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Shelton Capital Management S&p 500 Index Fund Class K (SPXKX)

US Funds

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85.160 +0.490 +0.58%

26/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 2.12M

Type: Fund

Market: United States

Asset Class: Equity

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SPXKX Holdings

Comprehensive information about top holdings and Key Holding Information for the Shelton Capital Management S P 500 Index Fund Clas (SPXKX) fund. Our Shelton Capital Management S P 500 Index Fund Clas portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.810	2.030	0.220
Stocks	98.190	98.190	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.540	19.914
Price to Book	4.345	3.845
Price to Sales	2.868	2.519
Price to Cash Flow	15.585	14.048
Dividend Yield	1.417	1.573
5 Years Earnings Growth	11.856	11.859

Sector Allocation

Name	Net %	Category Average
Technology	32.900	27.678
Financial Services	12.490	14.155
Healthcare	11.680	13.316
Consumer Cyclical	10.290	10.125
Communication Services	8.880	8.179
Industrials	7.630	9.818
Consumer Defensive	5.890	6.362
Energy	3.310	4.041
Utilities	2.680	2.722
Real Estate	2.260	2.408
Basic Materials	2.000	2.604

Region Allocation

Equities

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 508

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Apple	US0378331005	7.14	235.06	+0.94%
Microsoft	US5949181045	6.45	427.99	+2.20%
NVIDIA	US67066G1040	6.02	136.92	+0.66%
Amazon.com	US0231351067	3.51	207.86	+3.18%
Meta Platforms	US30303M1027	2.52	573.54	+1.49%
United States Treasury Bills 0%	-	1.99	-	-
Alphabet A	US02079K3059	1.96	169.12	+0.88%
Berkshire Hathaway B	US0846707026	1.70	478.56	+0.24%
Alphabet C	US02079K1079	1.62	170.62	+0.70%
Broadcom	US11135F1012	1.55	164.74	-0.05%

Top Equity Funds by Shelton Capital Management

Name	Total Assets	YTD%	3Y%	10Y%
Shelton Nasdaq-100 Index Direct	1.85B	18.55	8.38	17.41
Shelton Core Value Direct	834.2M	15.90	7.97	8.88
Shelton S&P 500 Index Direct	297.11M	20.50	8.69	12.62
Shelton S&P Midcap Index Direct	119.83M	13.02	6.92	9.97
Shelton Capital Management SP Smald	57.77M	8.88	3.70	9.68

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Shelton Capital M.	85.160	+0.490	+0.58%