Holdings of SHP Wealth Management
1560 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 70.5 % of the equity sleeve
Sector breakdown
- Funds 29.7 %
- Technology 4.8 %
- Financials 1.5 %
- Consumer discretionary 1.5 %
- Communication 1.4 %
- Industrials 1.1 %
- Health care 1.0 %
- Consumer staples 0.8 %
- Energy 0.5 %
- Utilities 0.4 %
- Materials 0.2 %
- Real estate 0.1 %
- Unattributed 57.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.8 %
- GB 0.1 %
- TW 0.1 %
- NL 0.0 %
- JP 0.0 %
- ES 0.0 %
- AU 0.0 %
- DK 0.0 %
- KR 0.0 %
- DE 0.0 %
- BR 0.0 %
- IL 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 1,466 | 1.2B $ | 99.82 % |
| 2 | GB | 18 | 721.8K $ | 0.06 % |
| 3 | TW | 3 | 633.8K $ | 0.05 % |
| 4 | NL | 5 | 359.7K $ | 0.03 % |
| 5 | JP | 6 | 93.6K $ | 0.01 % |
| 6 | ES | 2 | 70.3K $ | 0.01 % |
| 7 | AU | 3 | 53.3K $ | 0.00 % |
| 8 | DK | 2 | 48.3K $ | 0.00 % |
| 9 | KR | 6 | 40.3K $ | 0.00 % |
| 10 | DE | 2 | 35.9K $ | 0.00 % |
| 11 | BR | 6 | 23.5K $ | 0.00 % |
| 12 | IL | 4 | 18.5K $ | 0.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1,401 | Upstart Holdings Inc | 17 | 435 $ | |
| 1,402 | Eve Holding Inc | 175 | 434 $ | |
| 1,403 | Primo Brands Corp | 23 | 433 $ | |
| 1,404 | Sonoco Products Co | 8 | 433 $ | |
| 1,405 | Coffee Holding Co Inc | 100 | 425 $ | |
| 1,406 | Donaldson Co Inc | 5 | 424 $ | |
| 1,407 | Antero Resources Corp | 10 | 423 $ | |
| 1,408 | Credit Acceptance Corp | 1 | 423 $ | |
| 1,409 | Lennar Corp | 5 | 421 $ | |
| 1,410 | Creative Media & Community Trust Corp | 683 | 420 $ | |
| 1,411 | Alexandria Real Estate Equities, Inc. | 9 | 418 $ | |
| 1,412 | Sable Offshore Corp | 25 | 413 $ | |
| 1,413 | Ryder System Inc | 2 | 409 $ | |
| 1,414 | Loar Holdings Inc | 7 | 401 $ | |
| 1,415 | Kirby Corp | 3 | 399 $ | |
| 1,416 | TransMedics Group Inc | 4 | 398 $ | |
| 1,417 | Clearway Energy Inc | 10 | 393 $ | |
| 1,418 | AutoNation Inc | 2 | 391 $ | |
| 1,419 | CNX Resources Corp | 10 | 386 $ | |
| 1,420 | GoPro Inc | 500 | 385 $ | |
| 1,421 | BOK Financial Corp | 3 | 384 $ | |
| 1,422 | American Financial Group Inc/OH | 3 | 383 $ | |
| 1,423 | Huntington Ingalls Industries, Inc. | 1 | 380 $ | |
| 1,424 | Chemed Corp | 1 | 378 $ | |
| 1,425 | Tenet Healthcare Corp | 2 | 377 $ | |
| 1,426 | Via Transportation Inc | 25 | 375 $ | |
| 1,427 | Certara Inc | 65 | 370 $ | |
| 1,428 | SL Green Realty Corp | 10 | 369 $ | |
| 1,429 | Spectrum Brands Holdings Inc | 5 | 368 $ | |
| 1,430 | TopBuild Corp | 1 | 351 $ | |
| 1,431 | Smith & Nephew PLC | 11 | 349 $ | |
| 1,432 | EnerSys | 2 | 347 $ | |
| 1,433 | Simpson Manufacturing Co Inc | 2 | 343 $ | |
| 1,434 | GPGI INC | 20 | 342 $ | |
| 1,435 | Sunrun Inc | 25 | 339 $ | |
| 1,436 | Telefonaktiebolaget LM Ericsson | 30 | 338 $ | |
| 1,437 | Morningstar Inc | 2 | 338 $ | |
| 1,438 | SS&C Technologies Holdings Inc | 5 | 338 $ | |
| 1,439 | C3.ai Inc | 39 | 328 $ | |
| 1,440 | Insmed Inc | 2 | 328 $ | |
| 1,441 | MSA Safety Inc | 2 | 328 $ | |
| 1,442 | MasTec Inc | 1 | 322 $ | |
| 1,443 | NET Lease Office Properties | 28 | 322 $ | |
| 1,444 | Karman Holdings Inc | 4 | 320 $ | |
| 1,445 | QuantumScape Corp | 50 | 319 $ | |
| 1,446 | System1 Inc | 100 | 302 $ | |
| 1,447 | Werner Enterprises Inc | 10 | 302 $ | |
| 1,448 | Hamilton Lane Inc | 3 | 298 $ | |
| 1,449 | BLINK CHARGING CO | 525 | 297 $ | |
| 1,450 | BETA TECHNOLOGIES INC | 20 | 294 $ | |
| 1,451 | Watts Water Technologies Inc | 1 | 290 $ | |
| 1,452 | Clean Harbors Inc | 1 | 287 $ | |
| 1,453 | Oscar Health Inc | 25 | 287 $ | |
| 1,454 | Cooper Cos Inc/The | 4 | 286 $ | |
| 1,455 | EVgo Inc | 165 | 284 $ | |
| 1,456 | PJT Partners Inc | 2 | 279 $ | |
| 1,457 | Marzetti Company/The | 2 | 277 $ | |
| 1,458 | CINGULATE INC | 43 | 269 $ | |
| 1,459 | Maplebear Inc | 7 | 262 $ | |
| 1,460 | Alaska Air Group Inc | 7 | 257 $ | |
| 1,461 | OCCIDENTAL PETROLEUM CORP | 6 | 257 $ | |
| 1,462 | American Bitcoin Corp | 275 | 254 $ | |
| 1,463 | Floor & Decor Holdings Inc | 5 | 254 $ | |
| 1,464 | Spire Global Inc | 20 | 252 $ | |
| 1,465 | Invesco Variable Rate Preferred ETF | 11 | 251 $ | |
| 1,466 | Lithia Motors Inc | 1 | 250 $ | |
| 1,467 | CoStar Group Inc | 6 | 242 $ | |
| 1,468 | Summit Hotel Properties Inc | 55 | 242 $ | |
| 1,469 | AGCO Corp | 2 | 232 $ | |
| 1,470 | Regency Centers Corp | 3 | 227 $ | |
| 1,471 | Diageo PLC | 3 | 223 $ | |
| 1,472 | Editas Medicine Inc | 90 | 222 $ | |
| 1,473 | Blue Owl Capital Inc | 24 | 219 $ | |
| 1,474 | First Trust Cloud Computing ETF | 2 | 219 $ | |
| 1,475 | Embecta Corp | 24 | 212 $ | |
| 1,476 | Onto Innovation Inc | 1 | 205 $ | |
| 1,477 | Vanguard S&P 500 Value ETF | 1 | 204 $ | |
| 1,478 | TKO Group Holdings Inc | 1 | 202 $ | |
| 1,479 | Timken Co/The | 2 | 201 $ | |
| 1,480 | Natera Inc | 1 | 200 $ | |
| 1,481 | Generac Holdings Inc | 1 | 195 $ | |
| 1,482 | PBF Energy Inc | 4 | 190 $ | |
| 1,483 | Chime Financial Inc | 10 | 187 $ | |
| 1,484 | ISHARES TRUST | 7 | 187 $ | |
| 1,485 | Torrid Holdings Inc | 100 | 178 $ | |
| 1,486 | Terex Corp | 3 | 177 $ | |
| 1,487 | Exelixis Inc | 4 | 172 $ | |
| 1,488 | Element Solutions Inc | 5 | 171 $ | |
| 1,489 | BULLFROG AI HOLDINGS INC | 100 | 168 $ | |
| 1,490 | nCino Inc | 11 | 165 $ | |
| 1,491 | Cava Group Inc | 2 | 162 $ | |
| 1,492 | TPG Inc | 4 | 162 $ | |
| 1,493 | Arrive AI Inc | 200 | 159 $ | |
| 1,494 | Hormel Foods Corp | 7 | 159 $ | |
| 1,495 | IMMUNIC INC | 140 | 155 $ | |
| 1,496 | Qorvo Inc | 2 | 155 $ | |
| 1,497 | Wingstop Inc | 1 | 155 $ | |
| 1,498 | DaVita Inc | 1 | 154 $ | |
| 1,499 | Rubrik Inc | 3 | 147 $ | |
| 1,500 | DLH Holdings Corp | 25 | 146 $ | |