Shelton Capital Management S&P 500 Index Fund Investor Shares (SPFIX) - Large Blend fund with $321.20 Million in assets. The fund allocates 37.79% 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 6.26% of total assets. This is followed by Microsoft Corp. COM USD0.00000625 (6.80%) and NVIDIA Corp. COM USD0.001 (7.67%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Apple Inc. COM USD0.00001 | 6.26% | - | - |
| Microsoft Corp. COM USD0.00000625 | 6.80% | - | - |
| NVIDIA Corp. COM USD0.001 | 7.67% | - | - |
| Amazon.com, Inc. COM USD0.01 | 3.90% | - | - |
| Meta Platforms Inc COM USD0.000006 CL 'A' | 2.89% | - | - |
| Alphabet Inc. CAP STK USD0.001 CL A | 2.24% | - | - |
| Berkshire Hathaway Inc. COM USD0.0033 CLASS'B' | 2.09% | - | - |
| Alphabet Inc. CAP USD0.001 CL C | 1.81% | - | - |
| Eli Lilly Co. COM NPV | 1.61% | - | - |
| Broadcom Inc COM USD0.001 | 2.52% | - | - |
| Tesla Inc COM USD0.001 | 1.69% | - | - |
| MOUNT VERNON LIQUID ASSETS PORTFOLIO | 2.37% | - | - |