Stock Taper 
SHEPHERD FINANCIAL PARTNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Exxon Mobil Corporation | XOM | 21.36K | $2.92M |
 Starbucks Corporation | SBUX | 23.36K | $2.39M |
 Visa Inc. | V | 24.98K | $8.57M |
 AbbVie Inc. | ABBV | 25.55K | $6.43M |
 Duke Energy Corporation | DUK | 27.32K | $3.46M |
 MSC Income Fund, Inc. | MSIF | 28.19K | $326.12K |
 Valero Energy Corporation | VLO | 28.47K | $7.42M |
 Blackstone Inc. | BX | 28.61K | $3.37M |
 Broadcom Inc. | AVGO | 31.26K | $11.81M |
 NextEra Energy, Inc. | NEE | 31.72K | $2.78M |
 Alphabet Inc. | GOOGL | 32.33K | $11.55M |
 Merck & Co., Inc. | MRK | 32.7K | $4.2M |
 CRH plc | CRH | 35.92K | $3.84M |
 Microsoft Corporation | MSFT | 39.78K | $14.84M |
 JPMorgan Chase & Co. | JPM | 46.02K | $15.07M |
 RTX Corporation | RTX | 47.2K | $8.96M |
 Walmart Inc. | WMT | 49.7K | $5.63M |
 The Coca-Cola Company | KO | 53.37K | $4.34M |
 Alphabet Inc. | GOOG | 58.44K | $20.65M |
 Bank of America Corporation | BAC | 59.74K | $3.4M |