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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 48 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 CNC CENTENE CORP DEL Healthcare 174.0 $11K 0.00% NEW $64.19 -0.1%
942 ZM ZOOM COMMUNICATIONS INC Technology 129.0 $11K 0.00% NEW $86.58 +22.8%
943 ROP ROPER TECHNOLOGIES INC Industrials 33.0 $11K 0.00% NEW $338.39 +21.3%
944 RGLD ROYAL GOLD INC Basic Materials 56.0 $11K 0.00% NEW $198.14 +27.4%
945 BLCR BLACKROCK ETF TRUST 220.0 $11K 0.00% NEW $50.37 -2.7%
946 SKM SK TELECOM CO LTD Communication Services 344.0 $11K 0.00% NEW $32.16 +19.1%
947 KR KROGER CO Consumer Defensive 198.0 $11K 0.00% NEW $55.61 +1.3%
948 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 133.0 $11K 0.00% NEW $82.28 -5.3%
949 SFM SPROUTS FMRS MKT INC Consumer Defensive 129.0 $11K 0.00% NEW $84.58 -7.3%
950 RSG REPUBLIC SVCS INC Industrials 51.0 $11K 0.00% NEW $213.08 +3.0%
951 ONDS ONDAS INC Technology 1,318.0 $11K 0.00% NEW $8.24 +1.7%
952 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 28.0 $11K 0.00% NEW $386.71 +2.5%
953 FLCA FRANKLIN TEMPLETON ETF TR 209.0 $11K 0.00% NEW $51.47 +7.2%
954 CRVL CORVEL CORP Financial Services 172.0 $11K 0.00% NEW $62.38 +12.5%
955 PENN PENN ENTERTAINMENT INC Consumer Cyclical 500.0 $11K 0.00% NEW $21.36 -13.7%
956 INNOVATOR ETFS TRUST 406.0 $11K 0.00% NEW $26.28
957 TROW PRICE T ROWE GROUP INC Financial Services 94.0 $11K 0.00% NEW $113.41 -1.1%
958 IX ORIX CORP Financial Services 279.0 $11K 0.00% NEW $38.01 -1.2%
959 ENFR ALPS ETF TR 278.0 $11K 0.00% NEW $38.14 +4.2%
960 KB KB FINL GROUP INC Financial Services 101.0 $11K 0.00% NEW $104.96 +7.9%
Page 48 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%