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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 47 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 EDIV SPDR INDEX SHS FDS 286.0 $12K 0.00% NEW $40.96 +2.4%
922 EME EMCOR GROUP INC Industrials 14.0 $12K 0.00% NEW $829.86 -5.1%
923 PNR PENTAIR PLC Industrials 151.0 $12K 0.00% NEW $76.73 -16.9%
924 SUSA ISHARES TR 75.0 $12K 0.00% NEW $153.33 +2.5%
925 CEREBRAS SYSTEMS INC 52.0 $11K 0.00% NEW $221.00
926 OUSA ALPS ETF TR 197.0 $11K 0.00% NEW $58.33 +5.7%
927 LW LAMB WESTON HLDGS INC Consumer Defensive 266.0 $11K 0.00% NEW $43.18 +23.8%
928 COHR COHERENT CORP Technology 29.0 $11K 0.00% NEW $394.48 -26.5%
929 OUTFRONT MEDIA INC 349.0 $11K 0.00% NEW $32.76
930 PINNACLE FINL PARTNERS INC 113.0 $11K 0.00% NEW $100.87
931 TY TRI CONTL CORP Financial Services 331.0 $11K 0.00% NEW $34.42 +3.3%
932 NUVB NUVATION BIO INC Healthcare 2,000.0 $11K 0.00% NEW $5.68 +20.2%
933 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 859.0 $11K 0.00% NEW $13.22 -5.2%
934 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 140.0 $11K 0.00% NEW $81.04 -7.9%
935 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 271.0 $11K 0.00% NEW $41.51 -27.6%
936 ARKK ARK ETF TR 139.0 $11K 0.00% NEW $80.82 +3.0%
937 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 147.0 $11K 0.00% NEW $76.40 +6.9%
938 CNP CENTERPOINT ENERGY INC Utilities 255.0 $11K 0.00% NEW $43.99 -8.6%
939 ONON ON HLDG AG Consumer Cyclical 316.0 $11K 0.00% NEW $35.42 -15.6%
940 SPSM SPDR SERIES TRUST 194.0 $11K 0.00% NEW $57.67 -1.3%
Page 47 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%