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SEPISEPI
4 quarters

Position history for SHELTON CAPITAL MANAGEMENTSHELTON CAPITAL MANAGEMENT's holdings in SCM TRUST

SHELTON CAPITAL MANAGEMENT holds 2M shares of SEPI (SCM TRUST), worth $54.9M as of 2026-Q2. The position was increased (+3.9% shares). SEPI represents 1.0% of SHELTON CAPITAL MANAGEMENT's portfolio.

Current Value

$54.9M

Current Shares

2M

Total Value Change

+$45.9M

Total Shares Change

+1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2M
+3.9%
$54.9M1.0%$27.85
48
2026-Q1
Increased
1.9M
+30.7%
$47.6M1.0%$25.83
58
2025-Q4
Increased
1.5M
+313.6%
$38.2M0.8%$26.38
66
2025-Q3
New
351,145
-
$9M0.2%$24.92
46

Other major holders of SEPI: RAYMOND JAMES FINANCIAL INC, LPL Financial LLC, Steward Partners Investment Advisory, LLC

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