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 United States Treasury Bills 0% stock at 1.31%, TechnipFMC at 0.85%, Casey's General Stores at 0.82%, United Therapeutics at 0.79%, and Curtiss-Wright at 0.76%.

• Total Holdings: 10
• Top 10 Percentage: 7.91%
• Asset Class: Equity
• Fund Category: Mid-Cap Blend
• Assets: 113.46M
• Forward PE Ratio: 16.05

Top 25 Holdings

As of Mar 31, 2026

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No.	Symbol	Name	% Weight	Shares
1	B.0 04.30.26	United States Treasury Bills 0%	1.31%	1,400,000
2	FTI	TechnipFMC plc	0.85%	13,100
3	CASY	Casey's General Stores, Inc.	0.82%	1,204
4	UTHR	United Therapeutics Corporation	0.79%	1,421
5	CW	Curtiss-Wright Corporation	0.76%	1,194
6	FLEX	Flex Ltd.	0.75%	12,206
7	XPO	XPO, Inc.	0.69%	3,801
8	WWD	Woodward, Inc.	0.65%	1,942
9	RGLD	Royal Gold, Inc.	0.65%	2,721
10	USFD	US Foods Holding Corp.	0.64%	7,350