# 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

- Series ID: S000016023
- Registrant: SHELTON FUNDS
- LEI: 254900KW4SLZI6TBVZ12
- Net assets: $115.7M
- Total assets: $115.8M
- As of: 2026-05-31
- Type: Index

## Advisers

- [CCM Partners, LP. dba Shelton Capital Management (Advisor)](https://search.stillhousedata.com/firm/104720)

## Top holdings (200 reported)

_Showing 15 of 200 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [FLEX LTD](https://search.stillhousedata.com/security/Y2573F102) | FLEX | $1.8M | 156.57% |
| [UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT](https://search.stillhousedata.com/security/912797TD9) | B | $1.1M | 94.92% |
| [TWILIO INC](https://search.stillhousedata.com/security/90138F102) | TWLO | $936K | 80.91% |
| [TECHNIPFMC PLC](https://search.stillhousedata.com/security/G87110105) | FTI | $896K | 77.48% |
| [CURTISS-WRIGHT CORP](https://search.stillhousedata.com/security/231561101) | CW | $893K | 77.16% |
| [NVENT ELECTRIC PLC](https://search.stillhousedata.com/security/G6700G107) | NVT | $873K | 75.42% |
| [STERLING INFRASTRUCTURE INC](https://search.stillhousedata.com/security/859241101) | STRL | $861K | 74.41% |
| [ILLUMINA INC](https://search.stillhousedata.com/security/452327109) | ILMN | $822K | 71.04% |
| [XPO INC](https://search.stillhousedata.com/security/983793100) | XPO | $814K | 70.39% |
| [EVERPURE INC](https://search.stillhousedata.com/security/74624M102) | P | $804K | 69.49% |
| [UNITED THERAPEUTICS CORP](https://search.stillhousedata.com/security/91307C102) | UTHR | $791K | 68.39% |
| [ATI INC](https://search.stillhousedata.com/security/01741R102) | ATI | $785K | 67.89% |
| [MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC](https://search.stillhousedata.com/security/55405Y100) | MTSI | $768K | 66.41% |
| [FABRINET](https://search.stillhousedata.com/security/G3323L100) | FN | $759K | 65.59% |
| [NEXTPOWER INC](https://search.stillhousedata.com/security/65290E101) | NXT | $758K | 65.50% |

## Net asset history

| Report date | Net 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 |

## More

- [Registrant: SHELTON FUNDS](https://search.stillhousedata.com/registrant/778206)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000016023.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.