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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 39 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 2,200.0 $22K 0.00% NEW $9.81 +0.0%
762 USB US BANCORP Financial Services 355.0 $21K 0.00% NEW $60.44 +3.9%
763 EMN EASTMAN CHEM CO Basic Materials 319.0 $21K 0.00% NEW $66.98 +10.7%
764 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 241.0 $21K 0.00% NEW $88.63 -36.2%
765 VDC VANGUARD WORLD FD 94.0 $21K 0.00% NEW $225.49 +2.1%
766 PAYX PAYCHEX INC Industrials 214.0 $21K 0.00% NEW $98.44 +24.4%
767 MLM MARTIN MARIETTA MATLS INC Basic Materials 36.0 $21K 0.00% NEW $581.22 -9.3%
768 MAIN MAIN STR CAP CORP Financial Services 400.0 $21K 0.00% NEW $51.88 +12.3%
769 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 874.0 $21K 0.00% NEW $23.59 +4.2%
770 SOUN SOUNDHOUND AI INC Technology 3,186.0 $21K 0.00% NEW $6.47 +10.2%
771 BROOKFIELD ASSET MANAGMT LTD 459.0 $21K 0.00% NEW $44.85
772 AMP AMERIPRISE FINL INC Financial Services 45.0 $21K 0.00% NEW $456.73 +22.6%
773 PPG PPG INDS INC Basic Materials 169.0 $20K 0.00% NEW $121.29 -6.1%
774 COIN COINBASE GLOBAL INC Financial Services 140.0 $20K 0.00% NEW $146.34 +9.5%
775 ORI OLD REP INTL CORP Financial Services 500.0 $20K 0.00% NEW $40.92 +2.0%
776 ROKU ROKU INC Communication Services 148.0 $20K 0.00% NEW $138.14 +13.4%
777 ONTO ONTO INNOVATION INC Technology 54.0 $20K 0.00% NEW $378.44 -20.9%
778 URI UNITED RENTALS INC Industrials 18.0 $20K 0.00% NEW $1132.89 -1.4%
779 FNCL FIDELITY COVINGTON TRUST 266.0 $20K 0.00% NEW $76.63 +6.6%
780 DRAM ROUNDHILL ETF TRUST 276.0 $20K 0.00% NEW $73.85 -23.5%
Page 39 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%