Holdings
Shepherd Kaplan Krochuk, LLC
As of Jun 30, 2026, Shepherd Kaplan Krochuk, LLC reported 19 positions worth US$29.4M. Largest: Apple Inc, Energy Transfer Lp and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 30,419 | US$8.8M | +3 | Jun 30, 2026 |
| Energy Transfer Lp | 204K | US$3.89M | −11,439 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 5,446 | US$2.73M | −104 | Jun 30, 2026 |
| International Business Machines Corporation | 7,704 | US$2.17M | +5,185 | Jun 30, 2026 |
| Kinder Morgan, Inc. | 62,488 | US$2M | −1,729 | Jun 30, 2026 |
| Newmont Corporation | 10,921 | US$1.02M | no change | Jun 30, 2026 |
| Magna International Inc. | 15,434 | US$1.01M | −1,741 | Jun 30, 2026 |
| Enterprise Products Partners L.p. | 22,538 | US$828K | no change | Jun 30, 2026 |
| Duke Energy Corporation (holding Company) | 6,358 | US$805K | −169 | Jun 30, 2026 |
| Gilead Sciences, Inc. | 6,269 | US$792K | −74 | Jun 30, 2026 |