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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 21 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 TGT TARGET CORP Consumer Defensive 844.0 $110K 0.01% NEW $130.66 +16.8%
402 OKE ONEOK INC NEW Energy 1,263.0 $110K 0.01% NEW $86.97 +11.6%
403 PNC PNC FINL SVCS GROUP INC Financial Services 444.0 $109K 0.01% NEW $246.25 +3.3%
404 VUSB VANGUARD BD INDEX FDS 2,154.0 $107K 0.01% NEW $49.78 -0.1%
405 BTZ BLACKROCK CR ALLOCATION Financial Services 10,477.0 $107K 0.01% NEW $10.22 -0.3%
406 JIVE J P MORGAN EXCHANGE TRADED F 1,157.0 $106K 0.01% NEW $91.97 +5.2%
407 SLB SLB LIMITED Energy 2,255.0 $105K 0.01% NEW $46.49 +14.5%
408 IWO ISHARES TR 266.0 $105K 0.01% NEW $393.96 -1.5%
409 KMB KIMBERLY-CLARK CORP Consumer Defensive 944.0 $104K 0.01% NEW $109.82 -1.9%
410 USFR WISDOMTREE TR 2,052.0 $103K 0.01% NEW $50.34 +0.2%
411 CAGE CALAMOS ETF TR 3,612.0 $100K 0.01% NEW $27.71 +4.4%
412 BIZD VANECK ETF TRUST 7,839.0 $99K 0.01% NEW $12.66 +4.4%
413 CRL CHARLES RIV LABS INTL INC Healthcare 437.0 $99K 0.01% NEW $226.79 +23.1%
414 KMI KINDER MORGAN INC DEL Energy 3,099.0 $99K 0.01% NEW $31.97 +2.8%
415 SCHF SCHWAB STRATEGIC TR 3,532.0 $98K 0.01% NEW $27.70 +1.3%
416 IMO IMPERIAL OIL LTD Energy 873.0 $98K 0.01% NEW $111.97 +21.2%
417 MCHP MICROCHIP TECHNOLOGY INC. Technology 1,059.0 $97K 0.01% NEW $91.17 -14.2%
418 NOW SERVICENOW INC Technology 972.0 $97K 0.01% NEW $99.31 +20.3%
419 BKNG BOOKING HOLDINGS INC Consumer Cyclical 538.0 $96K 0.01% NEW $178.17 +16.9%
420 HTGC HERCULES CAPITAL INC Financial Services 6,045.0 $95K 0.01% NEW $15.77 +5.6%
Page 21 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%