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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 52 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 CRH PLC 81.0 $9K 0.00% NEW $106.96
1022 VRSN VERISIGN INC Technology 34.0 $9K 0.00% NEW $253.82 +10.5%
1023 OIH VANECK ETF TRUST 23.0 $9K 0.00% NEW $372.04 +11.0%
1024 IVZ INVESCO LTD Financial Services 323.0 $9K 0.00% NEW $26.39 +20.9%
1025 HLN HALEON PLC Healthcare 913.0 $9K 0.00% NEW $9.33 +6.8%
1026 FGD FIRST TR EXCHANGE-TRADED FD 266.0 $9K 0.00% NEW $31.99 +11.5%
1027 SCI SERVICE CORP INTL Consumer Cyclical 112.0 $9K 0.00% NEW $75.96 +10.2%
1028 SPFF GLOBAL X FDS 900.0 $8K 0.00% NEW $9.38 +1.3%
1029 DXYZ DESTINY TECH100 INC 326.0 $8K 0.00% NEW $25.76 +31.2%
1030 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 4.0 $8K 0.00% NEW $2080.75 +4.4%
1031 TPC TUTOR PERINI CORP Industrials 100.0 $8K 0.00% NEW $82.97 +8.3%
1032 PHIN PHINIA INC Consumer Cyclical 100.0 $8K 0.00% NEW $82.37 -11.9%
1033 SNY SANOFI SA Healthcare 193.0 $8K 0.00% NEW $42.66 +7.8%
1034 PFF ISHARES TR 270.0 $8K 0.00% NEW $30.49 -0.1%
1035 HCA HCA HEALTHCARE INC Healthcare 21.0 $8K 0.00% NEW $389.90 +9.8%
1036 QUANTINUUM INC 100.0 $8K 0.00% NEW $81.74
1037 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 85.0 $8K 0.00% NEW $95.98 +26.5%
1038 EVV EATON VANCE LIMITED DURATION Financial Services 870.0 $8K 0.00% NEW $9.37 -3.5%
1039 LVS LAS VEGAS SANDS CORP Consumer Cyclical 176.0 $8K 0.00% NEW $46.23 +0.8%
1040 RGTI RIGETTI COMPUTING INC Technology 417.0 $8K 0.00% NEW $19.32 -11.0%
Page 52 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%