Long-term investor
Mcelhenny Sheffield Capital Management, LLC @mcelhennysheffieldcapita
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001886813).
Record
- Tracked since 2025-06-30 (434 days), 316 trades recorded
- Returns: week n/a · month n/a · 90 days -1.1% · 6 months -12.8% · 1 year -19.1% · all -19.1%
- Max drawdown -19.1% · Sharpe -2.54 · win rate 4% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSMR · 29.8% · long · since 2025-06-30
- IEF · 23.8% · long · since 2026-06-30
- SGOV · 13.6% · long · since 2026-03-31
- SPY · 9.3% · long · since 2025-06-30
- NOBL · 4.5% · long · since 2025-06-30
- HDV · 4.2% · long · since 2025-06-30
- AAPL · 1.2% · long · since 2025-06-30
- MSFT · 0.8% · long · since 2025-09-30
- JPM · 0.7% · long · since 2025-06-30
- NVDA · 0.6% · long · since 2025-09-30
- WMT · 0.5% · long · since 2025-09-30
- GOOG · 0.4% · long · since 2025-09-30