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Portfolio (Quarterly) Guide ↗

Shakespeare Wealth Management, LLC

· CIK 0001658509
13F Portfolio $378M AUM 79 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 79 New
Page 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AEP AMERICAN ELEC PWR CO INC Utilities 2,633.0 $360K 0.10% NEW $136.81 -10.3%
62 VB VANGUARD INDEX FDS 1,169.0 $354K 0.09% NEW $303.04 +0.4%
63 AMAT APPLIED MATLS INC Technology 487.0 $352K 0.09% NEW $723.00 -33.3%
64 SCHX SCHWAB STRATEGIC TR 11,833.0 $348K 0.09% NEW $29.43 +3.3%
65 STE STERIS PLC Healthcare 1,499.0 $316K 0.08% NEW $210.57 +10.6%
66 GOOG ALPHABET INC 880.0 $311K 0.08% NEW $353.33
67 BKD BROOKDALE SR LIVING INC Healthcare 19,175.0 $309K 0.08% NEW $16.09 -24.9%
68 YUMC YUM CHINA HLDGS INC Consumer Cyclical 7,264.0 $297K 0.08% NEW $40.87 +9.9%
69 OTIS OTIS WORLDWIDE CORP Industrials 4,142.0 $297K 0.08% NEW $71.60 -0.2%
70 VXF VANGUARD INDEX FDS 1,201.0 $296K 0.08% NEW $246.21 -0.2%
71 AVGO BROADCOM INC Technology 737.0 $278K 0.07% NEW $377.75 -1.6%
72 TSLA TESLA INC Consumer Cyclical 661.0 $278K 0.07% NEW $420.60 -15.6%
73 ASB ASSOCIATED BANC-CORP Financial Services 8,553.0 $263K 0.07% NEW $30.77 +0.1%
74 MA MASTERCARD INCORPORATED Financial Services 474.0 $243K 0.06% NEW $513.60 +15.2%
75 XLK SELECT SECTOR SPDR TR 1,272.0 $242K 0.06% NEW $190.56 -1.0%
76 HONEYWELL AEROSPACE INC 1,091.0 $241K 0.06% NEW $221.08
77 UNH UNITEDHEALTH GROUP INC Healthcare 546.0 $227K 0.06% NEW $415.65 -5.0%
78 SNDK SANDISK CORP Technology 92.0 $209K 0.06% NEW $2273.73 -34.7%
79 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 289.0 $203K 0.05% NEW $703.27 -0.7%
Page 4 of 4  ·  79 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
Financial Services 26.8%
Industrials 20.1%
Technology 18.5%
Utilities 12.8%
Consumer Cyclical 7.4%
Healthcare 6.7%
Communication Services 6.0%
Basic Materials 1.7%