McElhenny Sheffield Capital Management, LLC

CIK
1886813
City
DALLAS
State / Country
TX

Top Portfolio Positions

72 positions · $64,482,782 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
GLD
Spdr Gold Trust
39,862 $17,152,219 26.60%
AAPL
Apple Inc.
Technology
16,042 $4,071,299 6.31%
MSFT
Microsoft Corp
Technology
9,218 $3,412,227 5.29%
SHW
Sherwin Williams Co
Basic Materials
9,578 $3,070,227 4.76%
JPM
Jpmorgan Chase & Co
Financial Services
9,339 $2,747,160 4.26%
WMT
Walmart Inc.
Consumer Defensive
18,892 $2,347,897 3.64%
NVDA
Nvidia Corp
Technology
10,583 $1,845,675 2.86%
XOM
Exxon Mobil Corp
Energy
8,710 $1,477,738 2.29%
ABT
Abbott Laboratories
Healthcare
12,587 $1,292,307 2.00%
AVGO
Broadcom Inc.
Technology
3,737 $1,156,638 1.79%

Holdings in TXRH

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Report Date Value (USD) Shares
2026-03-31 $330,280 2,000