Fund HoldingsSHEPHERD KAPLAN KROCHUK, LLC

Total Portfolio Value
$121.09M
Total Bought
$13.84M
Total Sold
$14.55M
Net Transaction
-$711.0K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR023,932+23,93202,6362.18%+2,636
VANGUARD INDEX FDS23,81430,266+6,4527,81510,1478.38%+2,332
FIRST TR EXCHANGE-TRADED FD040,068+40,06801,7771.47%+1,777
PIMCO ETF TR
25YR+ ZERO U S
29,98457,658+27,6742,0383,7053.06%+1,667
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
05,040+5,04009650.80%+965
ISHARES TR
MSCI USA MIN ETF
68,77179,079+10,3086,5437,4466.15%+903
APPLE INC(AAPL)30,36730,392+257,7328,2626.82%+530
ABBVIE INC(ABBV)01,916+1,91604380.36%+438
PRUDENTIAL FINL INC(PFH)03,861+3,86104360.36%+436
PIMCO ETF TR
INV GRD CRP BD
33,20736,753+3,5463,2753,5962.97%+321
VANGUARD BD INDEX FDS11,17014,519+3,3498721,1310.93%+258
JANUS DETROIT STR TR
HENDERSON MTG
79,39684,486+5,0903,6263,8603.19%+234
ALPHABET INC(GOOG)0706+70602210.18%+221
NEWMONT CORP(NEM)10,92110,92109211,0900.90%+170
ENERGY VAULT HOLDINGS INC47,97567,246+19,2711423100.26%+168
PROSHARES TR
SHRT 20+YR TRE
17,16223,181+6,0194075590.46%+152
VANGUARD INDEX FDS23,36925,687+2,3182,1362,2731.88%+137
ALPHABET INC(GOOG)9291,089+1602263420.28%+116
ISHARES TR27,31827,320+23,7763,8663.19%+89
VANGUARD ADMIRAL FDS INC12,60413,294+6901,3921,4751.22%+83
DBX ETF TR67,65066,665-9851,9902,0661.71%+76
VANGUARD INDEX FDS9,0739,401+3282,6652,7282.25%+63
MICROSOFT CORP(MSFT)431514+832232490.21%+25
ISHARES TR1,3441,34408999210.76%+21
ISHARES TR7,9387,939+19589790.81%+20
ENTERPRISE PRODS PARTNERS L(EPD)22,53822,53807057230.60%+18
MAGNA INTL INC(MGA)19,09617,288-1,8089059210.76%+17
GILEAD SCIENCES INC(GILD)6,9816,436-5457757900.65%+15
INVESCO QQQ TR919920+15525650.47%+13
HARBOR ETF TRUST
INTERNATNAL COMP
11,63311,778+1453443560.29%+12
SPDR S&P 500 ETF TR(SPY)594596+23964060.34%+10
VANGUARD INDEX FDS1,0421,043+15005090.42%+9
INTERNATIONAL BUSINESS MACHS(IBM)2,6182,515-1037397450.62%+6
NUVEEN MUN VALUE FD INC(NUV)60,04560,04505395440.45%+5
VANGUARD MUN BD FDS9,8279,82704924940.41%+2
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
1,7971,79702042050.17%0
SPDR GOLD TR(GLD)959841-1183413330.28%-8
FRANKLIN RESOURCES INC(BEN)25,04523,331-1,7145795570.46%-22
INVESCO EXCH TRADED FD TR II153,126155,834+2,7081,7761,7521.45%-25
ULTIMUS MANAGERS TR
WEST SA MIDS ETF
11,35810,206-1,1523032700.22%-34
AT&T INC(T)10,71410,71403032660.22%-36
VERIZON COMMUNICATIONS INC(VZ)11,32410,582-7424984310.36%-67
ALPS ETF TR
ALERIAN MLP
10,8669,403-1,4635104420.37%-68
PFIZER INC(PFE)36,21034,310-1,9009238540.71%-68
DOW INC(DOW)33,56929,687-3,8827706940.57%-76
DUKE ENERGY CORP NEW(DUK)6,8656,590-2758507720.64%-77
VANGUARD INDEX FDS1,3871,215-1728497620.63%-87
KINDER MORGAN INC DEL(KMI)66,82065,086-1,7341,8921,7891.48%-102
BERKSHIRE HATHAWAY INC DEL5,8075,580-2272,9192,8052.32%-115
ISHARES BITCOIN TRUST ETF(IBIT)13,21213,284+728596600.54%-199
GOLDMAN SACHS ETF TR16,89611,203-5,6936954810.40%-214
ISHARES TR23,98221,893-2,0892,4152,1981.81%-217
EXCHANGE LISTED FDS TR16,24212,375-3,8671,4101,0750.89%-335
ENERGY TRANSFER L P(ET)217,531204,491-13,0403,7333,3722.78%-361
J P MORGAN EXCHANGE TRADED F
DIV RTN EM EQT
14,5458,145-6,4008584950.41%-363
SCHWAB STRATEGIC TR189,779173,917-15,8625,5245,1504.25%-375
COMCAST CORP NEW(CCZ)12,5050-12,5053930-393
THE CAMPBELLS COMPANY(CPB)108,910108,905-53,4393,0352.51%-404
ISHARES TR29,87126,066-3,8053,5503,1332.59%-417
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
82,74675,321-7,4255,2064,7593.93%-447
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
57,82347,991-9,8323,3022,7472.27%-555
PNC FINL SVCS GROUP INC(PNC)2,8250-2,8255680-568
VANECK ETF TRUST
FALLEN ANGEL HG
323,476298,270-25,2069,6178,7597.23%-858
DIREXION SHS ETF TR247,405138,165-109,2402,3781,3031.08%-1,075
ISHARES TR
MSCI USA MMENTM
22,53716,705-5,8325,7804,1813.45%-1,598
SCHWAB STRATEGIC TR102,76310,097-92,6662,8052770.23%-2,528
ISHARES TR27,2180-27,2183,0070-3,007
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