MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

PrivateCIK: 1886813
Location

DALLAS, TX

95
Positions
$403.38M
Total AUM (reported)
6.06M
Total Shares

Allocation by class

TOTAL AUM$403.38M95 positions
MCELHENNY SHEFLD$108.67M26.9%
1 3 YR TREAS BD$87.95M21.8%
0-3 MNTH TREASRY$76.22M18.9%
COM$41.25M10.2%
ISHARES BIOTECH$23.98M5.9%
U.S. PHARMA ETF$17.56M4.4%
GOLD SHS$17.15M4.3%

Portfolio Concentration

Top 367.6%4–1021.4%11–254.8%Rest6.2%TOP 1089.0%0%100%
Top 3$272.84M67.6%
4–10$86.32M21.4%
11–25$19.28M4.8%
Rest$24.94M6.2%

Top 3 weight

67.6%

Top 10 weight

89.0%

Voting Authority Distribution

Total shares with voting rights: 6.06M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

6.06M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole95
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings95
Rows:

ETF SER SOLUTIONS

SOLE
MCELHENNY SHEFLD
Shares3.15M
TypeSH
Market value$108.67M
26.94%
Sole
0.00
Shared
0.00
None
3.15M

ISHARES TR

SOLE
1 3 YR TREAS BD
Shares1.07M
TypeSH
Market value$87.95M
21.80%
Sole
0.00
Shared
0.00
None
1.07M

ISHARES TR

SOLE
0-3 MNTH TREASRY
Shares757.22K
TypeSH
Market value$76.22M
18.90%
Sole
0.00
Shared
0.00
None
757.22K

ISHARES TR

SOLE
ISHARES BIOTECH
Shares142.01K
TypeSH
Market value$23.98M
5.94%
Sole
0.00
Shared
0.00
None
142.01K

ISHARES TR

SOLE
U.S. PHARMA ETF
Shares202.61K
TypeSH
Market value$17.56M
4.35%
Sole
0.00
Shared
0.00
None
202.61K

SPDR GOLD TR

SOLE
GOLD SHS
Shares39.86K
TypeSH
Market value$17.15M
4.25%
Sole
0.00
Shared
0.00
None
39.86K

PROSHARES TR

SOLE
S&P 500 DV ARIST
Shares161.05K
TypeSH
Market value$17.07M
4.23%
Sole
0.00
Shared
0.00
None
161.05K

APPLE INC

SOLE
COM
Shares16.04K
TypeSH
Market value$4.07M
1.01%
Sole
0.00
Shared
0.00
None
16.04K

MICROSOFT CORP

SOLE
COM
Shares9.22K
TypeSH
Market value$3.41M
0.85%
Sole
0.00
Shared
0.00
None
9.22K

SHERWIN WILLIAMS CO

SOLE
COM
Shares9.58K
TypeSH
Market value$3.07M
0.76%
Sole
0.00
Shared
0.00
None
9.58K

JPMORGAN CHASE & CO

SOLE
COM
Shares9.34K
TypeSH
Market value$2.75M
0.68%
Sole
0.00
Shared
0.00
None
9.34K

WALMART INC

SOLE
COM
Shares18.89K
TypeSH
Market value$2.35M
0.58%
Sole
0.00
Shared
0.00
None
18.89K

NVIDIA CORPORATION

SOLE
COM
Shares10.58K
TypeSH
Market value$1.85M
0.46%
Sole
0.00
Shared
0.00
None
10.58K

EXXON MOBIL CORP

SOLE
COM
Shares8.71K
TypeSH
Market value$1.48M
0.37%
Sole
0.00
Shared
0.00
None
8.71K

ABBOTT LABORATORIES

SOLE
COM
Shares12.59K
TypeSH
Market value$1.29M
0.32%
Sole
0.00
Shared
0.00
None
12.59K

ALPHABET INC

SOLE
CAP STK CL C
Shares4.10K
TypeSH
Market value$1.18M
0.29%
Sole
0.00
Shared
0.00
None
4.10K

BROADCOM INC

SOLE
COM
Shares3.74K
TypeSH
Market value$1.16M
0.29%
Sole
0.00
Shared
0.00
None
3.74K

PHILIP MORRIS INTL INC

SOLE
COM
Shares6.96K
TypeSH
Market value$1.15M
0.29%
Sole
0.00
Shared
0.00
None
6.96K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares11.57K
TypeSH
Market value$1.06M
0.26%
Sole
0.00
Shared
0.00
None
11.57K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares1.57K
TypeSH
Market value$1.02M
0.25%
Sole
0.00
Shared
0.00
None
1.57K

PEPSICO INC

SOLE
COM
Shares5.58K
TypeSH
Market value$865.9K
0.21%
Sole
0.00
Shared
0.00
None
5.58K

CATERPILLAR INC

SOLE
COM
Shares1.19K
TypeSH
Market value$843.1K
0.21%
Sole
0.00
Shared
0.00
None
1.19K

GRAYSCALE CHAINLINK TR ETF

SOLE
SHS
Shares103.85K
TypeSH
Market value$806.9K
0.20%
Sole
0.00
Shared
0.00
None
103.85K

AMAZON COM INC

SOLE
COM
Shares3.68K
TypeSH
Market value$766.9K
0.19%
Sole
0.00
Shared
0.00
None
3.68K

SELECT SECTOR SPDR TR

SOLE
STATE STREET TEC
Shares5.44K
TypeSH
Market value$723.5K
0.18%
Sole
0.00
Shared
0.00
None
5.44K
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