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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 29 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 BSV VANGUARD BD INDEX FDS 611.0 $48K 0.00% NEW $77.96 -0.4%
562 UNILEVER PLC 792.0 $48K 0.00% NEW $60.12
563 JMUB J P MORGAN EXCHANGE TRADED F 934.0 $47K 0.00% NEW $50.66 -1.9%
564 IBB ISHARES TR 246.0 $47K 0.00% NEW $190.19 +7.0%
565 OEF ISHARES TR 128.0 $47K 0.00% NEW $364.85 +3.8%
566 LH LABCORP HOLDINGS INC Healthcare 166.0 $46K 0.00% NEW $280.00 +15.1%
567 IGSB ISHARES TR 884.0 $46K 0.00% NEW $52.41 -0.5%
568 TFC TRUIST FINL CORP Financial Services 927.0 $46K 0.00% NEW $49.84 +5.2%
569 HSY HERSHEY CO Consumer Defensive 262.0 $46K 0.00% NEW $175.47 +4.5%
570 BIIB BIOGEN INC Healthcare 213.0 $46K 0.00% NEW $215.80 -1.5%
571 PEJ INVESCO EXCHANGE TRADED FD T 690.0 $46K 0.00% NEW $66.57 +1.8%
572 IDA IDACORP INC Utilities 300.0 $45K 0.00% NEW $151.30 -6.1%
573 OTTR OTTER TAIL CORP Utilities 500.0 $45K 0.00% NEW $89.98 +1.4%
574 NXPI NXP SEMICONDUCTORS N V Technology 160.0 $45K 0.00% NEW $280.23 -18.4%
575 XLI SELECT SECTOR SPDR TR 242.0 $45K 0.00% NEW $185.23 -0.9%
576 CARNIVAL CORP LTD 1,527.0 $44K 0.00% NEW $28.57
577 EEM ISHARES TR 638.0 $44K 0.00% NEW $68.36 -4.4%
578 DOV DOVER CORP Industrials 193.0 $43K 0.00% NEW $224.21 -9.4%
579 EXC EXELON CORP Utilities 928.0 $43K 0.00% NEW $46.60 -2.8%
580 NFG NATIONAL FUEL GAS CO Energy 560.0 $43K 0.00% NEW $77.21 +8.0%
Page 29 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%