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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 55 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 LPL LG DISPLAY CO LTD Technology 1,766.0 $7K NEW $3.89 -15.7%
1082 PCAR PACCAR INC Industrials 57.0 $7K NEW $120.47 +8.8%
1083 DRS LEONARDO DRS INC Industrials 160.0 $7K NEW $42.67 -4.6%
1084 CRSP CRISPR THERAPEUTICS AG Healthcare 125.0 $7K NEW $54.54 +9.1%
1085 EFC ELLINGTON FINANCIAL INC Real Estate 500.0 $7K NEW $13.61 +0.1%
1086 MTD METTLER TOLEDO INTERNATIONAL Healthcare 5.0 $7K NEW $1351.60 +3.2%
1087 AXON AXON ENTERPRISE INC Industrials 12.0 $7K NEW $560.58 +12.0%
1088 STWD STARWOOD PPTY TR INC Real Estate 410.0 $7K NEW $16.38 -0.0%
1089 LTBR LIGHTBRIDGE CORP Industrials 763.0 $7K NEW $8.79 -6.5%
1090 NEWSMAX INC 809.0 $7K NEW $8.28
1091 CIM CHIMERA INVT CORP Real Estate 500.0 $7K NEW $13.34 -13.6%
1092 IBDR ISHARES TR 275.0 $7K NEW $24.23 +0.0%
1093 FDIG FIDELITY COVINGTON TRUST 155.0 $7K NEW $42.73 +3.2%
1094 FDMO FIDELITY COVINGTON TRUST 67.0 $7K NEW $98.58 -4.0%
1095 BCPC BALCHEM CORP Basic Materials 39.0 $7K NEW $168.95 +7.3%
1096 FENI FIDELITY COVINGTON TRUST 163.0 $7K NEW $40.25 +3.7%
1097 IGF ISHARES TR 98.0 $7K NEW $66.54 -1.7%
1098 LAND GLADSTONE LD CORP Real Estate 764.0 $7K NEW $8.53 +1.4%
1099 RDY DR REDDYS LABS LTD Healthcare 448.0 $6K NEW $14.49 -15.9%
1100 ACWX ISHARES TR 85.0 $6K NEW $75.94 +2.6%
Page 55 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%