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Shepherd Street Advisors LLC

All holdings · as of Dec 31, 2025

88 positions

CompanyClassValueShares% of portfolio
SCHWAB STRATEGIC TR$608.4K23,1930.6%
DEERE & CO$568.5K1,2210.5%
Arthur J. Gallagher & Co.$560.3K2,1650.5%
GILEAD SCIENCES, INC.$534.2K4,3520.5%
SHOPIFY INC$506.1K3,1440.5%
VANGUARD INDEX FDS$480.4K7660.5%
SoFi Technologies, Inc.$466.2K17,8070.4%
LABCORP HOLDINGS INC.$460.6K1,8360.4%
INVESCO QQQ TR$457.7K7450.4%
AMERICAN EXPRESS CO$443.9K1,2000.4%
Prologis Inc$442.7K3,4680.4%
iShares MSCI UAE ETF$440.5K4,1280.4%
LOWES COMPANIES INC$439.9K1,8240.4%
Edwards Lifesciences Corp$437.7K5,1340.4%
ISHARES TR$434.7K6350.4%
NXP Semiconductors N.V.$419.4K1,9320.4%
Cloudflare, Inc.$410.5K2,0820.4%
VANGUARD MUN BD FDS$406.6K8,0850.4%
CSX CORP$397.2K10,9580.4%
ISHARES TR$388.5K8,3480.4%
HONEYWELL INTERNATIONAL INC$362.9K1,8600.3%
Warren E. Buffett$360.4K7170.3%
ISHARES TR$357.0K3,9910.3%
SPDR SERIES TRUST$342.3K2,4600.3%
ISHARES TR$338.4K3,1590.3%
VANGUARD BD INDEX FDS$330.1K4,1890.3%
MSCI Inc.$285.1K4970.3%
TEXAS INSTRUMENTS INC$277.8K1,6010.3%
ISHARES TR$273.9K7080.3%
AbbVie Inc.$265.0K1,1600.3%
VANGUARD BD INDEX FDS$234.7K3,1680.2%
TRACTOR SUPPLY CO /DE$231.4K4,6280.2%
FIDELITY WISE ORIGIN BITCOIN$229.2K3,0070.2%
VANGUARD WHITEHALL FDS$228.3K2,5370.2%
ISHARES TR$227.1K4,1510.2%
ISHARES GOLD TR$226.6K2,7920.2%
WASTE MANAGEMENT INC$212.0K9650.2%
QUALCOMM INC/DE$201.0K1,1750.2%
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