SHEPHERD FINANCIAL PARTNERS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 132K | $33.41M |
 | NVDA | 96K | $16.72M |
 | AMZN | 83K | $17.34M |
 | GOOG | 60K | $17.33M |
 | BAC | 60K | $2.94M |
 | KO | 54K | $4.14M |
 | WMT | 50K | $6.21M |
 | RTX | 47K | $9.16M |
 | JPM | 46K | $13.62M |
 | MSFT | 40K | $14.94M |
 | CRH | 36K | $3.75M |
 | MRK | 33K | $3.96M |
 | GOOGL | 32K | $9.30M |
 | AVGO | 32K | $9.96M |
 | NEE | 32K | $2.98M |
 | BX | 29K | $3.31M |
 | VLO | 29K | $7.07M |
 | DUK | 28K | $3.70M |
 | MSIF | 28K | $343.32K |
 | ABBV | 26K | $5.70M |
Apple Inc.
AAPL
Shares Held
132K
Value
$33.41M
NVIDIA Corporation
NVDA
Shares Held
96K
Value
$16.72M
Amazon.com, Inc.
AMZN
Shares Held
83K
Value
$17.34M
Alphabet Inc.
GOOG
Shares Held
60K
Value
$17.33M
Bank of America Corporation
BAC
Shares Held
60K
Value
$2.94M
The Coca-Cola Company
KO
Shares Held
54K
Value
$4.14M
Walmart Inc.
WMT
Shares Held
50K
Value
$6.21M
RTX Corporation
RTX
Shares Held
47K
Value
$9.16M
JPMorgan Chase & Co.
JPM
Shares Held
46K
Value
$13.62M
Microsoft Corporation
MSFT
Shares Held
40K
Value
$14.94M
CRH plc
CRH
Shares Held
36K
Value
$3.75M
Merck & Co., Inc.
MRK
Shares Held
33K
Value
$3.96M
Alphabet Inc.
GOOGL
Shares Held
32K
Value
$9.30M
Broadcom Inc.
AVGO
Shares Held
32K
Value
$9.96M
NextEra Energy, Inc.
NEE
Shares Held
32K
Value
$2.98M
Blackstone Inc.
BX
Shares Held
29K
Value
$3.31M
Valero Energy Corporation
VLO
Shares Held
29K
Value
$7.07M
Duke Energy Corporation
DUK
Shares Held
28K
Value
$3.70M
MSC Income Fund, Inc.
MSIF
Shares Held
28K
Value
$343.32K
AbbVie Inc.
ABBV
Shares Held
26K
Value
$5.70M