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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 28 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 DKNG DRAFTKINGS INC NEW Consumer Cyclical 1,996.0 $50K 0.00% NEW $25.26 -4.8%
542 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 5,256.0 $50K 0.00% NEW $9.57 +2.5%
543 PSTG EVERPURE INC 636.0 $50K 0.00% NEW $78.79
544 DHR DANAHER CORP DEL Healthcare 263.0 $50K 0.00% NEW $190.41 +4.8%
545 SHY ISHARES TR 609.0 $50K 0.00% NEW $82.05 -0.0%
546 WMB WILLIAMS COS INC Energy 671.0 $50K 0.00% NEW $74.34 +1.1%
547 XLU SELECT SECTOR SPDR TR 1,096.0 $50K 0.00% NEW $45.36 -2.9%
548 MP MP MATERIALS CORP Basic Materials 887.0 $50K 0.00% NEW $56.01 +1.2%
549 IJK ISHARES TR 421.0 $49K 0.00% NEW $117.55 -0.7%
550 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 939.0 $49K 0.00% NEW $52.67 +24.0%
551 FG F&G ANNUITIES & LIFE INC Financial Services 1,839.0 $49K 0.00% NEW $26.59 -3.9%
552 NSC NORFOLK SOUTHN CORP Industrials 155.0 $49K 0.00% NEW $314.17 +7.9%
553 STM STMICROELECTRONICS N V Technology 648.0 $49K 0.00% NEW $74.88 -30.2%
554 QQQH NEOS ETF TRUST 866.0 $48K 0.00% NEW $55.82 -1.9%
555 IAT ISHARES TR 777.0 $48K 0.00% NEW $62.21 +4.1%
556 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 555.0 $48K 0.00% NEW $87.04 +4.0%
557 FLEX FLEX LTD Technology 297.0 $48K 0.00% NEW $162.07 -25.8%
558 DTH WISDOMTREE TR 887.0 $48K 0.00% NEW $54.14 +7.5%
559 CEFS EXCHANGE LISTED FDS TR 1,864.0 $48K 0.00% NEW $25.64 -0.2%
560 SPYD SPDR SERIES TRUST 1,000.0 $48K 0.00% NEW $47.71 +4.6%
Page 28 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%