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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 4 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ES EVERSOURCE ENERGY Utilities 27,956.0 $2.0M 0.14% NEW $72.27 +0.3%
62 HGER HARBOR ETF TRUST 67,963.0 $2.0M 0.14% NEW $29.34 +16.6%
63 MTUM ISHARES TR 5,739.0 $2.0M 0.14% NEW $342.86 -9.2%
64 PG PROCTER & GAMBLE CO Consumer Defensive 13,208.0 $1.9M 0.13% NEW $146.64 -2.0%
65 SPYI NEOS ETF TRUST 35,882.0 $1.9M 0.13% NEW $53.09 +1.9%
66 VUG VANGUARD INDEX FDS 20,834.0 $1.8M 0.12% NEW $86.14 +2.2%
67 VCIT VANGUARD SCOTTSDALE FDS 21,132.0 $1.7M 0.12% NEW $82.65 -1.9%
68 MOAT VANECK ETF TRUST 15,832.0 $1.6M 0.11% NEW $103.96 +8.4%
69 BUFR FIRST TR EXCHNG TRADED FD VI 44,634.0 $1.6M 0.11% NEW $36.53 +2.1%
70 GLD SPDR GOLD TR Financial Services 4,226.0 $1.6M 0.11% NEW $368.35 +8.7%
71 DELL DELL TECHNOLOGIES INC Technology 3,431.0 $1.5M 0.10% NEW $431.46 +7.7%
72 ADI ANALOG DEVICES INC Technology 3,708.0 $1.5M 0.10% NEW $397.12 -6.3%
73 MCD MCDONALDS CORP Consumer Cyclical 5,390.0 $1.5M 0.10% NEW $270.31 -0.6%
74 FORTINET INC 9,451.0 $1.5M 0.10% NEW $153.63
75 INTF ISHARES TR 35,220.0 $1.4M 0.10% NEW $40.96 +4.4%
76 FSMD FIDELITY COVINGTON TRUST 26,986.0 $1.4M 0.10% NEW $52.85 -0.6%
77 CLOA BLACKROCK ETF TRUST II 27,445.0 $1.4M 0.10% NEW $51.91 -0.1%
78 ADPV SERIES PORTFOLIOS TR 28,213.0 $1.4M 0.09% NEW $48.32 -6.0%
79 IYZ ISHARES TR 31,169.0 $1.3M 0.09% NEW $42.31 +2.0%
80 WMT WALMART INC Consumer Defensive 11,418.0 $1.3M 0.09% NEW $113.26 +2.1%
Page 4 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%