# SHELTON FUNDS

SHELTON FUNDS (CIK 778206) is an SEC-registered fund company with 9 reporting fund series and $4.1B in net assets as of 2026-05-31.

## Registrant

- CIK: 778206
- File number: 811-04417
- LEI: 254900S73SCF59AAL583
- Address: 1125 17th Street, Ste. 2550, Denver, US-CO, 80202-1805
- Phone: 800-955-9888
- Net assets: $4.1B
- Total assets: $4.1B
- Fund series: 9
- Latest report: 2026-05-31

## Fund series (9)

| Series | Net assets |
| --- | --- |
| [Nasdaq-100 Index Fund](https://search.stillhousedata.com/fund/S000016026) | $2.4B |
| [Shelton Equity Income Fund](https://search.stillhousedata.com/fund/S000016025) | $1.1B |
| [S&P 500 Index Fund](https://search.stillhousedata.com/fund/S000016022) | $346.2M |
| [S&P MidCap Index Fund](https://search.stillhousedata.com/fund/S000016023) | $115.7M |
| [Shelton Sustainable Equity Fund](https://search.stillhousedata.com/fund/S000039758) | $71.4M |
| [S&P SmallCap Index Fund](https://search.stillhousedata.com/fund/S000016024) | $48.2M |
| [GREEN CA TAX-FREE INC FND](https://search.stillhousedata.com/fund/S000011273) | $32.4M |
| [U.S. Government Securities Fund](https://search.stillhousedata.com/fund/S000016028) | $10.8M |
| [Short-Term U.S Government Bond Fund](https://search.stillhousedata.com/fund/S000016029) | $5.8M |

## Largest reported holdings (across all series)

| Holding | Value |
| --- | --- |
| [FLEX LTD](https://search.stillhousedata.com/security/Y2573F102) | $1.8M |
| [UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT](https://search.stillhousedata.com/security/912797TD9) | $1.1M |
| [TWILIO INC](https://search.stillhousedata.com/security/90138F102) | $936K |
| [TECHNIPFMC PLC](https://search.stillhousedata.com/security/G87110105) | $896K |
| [CURTISS-WRIGHT CORP](https://search.stillhousedata.com/security/231561101) | $893K |
| [NVENT ELECTRIC PLC](https://search.stillhousedata.com/security/G6700G107) | $873K |
| [STERLING INFRASTRUCTURE INC](https://search.stillhousedata.com/security/859241101) | $861K |
| [ILLUMINA INC](https://search.stillhousedata.com/security/452327109) | $822K |
| [XPO INC](https://search.stillhousedata.com/security/983793100) | $814K |
| [EVERPURE INC](https://search.stillhousedata.com/security/74624M102) | $804K |
| [UNITED THERAPEUTICS CORP](https://search.stillhousedata.com/security/91307C102) | $791K |
| [ATI INC](https://search.stillhousedata.com/security/01741R102) | $785K |
| [MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC](https://search.stillhousedata.com/security/55405Y100) | $768K |
| [FABRINET](https://search.stillhousedata.com/security/G3323L100) | $759K |
| [NEXTPOWER INC](https://search.stillhousedata.com/security/65290E101) | $758K |

## More

- [CIK 778206 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=778206&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/registrant/778206.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.