Position in ULS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,114
+$799 QoQ
Shares Held
13
+225.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ULS Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026SHP Wealth Management holds $37,146 across 14 Specialty Business Services names. ULS ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
87 | $14,715 | |
| 2 | RELX |
Relx PLC
|
238 | $7,889 | |
| 3 | CPRT |
Copart Inc
|
126 | $4,183 | |
| 4 | BKSY |
BlackSky Technology Inc.
|
99 | $2,490 | |
| 5 | GPN |
Global Payments Inc
|
24 | $1,615 | |
| 6 | TRI |
Thomson Reuters Corp /Can/
|
17 | $1,529 | |
| 7 | QUAD |
Quad/Graphics, Inc.
|
230 | $1,520 | |
| 8 | ULS |
UL Solutions Inc.
This page
|
13 | $1,114 |
All Filings in ULS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,114 | 13 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $315 | 4 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||