S&P MidCap Index Fund

S&P MidCap Index Fund is a registered fund series of SHELTON FUNDS (series S000016023). Net assets $115.7M as of 2026-05-31. Index fund.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
FLEX LTDFLEX$1.8M156.57%
UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBTB$1.1M94.92%
TWILIO INCTWLO$936K80.91%
TECHNIPFMC PLCFTI$896K77.48%
CURTISS-WRIGHT CORPCW$893K77.16%
NVENT ELECTRIC PLCNVT$873K75.42%
STERLING INFRASTRUCTURE INCSTRL$861K74.41%
ILLUMINA INCILMN$822K71.04%
XPO INCXPO$814K70.39%
EVERPURE INCP$804K69.49%
UNITED THERAPEUTICS CORPUTHR$791K68.39%
ATI INCATI$785K67.89%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INCMTSI$768K66.41%
FABRINETFN$759K65.59%
NEXTPOWER INCNXT$758K65.50%

Net asset history

Report dateNet assets
2026-05-31$115.7M
2026-02-28$113.7M
2025-11-30$102.6M
2025-08-31$108.1M
2025-05-31$101.1M
2025-02-28$110.7M
2024-11-30$109.9M
2024-08-31$111.9M

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