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ICON EQUITY INCOME FUND - SCM Trust

Shareclass
ICON EQUITY INCOME FUND Investor Class (IEQAX)
Type
Open-end mutual fund
Manager
SCM Trust
Filing
NPORT filing 31 Dec 2025
Fossil fuel exposure of 24.96% places the fund in the F tier, between 9% and 100% exposure.

Methodology
F
$10.4 MILLION
in fossil fuel investments
5
fossil fuel stocks found
25%
of assets flagged
Portfolio data as of 12/31/25
Investments in major fossil fuel companies
Evergy Inc
Macroclimate 50Top 50 coal-fired power
$2.31 MILLION
National Fuel Gas Co
Carbon Underground 200Top 200 carbon reserves
$2.12 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
1
holdings
$2.12M
invested
5.1%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
2
holdings
$4.08M
invested
9.8%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
4
holdings
$8.47M
invested
20%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
1
holdings
$2.31M
invested
5.55%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
4
holdings
$8.27M
invested
20%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
5 holdings
5 holdings
  • 1. Evergy Inc
    Oil/gas industryMacroclimate 50Fossil-fired utility
    $2.31M
    5.55%
  • 2. National Fuel Gas Co
    Carbon Underground 200Coal industryOil/gas industry
    $2.12M
    5.1%
  • 3. DTE Energy Co
    Oil/gas industryFossil-fired utility
    $2.08M
    4.98%
  • 4. AES Corp/The
    Coal industryOil/gas industryFossil-fired utility
    $1.96M
    4.7%
  • 5. Portland General Electric Co
    Fossil-fired utility
    $1.93M
    4.63%



Invest Your Values
Sustainability report card
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ICON EQUITY INCOME FUND - SCM Trust IEQAX

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