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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 24 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 BWXT BWX TECHNOLOGIES INC Industrials 388.0 $75K 0.01% NEW $194.44 -15.1%
462 UMC UNITED MICROELECTRONICS CORP Technology 2,767.0 $75K 0.01% NEW $27.21 -32.1%
463 EFAV ISHARES TR 843.0 $74K 0.01% NEW $87.71 +6.1%
464 MGC VANGUARD WORLD FD 269.0 $74K 0.01% NEW $273.63 +2.7%
465 SOXX ISHARES TR 114.0 $73K 0.01% NEW $642.94 -17.3%
466 NBBK NB BANCORP INC Financial Services 3,459.0 $73K 0.01% NEW $21.13 +7.6%
467 EFA ISHARES TR 697.0 $72K 0.01% NEW $103.94 +3.2%
468 WWJD NORTHERN LTS FD TR IV 1,897.0 $72K 0.01% NEW $38.13 +5.4%
469 DBEF DBX ETF TR 1,309.0 $72K 0.01% NEW $54.63 +2.1%
470 ACN ACCENTURE PLC IRELAND Technology 568.0 $71K 0.01% NEW $124.35 +39.1%
471 KEYS KEYSIGHT TECHNOLOGIES INC Technology 202.0 $71K 0.01% NEW $349.34 -2.3%
472 FCX FREEPORT MCMORAN INC Basic Materials 1,120.0 $70K 0.01% NEW $62.90 +5.4%
473 CLS CELESTICA INC Technology 192.0 $70K 0.01% NEW $365.41 -15.0%
474 AFL AFLAC INC Financial Services 595.0 $70K 0.01% NEW $117.27 +3.8%
475 DRI DARDEN RESTAURANTS INC Consumer Cyclical 335.0 $69K 0.01% NEW $205.76 +6.4%
476 XEL XCEL ENERGY INC Utilities 837.0 $67K 0.01% NEW $80.30 -1.4%
477 SCHW SCHWAB CHARLES CORP Financial Services 727.0 $67K 0.01% NEW $92.22 +21.1%
478 WCN WASTE CONNECTIONS INC Industrials 402.0 $67K 0.01% NEW $166.70 -0.7%
479 VLUE ISHARES TR 335.0 $67K 0.01% NEW $199.95 +0.3%
480 FCFS FIRSTCASH HOLDINGS INC Financial Services 309.0 $67K 0.01% NEW $216.32 -1.7%
Page 24 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%