SCM TRUST - SHELTON EQT PRE (SEPI)

Historical Holders for Q3 2025

Symbol: SEPI
Type / Class: Equity / SHELTON EQT PRE
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares, excl. options: 750,537
Holdings value: $19,255,478
% of all portfolios: 0.001%
Number of holders: 4
Number of buys: 4
Average buys %: +0%

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Institutional Holders of SCM TRUST - SHELTON EQT PRE (SEPI)

Period	Reported Shares, Excl. Options	Value, Excl. Options	Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q3	750,537	$19,255,478	+$19,255,478			$25.66	4