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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 18 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 INDB INDEPENDENT BK CORP MASS Financial Services 1,944.0 $163K 0.01% NEW $83.74 +1.9%
342 HONEYWELL AEROSPACE INC 734.0 $162K 0.01% NEW $221.08
343 HYS PIMCO ETF TR 1,694.0 $158K 0.01% NEW $93.54 -0.7%
344 BK BANK OF NY MELLON CORP Financial Services 1,084.0 $157K 0.01% NEW $144.57 -1.8%
345 TPR TAPESTRY INC Consumer Cyclical 1,060.0 $155K 0.01% NEW $146.39 -9.7%
346 CORT CORCEPT THERAPEUTICS INC Healthcare 1,774.0 $154K 0.01% NEW $86.95 +35.8%
347 BOXX EA SERIES TRUST 1,313.0 $154K 0.01% NEW $117.09 +0.7%
348 CI THE CIGNA GROUP Healthcare 557.0 $153K 0.01% NEW $275.44 +1.1%
349 AME AMETEK INC Industrials 633.0 $153K 0.01% NEW $241.94 +3.3%
350 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 463.0 $153K 0.01% NEW $330.71 -0.9%
351 IJS ISHARES TR 1,118.0 $153K 0.01% NEW $136.68 +1.1%
352 VXF VANGUARD INDEX FDS 618.0 $152K 0.01% NEW $246.33 -0.2%
353 GDX VANECK ETF TRUST 1,975.0 $149K 0.01% NEW $75.44 +17.9%
354 SCHX SCHWAB STRATEGIC TR 5,036.0 $148K 0.01% NEW $29.43 +2.9%
355 VRIG INVESCO ACTIVELY MANAGED EXC 5,890.0 $148K 0.01% NEW $25.07 +0.2%
356 BIL SPDR SERIES TRUST 1,585.0 $145K 0.01% NEW $91.64 -0.1%
357 XLF SELECT SECTOR SPDR TR 2,673.0 $143K 0.01% NEW $53.60 +7.9%
358 IWD ISHARES TR 588.0 $143K 0.01% NEW $242.58 +5.8%
359 SE SEA LTD Consumer Cyclical 1,487.0 $143K 0.01% NEW $95.84 +21.3%
360 WFC WELLS FARGO & CO Financial Services 1,706.0 $141K 0.01% NEW $82.63 +5.8%
Page 18 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 32.3%
Financial Services 26.5%
Consumer Cyclical 8.4%
Communication Services 8.3%
Industrials 6.8%
Healthcare 5.8%
Consumer Defensive 4.3%
Energy 3.1%
Utilities 2.4%
Basic Materials 1.2%