Long-term investor
Shepherd Financial Partners LLC @shepherdfinancialpartner
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001696628).
Record
- Tracked since 2025-06-30 (434 days), 59 trades recorded
- Returns: week n/a · month n/a · 90 days +12.8% · 6 months +11.5% · 1 year +20.4% · all +20.4%
- Max drawdown -2.9% · Sharpe 1.04 · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 7.0% · long · since 2025-06-30
- SPY · 6.2% · long · since 2025-06-30
- SPTM · 5.7% · long · since 2025-06-30
- DYNF · 4.8% · long · since 2025-06-30
- IEFA · 4.2% · long · since 2025-06-30
- SPYG · 4.0% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2025-06-30
- IEMG · 3.1% · long · since 2025-06-30
- SPYV · 2.8% · long · since 2025-06-30
- BAI · 2.7% · long · since 2025-06-30
- SPSM · 1.8% · long · since 2025-06-30
- GOOG · 1.7% · long · since 2025-06-30