Shepherd Financial Partners LLC

Position in GEV — GE Vernova Inc.

CIK 1696628 WINCHESTER, MA

Position in GEV

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,540,241

+$534,661 QoQ

Shares Held

1,311

+13.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,450

of 3,398 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Shepherd Financial Partners LLC holds $4,272,249 across 4 Specialty Industrial Machinery names. GEV ranks #1 (36.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	1,311	$1,540,241
2	CMI	Cummins Inc	1,760	$1,255,249
3	ETN	Eaton Corp plc	1,828	$778,947
4	ITW	Illinois Tool Works Inc	2,580	$697,812

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,540,241	1,311	+13.8%	Shares	Sole	2026-08-10
2026-03-31	$1,005,580	1,152	-1.8%	Shares	Sole	2026-05-11
2025-12-31	$766,637	1,173	+12.0%	Shares	Sole	2026-02-10
2025-09-30	$643,800	1,047	+2.1%	Shares	Sole	2025-11-07
2025-06-30	$542,378	1,025	-0.9%	Shares	Sole	2025-08-13
2025-03-31	$315,659	1,034	—	Shares	Sole	2025-04-18
No filing history on record for this holder in this stock.