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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 37 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 37.0 $26K 0.00% NEW $703.35 -0.1%
722 NIHI NEOS ETF TRUST 504.0 $26K 0.00% NEW $51.55 +1.9%
723 HBM HUDBAY MINERALS INC Basic Materials 1,100.0 $26K 0.00% NEW $23.61 +16.3%
724 CBOE CBOE GLOBAL MKTS INC Financial Services 107.0 $26K 0.00% NEW $242.67 +15.7%
725 PDT HANCOCK JOHN PREM DIVID FD Financial Services 2,005.0 $26K 0.00% NEW $12.95 -1.5%
726 WEC WEC ENERGY GROUP INC Utilities 222.0 $26K 0.00% NEW $116.82 -6.4%
727 PGP PIMCO GLOBAL STOCKPLUS INCOM Financial Services 3,000.0 $26K 0.00% NEW $8.62 +1.4%
728 AIG AMERICAN INTL GROUP INC Financial Services 342.0 $25K 0.00% NEW $74.50 +1.6%
729 EXR EXTRA SPACE STORAGE INC Real Estate 175.0 $25K 0.00% NEW $145.51 +1.7%
730 SII SPROTT INC Financial Services 225.0 $25K 0.00% NEW $112.35 +7.6%
731 ABNB AIRBNB INC Consumer Cyclical 176.0 $25K 0.00% NEW $143.38 +30.0%
732 MAS MASCO CORP Industrials 310.0 $25K 0.00% NEW $81.37 -7.5%
733 EPAM EPAM SYS INC Technology 315.0 $25K 0.00% NEW $79.35 +35.3%
734 SNA SNAP ON INC Industrials 62.0 $25K 0.00% NEW $402.40 -2.1%
735 BNDX VANGUARD CHARLOTTE FDS 511.0 $25K 0.00% NEW $48.47 -1.5%
736 FLKR FRANKLIN TEMPLETON ETF TR 374.0 $25K 0.00% NEW $66.08 -12.9%
737 HRB BLOCK H & R INC Consumer Cyclical 636.0 $24K 0.00% NEW $38.08 +37.2%
738 CTAS CINTAS CORP Industrials 141.0 $24K 0.00% NEW $170.55 +19.1%
739 DDOG DATADOG INC Technology 92.0 $24K 0.00% NEW $260.50 -10.4%
740 BCS BARCLAYS PLC Financial Services 892.0 $24K 0.00% NEW $26.86 +0.1%
Page 37 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%