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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 33 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SR SPIRE INC Utilities 434.0 $34K 0.00% NEW $78.09 +7.0%
642 ROST ROSS STORES INC Consumer Cyclical 159.0 $34K 0.00% NEW $212.60 +10.4%
643 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 112.0 $34K 0.00% NEW $301.03 -19.4%
644 GWRE GUIDEWIRE SOFTWARE INC Technology 272.0 $33K 0.00% NEW $123.05 +47.2%
645 GRID FIRST TR EXCHANGE-TRADED FD 173.0 $33K 0.00% NEW $191.97 -4.8%
646 NMT NUVEEN MASS QUALITY MUN INC Financial Services 2,516.0 $33K 0.00% NEW $12.99 -4.0%
647 TDG TRANSDIGM GROUP INC Industrials 24.0 $33K 0.00% NEW $1354.25 -9.7%
648 PYPL PAYPAL HLDGS INC Financial Services 749.0 $32K 0.00% NEW $43.19 +41.8%
649 UNM UNUM GROUP Financial Services 362.0 $32K 0.00% NEW $89.28 -1.8%
650 CDNS CADENCE DESIGN SYSTEM INC Technology 86.0 $32K 0.00% NEW $375.23 -16.1%
651 BXSL BLACKSTONE SECD LENDING FD Financial Services 1,355.0 $32K 0.00% NEW $23.72 +3.5%
652 SNPS SYNOPSYS INC Technology 72.0 $32K 0.00% NEW $445.21 -9.9%
653 LUV SOUTHWEST AIRLS CO Industrials 622.0 $32K 0.00% NEW $51.43 -19.5%
654 SMCI SUPER MICRO COMPUTER INC Technology 1,078.0 $32K 0.00% NEW $29.34 +24.7%
655 GPIX GOLDMAN SACHS ETF TR 566.0 $31K 0.00% NEW $55.58 +1.2%
656 APP APPLOVIN CORP Technology 61.0 $31K 0.00% NEW $514.72 -39.6%
657 XDTE ROUNDHILL ETF TRUST 798.0 $31K 0.00% NEW $39.06 +0.3%
658 NRG NRG ENERGY INC Utilities 213.0 $31K 0.00% NEW $145.92 -17.4%
659 CPNG COUPANG INC Consumer Cyclical 1,782.0 $31K 0.00% NEW $17.37 -4.1%
660 AEM AGNICO EAGLE MINES LTD Basic Materials 199.0 $31K 0.00% NEW $155.13 +33.9%
Page 33 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%