Shepherd Financial Partners LLC - Q32026 Holdings

Shepherd Financial Partners LLC holds 252 stocks with a total portfolio value of $ 1.24B as of Q32026. In Q32026, Shepherd Financial Partners LLC added 252 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is State Str Spdr S&P 500 Etf T (SPY), representing 6.22% of the total portfolio.