BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 30 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 NEAR ISHARES U S ETF TR 850.0 $43K 0.00% NEW $50.66 -0.2%
582 BDX BECTON DICKINSON & CO Healthcare 281.0 $43K 0.00% NEW $151.44 +23.9%
583 CWST CASELLA WASTE SYS INC Industrials 438.0 $42K 0.00% NEW $96.97 -4.2%
584 BRX BRIXMOR PPTY GROUP INC Real Estate 1,341.0 $42K 0.00% NEW $31.53 -5.7%
585 AROC ARCHROCK INC Energy 1,030.0 $42K 0.00% NEW $40.71 -20.7%
586 DKS DICKS SPORTING GOODS INC Consumer Cyclical 184.0 $42K 0.00% NEW $227.15 -15.8%
587 PII POLARIS INC Consumer Cyclical 609.0 $42K 0.00% NEW $68.49 -3.6%
588 OKTA OKTA INC Technology 304.0 $41K 0.00% NEW $136.45 +3.5%
589 MPWR MONOLITHIC PWR SYS INC Technology 30.0 $41K 0.00% NEW $1369.47 -5.1%
590 DTE DTE ENERGY CO Utilities 269.0 $41K 0.00% NEW $152.65 -8.8%
591 RIOT RIOT PLATFORMS INC Financial Services 1,493.0 $41K 0.00% NEW $27.39 -29.2%
592 NVR NVR INC Consumer Cyclical 6.0 $41K 0.00% NEW $6813.33 -5.8%
593 UCO PROSHARES TR II Financial Services 1,238.0 $41K 0.00% NEW $32.94 +33.0%
594 BOH BANK HAWAII CORP Financial Services 500.0 $41K 0.00% NEW $81.49 -4.5%
595 MBB ISHARES TR 431.0 $41K 0.00% NEW $94.45 -0.9%
596 ESGV VANGUARD WORLD FD 307.0 $41K 0.00% NEW $132.24 +2.9%
597 EYLD CAMBRIA ETF TR 893.0 $41K 0.00% NEW $45.41 +5.6%
598 VIKING HOLDINGS LTD 387.0 $40K 0.00% NEW $104.56
599 DMXF ISHARES TR 478.0 $40K 0.00% NEW $84.60 +2.3%
600 L LOEWS CORP Financial Services 357.0 $40K 0.00% NEW $113.15 -1.7%
Page 30 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%