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Home > Institutional Investor > Shepherd Financial Partners Llc > Profile

Instuitional Investor - Shepherd Financial Partners Llc

Fund Profile
Filing Period:
Fund Name: Shepherd Financial Partners Llc
Portfolio Value $1,216,857,259
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 114,456 $85,715,080 7.04%
2.
Spdr S & P 500 Etf Trust
 SPY 101,597 $75,869,590 6.23%
3.
Spdr Series Trust
 KRE 765,384 $69,489,204 5.71%
4.
Blackrock Etf Trust
 DYNF 864,111 $58,768,179 4.83%
5.
Ishares Trust
 HYG 534,513 $51,623,261 4.24%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.