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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 42 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 MCO MOODYS CORP Financial Services 39.0 $18K 0.00% NEW $453.23 +9.9%
822 ITT ITT INC Industrials 89.0 $18K 0.00% NEW $197.76 +6.0%
823 EQNR EQUINOR ASA Energy 560.0 $18K 0.00% NEW $31.40 +36.2%
824 COWZ PACER FDS TR 282.0 $18K 0.00% NEW $62.22 +14.9%
825 PBI PITNEY BOWES INC Industrials 1,000.0 $18K 0.00% NEW $17.52 -6.9%
826 AWK AMERICAN WTR WKS CO INC NEW Utilities 130.0 $17K 0.00% NEW $131.92 +4.7%
827 SPHD INVESCO EXCH TRADED FD TR II 337.0 $17K 0.00% NEW $50.84 +5.3%
828 DPZ DOMINOS PIZZA INC Consumer Cyclical 58.0 $17K 0.00% NEW $294.97 +14.1%
829 EL LAUDER ESTEE COS INC Consumer Defensive 216.0 $17K 0.00% NEW $78.88 +23.4%
830 KVUE KENVUE INC Consumer Defensive 891.0 $17K 0.00% NEW $19.10 -0.6%
831 BLUE OWL CAPITAL CORPORATION 1,566.0 $17K 0.00% NEW $10.87
832 AGD ABRDN GLOBAL DYNAMIC DIVIDEN Financial Services 1,400.0 $17K 0.00% NEW $12.11 +3.0%
833 DXCM DEXCOM INC Healthcare 251.0 $17K 0.00% NEW $67.35 +33.2%
834 WAB WABTEC Industrials 63.0 $17K 0.00% NEW $268.27 +9.0%
835 EFG ISHARES TR 135.0 $17K 0.00% NEW $124.42 +0.1%
836 ASX ASE TECHNOLOGY HLDG CO LTD Technology 372.0 $17K 0.00% NEW $45.12 -19.0%
837 FAST FASTENAL CO Industrials 348.0 $17K 0.00% NEW $48.07 +4.9%
838 PROSHARES TR 327.0 $17K 0.00% NEW $50.80
839 SIMS SPDR SERIES TRUST 352.0 $17K 0.00% NEW $47.08 -6.8%
840 MORT VANECK ETF TRUST 1,572.0 $16K 0.00% NEW $10.36 -4.4%
Page 42 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%