Shepherd Financial Partners LLC

Position in MSIF — Msc Income Fund, Inc.

CIK 1696628 WINCHESTER, MA

Position in MSIF

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

Position Value

$326,123

-$17,194 QoQ

Shares Held

28,187

0.0% QoQ

Ownership

0.062%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#72

of 166 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Shepherd Financial Partners LLC holds $8,996,684 across 5 Asset Management names. MSIF ranks #4 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	4,926	$4,736,644
2	BX	Blackstone Inc.	28,606	$3,366,068
3	PFG	Principal Financial Group Inc	3,026	$326,142
4	MSIF	Msc Income Fund, Inc. This page	28,187	$326,123
5	APO	Apollo Global Management, Inc.	2,043	$241,707

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$326,123	28,187	0.0%	Shares	Sole	2026-08-10
2026-03-31	$343,317	28,187	+49.5%	Shares	Sole	2026-05-11
2025-12-31	$247,794	18,858	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.