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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 58 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 APTIV PLC 88.0 $5K NEW $61.38
1142 NNN NNN REIT INC Real Estate 116.0 $5K NEW $46.53 -1.5%
1143 GPCR STRUCTURE THERAPEUTICS INC Healthcare 100.0 $5K NEW $53.67 -8.5%
1144 NMR NOMURA HLDGS INC Financial Services 611.0 $5K NEW $8.78 +10.7%
1145 VOE VANGUARD INDEX FDS 27.0 $5K NEW $197.59 +5.6%
1146 IBIT ISHARES BITCOIN TRUST ETF Financial Services 160.0 $5K NEW $33.30 +31.2%
1147 WIT WIPRO LTD Technology 2,367.0 $5K NEW $2.25 -16.0%
1148 ADT ADT INC DEL Industrials 811.0 $5K NEW $6.50 +13.5%
1149 CNK CINEMARK HLDGS INC Communication Services 164.0 $5K NEW $31.74 +15.3%
1150 SRET GLOBAL X FDS 228.0 $5K NEW $22.71 -1.4%
1151 SWKS SKYWORKS SOLUTIONS INC Technology 76.0 $5K NEW $67.80 -1.0%
1152 CBRE CBRE GROUP INC Real Estate 38.0 $5K NEW $134.97 +12.7%
1153 IRIDIUM COMMUNICATIONS INC 93.0 $5K NEW $54.85
1154 ARKW ARK ETF TR 35.0 $5K NEW $144.86 +7.3%
1155 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 47.0 $5K NEW $107.79 +2.7%
1156 FDS FACTSET RESH SYS INC Financial Services 22.0 $5K NEW $230.09 +30.3%
1157 FRSH FRESHWORKS INC Technology 500.0 $5K NEW $10.12 +28.3%
1158 NTNX NUTANIX INC Technology 99.0 $5K NEW $50.96 +32.7%
1159 MJ AMPLIFY ETF TR 196.0 $5K NEW $25.70 +2.5%
1160 EXPAND ENERGY CORPORATION 55.0 $5K NEW $91.18
Page 58 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%