Holdings
Shepherd Financial Partners LLC
As of Jun 30, 2026, Shepherd Financial Partners LLC reported 136 positions worth US$360M. Largest: Apple Inc, Alphabet Inc (google) Class C and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 131K | US$37.9M | −590 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 90,115 | US$32.2M | −2,485 | Jun 30, 2026 |
| Amazon.com, Inc. | 83,008 | US$19.8M | −260 | Jun 30, 2026 |
| Nvidia Corporation | 95,815 | US$19.2M | −76 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 46,024 | US$15.1M | −290 | Jun 30, 2026 |
| Microsoft Corp. | 39,783 | US$14.8M | −583 | Jun 30, 2026 |
| Broadcom Inc. | 31,261 | US$11.8M | −930 | Jun 30, 2026 |
| Eli Lilly And Company | 9,583 | US$11.5M | −116 | Jun 30, 2026 |
| Rtx Corporation | 47,201 | US$8.96M | −265 | Jun 30, 2026 |
| Visa Inc. | 24,977 | US$8.57M | −147 | Jun 30, 2026 |