SCM TRUST - SHELTON EQT PRE (SEPI)

CUSIP: 78410K667

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / SHELTON EQT PRE
Total 13F shares
2,084,621
Share change
+1,196,349
Total reported value
$54,846,379
Price per share
$26.31
Number of holders
7
Value change
+$31,476,149
Number of buys
5
Number of sells
1

Quarterly Holders Quick Answers

What is CUSIP 78410K667?
CUSIP 78410K667 identifies SEPI - SCM TRUST - SHELTON EQT PRE in SEC institutional holdings data.

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Institutional Holders of SCM TRUST - SHELTON EQT PRE (SEPI) as of Q4 2025

As of 31 Dec 2025, SCM TRUST - SHELTON EQT PRE (SEPI) was held by 7 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 2,084,621 shares. The largest 7 holders included SHELTON CAPITAL MANAGEMENT, Good Steward Wealth Advisors,LLC, FOCUSED ALPHA, LLC, Investment Planning Advisors, Inc., Golden State Equity Partners, PITTENGER & ANDERSON INC, and DHJJ Financial Advisors, Ltd.. This page lists 7 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.