Shelton Capital Management Nasdaq-100 Index Fund Investor Shares (NASDX) - Large Growth fund with $2.36 Billion in assets. The fund allocates 55.72% 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 Apple Inc. COM USD0.00001 at 8.92% of total assets. This is followed by Microsoft Corp. COM USD0.00000625 (7.88%) and NVIDIA Corp. COM USD0.001 (9.27%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Apple Inc. COM USD0.00001 | 8.92% | - | - |
| Microsoft Corp. COM USD0.00000625 | 7.88% | - | - |
| NVIDIA Corp. COM USD0.001 | 9.27% | - | - |
| Broadcom Inc COM USD0.001 | 6.75% | - | - |
| Amazon.com, Inc. COM USD0.01 | 5.36% | - | - |
| Meta Platforms Inc COM USD0.000006 CL 'A' | 3.03% | - | - |
| Tesla Inc COM USD0.001 | 3.38% | - | - |
| Costco Wholesale Corporation COM USD0.01 | 3.37% | - | - |
| Alphabet Inc. CAP STK USD0.001 CL A | 4.01% | - | - |
| Alphabet Inc. CAP USD0.001 CL C | 3.75% | - | - |
| Netflix, Inc. COM USD0.001 | 2.42% | - | - |
| E-mini Nasdaq-100 Futures,Sep-2025,ETH | 2.76% | - | - |
| NVIDIA Corp. COM | 8.32% | - | - |
| Apple Inc. COM | 7.54% | - | - |
| Microsoft Corp. COM | 5.64% | - | - |
| Amazon.com, Inc. COM | 4.34% | - | - |
| Tesla Inc COM | 3.88% | - | - |
| Meta Platforms Inc CL A | 3.68% | - | - |
| Alphabet Inc. CAP STK CL A | 3.50% | - | - |
| Walmart Inc COM | 3.34% | - | - |
| Alphabet Inc. CAP STK CL C | 3.25% | - | - |
| Broadcom Inc COM | 2.92% | - | - |