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Portfolio (Quarterly) Guide ↗

SHP Wealth Management

· CIK 0001807060
13F Portfolio $1.5B AUM 1,981 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1981 New
Page 66 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 SMG SCOTTS MIRACLE-GRO CO Basic Materials 41.0 $3K NEW $67.93 -10.2%
1302 LNTH LANTHEUS HLDGS INC Healthcare 25.0 $3K NEW $110.96 -9.9%
1303 EXPD EXPEDITORS INTL WASH INC Industrials 17.0 $3K NEW $163.00 +15.2%
1304 BKSY BLACKSKY TECHNOLOGY INC Technology 99.0 $3K NEW $27.92 -0.6%
1305 BEN FRANKLIN RESOURCES INC Financial Services 83.0 $3K NEW $33.27 +3.1%
1306 CHKP CHECK POINT SOFTWARE TECH LT Technology 21.0 $3K NEW $131.43 -0.7%
1307 APA APA CORPORATION Energy 84.0 $3K NEW $32.65 +32.9%
1308 TIP ISHARES TR 25.0 $3K NEW $109.44 -2.1%
1309 TEAM ATLASSIAN CORPORATION Technology 35.0 $3K NEW $77.80 +120.8%
1310 INCY INCYTE CORP Healthcare 24.0 $3K NEW $113.38 +12.7%
1311 FCLD FIDELITY COVINGTON TRUST 70.0 $3K NEW $38.84 +12.3%
1312 XYL XYLEM INC Industrials 23.0 $3K NEW $118.22 -4.1%
1313 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 54.0 $3K NEW $49.85 +14.7%
1314 CLOX SERIES PORTFOLIOS TR 105.0 $3K NEW $25.62 -0.4%
1315 MSOS ADVISORSHARES TR 528.0 $3K NEW $5.08 -2.4%
1316 VTRS VIATRIS INC Healthcare 169.0 $3K NEW $15.85 +3.0%
1317 LNT ALLIANT ENERGY CORP Utilities 35.0 $3K NEW $76.29 -11.0%
1318 CLOZ SERIES PORTFOLIOS TR 101.0 $3K NEW $26.42 -0.6%
1319 CMS CMS ENERGY CORP Utilities 35.0 $3K NEW $75.94 -10.1%
1320 ELAN ELANCO ANIMAL HEALTH INC Healthcare 108.0 $3K NEW $24.60 -2.6%
Page 66 of 100  ·  1,981 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.0%
Financial Services 27.0%
Consumer Cyclical 8.6%
Industrials 6.9%
Communication Services 6.6%
Healthcare 5.9%
Consumer Defensive 4.4%
Energy 3.1%
Utilities 2.4%
Basic Materials 1.3%