# Shelton Sustainable Equity Fund

Shelton Sustainable Equity Fund is a registered fund series of SHELTON FUNDS (series S000039758). Net assets $71.4M as of 2026-05-31.

## Profile

- Series ID: S000039758
- Registrant: SHELTON FUNDS
- LEI: 254900PZH514P2M57196
- Net assets: $71.4M
- Total assets: $71.5M
- As of: 2026-05-31

## Advisers

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

## Top holdings (45 reported)

_Showing 15 of 45 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [ORMAT TECHNOLOGIES INC](https://search.stillhousedata.com/security/686688102) | ORA | $3.6M | 499.85% |
| [HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC](https://search.stillhousedata.com/security/41068X100) | HASI | $3.5M | 496.84% |
| [BUNGE GLOBAL SA](https://search.stillhousedata.com/security/H11356104) | BG | $3.5M | 492.29% |
| [ARAMARK](https://search.stillhousedata.com/security/03852U106) | ARMK | $3.5M | 491.31% |
| [GAZTRANSPORT ET TECHNIGAZ SA](https://search.stillhousedata.com/security/F42674113) | GZPZF | $3.2M | 452.80% |
| [SCHNEIDER ELECTRIC SE](https://search.stillhousedata.com/security/F86921107) | SBGSF | $3.1M | 441.18% |
| [SIEMENS AG](https://search.stillhousedata.com/security/D69671218) | SMAWF | $3.1M | 440.94% |
| [VERTIV HOLDINGS COMPANY](https://search.stillhousedata.com/security/92537N108) | VRT | $3.0M | 420.17% |
| [DEERE & COMPANY](https://search.stillhousedata.com/security/244199105) | DE | $3.0M | 417.75% |
| [TELEDYNE TECHNOLOGIES INC](https://search.stillhousedata.com/security/879360105) | TDY | $2.8M | 390.75% |
| [CF INDUSTRIES HOLDINGS INC](https://search.stillhousedata.com/security/125269100) | CF | $2.8M | 385.62% |
| [FIRST SOLAR INC](https://search.stillhousedata.com/security/336433107) | FSLR | $2.7M | 374.86% |
| [JOHNSON CONTROLS INTERNATIONAL PLC](https://search.stillhousedata.com/security/G51502105) | JCI | $2.3M | 328.66% |
| [ENERSYS](https://search.stillhousedata.com/security/29275Y102) | ENS | $2.3M | 319.37% |
| [VALMONT INDUSTRIES INC](https://search.stillhousedata.com/security/920253101) | VMI | $2.1M | 291.29% |

## Net asset history

| 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 |

## More

- [Registrant: SHELTON FUNDS](https://search.stillhousedata.com/registrant/778206)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000039758.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.