Shelton Capital Management S&P 500 Index Fund Investor Shares (SPFIX)

SPFIX Holdings Information

SPFIX is a mutual fund with a total of 10 individual holdings. The top holdings are NVIDIA stock at 7.70%, Apple at 6.82%, Microsoft at 6.08%, Amazon.com at 3.79%, and Alphabet at 3.09%.

• Total Holdings: 10
• Top 10 Percentage: 38.92%
• Asset Class: Equity
• Fund Category: Large Blend
• Assets: 321.20M
• Forward PE Ratio: 22.34

Top 25 Holdings

As of Dec 31, 2025

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No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	7.70%	130,855
2	AAPL	Apple Inc.	6.82%	79,587
3	MSFT	Microsoft Corporation	6.08%	39,863
4	AMZN	Amazon.com, Inc.	3.79%	52,047
5	GOOGL	Alphabet Inc.	3.09%	31,300
6	AVGO	Broadcom Inc.	2.78%	25,482
7	GOOG	Alphabet Inc.	2.48%	25,043
8	META	Meta Platforms, Inc.	2.45%	11,766
9	TSLA	Tesla, Inc.	2.15%	15,186
10	BRK.B	Berkshire Hathaway Inc.	1.58%	9,938