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 7.44%, Apple at 6.52%, Microsoft at 4.25%, Amazon.com at 3.57%, and Alphabet at 3.21%.

• Total Holdings: 10
• Top 10 Percentage: 35.99%
• Asset Class: Equity
• Fund Category: Large Blend
• Assets: 338.52M
• Forward PE Ratio: 20.54

Top 25 Holdings

As of Jun 30, 2026

Filter results

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	7.44%	125,992
2	AAPL	Apple Inc.	6.52%	76,367
3	MSFT	Microsoft Corporation	4.25%	38,625
4	AMZN	Amazon.com, Inc.	3.57%	50,814
5	GOOGL	Alphabet Inc.	3.21%	30,501
6	AVGO	Broadcom Inc.	2.74%	24,629
7	GOOG	Alphabet Inc.	2.56%	24,585
8	MU	Micron Technology, Inc.	1.99%	5,854
9	META	Meta Platforms, Inc.	1.89%	11,377
10	TSLA	Tesla, Inc.	1.81%	14,629

Data Source: Finnhub Last updated: Jun 30, 2026

Mutual fund holdings data is provided by Finnhub. Holdings are typically published by the fund issuer on a monthly or quarterly basis, often with a 30–60 day delay.

Update frequency:

Quarterly

Last checked:

Jul 9, 2026

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