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.

RankCountryLinesValueShare
1US383106.9M $94.46 %
2BM51.5M $1.31 %
3IE21M $0.91 %
4GB1884.4K $0.78 %
5CA2786.7K $0.70 %
6SG1769.2K $0.68 %
7KY1661.3K $0.58 %
8NL1358.9K $0.32 %
9JE1212.5K $0.19 %
10VG181.4K $0.07 %

Positions

RankCompanySharesValueWeight
201Esab Corp 1,873236.3K $0.21 %
202GXO Logistics Inc 3,758236.1K $0.21 %
203Nexstar Media Group Inc 939235.7K $0.21 %
204Silicon Laboratories Inc 1,151235.4K $0.21 %
205Axalta Coating Systems Ltd 7,042235.3K $0.21 %
206First American Financial Corp 3,345234.5K $0.21 %
207Commerce Bancshares Inc/MO 4,591234.1K $0.21 %
208Fortune Brands Innovations Inc 4,265231.8K $0.20 %
209Planet Fitness Inc 2,799229.9K $0.20 %
210Murphy USA Inc 585228.6K $0.20 %
211Hyatt Hotels Corp 1,412228K $0.20 %
212Corebridge Financial Inc 8,824228K $0.20 %
213Timken Co/The 2,081225.5K $0.20 %
214Lear Corp 1,712224.7K $0.20 %
215Repligen Corp 1,744224.5K $0.20 %
216Healthcare Realty Trust Inc 12,127223.7K $0.20 %
217Lithia Motors Inc 800223.7K $0.20 %
218HealthEquity Inc 2,885220.7K $0.19 %
219Maplebear Inc 5,858219.7K $0.19 %
220Prosperity Bancshares Inc 3,118219.4K $0.19 %
221Ollie's Bargain Outlet Holdings Inc 2,046219.1K $0.19 %
222Taylor Morrison Home Corp 3,297217.2K $0.19 %
223GATX Corp 1,172215.8K $0.19 %
224Genpact Ltd 5,407214.8K $0.19 %
225Columbia Banking System Inc 7,524214.1K $0.19 %
226Ormat Technologies Inc 2,058213.4K $0.19 %
227Valley National Bancorp 16,910213.2K $0.19 %
228Janus Henderson Group PLC 4,079212.5K $0.19 %
229VF Corp 10,943212.5K $0.19 %
230Hanover Insurance Group Inc/The 1,174212.1K $0.19 %
231Gap Inc/The 7,538211.4K $0.19 %
232Portland General Electric Co 3,906210.8K $0.19 %
233Voya Financial Inc 3,141210.1K $0.18 %
234EnerSys 1,250207.7K $0.18 %
235Churchill Downs Inc 2,254207.2K $0.18 %
236Chord Energy Corp 1,910207K $0.18 %
237Avantor Inc 22,738205.8K $0.18 %
238Matador Resources Co 3,983204.7K $0.18 %
239MGIC Investment Corp 7,691204K $0.18 %
240Wyndham Hotels & Resorts Inc 2,493203.9K $0.18 %
241Valaris Ltd 2,124203.6K $0.18 %
242Starwood Property Trust Inc 11,362202.4K $0.18 %
243UFP Industries Inc 1,954201.1K $0.18 %
244United Bankshares Inc/WV 4,844200.1K $0.18 %
245Essent Group Ltd 3,287200K $0.18 %
246FNB Corp/PA 11,757199.8K $0.18 %
247Chemed Corp 486199.3K $0.18 %
248Alaska Air Group Inc 3,847198.5K $0.17 %
249Spire Inc 2,139196K $0.17 %
250Vontier Corp 4,784195.8K $0.17 %
251StandardAero Inc 6,338195.2K $0.17 %
252Amkor Technology Inc 4,077195K $0.17 %
253Sensata Technologies Holding PLC 5,188193.7K $0.17 %
254Louisiana-Pacific Corp 2,274192.7K $0.17 %
255Black Hills Corp 2,592190.9K $0.17 %
256Cleveland-Cliffs Inc 17,908190.9K $0.17 %
257TXNM Energy Inc 3,231190.7K $0.17 %
258Southwest Gas Holdings Inc 2,137188.4K $0.17 %
259CNX Resources Corp 4,450185.9K $0.16 %
260Kite Realty Group Trust 7,108185.2K $0.16 %
261Belden Inc 1,290184.9K $0.16 %
262Glacier Bancorp Inc 4,062184.8K $0.16 %
263Landstar System Inc 1,133184.6K $0.16 %
264RLI Corp 2,958184.3K $0.16 %
265Bentley Systems Inc 5,041184.2K $0.16 %
266elf Beauty Inc 2,000184.1K $0.16 %
267Selective Insurance Group Inc 2,183183.5K $0.16 %
268Sonoco Products Co 3,238182.8K $0.16 %
269Macy's Inc 9,189181.8K $0.16 %
270Home BancShares Inc/AR 6,616181.7K $0.16 %
271KBR Inc 4,297181.5K $0.16 %
272Hancock Whitney Corp 2,757181.4K $0.16 %
273Knife River Corp 2,028180.5K $0.16 %
274New Jersey Resources Corp 3,297178.8K $0.16 %
275Viper Energy Inc 3,829178.2K $0.16 %
276Avnet Inc 2,670175.8K $0.15 %
277Option Care Health Inc 5,414175.7K $0.15 %
278ONE Gas Inc 2,009175.7K $0.15 %
279Bank OZK 3,742174.2K $0.15 %
280Post Holdings Inc 1,639174.2K $0.15 %
281FTI Consulting Inc 1,059174.1K $0.15 %
282Mattel Inc 10,259173.9K $0.15 %
283Sabra Health Care REIT Inc 8,392172.5K $0.15 %
284AutoNation Inc 882172.1K $0.15 %
285Valvoline Inc 4,553172.1K $0.15 %
286NewMarket Corp 274171.5K $0.15 %
287Novanta Inc 1,274171.3K $0.15 %
288UGI Corp 4,577171.2K $0.15 %
289Brunswick Corp/DE 2,146170.9K $0.15 %
290Terex Corp 2,474170.2K $0.15 %
291Bio-Rad Laboratories Inc 609169.6K $0.15 %
292Gentex Corp 7,218168.9K $0.15 %
293Universal Display Corp 1,581168.7K $0.15 %
294WEX Inc 1,130168.6K $0.15 %
295Paylocity Holding Corp 1,546164.6K $0.14 %
296Lantheus Holdings Inc 2,186163.8K $0.14 %
297ExlService Holdings Inc 5,238163.7K $0.14 %
298Envista Holdings Corp 5,544161.9K $0.14 %
299Vail Resorts Inc 1,186161.1K $0.14 %
300Brink's Co/The 1,371160.1K $0.14 %