# SCM Trust

SCM Trust (CIK 836267) is an SEC-registered fund company with 13 reporting fund series and $1.1B in net assets as of 2026-03-31.

## Registrant

- CIK: 836267
- File number: 811-05617
- LEI: 254900SUSEM61EA08I06
- Address: 1125 17th Street, Ste. 2550, Denver, US-CO, 80202-1805
- Phone: 800-955-9988
- Net assets: $1.1B
- Total assets: $1.1B
- Fund series: 13
- Latest report: 2026-03-31

## Fund series (13)

| Series | Net assets |
| --- | --- |
| [ICON FLEXIBLE BOND FUND](https://search.stillhousedata.com/fund/S000067902) | $474.4M |
| [ICON Natural Resources and Infrastructure Fund](https://search.stillhousedata.com/fund/S000067904) | $134.7M |
| [Shelton Equity Premium Income ETF](https://search.stillhousedata.com/fund/S000092397) | $96.7M |
| [ICON HEALTH AND INFORMATION TECHNOLOGY FUND](https://search.stillhousedata.com/fund/S000067903) | $74.7M |
| [SHELTON TACTICAL CREDIT FUND](https://search.stillhousedata.com/fund/S000054578) | $57.6M |
| [ICON EQUITY FUND](https://search.stillhousedata.com/fund/S000067900) | $47.2M |
| [ICON EQUITY INCOME FUND](https://search.stillhousedata.com/fund/S000067901) | $43.3M |
| [Shelton International Select Equity Fund](https://search.stillhousedata.com/fund/S000055315) | $42.5M |
| [ICON CONSUMER SELECT](https://search.stillhousedata.com/fund/S000067899) | $25.1M |
| [ICON UTILITIES AND INCOME FUND](https://search.stillhousedata.com/fund/S000067905) | $23.9M |
| [Shelton Emerging Markets Fund](https://search.stillhousedata.com/fund/S000067906) | $23.3M |
| [SHELTON REAL ESTATE INCOME FUND](https://search.stillhousedata.com/fund/S000054273) | $4.0M |
| [SHELTON BDC INCOME FUND](https://search.stillhousedata.com/fund/S000054271) | $3.8M |

## Largest reported holdings (across all series)

| Holding | Value |
| --- | --- |
| [The Chemours Company LLC](https://search.stillhousedata.com/security/163851108) | $10.4M |
| [National Fuel Gas Company](https://search.stillhousedata.com/security/636180101) | $10.0M |
| [ING Groep N.V.](https://search.stillhousedata.com/security/456837103) | $9.7M |
| [Evergy Inc](https://search.stillhousedata.com/security/30034W106) | $9.5M |
| [Lockheed Martin Corporation](https://search.stillhousedata.com/security/539830109) | $9.4M |
| [DTE Energy Co.](https://search.stillhousedata.com/security/233331107) | $9.4M |
| [KeyCorp](https://search.stillhousedata.com/security/493267108) | $8.6M |
| [Portland General Electric Company](https://search.stillhousedata.com/security/736508847) | $8.5M |
| [The Western Union Company](https://search.stillhousedata.com/security/959802109) | $7.7M |
| [AES Corp.](https://search.stillhousedata.com/security/00130H105) | $7.7M |
| [Archer-Daniels-Midland Co.](https://search.stillhousedata.com/security/039483102) | $7.3M |
| [GSK plc](https://search.stillhousedata.com/security/37733W204) | $7.2M |
| [Horace Mann Educators Corporation](https://search.stillhousedata.com/security/440327104) | $7.2M |
| [Archrock Inc](https://search.stillhousedata.com/security/03957W106) | $7.0M |
| [Iridium Communications, Inc.](https://search.stillhousedata.com/security/46269C102) | $7.0M |

## More

- [CIK 836267 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=836267&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/registrant/836267.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.