Shepherd Financial Partners LLC

13F filer · CIK 0001696628

Reported Aug 10, 2026

Net seller this quarter

13F portfolio value$1.22BU.S. long equity reported on 13F

Positions1569 new · 5 closed

Net flow last quarter-$198KBuys minus sells

Top 10 positions weight20.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 2026156 positions
SPYSPDR S&P 500 ETF Trust	$75.9M	6.23%	Not reported	-0.1%	Q4 2016
AAPLApple Inc.	$37.9M	3.12%	0.00%	-0.5%	Q4 2016
GOOGAlphabet Inc.	$20.6M	1.70%	Not reported	-3.3%	Q4 2016
SPMDSupermedia Inc.	$20.5M	1.68%	Not reported	+2.6%	Q1 2024
AMZNAmazon Com Inc	$19.8M	1.63%	0.00%	-0.3%	Q4 2016
NVDANvidia Corp	$19.2M	1.58%	0.00%	-0.1%	Q4 2020
SHLDSears Holdings Corp	$17.8M	1.46%	0.27%	+30.2%	Q3 2025
JPMJPMorgan Chase & Co	$15.1M	1.24%	0.00%	-0.6%	Q4 2016
MSFTMicrosoft Corp	$14.8M	1.22%	0.00%	-1.4%	Q4 2016
AVGOBroadcom Inc.	$11.8M	0.97%	0.00%	-2.9%	Q3 2021
GOOGLAlphabet Inc.	$11.6M	0.95%	0.00%	0.0%	Q4 2016
LLYELI LILLY & Co	$11.5M	0.94%	0.00%	-1.2%	Q4 2016
IAUIshares Gold Trust	$11.3M	0.92%	0.02%	+12.2%	Q4 2020
THROTheron Resource Group	$10.6M	0.87%	3.10%	-33.5%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$9.84M	0.81%	Not reported	-0.1%	Q2 2018
RTXRTX Corp	$8.96M	0.74%	0.00%	-0.6%	Q2 2020
VVisa Inc.	$8.57M	0.70%	0.00%	-0.6%	Q4 2016
VLOValero Energy Corp	$7.42M	0.61%	0.01%	-0.5%	Q1 2019
CATCaterpillar Inc	$7.36M	0.60%	0.00%	+7.6%	Q2 2018
GSGoldman Sachs Group Inc	$6.44M	0.53%	0.00%	+0.2%	Q4 2018
ABBVAbbVie Inc.	$6.43M	0.53%	0.00%	-2.6%	Q4 2016
METAMeta Platforms, Inc.	$6.33M	0.52%	Not reported	-0.9%	Q4 2016
WMTWalmart Inc.	$5.63M	0.46%	0.00%	-0.6%	Q1 2021
BLKBlackRock, Inc.	$4.74M	0.39%	0.00%	-1.0%	Q1 2020
LMTLockheed Martin Corp	$4.66M	0.38%	0.00%	-0.9%	Q1 2021
KOCoca Cola Co	$4.34M	0.36%	0.00%	-2.1%	Q1 2020
MRKMerck & Co., Inc.	$4.2M	0.35%	0.00%	-0.6%	Q4 2016
CRWDCrowdStrike Holdings, Inc.	$4.13M	0.34%	0.00%	+33.1%	Q3 2021
TSLATesla, Inc.	$4.11M	0.34%	0.00%	+0.8%	Q4 2017
MUMicron Technology Inc	$4M	0.33%	0.00%	-1.9%	Q1 2018
CRHCRH Public Ltd Co	$3.84M	0.32%	0.01%	+0.7%	Q1 2023
PGRProgressive Corp	$3.69M	0.30%	0.00%	-2.6%	Q2 2018
AMDAdvanced Micro Devices Inc	$3.5M	0.29%	0.00%	+1.7%	Q2 2023
DUKDuke Energy CORP	$3.46M	0.28%	0.00%	-3.4%	Q4 2016
BACBank of America Corp	$3.4M	0.28%	0.00%	-1.1%	Q4 2016
BXBlackstone Inc.	$3.37M	0.28%	0.00%	-0.6%	Q1 2017
COSTCostco Wholesale Corp	$3.28M	0.27%	0.00%	+0.8%	Q2 2023
SUSASouthern USA Resources Inc.	$3.14M	0.26%	Not reported	+0.1%	Q4 2016
HDHome Depot, Inc.	$3.11M	0.26%	0.00%	-3.6%	Q4 2016
JNJJohnson & Johnson	$2.95M	0.24%	0.00%	+14.6%	Q4 2016
XOMExxonMobil Holdings Corp	$2.92M	0.24%	0.00%	-13.5%	Q4 2016
NEENextera Energy Inc	$2.78M	0.23%	0.00%	-1.1%	Q4 2016
PGPROCTER & GAMBLE Co	$2.78M	0.23%	0.00%	+3.7%	Q4 2016
SBUXStarbucks Corp	$2.39M	0.20%	0.00%	-1.7%	Q1 2017
MCDMcdonalds Corp	$2.39M	0.20%	0.00%	-5.1%	Q3 2020
AMATApplied Materials Inc	$2.31M	0.19%	0.00%	+1.4%	Q2 2018
EOGEog Resources Inc	$2.25M	0.19%	0.00%	-1.3%	Q4 2021
QCOMQualcomm Inc	$2.14M	0.18%	0.00%	-1.2%	Q2 2022
HONHoneywell International Inc	$2.06M	0.17%	0.00%	-1.4%	Q4 2017
HONAHoneywell Aerospace Inc.	$2.03M	0.17%	Not reported	-1.5%	Q2 2026

Q1 2026Reported May 11, 2026151 positions
SPYSPDR S&P 500 ETF Trust	$66.1M	6.27%	Not reported	-0.1%	Q4 2016
AAPLApple Inc.	$33.4M	3.17%	0.00%	-1.2%	Q4 2016
SPMDSupermedia Inc.	$17.5M	1.66%	Not reported	-1.8%	Q1 2024
AMZNAmazon Com Inc	$17.3M	1.65%	0.00%	-2.1%	Q4 2016
GOOGAlphabet Inc.	$17.3M	1.64%	Not reported	-2.5%	Q4 2016
NVDANvidia Corp	$16.7M	1.59%	0.00%	-2.0%	Q4 2020
SHLDSears Holdings Corp	$16.2M	1.54%	0.21%	+40.7%	Q3 2025
MSFTMicrosoft Corp	$14.9M	1.42%	0.00%	+4.0%	Q4 2016
JPMJPMorgan Chase & Co	$13.6M	1.29%	0.00%	-2.1%	Q4 2016
THROTheron Resource Group	$13.3M	1.27%	4.66%	+5.4%	Q2 2025
IAUIshares Gold Trust	$11.7M	1.11%	0.02%	-28.7%	Q4 2020
AVGOBroadcom Inc.	$9.96M	0.95%	0.00%	-3.7%	Q3 2021
GOOGLAlphabet Inc.	$9.3M	0.88%	0.00%	+0.3%	Q4 2016
RTXRTX Corp	$9.16M	0.87%	0.00%	-1.4%	Q2 2020
LLYELI LILLY & Co	$8.92M	0.85%	0.00%	-1.3%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$7.72M	0.73%	Not reported	-0.1%	Q2 2018
VVisa Inc.	$7.59M	0.72%	0.00%	-6.7%	Q4 2016
VLOValero Energy Corp	$7.07M	0.67%	0.01%	-0.7%	Q1 2019
METAMeta Platforms, Inc.	$6.48M	0.61%	Not reported	-1.2%	Q4 2016
WMTWalmart Inc.	$6.21M	0.59%	0.00%	-0.3%	Q1 2021
ABBVAbbVie Inc.	$5.7M	0.54%	0.00%	+0.4%	Q4 2016
LMTLockheed Martin Corp	$5.58M	0.53%	0.00%	-0.7%	Q1 2021
GSGoldman Sachs Group Inc	$5.38M	0.51%	0.00%	+9.7%	Q4 2018
BLKBlackRock, Inc.	$4.79M	0.45%	0.00%	-0.9%	Q1 2020
CATCaterpillar Inc	$4.55M	0.43%	0.00%	-0.2%	Q2 2018
HONHoneywell International Inc	$4.21M	0.40%	0.00%	-1.0%	Q4 2017
XOMExxonMobil Holdings Corp	$4.19M	0.40%	0.00%	+13.9%	Q4 2016
KOCoca Cola Co	$4.14M	0.39%	0.00%	-1.0%	Q1 2020
MRKMerck & Co., Inc.	$3.96M	0.38%	0.00%	-0.9%	Q4 2016
CRHCRH Public Ltd Co	$3.75M	0.36%	0.01%	+1.7%	Q1 2023
DUKDuke Energy CORP	$3.7M	0.35%	0.00%	-1.7%	Q4 2016
TSLATesla, Inc.	$3.6M	0.34%	0.00%	-2.7%	Q4 2017
COSTCostco Wholesale Corp	$3.46M	0.33%	0.00%	-0.5%	Q2 2023
PGRProgressive Corp	$3.44M	0.33%	0.00%	-0.5%	Q2 2018
BXBlackstone Inc.	$3.31M	0.31%	0.00%	-11.6%	Q1 2017
HDHome Depot, Inc.	$3.01M	0.29%	0.00%	-4.3%	Q4 2016
NEENextera Energy Inc	$2.98M	0.28%	0.00%	-1.4%	Q4 2016
BACBank of America Corp	$2.94M	0.28%	0.00%	0.0%	Q4 2016
MCDMcdonalds Corp	$2.89M	0.27%	0.00%	-0.4%	Q3 2020
SUSASouthern USA Resources Inc.	$2.68M	0.25%	Not reported	-5.3%	Q4 2016
PGPROCTER & GAMBLE Co	$2.64M	0.25%	0.00%	-2.5%	Q4 2016
EOGEog Resources Inc	$2.54M	0.24%	0.00%	-1.0%	Q4 2021
JNJJohnson & Johnson	$2.47M	0.23%	0.00%	-2.0%	Q4 2016
SBUXStarbucks Corp	$2.13M	0.20%	0.00%	-1.0%	Q1 2017
MAMastercard Inc	$1.84M	0.17%	0.00%	-1.2%	Q3 2023
ETREntergy Corp	$1.76M	0.17%	0.00%	+0.2%	Q4 2023
CORCencora, Inc.	$1.71M	0.16%	0.00%	+0.2%	Q2 2022
EDConsolidated Edison Inc	$1.71M	0.16%	0.00%	+0.3%	Q4 2016
BRK.BBerkshire Hathaway Inc	$1.71M	0.16%	Not reported	-0.5%	Q4 2016
DHRDanaher Corp	$1.66M	0.16%	0.00%	-1.8%	Q4 2016

Q4 2025Reported Feb 10, 2026157 positions
SPYSPDR S&P 500 ETF Trust	$69.4M	6.43%	Not reported	-0.3%	Q4 2016
AAPLApple Inc.	$36.2M	3.36%	0.00%	+1.0%	Q4 2016
AMZNAmazon Com Inc	$19.6M	1.82%	0.00%	+0.2%	Q4 2016
GOOGAlphabet Inc.	$19.4M	1.80%	Not reported	-0.6%	Q4 2016
MSFTMicrosoft Corp	$18.8M	1.74%	0.00%	-4.3%	Q4 2016
NVDANvidia Corp	$18.2M	1.69%	0.00%	-0.1%	Q4 2020
SPMDSupermedia Inc.	$17.4M	1.62%	Not reported	+4.4%	Q1 2024
JPMJPMorgan Chase & Co	$15.2M	1.41%	0.00%	-1.6%	Q4 2016
IAUIshares Gold Trust	$15.1M	1.40%	0.02%	-2.3%	Q4 2020
THROTheron Resource Group	$13.5M	1.25%	4.42%	+1.7%	Q2 2025
AVGOBroadcom Inc.	$11.6M	1.07%	0.00%	-1.7%	Q3 2021
LLYELI LILLY & Co	$10.6M	0.98%	0.00%	+0.7%	Q4 2016
SHLDSears Holdings Corp	$10.5M	0.98%	0.15%	+7.7%	Q3 2025
GOOGLAlphabet Inc.	$10.1M	0.93%	0.00%	-18.3%	Q4 2016
VVisa Inc.	$9.44M	0.87%	0.00%	-0.4%	Q4 2016
RTXRTX Corp	$8.83M	0.82%	0.00%	-0.5%	Q2 2020
QQQInvesco QQQ Trust, Series 1	$8.22M	0.76%	Not reported	+7.9%	Q2 2018
METAMeta Platforms, Inc.	$7.57M	0.70%	Not reported	+2.4%	Q4 2016
ABBVAbbVie Inc.	$5.97M	0.55%	0.00%	+0.4%	Q4 2016
WMTWalmart Inc.	$5.58M	0.52%	0.00%	+1.1%	Q1 2021
BLKBlackRock, Inc.	$5.38M	0.50%	0.00%	-0.1%	Q1 2020
GSGoldman Sachs Group Inc	$5.1M	0.47%	0.00%	+0.1%	Q4 2018
SLViShares Silver Trust	$5.03M	0.47%	0.01%	-10.8%	Q3 2025
BXBlackstone Inc.	$5.02M	0.46%	0.00%	-0.9%	Q1 2017
VLOValero Energy Corp	$4.69M	0.43%	0.01%	-0.7%	Q1 2019
LMTLockheed Martin Corp	$4.5M	0.42%	0.00%	+18.6%	Q1 2021
TSLATesla, Inc.	$4.48M	0.42%	0.00%	+24.2%	Q4 2017
CRHCRH Public Ltd Co	$4.38M	0.41%	0.01%	+3.6%	Q1 2023
PGRProgressive Corp	$3.97M	0.37%	0.00%	-13.6%	Q2 2018
KOCoca Cola Co	$3.85M	0.36%	0.00%	0.0%	Q1 2020
CATCaterpillar Inc	$3.69M	0.34%	0.00%	-0.6%	Q2 2018
HONHoneywell International Inc	$3.67M	0.34%	0.00%	+0.6%	Q4 2017
MRKMerck & Co., Inc.	$3.49M	0.32%	0.00%	+2.0%	Q4 2016
DUKDuke Energy CORP	$3.37M	0.31%	0.00%	-0.6%	Q4 2016
BACBank of America Corp	$3.32M	0.31%	0.00%	+0.2%	Q4 2016
HDHome Depot, Inc.	$3.28M	0.30%	0.00%	0.0%	Q4 2016
COSTCostco Wholesale Corp	$3.01M	0.28%	0.00%	-0.6%	Q2 2023
SUSASouthern USA Resources Inc.	$2.99M	0.28%	Not reported	-1.6%	Q4 2016
MCDMcdonalds Corp	$2.85M	0.26%	0.00%	-1.6%	Q3 2020
PGPROCTER & GAMBLE Co	$2.68M	0.25%	0.00%	-1.9%	Q4 2016
NEENextera Energy Inc	$2.61M	0.24%	0.00%	-1.8%	Q4 2016
XOMExxonMobil Holdings Corp	$2.61M	0.24%	0.00%	+26.0%	Q4 2016
ORCLOracle Corp	$2.61M	0.24%	0.00%	+28.6%	Q1 2018
JNJJohnson & Johnson	$2.14M	0.20%	0.00%	-1.0%	Q4 2016
MAMastercard Inc	$2.12M	0.20%	0.00%	-2.0%	Q3 2023
CRMSalesforce, Inc.	$2.06M	0.19%	0.00%	-1.9%	Q2 2019
DHRDanaher Corp	$2.04M	0.19%	0.00%	+2.1%	Q4 2016
QCOMQualcomm Inc	$2.03M	0.19%	0.00%	-3.1%	Q2 2022
BSXBoston Scientific Corp	$2.03M	0.19%	0.00%	-2.8%	Q4 2016
SBUXStarbucks Corp	$2.02M	0.19%	0.00%	-1.5%	Q1 2017

Q3 2025Reported Nov 7, 2025155 positions
SPYSPDR S&P 500 ETF Trust	$68.1M	6.48%	Not reported	-0.3%	Q4 2016
AAPLApple Inc.	$33.6M	3.20%	0.00%	+10.1%	Q4 2016
MSFTMicrosoft Corp	$21M	2.00%	0.00%	-0.1%	Q4 2016
AMZNAmazon Com Inc	$18.6M	1.77%	0.00%	0.0%	Q4 2016
NVDANvidia Corp	$18.3M	1.74%	0.00%	-0.4%	Q4 2020
SPMDSupermedia Inc.	$16.5M	1.57%	Not reported	+2.3%	Q1 2024
GOOGAlphabet Inc.	$15.2M	1.44%	Not reported	+0.8%	Q4 2016
JPMJPMorgan Chase & Co	$15.2M	1.44%	0.00%	+0.1%	Q4 2016
IAUIshares Gold Trust	$13.9M	1.32%	0.02%	+15.8%	Q4 2020
THROTheron Resource Group	$13M	1.24%	4.35%	+1.5%	Q2 2025
AVGOBroadcom Inc.	$11.2M	1.07%	0.00%	-0.5%	Q3 2021
SHLDSears Holdings Corp	$10.6M	1.01%	0.14%	New	Q3 2025
GOOGLAlphabet Inc.	$9.59M	0.91%	0.00%	-0.1%	Q4 2016
VVisa Inc.	$9.23M	0.88%	0.00%	-1.4%	Q4 2016
METAMeta Platforms, Inc.	$8.22M	0.78%	Not reported	-1.4%	Q4 2016
RTXRTX Corp	$8.09M	0.77%	0.00%	-1.4%	Q2 2020
QQQInvesco QQQ Trust, Series 1	$7.45M	0.71%	Not reported	-0.1%	Q2 2018
LLYELI LILLY & Co	$7.45M	0.71%	0.00%	+0.3%	Q4 2016
ABBVAbbVie Inc.	$6.02M	0.57%	0.00%	+0.5%	Q4 2016
BLKBlackRock, Inc.	$5.86M	0.56%	0.00%	+0.3%	Q1 2020
BXBlackstone Inc.	$5.61M	0.53%	0.00%	+1.5%	Q1 2017
WMTWalmart Inc.	$5.11M	0.49%	0.00%	+0.1%	Q1 2021
PGRProgressive Corp	$4.98M	0.47%	0.00%	-0.1%	Q2 2018
VLOValero Energy Corp	$4.94M	0.47%	0.01%	-0.1%	Q1 2019
GSGoldman Sachs Group Inc	$4.61M	0.44%	0.00%	+0.4%	Q4 2018
CRHCRH Public Ltd Co	$4.06M	0.39%	0.00%	+0.3%	Q1 2023
HONHoneywell International Inc	$3.94M	0.37%	0.00%	-1.0%	Q4 2017
LMTLockheed Martin Corp	$3.91M	0.37%	0.00%	+0.3%	Q1 2021
HDHome Depot, Inc.	$3.87M	0.37%	0.00%	0.0%	Q4 2016
SLViShares Silver Trust	$3.71M	0.35%	0.02%	New	Q3 2025
KOCoca Cola Co	$3.65M	0.35%	0.00%	+0.6%	Q1 2020
DUKDuke Energy CORP	$3.58M	0.34%	0.00%	-4.3%	Q4 2016
TSLATesla, Inc.	$3.57M	0.34%	0.00%	+0.4%	Q4 2017
COSTCostco Wholesale Corp	$3.25M	0.31%	0.00%	-0.4%	Q2 2023
BACBank of America Corp	$3.11M	0.30%	0.00%	+0.3%	Q4 2016
CATCaterpillar Inc	$3.09M	0.29%	0.00%	0.0%	Q2 2018
SUSASouthern USA Resources Inc.	$2.96M	0.28%	Not reported	-2.5%	Q4 2016
PGPROCTER & GAMBLE Co	$2.93M	0.28%	0.00%	0.0%	Q4 2016
ORCLOracle Corp	$2.92M	0.28%	0.00%	+3.9%	Q1 2018
MCDMcdonalds Corp	$2.88M	0.27%	0.00%	+0.4%	Q3 2020
MRKMerck & Co., Inc.	$2.73M	0.26%	0.00%	-3.2%	Q4 2016
NEENextera Energy Inc	$2.5M	0.24%	0.00%	-1.6%	Q4 2016
ADBEAdobe Inc.	$2.33M	0.22%	0.00%	+22.8%	Q3 2017
MAMastercard Inc	$2.16M	0.21%	0.00%	-0.3%	Q3 2023
BSXBoston Scientific Corp	$2.14M	0.20%	0.00%	0.0%	Q4 2016
SBUXStarbucks Corp	$2.06M	0.20%	0.00%	+0.1%	Q1 2017
QCOMQualcomm Inc	$2.04M	0.19%	0.00%	-0.4%	Q2 2022
EOGEog Resources Inc	$2.02M	0.19%	0.00%	-0.8%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$2M	0.19%	0.00%	-0.1%	Q3 2021
XOMExxonMobil Holdings Corp	$1.94M	0.18%	0.00%	+5.4%	Q4 2016

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