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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 13 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SNDK SANDISK CORP Technology 125.0 $285K 0.02% NEW $2280.91 -28.7%
242 SCHE SCHWAB STRATEGIC TR 7,740.0 $281K 0.02% NEW $36.26 +0.5%
243 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,444.0 $279K 0.02% NEW $193.29 +5.2%
244 UAMY UNITED STATES ANTIMONY CORP Basic Materials 38,271.0 $278K 0.02% NEW $7.26 -28.4%
245 EFIV SPDR SERIES TRUST 3,769.0 $275K 0.02% NEW $72.93 +3.0%
246 VRTX VERTEX PHARMACEUTICALS INC Healthcare 544.0 $270K 0.02% NEW $496.92 +6.3%
247 RACE FERRARI N V Consumer Cyclical 717.0 $267K 0.02% NEW $372.33 +10.8%
248 MPC MARATHON PETE CORP Energy 1,042.0 $266K 0.02% NEW $255.74 +43.2%
249 EMB ISHARES TR 2,728.0 $263K 0.02% NEW $96.44 -1.9%
250 MGK VANGUARD WORLD FD 2,991.0 $263K 0.02% NEW $87.90 +1.5%
251 FIS FIDELITY NATL INFORMATION SV Technology 6,752.0 $263K 0.02% NEW $38.88 +5.3%
252 TT TRANE TECHNOLOGIES PLC Industrials 534.0 $262K 0.02% NEW $491.43 -5.7%
253 O REALTY INCOME CORP Real Estate 4,226.0 $262K 0.02% NEW $61.96 +0.4%
254 MUB ISHARES TR 2,429.0 $261K 0.02% NEW $107.64 -2.1%
255 HYD VANECK ETF TRUST 5,015.0 $258K 0.02% NEW $51.51 -2.7%
256 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,052.0 $257K 0.02% NEW $244.77 -11.9%
257 CGDV CAPITAL GROUP DIVIDEND VALUE 5,189.0 $256K 0.02% NEW $49.28 +2.4%
258 BLK BLACKROCK INC Financial Services 265.0 $255K 0.02% NEW $962.69 +19.9%
259 AXP AMERICAN EXPRESS CO Financial Services 737.0 $249K 0.02% NEW $338.05 +0.1%
260 TEL TE CONNECTIVITY PLC Technology 1,231.0 $248K 0.02% NEW $201.56 +1.7%
Page 13 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 32.3%
Financial Services 26.5%
Consumer Cyclical 8.4%
Communication Services 8.3%
Industrials 6.8%
Healthcare 5.8%
Consumer Defensive 4.3%
Energy 3.1%
Utilities 2.4%
Basic Materials 1.2%