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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 57 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 CNRG SPDR SERIES TRUST 53.0 $6K NEW $113.09 -20.5%
1122 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 77.0 $6K NEW $77.75 -7.9%
1123 DBJP DBX ETF TR 52.0 $6K NEW $114.79 +0.1%
1124 KEEL KEEL INFRASTRUCTURE CORP Technology 1,030.0 $6K NEW $5.74 -42.2%
1125 CFG CITIZENS FINL GROUP INC Financial Services 84.0 $6K NEW $70.07 -0.3%
1126 ELFY ALPS ETF TR 130.0 $6K NEW $44.94 -8.0%
1127 STZ CONSTELLATION BRANDS INC Consumer Defensive 42.0 $6K NEW $139.10 -2.5%
1128 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 1,200.0 $6K NEW $4.84 +17.4%
1129 KNSL KINSALE CAP GROUP INC Financial Services 17.0 $6K NEW $337.12 +13.8%
1130 AVEX AEVEX CORP Industrials 274.0 $6K NEW $20.85 -12.2%
1131 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 15.0 $6K NEW $380.40 -29.9%
1132 VMET VERSAMET ROYALTIES CORP Financial Services 463.0 $6K NEW $12.30 -13.8%
1133 WULF TERAWULF INC Financial Services 228.0 $6K NEW $24.70 -36.7%
1134 XME SPDR SERIES TRUST 52.0 $6K NEW $106.92 +11.6%
1135 LUMN LUMEN TECHNOLOGIES INC Communication Services 723.0 $6K NEW $7.68 -22.7%
1136 ISPY PROSHARES TR 115.0 $6K NEW $48.19 +0.5%
1137 OMC OMNICOM GROUP INC Communication Services 76.0 $6K NEW $72.83 +20.2%
1138 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 163.0 $6K NEW $33.96 +10.0%
1139 HIO WESTERN ASSET HIGH INCOME OP Financial Services 1,500.0 $5K NEW $3.64 -3.3%
1140 VLTO VERALTO CORP Industrials 61.0 $5K NEW $88.69 +11.4%
Page 57 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%