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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 54 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 AAOI APPLIED OPTOELECTRONICS INC Technology 50.0 $7K 0.00% NEW $148.16 -16.2%
1062 CF CF INDUSTRIES HOLD Basic Materials 68.0 $7K 0.00% NEW $108.69 +19.7%
1063 UFOX ETF SER SOLUTIONS 77.0 $7K 0.00% NEW $95.16 -13.0%
1064 ITRN ITURAN LOCATION AND CONTROL Technology 120.0 $7K 0.00% NEW $61.01 -16.5%
1065 FIXD FIRST TR EXCHNG TRADED FD VI 167.0 $7K 0.00% NEW $43.61 -2.0%
1066 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 73.0 $7K NEW $99.55 +8.9%
1067 RYLD GLOBAL X FDS 450.0 $7K NEW $15.99 +2.7%
1068 POWR ISHARES INC 256.0 $7K NEW $27.98 -7.3%
1069 NTAP NETAPP INC Technology 46.0 $7K NEW $154.76 +24.8%
1070 GFS GLOBALFOUNDRIES INC Technology 86.0 $7K NEW $82.60 -42.2%
1071 TDC TERADATA CORP DEL Technology 204.0 $7K NEW $34.65 -20.0%
1072 IQVIA HLDGS INC 36.0 $7K NEW $195.53
1073 RELX RELX PLC Communication Services 222.0 $7K NEW $31.67 +13.4%
1074 OMF ONEMAIN HLDGS INC Financial Services 115.0 $7K NEW $60.97 +3.8%
1075 FE FIRSTENERGY CORP Utilities 147.0 $7K NEW $47.52 -2.7%
1076 ACRES COMMERCIAL REALTY CORP 392.0 $7K NEW $17.79
1077 LYFT LYFT INC Technology 474.0 $7K NEW $14.61 +19.1%
1078 DGS WISDOMTREE TR 107.0 $7K NEW $64.71 -2.0%
1079 AES AES CORP Utilities 472.0 $7K NEW $14.66 +0.7%
1080 PCG PG&E CORP Utilities 409.0 $7K NEW $16.84 +4.6%
Page 54 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 33.0%
Financial Services 27.0%
Consumer Cyclical 8.6%
Industrials 6.9%
Communication Services 6.6%
Healthcare 5.9%
Consumer Defensive 4.4%
Energy 3.1%
Utilities 2.4%
Basic Materials 1.3%