# S&P SmallCap Index Fund

S&P SmallCap Index Fund is a registered fund series of SHELTON FUNDS (series S000016024). Net assets $48.2M as of 2026-05-31. Index fund.

## Profile

- Series ID: S000016024
- Registrant: SHELTON FUNDS
- LEI: 2549002RI5FMDTBNMS81
- Net assets: $48.2M
- Total assets: $48.3M
- 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 |
| --- | --- | --- | --- |
| [UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT](https://search.stillhousedata.com/security/912797TD9) | B | $799K | 165.76% |
| CHICAGO MERCANTILE EXCHANGE | RTYM6 | $731K | 151.74% |
| [SANMINA CORP](https://search.stillhousedata.com/security/801056102) | SANM | $395K | 81.89% |
| [SEMTECH CORP](https://search.stillhousedata.com/security/816850101) | SMTC | $393K | 81.50% |
| [VIAVI SOLUTIONS INC](https://search.stillhousedata.com/security/925550105) | VIAV | $313K | 64.88% |
| [VIASAT INC](https://search.stillhousedata.com/security/92552V100) | VSAT | $305K | 63.22% |
| [LUMEN TECHNOLOGIES INC](https://search.stillhousedata.com/security/550241103) | LUMN | $288K | 59.88% |
| [FORMFACTOR INC](https://search.stillhousedata.com/security/346375108) | FORM | $269K | 55.75% |
| [ELEMENT SOLUTIONS INC](https://search.stillhousedata.com/security/28618M106) | ESI | $268K | 55.73% |
| [ARGAN INC](https://search.stillhousedata.com/security/04010E109) | AGX | $257K | 53.30% |
| [ENPHASE ENERGY INC](https://search.stillhousedata.com/security/29355A107) | ENPH | $249K | 51.65% |
| [MOLINA HEALTHCARE INC](https://search.stillhousedata.com/security/60855R100) | MOH | $249K | 51.60% |
| [QORVO INC](https://search.stillhousedata.com/security/74736K101) | QRVO | $243K | 50.43% |
| [EASTMAN CHEMICAL COMPANY](https://search.stillhousedata.com/security/277432100) | EMN | $241K | 49.98% |
| [MATCH GROUP INC](https://search.stillhousedata.com/security/57667L107) | MTCH | $237K | 49.25% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-05-31 | $48.2M |
| 2026-02-28 | $53.9M |
| 2025-11-30 | $47.5M |
| 2025-08-31 | $51.7M |
| 2025-05-31 | $46.9M |
| 2025-02-28 | $51.7M |
| 2024-11-30 | $53.9M |
| 2024-08-31 | $55.0M |

## More

- [Registrant: SHELTON FUNDS](https://search.stillhousedata.com/registrant/778206)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000016024.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.