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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 50 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 PPH VANECK ETF TRUST 92.0 $10K 0.00% NEW $109.35 +5.9%
982 VRSK VERISK ANALYTICS INC Industrials 56.0 $10K 0.00% NEW $179.54 +4.5%
983 KHC KRAFT HEINZ CO Consumer Defensive 425.0 $10K 0.00% NEW $23.62 +8.0%
984 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 860.0 $10K 0.00% NEW $11.60 -4.4%
985 KKR KKR & CO INC Financial Services 109.0 $10K 0.00% NEW $91.44 +19.0%
986 ANIK ANIKA THERAPEUTICS INC Healthcare 681.0 $10K 0.00% NEW $14.63 +45.9%
987 MAA MID-AMER APT CMNTYS INC Real Estate 71.0 $10K 0.00% NEW $139.92 -5.5%
988 COKE COCA COLA CONS INC Consumer Defensive 52.0 $10K 0.00% NEW $190.92 -2.0%
989 IHE ISHARES TR 100.0 $10K 0.00% NEW $99.01 +7.4%
990 CRNC CERENCE INC Technology 867.0 $10K 0.00% NEW $11.32 -28.7%
991 PINS PINTEREST INC Communication Services 466.0 $10K 0.00% NEW $21.03 +10.2%
992 MKL MARKEL GROUP INC Financial Services 5.0 $10K 0.00% NEW $1953.00 -8.2%
993 AX AXOS FINANCIAL INC Financial Services 100.0 $10K 0.00% NEW $97.39 -0.3%
994 WF WOORI FINL GROUP INC Financial Services 167.0 $10K 0.00% NEW $57.40 +17.9%
995 WDAY WORKDAY INC Technology 78.0 $10K 0.00% NEW $122.42 +60.7%
996 AMRIZE LTD 178.0 $9K 0.00% NEW $53.29
997 OWL BLUE OWL CAPITAL INC Financial Services 1,080.0 $9K 0.00% NEW $8.75 +32.5%
998 JEDI ETF SER SOLUTIONS 324.0 $9K 0.00% NEW $29.05 -0.9%
999 MQQQ INVESTMENT MANAGERS SER TR I 38.0 $9K 0.00% NEW $245.58 -8.2%
1000 E ENI SPA Energy 199.0 $9K 0.00% NEW $46.86 +21.3%
Page 50 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%