Mc Elhenny Sheffield Capital Management, LLC Incresed Positions in Q4 2025

Mc Elhenny Sheffield Capital Management, LLC

  • $484 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TQQQ
Proshares Ultrapro Qqq

ETFs
531K
+ 77.73%
$97.07 - $120.61 $51.5M - $64M
1.21M $127M
XLY
Select Sector Spdr Consumer Di

ETFs
145K
+ 14005.3%
$228.75 - $242.18 $33.2M - $35.2M
146K $33.8M
IWM
Ishares Russell 2000 ETF

ETFs
75.4K
+ 4869.19%
$236.79 - $250.33 $17.8M - $18.9M
76.9K $18.3M
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
85.1K
+ 2.84%
$33.24 - $35.25 $2.83M - $3M
3.09M $105M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3K
+ 3.17%
$142.79 - $150.05 $428K - $449K
97.4K $14.3M
VNQ
Vanguard Specialized Funds Van

ETFs
3.74K
+ 135.86%
$88.13 - $92.69 $330K - $347K
6.5K $582K
NVDA
Nvidia Corp

Technology
1.39K
+ 17.27%
$179.83 - $207.04 $249K - $287K
9.42K $1.76M
GOOG
Alphabet Inc.

Communication Services
228
+ 6.15%
$237.49 - $291.74 $54.1K - $66.5K
3.93K $1.12M
AMZN
Amazon Com Inc

Consumer Cyclical
468
+ 19.03%
$213.04 - $254.0 $99.7K - $119K
2.93K $686K
GOOGL
Alphabet Inc.

Communication Services
273
+ 16.96%
$236.57 - $291.31 $64.6K - $79.5K
1.88K $520K
JPM
Jpmorgan Chase & CO

Financial Services
834
+ 10.0%
$294.11 - $320.41 $245K - $267K
9.17K $2.75M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.2K
+ 14.12%
$99.87 - $101.27 $120K - $121K
9.68K $968K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
219
+ 28.7%
$475.68 - $513.11 $104K - $112K
982 $499K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.11%
$524.58 - $588.02 $525 - $588
913 $517K
MSCI
Msci Inc.

Financial Services
113
+ 17.12%
$533.34 - $593.76 $60.3K - $67.1K
773 $436K
SPGI
S&P Global Inc.

Financial Services
78
+ 9.86%
$472.05 - $502.96 $36.8K - $39.2K
869 $424K
TAP
Molson Coors Beverage CO

Consumer Defensive
649
+ 9.64%
$43.22 - $47.33 $28K - $30.7K
7.38K $342K
HON
Honeywell International Inc

Industrials
258
+ 25.12%
$194.07 - $220.67 $50.1K - $56.9K
1.29K $251K
AVY
Avery Dennison Corp

Industrials
73
+ 3.48%
$157.49 - $186.28 $11.5K - $13.6K
2.17K $375K
ABBV
Abb Vie Inc.

Healthcare
71
+ 2.75%
$211.96 - $244.38 $15K - $17.4K
2.65K $619K
SYY
Sysco Corp

Consumer Defensive
631
+ 15.11%
$72.9 - $83.27 $46K - $52.5K
4.81K $359K
BDX
Becton Dickinson & CO

Healthcare
55
+ 3.58%
$176.39 - $193.93 $9.7K - $10.7K
1.59K $303K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
600
+ 5.84%
$26.44 - $27.53 $15.9K - $16.5K
10.9K $296K
MA
Mastercard Inc

Financial Services
73
+ 9.44%
$536.85 - $580.45 $39.2K - $42.4K
846 $454K
VEA
Vanguard Ftse Developed Market

ETFs
139
+ 4.05%
$59.18 - $62.09 $8.23K - $8.63K
3.57K $218K
WMT
Walmart Inc.

Consumer Defensive
141
+ 0.73%
$101.18 - $109.03 $14.3K - $15.4K
19.5K $2.01M
RSG
Republic Services, Inc.

Industrials
187
+ 12.06%
$204.12 - $227.29 $38.2K - $42.5K
1.74K $364K
V
Visa Inc.

Financial Services
87
+ 6.38%
$325.75 - $352.42 $28.3K - $30.7K
1.45K $472K
GWW
W.W. Grainger, Inc.

Industrials
17
+ 4.89%
$926.21 - $979.0 $15.7K - $16.6K
365 $338K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
228
+ 1.55%
$40.28 - $40.85 $9.18K - $9.31K
15K $604K
VRSK
Verisk Analytics, Inc.

Industrials
210
+ 19.09%
$208.0 - $249.55 $43.7K - $52.4K
1.31K $282K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.24%
$293.81 - $310.11 $1.18K - $1.24K
1.67K $508K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
36
+ 0.28%
$46.2 - $46.85 $1.66K - $1.69K
13K $601K
META
Meta Platforms, Inc.

Communication Services
127
+ 20.29%
$609.01 - $751.67 $77.3K - $95.5K
753 $458K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
192
+ 10.27%
$176.58 - $207.02 $33.9K - $39.7K
2.06K $372K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
45
+ 0.04%
$100.8 - $103.83 $4.54K - $4.67K
118K $12.1M
UNH
Unitedhealth Group Inc

Healthcare
25
+ 2.08%
$320.52 - $369.92 $8.01K - $9.25K
1.23K $393K
TSLA
Tesla, Inc.

Consumer Cyclical
32
+ 2.82%
$401.99 - $468.37 $12.9K - $15K
1.17K $476K
ORCL
Oracle Corp

Technology
30
+ 1.76%
$217.57 - $313.0 $6.53K - $9.39K
1.73K $380K
Activity Summary
Buys All Purchases 55 New Holdings 15 Increased Positions 40 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mc Elhenny Sheffield Capital Management, LLC Portfolio

Follow Mc Elhenny Sheffield Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Elhenny Sheffield Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mc Elhenny Sheffield Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email