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Asset Manager ← All Institutions

Shepherd Financial Partners LLC

Q1 2026 · Filed 2026-02-10
Market Value
$0
-100.0%
Holdings
245
-11
New Purchases
0
Added To
0
Closed
245
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 62 $0 0%
Large Cap 152 $0 0%
Mid Cap 23 $0 0%
Small Cap 8 $0 0%

Portfolio Analytics

Avg Market Cap
$279.0B
Median Market Cap
$87.5B
Avg P/E
32.9
Median P/E
25.6
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
144
# ETFs / Funds
101

Top Holdings (245 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ANET —% -$715K -5,458 -100.0% SOLD
2 YUM —% -$225K -1,489 -100.0% SOLD
3 ACN —% -$2M -5,700 -100.0% SOLD
4 DIS —% -$441K -3,880 -100.0% SOLD
5 CVX —% -$847K -5,554 -100.0% SOLD
6 ED —% -$1M -15,047 -100.0% SOLD
7 UBER —% -$565K -6,911 -100.0% SOLD
8 BMY —% -$230K -4,264 -100.0% SOLD
9 XOM —% -$3M -21,679 -100.0% SOLD
10 NEE —% -$3M -32,536 -100.0% SOLD
11 AMT —% -$321K -1,827 -100.0% SOLD
12 SHV —% -$3M -24,595 -100.0% SOLD
13 APO —% -$807K -5,574 -100.0% SOLD
14 WM —% -$740K -3,369 -100.0% SOLD
15 BNL —% -$235K -13,513 -100.0% SOLD
16 SNOW —% -$862K -3,929 -100.0% SOLD
17 ICE —% -$1M -6,828 -100.0% SOLD
18 STAG —% -$625K -16,997 -100.0% SOLD
19 MS —% -$732K -4,126 -100.0% SOLD
20 GS —% -$5M -5,799 -100.0% SOLD
21 HD —% -$3M -9,545 -100.0% SOLD
22 AXP —% -$395K -1,068 -100.0% SOLD
23 ABBV —% -$6M -26,124 -100.0% SOLD
24 DHR —% -$2M -8,910 -100.0% SOLD
25 CRM —% -$2M -7,774 -100.0% SOLD
26 GEV —% -$766K -1,173 -100.0% SOLD
27 BLK —% -$5M -5,022 -100.0% SOLD
28 ET —% -$370K -22,464 -100.0% SOLD
29 EOG —% -$2M -17,758 -100.0% SOLD
30 WMB —% -$1M -19,034 -100.0% SOLD
31 KO —% -$4M -55,047 -100.0% SOLD
32 VZ —% -$216K -5,312 -100.0% SOLD
33 LOW —% -$421K -1,747 -100.0% SOLD
34 NKE —% -$205K -3,215 -100.0% SOLD
35 SPGI —% -$1M -2,402 -100.0% SOLD
36 PFE —% -$346K -13,902 -100.0% SOLD
37 IBM —% -$315K -1,062 -100.0% SOLD
38 ABT —% -$396K -3,161 -100.0% SOLD
39 DLR —% -$1M -9,083 -100.0% SOLD
40 DE —% -$267K -573 -100.0% SOLD
41 ETR —% -$1M -15,622 -100.0% SOLD
42 PM —% -$204K -1,275 -100.0% SOLD
43 LMT —% -$4M -9,300 -100.0% SOLD
44 TJX —% -$204K -1,327 -100.0% SOLD
45 SYK —% -$256K -727 -100.0% SOLD
46 CAT —% -$4M -6,439 -100.0% SOLD
47 CCI —% -$230K -2,592 -100.0% SOLD
48 BBAI —% -$54K -10,000 -100.0% SOLD
49 BX —% -$5M -32,552 -100.0% SOLD
50 JPM —% -$15M -47,307 -100.0% SOLD
51 UNP —% -$215K -931 -100.0% SOLD
52 BAC —% -$3M -60,410 -100.0% SOLD
53 SO —% -$844K -9,675 -100.0% SOLD
54 TFC —% -$592K -12,040 -100.0% SOLD
55 PG —% -$3M -18,729 -100.0% SOLD
56 NSC —% -$364K -1,260 -100.0% SOLD
57 V —% -$9M -26,917 -100.0% SOLD
58 NI —% -$322K -7,711 -100.0% SOLD
59 EPD —% -$448K -13,964 -100.0% SOLD
60 CMI —% -$872K -1,709 -100.0% SOLD
61 ETN —% -$581K -1,823 -100.0% SOLD
62 TMO —% -$262K -453 -100.0% SOLD
63 MCD —% -$3M -9,337 -100.0% SOLD
64 OHI —% -$705K -15,901 -100.0% SOLD
65 DAL —% -$472K -6,800 -100.0% SOLD
66 COP —% -$471K -5,033 -100.0% SOLD
67 MPLX —% -$212K -3,968 -100.0% SOLD
68 LLY —% -$11M -9,827 -100.0% SOLD
69 AZO —% -$529K -156 -100.0% SOLD
70 MPC —% -$733K -4,507 -100.0% SOLD
71 BILL —% -$765K -14,023 -100.0% SOLD
72 FN —% -$791K -1,738 -100.0% SOLD
73 MA —% -$2M -3,721 -100.0% SOLD
74 KKR —% -$284K -2,229 -100.0% SOLD
75 MRK —% -$3M -33,194 -100.0% SOLD
76 LYG —% -$53K -10,000 -100.0% SOLD
77 ORI —% -$298K -6,530 -100.0% SOLD
78 USB —% -$912K -17,084 -100.0% SOLD
79 DUK —% -$3M -28,769 -100.0% SOLD
80 JNJ —% -$2M -10,330 -100.0% SOLD
81 BSX —% -$2M -21,301 -100.0% SOLD
82 ENB —% -$402K -8,412 -100.0% SOLD
83 VLO —% -$5M -28,826 -100.0% SOLD
84 MDT —% -$510K -5,305 -100.0% SOLD
85 UNH —% -$232K -702 -100.0% SOLD
86 RTX —% -$9M -48,121 -100.0% SOLD
87 OKE —% -$317K -4,308 -100.0% SOLD
88 ITW —% -$624K -2,534 -100.0% SOLD
89 MSIF —% -$248K -18,858 -100.0% SOLD
90 PGR —% -$4M -17,428 -100.0% SOLD
91 TSM —% -$274K -901 -100.0% SOLD
92 PNC —% -$495K -2,373 -100.0% SOLD
93 HOOD —% -$249K -2,200 -100.0% SOLD
94 COST —% -$3M -3,488 -100.0% SOLD
95 CSCO —% -$1M -17,670 -100.0% SOLD
96 AMD —% -$1M -5,957 -100.0% SOLD
97 JEPQ —% -$571K -9,817 -100.0% SOLD
98 KBWB —% -$441K -5,231 -100.0% SOLD
99 ESML —% -$722K -15,712 -100.0% SOLD
100 LRCX —% -$696K -4,066 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
ABT —%
YUM —%
ACN —%
DIS —%
CVX —%
ED —%
UBER —%
BMY —%
XOM —%
NEE —%
AMT —%
SHV —%
DLR —%
ANET —%
BNL —%
View SEC EDGAR Filings for Shepherd Financial Partners LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms