SHEPHERD FINANCIAL PARTNERS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 133K | $36.21M |
 | NVDA | 98K | $18.25M |
 | AMZN | 85K | $19.63M |
 | GOOG | 62K | $19.45M |
 | BAC | 60K | $3.32M |
 | KO | 55K | $3.85M |
 | WMT | 50K | $5.58M |
 | RTX | 48K | $8.83M |
 | JPM | 47K | $15.24M |
 | MSFT | 39K | $18.77M |
 | CRH | 35K | $4.38M |
 | AVGO | 33K | $11.57M |
 | MRK | 33K | $3.49M |
 | BX | 33K | $5.02M |
 | NEE | 33K | $2.61M |
 | GOOGL | 32K | $10.09M |
 | VLO | 29K | $4.69M |
 | DUK | 29K | $3.37M |
 | V | 27K | $9.44M |
 | ABBV | 26K | $5.97M |
Apple Inc.
AAPL
Shares Held
133K
Value
$36.21M
NVIDIA Corporation
NVDA
Shares Held
98K
Value
$18.25M
Amazon.com, Inc.
AMZN
Shares Held
85K
Value
$19.63M
Alphabet Inc.
GOOG
Shares Held
62K
Value
$19.45M
Bank of America Corporation
BAC
Shares Held
60K
Value
$3.32M
The Coca-Cola Company
KO
Shares Held
55K
Value
$3.85M
Walmart Inc.
WMT
Shares Held
50K
Value
$5.58M
RTX Corporation
RTX
Shares Held
48K
Value
$8.83M
JPMorgan Chase & Co.
JPM
Shares Held
47K
Value
$15.24M
Microsoft Corporation
MSFT
Shares Held
39K
Value
$18.77M
CRH plc
CRH
Shares Held
35K
Value
$4.38M
Broadcom Inc.
AVGO
Shares Held
33K
Value
$11.57M
Merck & Co., Inc.
MRK
Shares Held
33K
Value
$3.49M
Blackstone Inc.
BX
Shares Held
33K
Value
$5.02M
NextEra Energy, Inc.
NEE
Shares Held
33K
Value
$2.61M
Alphabet Inc.
GOOGL
Shares Held
32K
Value
$10.09M
Valero Energy Corporation
VLO
Shares Held
29K
Value
$4.69M
Duke Energy Corporation
DUK
Shares Held
29K
Value
$3.37M
Visa Inc.
V
Shares Held
27K
Value
$9.44M
AbbVie Inc.
ABBV
Shares Held
26K
Value
$5.97M