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Portfolio (Quarterly) Guide ↗

McElhenny Sheffield Capital Management, LLC

· CIK 0001886813
13F Portfolio $404M AUM 108 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 35 New 39 Added 28 Reduced 27 Exited
Page 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DRSK ETF SER SOLUTIONS 7,400.0 $213K 0.05% $28.75 -1.0%
102 TOTL SSGA ACTIVE ETF TR 5,337.0 $211K 0.05% -10K -64.3% $39.47 -1.4%
103 NFLX NETFLIX INC. Communication Services 2,903.0 $207K 0.05% +704.0 +32.0% $71.40 +14.1%
104 V VISA INC Financial Services 600.0 $206K 0.05% -851.0 -58.6% $343.09 +11.9%
105 IHI ISHARES TR 4,158.0 $205K 0.05% $49.41 +12.1%
106 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 292.0 $205K 0.05% -153.0 -34.4% $703.34 -0.7%
107 CSCO CISCO SYS INC Technology 1,712.0 $201K 0.05% NEW $117.46 -4.3%
108 WES WESTERN MIDSTREAM PARTNERS L Energy 4,575.0 $200K 0.05% NEW $43.76 +10.9%
Page 6 of 6  ·  108 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 53.8%
Technology 18.3%
Consumer Defensive 7.9%
Healthcare 6.7%
Consumer Cyclical 4.2%
Industrials 3.8%
Energy 2.6%
Communication Services 1.8%
Real Estate 0.5%
Basic Materials 0.4%