What does McElhenny Sheffield Capital Management, LLC hold?

McElhenny Sheffield Capital Management, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1886813.

Where does 13F Pro source McElhenny Sheffield Capital Management, LLC's holdings?

All McElhenny Sheffield Capital Management, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1886813. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is McElhenny Sheffield Capital Management, LLC's 13F data updated on 13F Pro?

McElhenny Sheffield Capital Management, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

McElhenny Sheffield Capital Management, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1886813

Institutional-grade research for retail investors

Sector Allocation

Other86.9%$351.0M
Technology4.8%$19.4M
Financials2.4%$9.6M
Consumer Staples1.8%$7.2M
Healthcare1.4%$5.5M
Consumer Discretionary1.1%$4.4M
Energy0.7%$2.8M
Industrials0.6%$2.4M
Materials0.1%$615,785
Real Estate0.1%$458,780

AUM History

13fpro.ai/research/fund/mcelhenny-sheffield-capital-management-llc-1886813

Conviction and streaks

Stable · top 10 = 88.6%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold29.8% weight · held 10 quarters

$SPYConviction hold9.3% weight · held 10 quarters

$Conviction hold4.5% weight · held 10 quarters

$AAPLConviction hold1.2% weight · held 10 quarters

$MSFTConviction hold0.8% weight · held 10 quarters

$NVDAAccumulating+290% shares · 5 quarters running

$GOOGAccumulating+74% shares · 4 quarters running

$METAAccumulating+141% shares · 4 quarters running

$Accumulating+14% shares · 3 quarters running

$Accumulating+172% shares · 3 quarters running

$AXPTrimming-73% shares · 4 quarters running

$AIZTrimming-93% shares · 4 quarters running

$HIGTrimming-67% shares · 3 quarters running

$MRKTrimming-71% shares · 3 quarters running

$WMTTrimming-6% shares · 2 quarters running

Largest positions — Q2 2026

ETF
$120.3M
ISHARES
$96.2M
ISHARES
$55.1M
SPY
$37.7M
PROSHARES
$18.0M
ISHARES
$17.0M
AAPL
$4.9M
MSFT
$3.4M
JPM
$2.7M
NVDA
$2.3M
WMT
$2.1M
GOOG
$1.6M
AVGO
$1.6M
PM
$1.3M
XOM.R34088
$1.3M
CAT
$1.3M
ABT
$1.2M
AMZN
$1.1M
SPDR
$1.1M
SELECT
$1.0M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/mcelhenny-sheffield-capital-management-llc-1886813

McElhenny Sheffield Capital Management, LLC 13F holdings — Q2 2026

$403.8M portfolio (+0.1% QoQ) · 108 holdings · Q2 2026 13F · top 10 are 89% of the stock portfolio

1
ETF SER SOLUTIONS - MCELHENNY SHEFLD
$120.3M
29.8% of stocks
+9%This quarter—Since filed—Held
AIQuality—Est. buy—
2
ISHARES TR - 7-10 YR TRSY BD
$96.2M
23.8% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—
3
ISHARES TR - 0-3 MTH TREASURY
$55.1M
13.6% of stocks
-28%This quarter—Since filed—Held
AIQuality—Est. buy—
4
SPDR S&P 500 ETF TRUST
$SPY
$37.7M
9.3% of stocks
+3124%This quarter+2.4%Since filed4+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
5
PROSHARES TR - S&P 500 DV ARIST
$18.0M
4.5% of stocks
+99%This quarter—Since filed—Held
AIQuality—Est. buy—
6
ISHARES TR - CORE HIGH DV ETF
$17.0M
4.2% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—
7
Apple Inc.
$AAPL
$4.9M
1.2% of stocks
+6%This quarter+5.5%Since filed4+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
8
MICROSOFT CORP
$MSFT
$3.4M
0.8% of stocks
-1%This quarter+36.5%Since filed4+ qtrsHeld
AIQuality79.8#30Est. buyEstimated buy price is Pro: unlock with a free trial
9
JPMORGAN CHASE & CO
$JPM
$2.7M
0.7% of stocks
-10%This quarter-4.1%Since filed4+ qtrsHeld
AIQuality71.9#171Est. buyEstimated buy price is Pro: unlock with a free trial
10
NVIDIA CORP
$NVDA
$2.3M
0.6% of stocks
+10%This quarter+1.9%Since filed4+ qtrsHeld
AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ETF SER SOLUTIONS - MCELHENNY SHEFLD	$120.3M	29.8%	+9%	—	—	—	—
2	ISHARES TR - 7-10 YR TRSY BD	$96.2M	23.8%	New	—	New this quarter	—	—
3	ISHARES TR - 0-3 MTH TREASURY	$55.1M	13.6%	-28%	—	—	—	—
4	SPDR S&P 500 ETF TRUST$SPY	$37.7M	9.3%	+3124%	+2.4%	4+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
5	PROSHARES TR - S&P 500 DV ARIST	$18.0M	4.5%	+99%	—	—	—	—
6	ISHARES TR - CORE HIGH DV ETF	$17.0M	4.2%	New	—	New this quarter	—	—
7	Apple Inc.$AAPL	$4.9M	1.2%	+6%	+5.5%	4+ qtrsAdded 2 qtrs in a row	75.7#88	Estimated buy price is Pro: unlock with a free trial
8	MICROSOFT CORP$MSFT	$3.4M	0.8%	-1%	+36.5%	4+ qtrs	79.8#30	Estimated buy price is Pro: unlock with a free trial
9	JPMORGAN CHASE & CO$JPM	$2.7M	0.7%	-10%	-4.1%	4+ qtrs	71.9#171	Estimated buy price is Pro: unlock with a free trial
10	NVIDIA CORP$NVDA	$2.3M	0.6%	+10%	+1.9%	4+ qtrsAdded 3 qtrs in a row	86.0#3	Estimated buy price is Pro: unlock with a free trial

All holdings — McElhenny Sheffield Capital Management, LLC (Q2 2026)

Sort

108 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$WMT	Walmart Inc.	Consumer Staples	$2.1M	0.5%	18K	-3%	4+ qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
12	$GOOG	Alphabet Inc.	Technology	$1.6M	0.4%	4,664	+14%	4+ qtrsAdded 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
13	$AVGO	Broadcom Inc.	Technology	$1.6M	0.4%	4,171	+12%	4+ qtrsAdded 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
14	$PM	Philip Morris International Inc.	Consumer Staples	$1.3M	0.3%	7,402	+6%	4+ qtrs	AI quality score is Pro: unlock with a free trial	13F
15	$XOM.R34088	EXXON MOBIL CORP	Energy	$1.3M	0.3%	9,534	+9%	4+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
16	$CAT	CATERPILLAR INC	Industrials	$1.3M	0.3%	1,180	-0.8%	4+ qtrs	AI quality score is Pro: unlock with a free trial	13F
17	$ABT	ABBOTT LABORATORIES	Healthcare	$1.2M	0.3%	13K	+3%	4+ qtrs	AI quality score is Pro: unlock with a free trial	13F
18	$AMZN	AMAZON COM INC	Consumer Discretionary	$1.1M	0.3%	4,517	+23%	4+ qtrsAdded 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
19	—	SPDR SERIES TRUST - ST STR BLO 1 ETFetf/fund	—	$1.1M	0.3%	12K	-0.1%	—	—	13F
20	—	SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund	—	$1.0M	0.3%	5,344	-2%	—	—	13F
21	$GOOGL	Alphabet Inc.	Technology	$915K	0.2%	2,559	+14%	4+ qtrsAdded 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
22	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$913K	0.2%	1,240	New	1 qtr	AI quality score is Pro: unlock with a free trial	13F
23	$PEP	PEPSICO INC	Consumer Staples	$833K	0.2%	6,152	+10%	4+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
24	$ABBV	AbbVie Inc.	Healthcare	$779K	0.2%	3,094	+10%	4+ qtrsAdded 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
25	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$713K	0.2%	2,537	+17%	4+ qtrs	AI quality score is Pro: unlock with a free trial	13F
26	$ALL	ALLSTATE CORP	Financials	$653K	0.2%	2,744	-5%
27	$BX	Blackstone Inc.	Financials	$619K	0.1%	5,261	+12%
28	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$579K	0.1%	1,392	+7%
29	$TSLA	Tesla, Inc.	Consumer Discretionary	$573K	0.1%	1,362	+3%
30	$YUM	YUM BRANDS INC	Consumer Discretionary	$567K	0.1%	3,545	-8%
31	$INTC	INTEL CORP	Technology	$544K	0.1%	3,895	New
32	$CVX	CHEVRON CORP	Energy	$538K	0.1%	3,245	+5%
33	$MU	MICRON TECHNOLOGY INC	Technology	$537K	0.1%	465	New
34	$MO	ALTRIA GROUP, INC.	Consumer Staples	$532K	0.1%	7,396	+0.9%
35	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	Energy	$526K	0.1%	14K	+6%
36	$LLY	ELI LILLY & Co	Healthcare	$519K	0.1%	433	+33%
37	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$484K	0.1%	968	-12%
38	$META	Meta Platforms, Inc.	Technology	$475K	0.1%	844	+11%
39	$TMO	THERMO FISHER SCIENTIFIC INC.	Healthcare	$463K	0.1%	924	-4%
40	$MCD	MCDONALDS CORP	Consumer Discretionary	$456K	0.1%	1,686	+0.2%
41	—	ISHARES TR - RUS 1000 GRW ETF	—	$449K	0.1%	3,612	+300%
42	$MDLZ	Mondelez International, Inc.	Consumer Staples	$432K	0.1%	7,468	+4%
43	$AXP	AMERICAN EXPRESS CO	Financials	$416K	0.1%	1,231	-0.3%
44	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$416K	0.1%	5,832	-0.9%
45	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$404K	0.1%	2,365	New
46	$MET	METLIFE INC	Financials	$397K	0.1%	4,689	New
47	$TXRH	Texas Roadhouse, Inc.	Consumer Discretionary	$386K	0.1%	2,000	—
48	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$386K	0.1%	413	New
49	$KO	COCA COLA CO	Consumer Staples	$381K	0.1%	4,687	+43%
50	$AMD	ADVANCED MICRO DEVICES INC	Technology	$373K	0.1%	642	New
51	$BNY	Bank of New York Mellon Corp	Financials	$372K	0.1%	2,575	New
52	$MA	Mastercard Inc	Financials	$372K	0.1%	725	-13%
53	$LRCX	LAM RESEARCH CORP	Technology	$370K	0.1%	853	New
54	$SYY	SYSCO CORP	Consumer Discretionary	$364K	0.1%	4,351	-0.7%
55	$MCK	MCKESSON CORP	Consumer Staples	$360K	0.1%	477	-2%
56	$JNJ	JOHNSON & JOHNSON	Healthcare	$357K	0.1%	1,404	+28%
57	$PFE	PFIZER INC	Healthcare	$357K	0.1%	15K	+8%
58	$LIN	LINDE PLC	Materials	$357K	0.1%	687	New
59	—	ISHARES TR - MSCI USA MIN ETF	—	$349K	0.1%	3,623	-0.8%
60	$HBAN	HUNTINGTON BANCSHARES INC /MD/	Financials	$348K	0.1%	20K	+2%
61	$ACGL	ARCH CAPITAL GROUP LTD.	Financials	$343K	0.1%	3,534	+3%
62	$GWW	W.W. GRAINGER, INC.	Consumer Discretionary	$341K	0.1%	251	-19%
63	$MRSH	MARSH & MCLENNAN COMPANIES, INC.	Financials	$338K	0.1%	2,030	-2%
64	$HD	HOME DEPOT, INC.	Consumer Discretionary	$338K	0.1%	957	+26%
65	$LMT	LOCKHEED MARTIN CORP	Industrials	$337K	0.1%	662	+5%
66	$L	LOEWS CORP	Financials	$336K	0.1%	2,965	New
67	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$331K	0.1%	10K	—
68	$RSG	REPUBLIC SERVICES, INC.	Utilities	$329K	0.1%	1,545	-6%
69	$AIZ	ASSURANT, INC.	Financials	$328K	0.1%	1,223	-15%
70	$HSIC	HENRY SCHEIN INC	Healthcare	$327K	0.1%	3,920	New
71	$HIG	HARTFORD INSURANCE GROUP, INC.	Financials	$327K	0.1%	2,465	-4%
72	—	ISHARES TR - CORE S&P MCP ETF	—	$319K	0.1%	4,143	+20%
73	$CSX	CSX CORP	Industrials	$317K	0.1%	6,670	-0.0%
74	$STX	Seagate Technology Holdings plc	Technology	$315K	0.1%	326	New
75	$CHD	CHURCH & DWIGHT CO INC /DE/	Consumer Staples	$307K	0.1%	3,169	New
76	$COR	Cencora, Inc.	Consumer Staples	$292K	0.1%	1,032	-9%
77	$IVZ	Invesco Ltd.	Financials	$284K	0.1%	14K	New
78	$IVZ	Invesco Ltd.	Financials	$273K	0.1%	3,955	—
79	$IVZ	Invesco Ltd.	Financials	$270K	0.1%	13K	New
80	$IVZ	Invesco Ltd.	Financials	$270K	0.1%	15K	New
81	—	ISHARES TR - RUSSELL 2000 ETF	—	$263K	0.1%	874	-62%
82	$ELV	Elevance Health, Inc.	Healthcare	$261K	0.1%	675	New
83	$AVY	Avery Dennison Corp	Materials	$259K	0.1%	1,597	-19%
84	—	ISHARES TR - CORE US AGGBD ET	—	$252K	0.1%	2,545	-3%
85	$CMG	CHIPOTLE MEXICAN GRILL INC	Consumer Discretionary	$250K	0.1%	7,341	-8%
86	—	FIDELITY MERRIMACK STR TR - TOTAL BD ETF	—	$248K	0.1%	5,454	—
87	$AFL	AFLAC INC	Financials	$247K	0.1%	2,109	+1%
88	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$244K	0.1%	511	New
89	$LAMR	LAMAR ADVERTISING CO/NEW	Real Estate	$243K	0.1%	1,556	New
90	$CVS	CVS HEALTH Corp	Healthcare	$240K	0.1%	2,322	New
91	$MRK	Merck & Co., Inc.	Healthcare	$233K	0.1%	1,813	New
92	$GE	GENERAL ELECTRIC CO	Industrials	$231K	0.1%	617	New
93	$AMAT	APPLIED MATERIALS INC /DE	Technology	$228K	0.1%	316	New
94	$TGT	TARGET CORP	Consumer Staples	$226K	0.1%	1,727	—
95	$BMY	BRISTOL MYERS SQUIBB CO	Healthcare	$225K	0.1%	3,904	+14%
96	$FAST	FASTENAL CO	Industrials	$218K	0.1%	4,543	New
97	$TXN	TEXAS INSTRUMENTS INC	Technology	$216K	0.1%	725	New
98	$WELL	WELLTOWER INC.	Real Estate	$216K	0.1%	952	New
99	$PAA	PLAINS ALL AMERICAN PIPELINE LP	Energy	$215K	0.1%	9,646	—
100	—	ISHARES TR - MSCI EMG MKT ETF	—	$214K	0.1%	3,126	New
101	—	ETF SER SOLUTIONS - APTUS DEFINED	—	$213K	0.1%	7,400	—
102	—	SSGA ACTIVE ETF TR - ST STR TOTAL ETF	—	$211K	0.1%	5,337	-18%
103	$NFLX	NETFLIX INC	Communication Services	$207K	0.1%	2,903	-4%
104	$V	VISA INC.	Financials	$206K	0.1%	600	-16%
105	—	ISHARES TR - U.S. MED DVC ETF	—	$205K	0.1%	4,158	—
106	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$205K	0.1%	292	-34%
107	$CSCO	CISCO SYSTEMS, INC.	Technology	$201K	0.1%	1,712	New
108	$WES	Western Midstream Partners, LP	Energy	$200K	0.1%	4,575	New

What changed in Q2 2026

Against the previous quarter's 13F: 29 new, 36 added to, 32 trimmed, 19 sold out. Share-count changes; largest moves by dollar size first.

New positions (29)

ISHARES TR - 7-10 YR TRSY BD$96.2M
first bought this quarter
ISHARES TR - CORE HIGH DV ETF$17.0M
first bought this quarter
$QQQINVESCO QQQ TRUST, SERIES 1$913K
first bought this quarter
$INTCINTEL CORP$544K
first bought this quarter
$MUMICRON TECHNOLOGY INC$537K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$404K
first bought this quarter

+23 more in the Excel export

Added to (36)

$SPYSPDR S&P 500 ETF TRUST+3124%
now $37.7M · held 4+ qtrs
ETF SER SOLUTIONS - MCELHENNY SHEFLD+9%
now $120.3M
PROSHARES TR - S&P 500 DV ARIST+99%
now $18.0M
ISHARES TR - RUS 1000 GRW ETF+300%
now $449K
$AAPLApple Inc.+6%
now $4.9M · held 4+ qtrs, 2 adds in a row
$NVDANVIDIA CORP+10%
now $2.3M · held 4+ qtrs, 3 adds in a row

+30 more in the Excel export

Trimmed (32)

ISHARES TR - 0-3 MTH TREASURY-28%
now $55.1M
ISHARES TR - RUSSELL 2000 ETF-62%
now $263K
$JPMJPMORGAN CHASE & CO-10%
now $2.7M · held 4+ qtrs
$MDYSPDR S&P MIDCAP 400 ETF TRUST-34%
now $205K · held 4+ qtrs
$GWWW.W. GRAINGER, INC.-19%
now $341K · held 4+ qtrs, 2 trims in a row
$BRK.BBERKSHIRE HATHAWAY INC-12%
now $484K · held 4+ qtrs

+26 more in the Excel export

Sold out (19)

ISHARES TRwas $87.9M
ISHARES TRwas $24.0M
ISHARES TRwas $17.6M
$GLDSPDR GOLD TRUSTwas $17.2M
held 1 qtr
$SHWSHERWIN WILLIAMS COwas $3.1M
held 1 qtr
$GLNKGrayscale Chainlink Trust ETFwas $807K

+13 more in the Excel export

Firm AUM (Form ADV): $663.2M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F McElhenny Sheffield Capital Management, LLC has filed, 19 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow McElhenny Sheffield Capital Management?

Q2 2026 13F filed with the SEC on Jul 22, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of McElhenny Sheffield Capital Management's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

+3.8%

Value-weighted move of the 10 largest stock positions

Turnover

44%

Last quarter

Top 10 weight

89%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

87%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

McElhenny Sheffield Capital Management, LLC disclosed 108 positions worth $403.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 29 new positions and exited 19. The portfolio is most concentrated in Other (86.9% of disclosed assets). All figures are sourced directly from McElhenny Sheffield Capital Management, LLC’s Form 13F-HR filing with the SEC under CIK 1886813.

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AI-Powered Hedge Fund Analysis: McElhenny Sheffield Capital Management, LLC

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Every holding in McElhenny Sheffield Capital Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.