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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.32B
$742,000 0.08% of portfolio
14,023
Q3 2025 Reduced 16.58%
$6.89B
$593,000 0.06% of portfolio
16,823
Q3 2025 Reduced 4.49%
$7.63B
$224,000 0.02% of portfolio
3,968
Q3 2025 Added 0.05%
$3.41B
$241,000 0.02% of portfolio
13,513
Q4 2023 New
$2.87B
$88,000 0.01% of portfolio
10,000
Q2 2025 New

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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