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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 43 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 IZRL ARK ETF TR 533.0 $16K 0.00% NEW $30.38 -5.2%
842 FERG FERGUSON ENTERPRISES INC Industrials 68.0 $16K 0.00% NEW $236.26 +1.3%
843 CDW CDW CORP Technology 114.0 $16K 0.00% NEW $140.64 -5.0%
844 EXPE EXPEDIA GROUP INC Consumer Cyclical 63.0 $16K 0.00% NEW $254.46 +27.4%
845 HYG ISHARES TR 200.0 $16K 0.00% NEW $79.97 -0.5%
846 STRL STERLING INFRASTRUCTURE INC Industrials 19.0 $16K 0.00% NEW $839.37 -38.0%
847 GNR SPDR INDEX SHS FDS 236.0 $16K 0.00% NEW $67.40 +15.6%
848 QBTS D-WAVE QUANTUM INC Technology 659.0 $16K 0.00% NEW $23.99 -21.6%
849 EBAY EBAY INC. Consumer Cyclical 141.0 $16K 0.00% NEW $111.81 -6.4%
850 FICO FAIR ISAAC CORP Technology 13.0 $16K 0.00% NEW $1194.77 -3.8%
851 CHT CHUNGHWA TELECOM CO LTD Communication Services 346.0 $15K 0.00% NEW $44.26 -2.0%
852 ZTS ZOETIS INC Healthcare 213.0 $15K 0.00% NEW $71.86 +4.4%
853 VMC VULCAN MATLS CO Basic Materials 52.0 $15K 0.00% NEW $294.23 -8.0%
854 SIL GLOBAL X FDS 197.0 $15K 0.00% NEW $77.46 +25.8%
855 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 237.0 $15K 0.00% NEW $64.02 +15.7%
856 CRCL CIRCLE INTERNET GROUP INC Financial Services 240.0 $15K 0.00% NEW $62.63 +33.6%
857 VFVA VANGUARD WELLINGTON FD 100.0 $15K 0.00% NEW $148.43 +8.1%
858 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 700.0 $15K 0.00% NEW $21.11 -20.7%
859 VOD VODAFONE GROUP PLC Communication Services 1,117.0 $15K 0.00% NEW $13.22 +21.1%
860 HEI HEICO CORP NEW Industrials 41.0 $15K 0.00% NEW $359.02 -2.4%
Page 43 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%