Shepherd Financial Partners LLC - Q12026 Holdings

Shepherd Financial Partners LLC holds 240 stocks with a total portfolio value of $ 1.05B as of Q12026. In Q12026, Shepherd Financial Partners LLC added 6 new positions, increased stakes in 80 stocks, reduced 117 holdings, and fully exited 12 positions. The largest holding is State Str Spdr S&P 500 Etf T (SPY), representing 6.27% of the total portfolio.