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Home > Institutional Investor > Mcelhenny Sheffield Capital Management, Llc > Profile

Instuitional Investor - Mcelhenny Sheffield Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Mcelhenny Sheffield Capital Management, Llc
Portfolio Value $374,994,514
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Etf Ser Solutions
 3,003,381 $92,914,407 24.78%
2.
Proshares Tr - ULTRAPRO QQQ
 651,420 $54,067,873 14.42%
3.
Invesco Qqq Tr
 88,482 $48,810,210 13.02%
4.
Spdr S & P 500 Etf Trust
 SPY 58,229 $35,976,788 9.59%
5.
Spdr Gold Trust
 GLD 68,690 $20,938,773 5.58%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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