Shelton Capital Management S&P Midcap Index Fund Investor Shares (SPMIX)

SPMIX Holdings Information

SPMIX is a mutual fund with a total of 10 individual holdings. The top holdings are Ciena stock at 1.02%, Coherent at 0.91%, Lumentum Holdings at 0.81%, Flex Ltd. at 0.69%, and Twilio at 0.68%.

• Total Holdings: 10
• Top 10 Percentage: 7.37%
• Asset Class: Equity
• Fund Category: Mid-Cap Blend
• Assets: 110.29M
• Forward PE Ratio: 16.01

Top 25 Holdings

As of Dec 31, 2025

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No.	Symbol	Name	% Weight	Shares
1	CIEN	Ciena Corporation	1.02%	4,656
2	COHR	Coherent Corp.	0.91%	5,260
3	LITE	Lumentum Holdings Inc.	0.81%	2,328
4	FLEX	Flex Ltd.	0.69%	12,206
5	TWLO	Twilio Inc.	0.68%	5,119
6	PSTG	Pure Storage, Inc.	0.66%	10,507
7	B.0 01.29.26	United States Treasury Bills 0%	0.66%	700,000
8	CASY	Casey's General Stores, Inc.	0.65%	1,258
9	UTHR	United Therapeutics Corporation	0.65%	1,421
10	CW	Curtiss-Wright Corporation	0.63%	1,217