Shelton Sustainable Equity Fund is a registered fund series of SHELTON FUNDS (series S000039758). Net assets $71.4M as of 2026-05-31.
Showing 15 of 45 holdings by value.
| Holding | Ticker | Value | % of fund |
|---|---|---|---|
| ORMAT TECHNOLOGIES INC | ORA | $3.6M | 499.85% |
| HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC | HASI | $3.5M | 496.84% |
| BUNGE GLOBAL SA | BG | $3.5M | 492.29% |
| ARAMARK | ARMK | $3.5M | 491.31% |
| GAZTRANSPORT ET TECHNIGAZ SA | GZPZF | $3.2M | 452.80% |
| SCHNEIDER ELECTRIC SE | SBGSF | $3.1M | 441.18% |
| SIEMENS AG | SMAWF | $3.1M | 440.94% |
| VERTIV HOLDINGS COMPANY | VRT | $3.0M | 420.17% |
| DEERE & COMPANY | DE | $3.0M | 417.75% |
| TELEDYNE TECHNOLOGIES INC | TDY | $2.8M | 390.75% |
| CF INDUSTRIES HOLDINGS INC | CF | $2.8M | 385.62% |
| FIRST SOLAR INC | FSLR | $2.7M | 374.86% |
| JOHNSON CONTROLS INTERNATIONAL PLC | JCI | $2.3M | 328.66% |
| ENERSYS | ENS | $2.3M | 319.37% |
| VALMONT INDUSTRIES INC | VMI | $2.1M | 291.29% |
| Report date | Net assets |
|---|---|
| 2026-05-31 | $71.4M |
| 2026-02-28 | $72.8M |
| 2025-11-30 | $71.4M |
| 2025-08-31 | $76.2M |
| 2025-05-31 | $76.2M |
| 2025-02-28 | $133.6M |
| 2024-11-30 | $106.6M |
| 2024-08-31 | $113.4M |