Shepherd Financial Partners LLC Portfolio Holdings

Shepherd Financial Partners LLC

  • $976 Million
  • Q3 2025

Shepherd Financial Partners LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $976 Million distributed in 243 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $68.1M, Spdr Portfolio S&P 1500 Compos with a value of $58.5M, Blackrock ETF Tr U S Equity Fa with a value of $45.4M, Ishares Tr with a value of $43M, and Spdr Portfolio with a value of $39M.

Examining the 13F form we can see an increase of $76.3M in the current position value, from $900M to 976M.

Shepherd Financial Partners LLC is based out at Winchester, MA

Below you can find more details about Shepherd Financial Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $976 Million
ETFs: $645 Million
Technology: $108 Million
Financial Services: $56.3 Million
Communication Services: $36 Million
Consumer Cyclical: $34 Million
Healthcare: $29 Million
Industrials: $23.6 Million
Consumer Defensive: $16.4 Million
Other: $27.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$68.1 Million 6.97% of portfolio
102,156
Q3 2025 Reduced 0.26%
$0
$58.5 Million 6.0% of portfolio
725,924
Q3 2025 Added 1.18%
$0
$45.4 Million 4.65% of portfolio
766,528
Q3 2025 Added 16.25%
$0
$43 Million 4.41% of portfolio
493,012
Q3 2025 Reduced 22.39%
$0
$39 Million 3.99% of portfolio
373,074
Q3 2025 Reduced 3.14%
$0
$36.2 Million 3.71% of portfolio
186,240
Q3 2025 Reduced 9.74%
$4.3T
$33.6 Million 3.44% of portfolio
131,935
Q3 2025 Added 10.12%
$0
$30.1 Million 3.09% of portfolio
45,020
Q3 2025 Reduced 0.15%
$0
$29.8 Million 3.05% of portfolio
537,900
Q3 2025 Added 3.88%
$0
$27.5 Million 2.81% of portfolio
1,018,887
Q3 2025 Reduced 6.5%
$0
$26.8 Million 2.75% of portfolio
499,937
Q3 2025 Added 55.3%
$0
$23.8 Million 2.44% of portfolio
89,517
Q3 2025 Added 80.95%
$3.78T
$21 Million 2.15% of portfolio
40,538
Q3 2025 Reduced 0.05%
$2.39T
$18.6 Million 1.91% of portfolio
84,920
Q3 2025 Reduced 0.02%
$465B
$18.3 Million 1.87% of portfolio
97,976
Q3 2025 Reduced 0.37%
$0
$17.1 Million 1.75% of portfolio
369,104
Q3 2025 Reduced 1.18%
$1.74T
$15.2 Million 1.56% of portfolio
62,329
Q3 2025 Added 0.75%
$881B
$15.2 Million 1.55% of portfolio
48,091
Q3 2025 Added 0.05%
$65.3B
$13.9 Million 1.42% of portfolio
190,826
Q3 2025 Added 15.8%
$0
$13.7 Million 1.41% of portfolio
42,928
Q3 2025 Reduced 2.19%
$0
$12.2 Million 1.25% of portfolio
58,512
Q3 2025 Reduced 2.21%
$0
$12.1 Million 1.24% of portfolio
42,775
Q3 2025 Added 0.29%
$139B
$11.2 Million 1.15% of portfolio
34,007
Q3 2025 Reduced 0.53%
$0
$10.7 Million 1.1% of portfolio
157,259
Q3 2025 Reduced 0.86%
$1.65T
$9.59 Million 0.98% of portfolio
39,448
Q3 2025 Reduced 0.12%
$533B
$9.23 Million 0.95% of portfolio
27,034
Q3 2025 Reduced 1.38%
$0
$8.91 Million 0.91% of portfolio
34,732
Q3 2025 Added 0.38%
$1.37T
$8.22 Million 0.84% of portfolio
11,190
Q3 2025 Reduced 1.38%
$258B
$8.09 Million 0.83% of portfolio
48,351
Q3 2025 Reduced 1.35%
$0
$7.47 Million 0.77% of portfolio
39,379
Q3 2025 Reduced 18.45%
$0
$7.45 Million 0.76% of portfolio
12,405
Q3 2025 Reduced 0.09%
$971B
$7.45 Million 0.76% of portfolio
9,760
Q3 2025 Added 0.32%
$0
$6.89 Million 0.71% of portfolio
87,993
Q3 2025 Reduced 7.21%
$0
$6.7 Million 0.69% of portfolio
60,616
Q3 2025 Added 207.04%
$0
$6.42 Million 0.66% of portfolio
32,803
Q3 2025 Reduced 63.86%
$414B
$6.02 Million 0.62% of portfolio
26,021
Q3 2025 Added 0.51%
$98.1B
$5.61 Million 0.58% of portfolio
32,858
Q3 2025 Added 1.51%
$279B
$5.11 Million 0.52% of portfolio
49,602
Q3 2025 Added 0.1%
$70.1B
$4.94 Million 0.51% of portfolio
29,017
Q3 2025 Reduced 0.07%
$132B
$4.98 Million 0.51% of portfolio
20,162
Q3 2025 Reduced 0.14%
$265B
$4.61 Million 0.47% of portfolio
5,794
Q3 2025 Added 0.35%
$0
$4.58 Million 0.47% of portfolio
62,299
Q2 2025 Added 16.21%
$0
$4.36 Million 0.45% of portfolio
45,850
Q3 2025 Added 4.7%
$0
$4.29 Million 0.44% of portfolio
185,664
Q3 2025 New
$0
$4.02 Million 0.41% of portfolio
42,246
Q3 2025 Added 2.75%
$0
$3.97 Million 0.41% of portfolio
66,216
Q3 2025 Added 0.44%
$367B
$3.87 Million 0.4% of portfolio
9,547
Q3 2025 Reduced 0.02%
$132B
$3.94 Million 0.4% of portfolio
18,694
Q3 2025 Reduced 1.03%
$123B
$3.91 Million 0.4% of portfolio
7,842
Q3 2025 Added 0.31%

Summary

  • Portfolio
  • No. of Stocks 243
  • Current Value $976 Million
  • Prior Value $900 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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