As of the latest SEC filings, SCM TRUST (SEPI) is held by 1 institutional funds. The largest fund shareholder is Shelton Equity Income Fund (EQTIX), holding an estimated $42,622,875.00 in market value, representing 4.01% of its portfolio.
Funds holding SCM TRUST (SEPI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SEPI
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
EQTIX
Shelton Equity Income Fund
|
MF | Independent / Boutique | 4.01% | $42,622,875.00 | 1,642,500 | Feb 28, 2026 | Apr 29, 2026 |
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