SHP Wealth Management

SHP Wealth Management reported 1,981 holdings worth US$1.45B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

SHP Wealth Management reported 1,981 holdings worth US$1.45B as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Aug 11, 2026 (Form 13F).

Holdings
1,981
Value as reported
US$1.45B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc72,561US$21M1.4%
Nvidia Corporation103KUS$20.7M1.4%
Alphabet Inc (google) Class C34,312US$12.3M0.84%
Amazon.com, Inc.41,643US$9.93M0.68%
Microsoft Corp.22,265US$8.31M0.57%
Micron Technology, Inc.3,820US$4.41M0.30%
Meta Platforms, Inc.7,536US$4.24M0.29%
Tesla, Inc.9,151US$3.85M0.26%
Morgan Stanley18,053US$3.77M0.26%
Berkshire Hathaway Inc.6,957US$3.48M0.24%
Jp Morgan Chase & Co.10,354US$3.39M0.23%
Broadcom Inc.8,414US$3.18M0.22%
Applied Materials, Inc.4,221US$3.05M0.21%
Sysco Corporation35,472US$2.96M0.20%
Exxon Mobil Corporation21,685US$2.96M0.20%
Eli Lilly And Company2,355US$2.83M0.19%
Abbvie Inc.10,526US$2.65M0.18%
Caterpillar, Inc.2,223US$2.37M0.16%
Rtx Corporation11,833US$2.25M0.15%
Automatic Data Processing, Inc.9,984US$2.24M0.15%
Johnson & Johnson8,496US$2.16M0.15%
Visa Inc.6,174US$2.12M0.15%
Advanced Micro Devices Inc3,501US$2.03M0.14%
Eversource Energy (d/b/a)27,956US$2.02M0.14%
Procter & Gamble Company (the)13,208US$1.94M0.13%
Dell Technologies Inc.3,431US$1.48M0.10%
Analog Devices, Inc.3,708US$1.47M0.10%
Mcdonald's Corporation5,390US$1.46M0.10%
Fortinet, Inc.9,451US$1.45M0.10%
Walmart Inc.11,418US$1.29M0.09%
Lam Research Corporation2,981US$1.29M0.09%
Costco Wholesale Corporation1,377US$1.29M0.09%
Valero Energy Corporation4,489US$1.17M0.08%
Home Depot, Inc. (the)3,314US$1.17M0.08%
Bank Of America Corporation20,309US$1.16M0.08%
International Business Machines Corporation3,915US$1.1M0.08%
Philip Morris International Inc6,084US$1.1M0.08%
Mastercard Incorporated2,061US$1.06M0.07%
Cisco Systems, Inc.8,642US$1.02M0.07%
Verizon Communications Inc.23,475US$994K0.07%
Carrier Global Corporation12,560US$921K0.06%
Palantir Technologies Inc.7,796US$910K0.06%
Waste Management, Inc.4,024US$897K0.06%
Taiwan Semiconductor Manufacturing Co., Ltd.1,864US$890K0.06%
Merck & Company, Inc.6,781US$871K0.06%
Chevron Corporation5,233US$867K0.06%
General Dynamics Corporation2,441US$865K0.06%
Mckesson Corporation1,107US$837K0.06%
Walt Disney Company (the)8,423US$811K0.06%
Toronto-dominion Bank6,609US$803K0.06%
Crowdstrike Holdings, Inc.1,029US$785K0.05%
O'reilly Automotive, Inc.8,491US$782K0.05%
Pepsico, Inc.5,659US$766K0.05%
S&p Global Inc.1,864US$759K0.05%
Equifax, Inc.4,771US$757K0.05%
Tjx Companies, Inc. (the)4,942US$749K0.05%
Palo Alto Networks, Inc.2,164US$738K0.05%
Brookfield Corporation17,052US$726K0.05%
Ge Vernova Inc.607US$713K0.05%
Fidelity National Financial, Inc.14,671US$692K0.05%
Nucor Corporation3,071US$684K0.05%
Ge Aerospace1,808US$676K0.05%
At&t Inc.32,317US$669K0.05%
Netflix, Inc.9,202US$657K0.05%
Mercadolibre, Inc.370US$629K0.04%
Unitedhealth Group Incorporated1,429US$594K0.04%
Southern Company (the)6,177US$591K0.04%
Intel Corporation4,167US$582K0.04%
Asml Holding Nv292US$580K0.04%
Coca-cola Company (the)6,935US$564K0.04%
State Street Corporation3,299US$560K0.04%
Goldman Sachs Group, Inc. (the)553US$559K0.04%
The Hartford Insurance Group, Inc.4,181US$554K0.04%
Cme Group Inc.2,501US$552K0.04%
Corning Incorporated2,114US$540K0.04%
Kla Corporation1,787US$539K0.04%
The Travelers Companies, Inc.1,568US$518K0.04%
Nextera Energy, Inc.5,861US$514K0.04%
Constellation Energy Corporation1,858US$462K0.03%
Qualcomm Incorporated2,478US$458K0.03%
Emerson Electric Company3,156US$452K0.03%
Equinix, Inc.421US$439K0.03%
Boeing Company (the)2,015US$436K0.03%
Marvell Technology, Inc.1,426US$425K0.03%
Sei Investments Company4,566US$400K0.03%
Intuitive Surgical, Inc.1,006US$400K0.03%
Texas Instruments Incorporated1,279US$381K0.03%
Ouster, Inc.6,093US$381K0.03%
Duke Energy Corporation (holding Company)2,904US$368K0.03%
Air Products And Chemicals, Inc.1,253US$367K0.03%
Marriott International979US$363K0.02%
Motorola Solutions, Inc.866US$360K0.02%
Ecolab Inc.1,252US$349K0.02%
Bristol-myers Squibb Company5,964US$344K0.02%
Cameco Corporation3,330US$339K0.02%
Oracle Corporation2,298US$337K0.02%
Doordash, Inc.1,689US$312K0.02%
Cheniere Energy, Inc.1,288US$308K0.02%
Altria Group, Inc.4,241US$305K0.02%
Vertiv Holdings, Llc892US$299K0.02%

Every holding of SHP Wealth Management

Source

View original at SEC

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