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 7.46%, Apple at 6.56%, Microsoft at 4.84%, Amazon.com at 3.57%, and Alphabet at 2.95%.

• Total Holdings: 10
• Top 10 Percentage: 35.87%
• Asset Class: Equity
• Fund Category: Large Blend
• Assets: 330.28M
• Forward PE Ratio: 20.54

Top 25 Holdings

As of Mar 31, 2026

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No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	7.46%	128,728
2	AAPL	Apple Inc.	6.56%	77,738
3	MSFT	Microsoft Corporation	4.84%	39,372
4	AMZN	Amazon.com, Inc.	3.57%	51,534
5	GOOGL	Alphabet Inc.	2.95%	30,820
6	AVGO	Broadcom Inc.	2.57%	25,016
7	GOOG	Alphabet Inc.	2.35%	24,633
8	META	Meta Platforms, Inc.	2.19%	11,537
9	TSLA	Tesla, Inc.	1.84%	14,885
10	BRK.B	Berkshire Hathaway Inc.	1.55%	9,714