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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$33.6 Million 3.44% of portfolio
131,935
Q3 2025 Added 10.12%
$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%
$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%
$139B
$11.2 Million 1.15% of portfolio
34,007
Q3 2025 Reduced 0.53%
$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%
$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%
$971B
$7.45 Million 0.76% of portfolio
9,760
Q3 2025 Added 0.32%
$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%
$265B
$4.61 Million 0.47% of portfolio
5,794
Q3 2025 Added 0.35%
$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%
$1.29T
$3.57 Million 0.37% of portfolio
8,026
Q3 2025 Added 0.4%
$96.4B
$3.58 Million 0.37% of portfolio
28,930
Q3 2025 Reduced 4.32%
$306B
$3.65 Million 0.37% of portfolio
55,043
Q3 2025 Added 0.58%
$404B
$3.25 Million 0.33% of portfolio
3,508
Q3 2025 Reduced 0.43%
$291B
$3.09 Million 0.32% of portfolio
6,480
Q3 2025 Reduced 0.02%
$413B
$3.11 Million 0.32% of portfolio
60,279
Q3 2025 Added 0.31%
$224B
$2.88 Million 0.3% of portfolio
9,486
Q3 2025 Added 0.37%
$346B
$2.93 Million 0.3% of portfolio
19,097
Q3 2025 Reduced 0.02%
$593B
$2.92 Million 0.3% of portfolio
10,396
Q3 2025 Added 3.91%
$235B
$2.73 Million 0.28% of portfolio
32,559
Q3 2025 Reduced 3.2%
$168B
$2.5 Million 0.26% of portfolio
33,129
Q3 2025 Reduced 1.58%
$151B
$2.33 Million 0.24% of portfolio
6,595
Q3 2025 Added 22.83%
$147B
$2.14 Million 0.22% of portfolio
21,916
Q3 2025 Reduced 0.03%
$512B
$2.16 Million 0.22% of portfolio
3,795
Q3 2025 Reduced 0.26%
$115B
$2 Million 0.21% of portfolio
4,082
Q3 2025 Reduced 0.1%
$64.7B
$2.02 Million 0.21% of portfolio
18,008
Q3 2025 Reduced 0.76%
$97.3B
$2.06 Million 0.21% of portfolio
24,360
Q3 2025 Added 0.12%
$187B
$2.04 Million 0.21% of portfolio
12,261
Q3 2025 Reduced 0.41%
$490B
$1.94 Million 0.2% of portfolio
17,204
Q3 2025 Added 5.44%
$522B
$1.94 Million 0.2% of portfolio
10,436
Q3 2025 Reduced 4.2%
$237B
$1.88 Million 0.19% of portfolio
7,926
Q3 2025 Reduced 0.7%
$662B
$1.88 Million 0.19% of portfolio
3,732
Q3 2025 Added 0.48%
$160B
$1.73 Million 0.18% of portfolio
8,724
Q3 2025 Reduced 4.57%
$45.5B
$1.6 Million 0.16% of portfolio
9,283
Q3 2025 Reduced 0.65%
$29.6B
$1.58 Million 0.16% of portfolio
4,755
Q1 2025 Reduced 65.43%
$152B
$1.5 Million 0.15% of portfolio
6,068
Q3 2025 Reduced 4.03%
$19.3B
$1.46 Million 0.15% of portfolio
15,657
Q3 2025 Added 0.49%
$342B
$1.42 Million 0.15% of portfolio
7,780
Q3 2025 Added 1.59%
$36B
$1.48 Million 0.15% of portfolio
14,729
Q3 2025 Added 1.62%

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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