Mc Elhenny Sheffield Capital Management, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $372 Million distributed in 103 stocks.
Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Mcelhenny Sh with a value of $92.9M, Proshares Ultrapro Qqq with a value of $54.1M, Invesco Qqq Trust, Series 1 with a value of $48.8M, Spdr S&P 500 ETF Trust with a value of $36M, and Spdr Gold Trust with a value of $20.9M.
Examining the 13F form we can see an decrease of $2.75B in the current position value, from $3.12B to 372M.
Below you can find more details about Mc Elhenny Sheffield Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$372 Million
ETFs: $316 Million
Technology: $14.5 Million
Energy: $10.3 Million
Financial Services: $9.7 Million
Consumer Defensive: $6.62 Million
Healthcare: $6.13 Million
Industrials: $3.02 Million
Consumer Cyclical: $2.76 Million
Other: $2.98 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
