Shelton Tactical Credit Investor (DEBTX)

DEBTX Holdings Information

DEBTX is a mutual fund with a total of 10 individual holdings. The top holdings are United States Treasury Bills 0% at 6.51%, Iron Mountain Inc. 6.25% at 3.43%, Sirius Xm Radio LLC 3.875% at 3.13%, 1261229 Bc Ltd. 10% at 3.09%, and Mars Inc. 5.65% at 2.98%.

• Total Holdings: 10
• Top 10 Percentage: 32.32%
• Asset Class: Fixed Income
• Fund Category: Nontraditional Bond
• Assets: 57.56M
• Forward PE Ratio: n/a

Top 25 Holdings

As of Mar 31, 2026

Filter results

No.	Symbol	Name	% Weight	Shares
1	B.0 05.28.26	United States Treasury Bills 0%	6.51%	3,800,000
2	IRM.6.25 01.15.33 144A	Iron Mountain Inc. 6.25%	3.43%	2,000,000
3	SIRI.3.875 09.01.31 144A	Sirius Xm Radio LLC 3.875%	3.13%	2,000,000
4	BHCCN.10 04.15.32 144A	1261229 Bc Ltd. 10%	3.09%	1,750,000
5	MARS.5.65 05.01.45 144a	Mars Inc. 5.65%	2.98%	1,750,000
6	WMG.3 02.15.31 144A	WMG Acquisition Corp. 3%	2.77%	1,750,000
7	TALO.9.375 02.01.31 144A	Talos Prodtn Inc 9.375%	2.74%	1,500,000
8	GOLF.5.625 12.01.33 144A	Acushnet Co 5.625%	2.56%	1,500,000
9	CNK.5.25 07.15.28 144A	Cinemark USA Inc. 5.25%	2.56%	1,500,000
10	GTRC.8.5 01.15.29	Guitar Center, Inc. 8.5%	2.56%	1,856,130