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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 63 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 AEE AMEREN CORP Utilities 32.0 $4K NEW $113.03 -6.1%
1242 RCS PIMCO STRATEGIC INCOME FD Financial Services 659.0 $4K NEW $5.45 -3.3%
1243 HOG HARLEY DAVIDSON INC Consumer Cyclical 144.0 $4K NEW $24.46 +15.3%
1244 WDS WOODSIDE ENERGY GROUP LTD Energy 182.0 $4K NEW $19.32 +25.9%
1245 SNAP SNAP INC Communication Services 791.0 $4K NEW $4.44 +17.9%
1246 EPS WISDOMTREE TR 45.0 $4K NEW $77.80 +3.5%
1247 WHR WHIRLPOOL CORP Consumer Cyclical 89.0 $3K NEW $39.27 +2.8%
1248 ITB ISHARES TR 33.0 $3K NEW $104.48 -6.7%
1249 PEGA PEGASYSTEMS INC Technology 114.0 $3K NEW $29.97 +12.0%
1250 FBDC FIRST TR EXCHNG TRADED FD VI 200.0 $3K NEW $16.95 +4.3%
1251 RYANAIR HOLDINGS PLC 52.0 $3K NEW $65.13
1252 XPEV XPENG INC Consumer Cyclical 254.0 $3K NEW $13.24 -7.9%
1253 INGERSOLL RAND INC 41.0 $3K NEW $82.00
1254 SDCI USCF ETF TR 126.0 $3K NEW $26.40 +15.2%
1255 ANGO ANGIODYNAMICS INC Healthcare 255.0 $3K NEW $13.01 +21.0%
1256 DOC HEALTHPEAK PROPERTIES INC Real Estate 154.0 $3K NEW $21.40 +0.0%
1257 PHM PULTE GROUP INC Consumer Cyclical 24.0 $3K NEW $137.21 -6.0%
1258 WES WESTERN MIDSTREAM PARTNERS L Energy 75.0 $3K NEW $43.76 +10.5%
1259 DT DYNATRACE INC Technology 74.0 $3K NEW $43.91 +12.3%
1260 MFS ACTIVE EXCHANGE TRADED F 100.0 $3K NEW $32.34
Page 63 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%