Position history for SHELTON CAPITAL MANAGEMENT's holdings in SCM TRUST
SHELTON CAPITAL MANAGEMENT holds 1.9M shares of SEPI (SCM TRUST), worth $47.6M as of 2026-Q1. The position was increased (+30.7% shares). SEPI represents 1.0% of SHELTON CAPITAL MANAGEMENT's portfolio.
Current Value
$47.6M
Current Shares
1.9M
Total Value Change
+$38.6M
Total Shares Change
+1.5M
Other major holders of SEPI: LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, Steward Partners Investment Advisory, LLC, JANE STREET GROUP, LLC, ROYAL BANK OF CANADA
Increased |
| 1.9M |
+30.7% |
| $47.6M |
| 1.0% |
| $25.83 |
58 |
| 2025-Q4 | Increased | 1.5M | +313.6% | $38.2M | 0.8% | $26.38 | 66 |
| 2025-Q3 | New | 351,145 | - | $9M | 0.2% | $24.92 | 46 |