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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 40 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 SPTS SPDR SERIES TRUST 702.0 $20K 0.00% NEW $29.02 -0.2%
782 SYF SYNCHRONY FINANCIAL Financial Services 262.0 $20K 0.00% NEW $76.11 +3.4%
783 ACLS AXCELIS TECHNOLOGIES INC Technology 105.0 $20K 0.00% NEW $189.45 -34.8%
784 TRGP TARGA RES CORP Energy 74.0 $20K 0.00% NEW $268.14 +14.1%
785 ATO ATMOS ENERGY CORP Utilities 115.0 $20K 0.00% NEW $172.37 -1.6%
786 TBT PROSHARES TR 567.0 $20K 0.00% NEW $34.91 +9.8%
787 SANM SANMINA CORP Technology 78.0 $20K 0.00% NEW $253.08 -24.5%
788 LYG LLOYDS BANKING GROUP PLC Financial Services 3,382.0 $20K 0.00% NEW $5.83 +3.3%
789 SCYB SCHWAB STRATEGIC TR 752.0 $20K 0.00% NEW $26.18 -0.6%
790 GSEW GOLDMAN SACHS ETF TR 208.0 $20K 0.00% NEW $94.42 +4.1%
791 MSEX MIDDLESEX WTR CO Utilities 348.0 $20K 0.00% NEW $56.16 +4.9%
792 BXP BXP INC Real Estate 293.0 $19K 0.00% NEW $66.31 +2.0%
793 ONEQ FIDELITY COMWLTH TR 188.0 $19K 0.00% NEW $103.09 -0.1%
794 BROWN FORMAN CORP 708.0 $19K 0.00% NEW $27.36
795 UDR UDR INC Real Estate 484.0 $19K 0.00% NEW $39.92 -5.4%
796 HUBS HUBSPOT INC Technology 106.0 $19K 0.00% NEW $182.01 +29.7%
797 BNS BANK NOVA SCOTIA B C Financial Services 222.0 $19K 0.00% NEW $86.86 +1.5%
798 BAI BLACKROCK ETF TRUST 365.0 $19K 0.00% NEW $52.72 -15.6%
799 AVB AVALONBAY CMNTYS INC Real Estate 101.0 $19K 0.00% NEW $188.46 -2.3%
800 FEDEX FGHT HLDG CO INC 126.0 $19K 0.00% NEW $151.00
Page 40 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%