SPFIX
Shelton S&P 500 Index Investor
1W: -1.0%
1M: -0.2%
3M: +1.6%
YTD: +11.7%
1Y: +14.2%
3Y: +51.0%
5Y: +37.3%
$94.34
+0.69 (+0.74%)
Weekly Expected Move ±1.4%
$91
$92
$94
$95
$96
Total Changes (90d)
0
New Holdings
0
Removed Holdings
0
499 changes · Page 1 of 10
| Date | Holding Name | Ticker | Change Type | Old Value | New Value |
|---|---|---|---|---|---|
| 2026-02-28 | AXP | AXP | New | — | 2999 shares |
| 2026-02-28 | AEP | AEP | New | — | 2950 shares |
| 2026-02-28 | AAPL.NE | AAPL.NE | New | — | 80945 shares |
| 2026-02-28 | JBL | JBL | New | — | 606 shares |
| 2026-02-28 | K | K | New | — | 1519 shares |
| 2026-02-28 | VRSN | VRSN | New | — | 450 shares |
| 2026-02-28 | CB | CB | New | — | 2046 shares |
| 2026-02-28 | DDOG | DDOG | New | — | 1731 shares |
| 2026-02-28 | EOG | EOG | New | — | 2996 shares |
| 2026-02-28 | PANW | PANW | New | — | 3588 shares |
| 2026-02-28 | NRG | NRG | New | — | 1059 shares |
| 2026-02-28 | FIS | FIS | New | — | 2930 shares |
| 2026-02-28 | MKC | MKC | New | — | 1450 shares |
| 2026-02-28 | SYY | SYY | New | — | 2627 shares |
| 2026-02-28 | SMCI | SMCI | New | — | 2880 shares |
| 2026-02-28 | LW | LW | New | — | 806 shares |
| 2026-02-28 | ADBE | ADBE | New | — | 2309 shares |
| 2026-02-28 | CRM.NE | CRM.NE | New | — | 5199 shares |
| 2026-02-28 | COST | COST | New | — | 2404 shares |
| 2026-02-28 | MRNA | MRNA | New | — | 1873 shares |
| 2026-02-28 | DUK | DUK | New | — | 4261 shares |
| 2026-02-28 | DASH | DASH | New | — | 1885 shares |
| 2026-02-28 | TTWO | TTWO | New | — | 923 shares |
| 2026-02-28 | EIX | EIX | New | — | 2166 shares |
| 2026-02-28 | VZ | VZ | New | — | 22848 shares |
| 2026-02-28 | ERIE | ERIE | New | — | 143 shares |
| 2026-02-28 | GEV | GEV | New | — | 1479 shares |
| 2026-02-28 | TFC | TFC | New | — | 7097 shares |
| 2026-02-28 | IEX | IEX | New | — | 418 shares |
| 2026-02-28 | CPT | CPT | New | — | 597 shares |
| 2026-02-28 | MLM | MLM | New | — | 331 shares |
| 2026-02-28 | IR | IR | New | — | 2278 shares |
| 2026-02-28 | DOW | DOW | New | — | 3918 shares |
| 2026-02-28 | EQIX | EQIX | New | — | 536 shares |
| 2026-02-28 | ICE | ICE | New | — | 3108 shares |
| 2026-02-28 | OXY | OXY | New | — | 3819 shares |
| 2026-02-28 | EA | EA | New | — | 1252 shares |
| 2026-02-28 | HAL | HAL | New | — | 4966 shares |
| 2026-02-28 | WEC | WEC | New | — | 1770 shares |
| 2026-02-28 | LIN | LIN | New | — | 2551 shares |
| 2026-02-28 | DPZ | DPZ | New | — | 191 shares |
| 2026-02-28 | AWK | AWK | New | — | 1101 shares |
| 2026-02-28 | WY | WY | New | — | 4066 shares |
| 2026-02-28 | ABBV | ABBV | New | — | 9573 shares |
| 2026-02-28 | ECL | ECL | New | — | 1384 shares |
| 2026-02-28 | KO | KO | New | — | 20993 shares |
| 2026-02-28 | OMC | OMC | New | — | 1091 shares |
| 2026-02-28 | ARE | ARE | New | — | 870 shares |
| 2026-02-28 | CMG | CMG | New | — | 7398 shares |
| 2026-02-28 | PPG | PPG | New | — | 1246 shares |