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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 45 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 ECPG ENCORE CAP GROUP INC Financial Services 145.0 $14K 0.00% NEW $93.29 +5.2%
882 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 308.0 $14K 0.00% NEW $43.86 -5.8%
883 AJG GALLAGHER ARTHUR J & CO Financial Services 59.0 $13K 0.00% NEW $228.59 +13.6%
884 ING ING GROEP N.V. Financial Services 429.0 $13K 0.00% NEW $31.38 +9.9%
885 JHI HANCOCK JOHN INVS TR Financial Services 1,007.0 $13K 0.00% NEW $13.32 -0.4%
886 EA ELECTRONIC ARTS INC Communication Services 65.0 $13K 0.00% NEW $205.08 +2.3%
887 VSNT VERSANT MEDIA GROUP INC Industrials 369.0 $13K 0.00% NEW $36.03 +7.2%
888 DOW DOW HLDGS INC Basic Materials 484.0 $13K 0.00% NEW $27.36 +20.3%
889 VOT VANGUARD INDEX FDS 43.0 $13K 0.00% NEW $306.30 -1.1%
890 GOVT ISHARES TR 577.0 $13K 0.00% NEW $22.79 -1.3%
891 GM GENERAL MTRS CO Consumer Cyclical 170.0 $13K 0.00% NEW $77.18 +11.6%
892 TSCO TRACTOR SUPPLY CO Consumer Cyclical 412.0 $13K 0.00% NEW $31.61 +10.9%
893 GLRY NORTHERN LTS FD TR IV 298.0 $13K 0.00% NEW $43.69 -9.1%
894 CAG CONAGRA BRANDS INC Consumer Defensive 967.0 $13K 0.00% NEW $13.46 +20.9%
895 DGX QUEST DIAGNOSTICS INC Healthcare 61.0 $13K 0.00% NEW $211.95 +13.8%
896 ARKG ARK ETF TR 307.0 $13K 0.00% NEW $42.06 +13.3%
897 CPT CAMDEN PPTY TR Real Estate 110.0 $13K 0.00% NEW $114.49 -5.7%
898 VTHR VANGUARD SCOTTSDALE FDS 38.0 $13K 0.00% NEW $331.42 +1.8%
899 THRO BLACKROCK ETF TRUST 290.0 $13K 0.00% NEW $43.11 +0.9%
900 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 50.0 $12K 0.00% NEW $249.98 -3.9%
Page 45 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%