumina Inc COM USD0.01 at 0.73% of total assets. This is followed by Carlisle Companies Inc. COM USD1 (0.71%) and Lennox International Inc. COM USD0.01 (0.66%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Illumina Inc COM USD0.01 | 0.73% | - | - |
| Carlisle Companies Inc. COM USD1 | 0.71% | - | - |
| Lennox International Inc. COM USD0.01 | 0.66% | - | - |
| Emcor Group Inc COM STK USD0.01 | 0.91% | - | - |
| Avantor Inc COM USD0.01 | 0.62% | - | - |
| Williams-Sonoma Inc. COM USD0.01 | 0.81% | - | - |
| Biomarin Pharmaceutical Inc. COM USD0.001 | 0.61% | - | - |
| Burlington Stores Inc. COM USD0.0001 | 0.60% | - | - |
| Reliance Inc COM NPV | 0.58% | - | - |
| Manhattan Associates Inc COM USD0.01 | 0.58% | - | - |
| E-mini SP MidCap 400 Index Futures,Mar-2025,ETH | 0.84% | - | - |
| B 0 03/20/25 | 0.81% | - | - |
| Interactive Brokers Group Inc COM USD0.01 CL A | 0.89% | - | - |
| Expand Energy Corp. COM | 0.68% | - | - |
| RB Global Inc COM | 0.69% | - | - |
| Watsco Inc COM USD0.50 | 0.57% | - | - |
| Equitable Holdings Inc COM | 0.57% | - | - |
| Dynatrace Inc COM USD0.001 | 0.56% | - | - |
| B 0 09/18/25 | 1.85% | - | - |
| E-mini SP MidCap 400 Index Futures,Sep-2025,ETH | 1.81% | - | - |
| Comfort Systems USA Inc. COM USD0.01 | 1.13% | - | - |
| Pure Storage Inc COM USD0.0001 CL A | 0.91% | - | - |
| MOUNT VERNON LIQUID ASSETS PORTFOLIO | 0.68% | - | - |
| Flex Ltd. COM USD0.01 | 0.73% | - | - |
| Casey'S General Stores Inc. COM NPV | 0.60% | - | - |
| B 0 12/11/25 | 1.46% | - | - |
| E-mini SP MidCap 400 Index Futures,Dec-2025,ETH | 1.29% | - | - |
| Ciena Corporation COM STK USD0.01 | 0.95% | - | - |
| Coherent Corp COM | 1.18% | - | - |
| Lumentum Holdings Inc. COM USD0.001 | 0.74% | - | - |
| United Therapeutics Corporation COM USD0.01 | 0.72% | - | - |
| Curtiss-Wright Corp. COM USD1 | 0.70% | - | - |
| Lumentum Holdings Inc. COM | 1.44% | - | - |
| TechnipFMC PLC COM | 0.78% | - | - |
| Curtiss-Wright Corp. COM | 0.75% | - | - |
| Casey'S General Stores Inc. COM | 0.74% | - | - |
| XPO Inc COM | 0.72% | - | - |
| Woodward Inc. COM | 0.68% | - | - |
| Flex Ltd. ORD | 0.68% | - | - |
| ATI Inc COM | 0.65% | - | - |
| United Therapeutics Corporation COM | 0.63% | - | - |
| FLEX LTD ORD | 1.57% | - | - |
| B 0 06/18/26 | 0.95% | - | - |
| TWILIO INC CL A | 0.81% | - | - |
| TECHNIPFMC PLC COM | 0.77% | - | - |
| CURTISS-WRIGHT CORP COM | 0.77% | - | - |
| NVENT ELECTRIC PLC SHS | 0.75% | - | - |
| STERLING INFRASTRUCTURE INC COM | 0.74% | - | - |
| ILLUMINA INC COM | 0.71% | - | - |
| XPO INC COM | 0.70% | - | - |
| EVERPURE INC CL A | 0.69% | - | - |