Shepherd Financial Partners LLC
Top Portfolio Positions
145 positions ·
$400,480,186 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
101,693 | $66,135,025 | 16.51% | |
| AAPL |
Apple Inc.
Technology
|
131,636 | $33,407,900 | 8.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
83,268 | $17,342,226 | 4.33% | |
| NVDA |
Nvidia Corp
Technology
|
95,891 | $16,723,390 | 4.18% | |
| MSFT |
Microsoft Corp
Technology
|
40,366 | $14,942,282 | 3.73% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
46,314 | $13,623,726 | 3.40% | |
| IAU |
Ishares Gold Trust
|
132,862 | $11,713,113 | 2.92% | |
| AVGO |
Broadcom Inc.
Technology
|
32,191 | $9,963,436 | 2.49% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
32,338 | $9,299,115 | 2.32% | |
| RTX |
RTX Corp
Industrials
|
47,466 | $9,156,191 | 2.29% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MSIF
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $343,317 | 28,187 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $247,794 | 18,858 | Shares | Sole | 2026-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||