Holdings
McElhenny Sheffield Capital Management, LLC
As of Jun 30, 2026, McElhenny Sheffield Capital Management, LLC reported 79 positions worth US$51M. Largest: Apple Inc, Microsoft Corp. and Jp Morgan Chase & Co. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 16,928 | US$4.9M | +886 | Jun 30, 2026 |
| Microsoft Corp. | 9,085 | US$3.39M | −133 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 8,372 | US$2.74M | −967 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 7,170 | US$2.56M | +840 | Jun 30, 2026 |
| Nvidia Corporation | 11,608 | US$2.32M | +1,025 | Jun 30, 2026 |
| Walmart Inc. | 18,357 | US$2.08M | −535 | Jun 30, 2026 |
| Broadcom Inc. | 4,171 | US$1.58M | +434 | Jun 30, 2026 |
| Philip Morris International Inc | 7,402 | US$1.34M | +444 | Jun 30, 2026 |
| Exxon Mobil Corporation | 9,534 | US$1.3M | +824 | Jun 30, 2026 |
| Caterpillar, Inc. | 1,180 | US$1.26M | −10 | Jun 30, 2026 |