Shelton Sustainable Equity Fund (NEXTX) is an MF managed by Independent / Boutique. Its largest position is Bunge Global SA (BG), representing 4.97% of fund assets.
Shelton Sustainable Equity Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- NEXTX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Feb 28, 2026
- Filing Date:
- Apr 29, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
Bunge Global SA
|
4.97% | $3,619,500.00 | 30,000 |
|
-
DEERE & CO
|
4.76% | $3,463,405.00 | 5,500 |
|
-
GAZTRANSPORT ET TECHNIGAZ SA
|
4.69% | $3,415,297.32 | 15,000 |
|
-
SCHNEIDER ELECTRIC SE
|
4.49% | $3,271,072.23 | 10,000 |
|
-
HA Sustainable Infrastructure Capital, Inc.
|
4.34% | $3,158,980.00 | 86,500 |
|
-
TELEDYNE TECHNOLOGIES INC
|
4.21% | $3,064,950.00 | 4,500 |
|
-
SIEMENS AG
|
4.02% | $2,924,695.59 | 10,000 |
|
-
CF Industries Holdings, Inc.
|
3.96% | $2,886,660.00 | 29,000 |
|
-
Aramark
|
3.78% | $2,749,545.00 | 65,700 |
|
-
ORMAT TECHNOLOGIES, INC.
|
3.70% | $2,696,200.00 | 26,000 |
|
-
Johnson Controls International plc
|
3.57% | $2,597,400.00 | 18,000 |
|
-
Vertiv Holdings Co
|
3.50% | $2,548,900.00 | 10,000 |
|
-
On Holding AG
|
3.19% | $2,324,000.00 | 50,000 |
|
-
FIRST SOLAR, INC.
|
2.77% | $2,015,778.40 | 10,222 |
|
-
SIEMENS HEALTHINEERS AG
|
2.74% | $1,992,670.53 | 40,000 |
|
-
VALMONT INDUSTRIES INC
|
2.53% | $1,839,720.00 | 4,000 |
|
-
CLEAN HARBORS INC
|
2.42% | $1,759,200.00 | 6,000 |
|
-
Xylem Inc.
|
2.31% | $1,684,280.00 | 13,000 |
|
-
EnerSys
|
2.28% | $1,661,500.00 | 10,000 |
|
-
CENTRUS ENERGY CORP
|
2.28% | $1,661,238.00 | 8,200 |
|
-
AECOM
|
2.27% | $1,650,963.00 | 16,850 |
|
-
Corteva, Inc.
|
2.20% | $1,602,400.00 | 20,000 |
|
-
Trane Technologies plc
|
1.90% | $1,386,960.00 | 3,000 |
|
-
Essential Utilities, Inc.
|
1.83% | $1,334,998.00 | 33,400 |
|
-
AG GROWTH INTERNATIONAL INC
|
1.54% | $1,119,734.60 | 54,900 |
|
-
GIBRALTAR INDUSTRIES, INC.
|
1.50% | $1,091,520.00 | 24,000 |
|
-
Nextpower Inc.
|
1.44% | $1,051,000.00 | 10,000 |
|
-
Samsara Inc.
|
1.19% | $867,000.00 | 30,000 |
|
-
CABOT CORP
|
1.18% | $858,250.08 | 11,272 |
|
-
BOX INC
|
1.13% | $824,250.00 | 35,000 |
|
-
DEXCOM INC
|
1.11% | $807,730.00 | 11,000 |
|
-
Warby Parker Inc.
|
1.10% | $800,320.00 | 32,000 |
|
-
KBR, INC.
|
0.93% | $675,680.00 | 16,000 |
|
-
Freshpet, Inc.
|
0.93% | $675,600.00 | 8,000 |
|
-
ITRON, INC.
|
0.90% | $657,650.00 | 7,000 |
|
-
e.l.f. Beauty, Inc.
|
0.81% | $589,120.00 | 6,400 |
|
-
Clearway Energy, Inc.
|
0.79% | $574,650.00 | 15,000 |
|
-
PINTEREST, INC.
|
0.71% | $513,900.00 | 30,000 |
|
-
Energy Recovery, Inc.
|
0.66% | $479,780.00 | 46,000 |
|
-
Vital Farms, Inc.
|
0.64% | $463,980.00 | 22,000 |
|
-
Shoals Technologies Group, Inc.
|
0.57% | $415,100.00 | 70,000 |
|
-
Net Power Inc.
|
0.53% | $386,000.00 | 200,000 |
|
-
Simply Good Foods Co
|
0.45% | $324,140.00 | 19,000 |
|
-
Mirion Technologies, Inc.
|
0.30% | $216,100.00 | 10,000 |
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