Titelia

Holdings of S&P MidCap Index Fund

SHELTON FUNDS ·398 declared positions · as of Feb 28, 2026

Original filing · Net assets 113.7M $ · Ten largest lines: 8.3 % of the equity sleeve

Sector breakdown

  • Technology 6.5 %
  • Industrials 5.5 %
  • Materials 3.0 %
  • Health care 2.6 %
  • Consumer staples 1.6 %
  • Energy 1.5 %
  • Financials 1.4 %
  • Consumer discretionary 1.3 %
  • Unattributed 76.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 94.5 %
  • BM 1.3 %
  • IE 0.9 %
  • GB 0.8 %
  • CA 0.7 %
  • SG 0.7 %
  • KY 0.6 %
  • NL 0.3 %
  • JE 0.2 %
  • VG 0.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US383106.9M $94.46 %
BM51.5M $1.31 %
IE21M $0.91 %
GB1884.4K $0.78 %
CA2786.7K $0.70 %
SG1769.2K $0.68 %
KY1661.3K $0.58 %
NL1358.9K $0.32 %
JE1212.5K $0.19 %
VG181.4K $0.07 %

Positions

CompanySharesValueWeight
Coca-Cola Consolidated Inc 1,830370.4K $0.33 %
Ally Financial Inc 9,345368.6K $0.32 %
Aramark 8,769367K $0.32 %
Donaldson Co Inc 3,943365.8K $0.32 %
Oshkosh Corp 2,135363K $0.32 %
Encompass Health Corp 3,360362.5K $0.32 %
Essential Utilities Inc 9,051361.8K $0.32 %
Dynatrace Inc 10,059361.3K $0.32 %
CNH Industrial NV 29,177358.9K $0.32 %
Applied Industrial Technologies Inc 1,270358.9K $0.32 %
Saia Inc 878355.9K $0.31 %
Antero Resources Corp 9,621354.1K $0.31 %
Rambus Inc 3,553354.1K $0.31 %
TTM Technologies Inc 3,392353.6K $0.31 %
Nutanix Inc 9,190351.8K $0.31 %
Globus Medical Inc 3,677351K $0.31 %
Onto Innovation Inc 1,617349.1K $0.31 %
EastGroup Properties Inc 1,774348.3K $0.31 %
Owens Corning 2,830345.5K $0.30 %
SOUTHSTATE BANK CORP 3,482343.6K $0.30 %
Core & Main Inc 6,325342.6K $0.30 %
Knight-Swift Transportation Holdings Inc 5,413340.6K $0.30 %
Medpace Holdings Inc 751339.3K $0.30 %
Pinterest Inc 19,667336.9K $0.30 %
GameStop Corp 13,927334.7K $0.29 %
OGE Energy Corp 6,719330.2K $0.29 %
Range Resources Corp 7,947328.1K $0.29 %
Old Republic International Corp 7,626326.9K $0.29 %
Toro Co/The 3,292325.4K $0.29 %
Crane Co 1,614323.7K $0.28 %
American Homes 4 Rent 10,750322.5K $0.28 %
Wintrust Financial Corp 2,208318.1K $0.28 %
AptarGroup Inc 2,198315.9K $0.28 %
Tetra Tech Inc 8,767314.2K $0.28 %
American Financial Group Inc/OH 2,342311.4K $0.27 %
Acuity Inc 1,026309.4K $0.27 %
CubeSmart 7,519309.3K $0.27 %
Brixmor Property Group Inc 10,212309.1K $0.27 %
Chart Industries Inc 1,491309.1K $0.27 %
American Healthcare REIT Inc 5,885307.4K $0.27 %
Docusign Inc 6,741303.8K $0.27 %
Valmont Industries Inc 658302.6K $0.27 %
Ryder System Inc 1,360301.3K $0.27 %
Cognex Corp 5,525300.6K $0.26 %
Agree Realty Corp 3,709298.5K $0.26 %
Houlihan Lokey Inc 1,813296.9K $0.26 %
Watts Water Technologies Inc 903296.9K $0.26 %
Celsius Holdings Inc 5,523296.1K $0.26 %
Cullen/Frost Bankers Inc 2,110291.6K $0.26 %
Rexford Industrial Realty Inc 7,687288K $0.25 %
Littelfuse Inc 817288K $0.25 %
American Airlines Group Inc 22,014287.7K $0.25 %
Kinsale Capital Group Inc 738287.6K $0.25 %
Affiliated Managers Group Inc 928284.1K $0.25 %
NNN REIT Inc 6,262283.8K $0.25 %
Autoliv Inc 2,391283.4K $0.25 %
Arrowhead Pharmaceuticals Inc 4,460282.2K $0.25 %
Fluor Corp 5,393282.1K $0.25 %
Zions Bancorp NA 4,925282.1K $0.25 %
Western Alliance Bancorp 3,503281.4K $0.25 %
UMB Financial Corp 2,414279.7K $0.25 %
Masimo Corp 1,592279.2K $0.25 %
First Industrial Realty Trust Inc 4,417278.9K $0.25 %
AGCO Corp 2,042278.7K $0.25 %
Primerica Inc 1,096278K $0.24 %
Manhattan Associates Inc 2,046277.1K $0.24 %
Darling Ingredients Inc 5,193276.1K $0.24 %
Halozyme Therapeutics Inc 3,958275.2K $0.24 %
IDACORP Inc 1,908274.7K $0.24 %
HF Sinclair Corp 5,487274.4K $0.24 %
National Fuel Gas Co 3,014274.4K $0.24 %
Commercial Metals Co 3,734273.7K $0.24 %
MP Materials Corp 4,554268.1K $0.24 %
AeroVironment Inc 1,061267.6K $0.24 %
Middleby Corp/The 1,577266.3K $0.23 %
Simpson Manufacturing Co Inc 1,368264.8K $0.23 %
Old National Bancorp/IN 11,315261.4K $0.23 %
Arrow Electronics Inc 1,717261.3K $0.23 %
Weatherford International PLC 2,430256.3K $0.23 %
SEI Investments Co 3,134254.9K $0.22 %
Cytokinetics Inc 4,049251.9K $0.22 %
FirstCash Holdings Inc 1,281247K $0.22 %
Ingredion Inc 2,097246.3K $0.22 %
Antero Midstream Corp 10,945246K $0.22 %
Floor & Decor Holdings Inc 3,553245.5K $0.22 %
STAG Industrial Inc 6,229244.3K $0.21 %
NOV Inc 12,039243.9K $0.21 %
MSA Safety Inc 1,245243.3K $0.21 %
Hexcel Corp 2,624243.2K $0.21 %
AAON Inc 2,393242.2K $0.21 %
Eagle Materials Inc 1,082242.2K $0.21 %
Jefferies Financial Group Inc 5,447241.8K $0.21 %
Booz Allen Hamilton Holding Corp 3,066241.7K $0.21 %
Cirrus Logic Inc 1,712241.6K $0.21 %
Kirby Corp 1,861241.6K $0.21 %
Albertsons Cos Inc 13,448240.7K $0.21 %
Cava Group Inc 2,885237.9K $0.21 %
Dutch Bros Inc 4,435237.8K $0.21 %
Wingstop Inc 916237.7K $0.21 %
Sprouts Farmers Market Inc 3,210237.1K $0.21 %