Fund HoldingsMcElhenny Sheffield Capital Management, LLC

Total Portfolio Value
$410.93M
Total Bought
$85.39M
Total Sold
$83.32M
Net Transaction
+$2.07M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR0150,503+150,503025,4006.18%+25,400
ISHARES TR1,54876,923+75,37537518,9354.61%+18,561
SELECT SECTOR SPDR TR
ST STR DISCR ETF
0146,272+146,272017,4664.25%+17,466
ETF SER SOLUTIONS
MCELHENNY SHEFLD
3,001,8733,086,979+85,106101,542107,51926.16%+5,978
GRAYSCALE CHAINLINK TR ETF(GLNK)0103,820+103,82001,1310.28%+1,131
SPDR SERIES TRUST
ST STR BLO 1 ETF
011,568+11,56801,0570.26%+1,057
SELECT SECTOR SPDR TR
ST STR TECHN ETF
05,436+5,43607830.19%+783
ISHARES TR94,40097,395+2,99513,74914,4823.52%+732
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
014,962+14,96206020.15%+602
MCKESSON CORP(MCK)0561+56104610.11%+461
LOEWS CORP(L)04,305+4,30504530.11%+453
AMETEK INC02,193+2,19304500.11%+450
CENCORA INC01,257+1,25704250.10%+425
ALPHABET INC(GOOG)3,7063,934+2289031,2350.30%+332
JPMORGAN CHASE & CO.(JPM)8,3369,170+8342,6292,9550.72%+325
VANGUARD INDEX FDS06,498+6,49805750.14%+575
ELI LILLY & CO(LLY)0281+28103020.07%+302
ISHARES TR08,905+8,90502760.07%+276
EATON CORP PLC(ETN)0855+85502720.07%+272
NVIDIA CORPORATION(NVDA)8,0339,420+1,3871,4991,7570.43%+258
GLOBE LIFE INC01,839+1,83902570.06%+257
CHIPOTLE MEXICAN GRILL INC(CMG)06,582+6,58202440.06%+244
ISHARES TR02,955+2,95502290.06%+229
DEERE & CO(DE)0492+49202290.06%+229
ELEVANCE HEALTH INC FORMERLY(ELV)0607+60702130.05%+213
NETFLIX INC(NFLX)02,199+2,19902060.05%+206
ALPHABET INC(GOOG)1,6101,883+2733915890.14%+198
WALMART INC(WMT)19,39719,538+1411,9992,1770.53%+178
MICRON TECHNOLOGY INC(MU)1,4931,475-182504210.10%+171
BROADCOM INC(AVGO)3,2903,539+2491,0851,2250.30%+139
AMAZON COM INC(AMZN)2,4592,927+4685406760.16%+136
PROSHARES TR
S&P 500 DV ARIST
118,062118,107+4512,16912,2912.99%+123
ISHARES TR8,4839,681+1,1988509670.24%+116
BERKSHIRE HATHAWAY INC DEL763982+2193844940.12%+110
THERMO FISHER SCIENTIFIC INC(TMO)912913+14425290.13%+87
S&P GLOBAL INC(SPGI)791869+783854540.11%+69
MSCI INC(MSCI)660773+1133744430.11%+69
AVERY DENNISON CORP2,0982,171+733403950.10%+55
VISA INC(V)01,451+1,45105090.12%+509
MASTERCARD INCORPORATED(MA)773846+734404830.12%+43
MOLSON COORS BEVERAGE CO(TAP)6,7337,382+6493053450.08%+40
ASSURANT INC(AIZ)1,5831,581-23433810.09%+38
META PLATFORMS INC(META)626753+1274604970.12%+37
CADENCE BANK7,0007,00002633000.07%+37
WW GRAINGER INC(GWW)348365+173323680.09%+37
HONEYWELL INTL INC(HON)1,0271,285+2582162510.06%+35
BECTON DICKINSON & CO(BDX)1,5351,590+552873090.08%+21
TESLA INC(TSLA)01,166+1,16605240.13%+524
SCHWAB STRATEGIC TR10,27510,875+6002812980.07%+18
VANGUARD TAX-MANAGED FDS3,4313,570+1392062230.05%+17
VERISK ANALYTICS INC(VRSK)1,1001,310+2102772930.07%+16
REPUBLIC SVCS INC(RSG)1,5501,737+1873563680.09%+12
SYSCO CORP(SYY)4,1754,806+6313443540.09%+10
ISHARES TR4,1584,15802502580.06%+9
ABBVIE INC(ABBV)2,5782,649+715976050.15%+8
MARSH & MCLENNAN COS INC(MRSH)02,061+2,06103820.09%+382
ISHARES TR90390304234270.10%+4
MCDONALDS CORP(MCD)1,6651,669+45065100.12%+4
SPDR S&P MIDCAP 400 ETF TR(MDY)44544502652680.07%+3
FIRST TR EXCH TRADED FD III14,38514,38502622620.06%-0
TEXAS ROADHOUSE INC(TXRH)2,0002,00003323320.08%-0
FIDELITY MERRIMACK STR TR12,97013,006+366005990.15%-1
ISHARES TR6,6356,543-924334320.11%-1
GOLUB CAP BDC INC(GBDC)11,05011,05001511500.04%-1
ETF SER SOLUTIONS
APTUS DEFINED
7,4007,40002132110.05%-3
YUM BRANDS INC(YUM)3,8393,838-15845810.14%-3
ISHARES TR
MSCI USA MIN ETF
3,6533,65303483440.08%-4
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
3,9553,95502852780.07%-7
UNITEDHEALTH GROUP INC(UNH)1,2031,228+254154050.10%-10
AFLAC INC(AFL)2,0702,000-702312210.05%-11
VICI PPTYS INC(VICI)10,37510,342-333382910.07%-48
HOME DEPOT INC(HD)809783-263282700.07%-58
PFIZER INC(PFE)17,21612,992-4,2244393230.08%-115
MONDELEZ INTL INC(MDLZ)8,1217,153-9685073850.09%-122
ALTRIA GROUP INC(MO)8,5187,512-1,0065634330.11%-130
AMERICAN EXPRESS CO(AXP)1,7791,236-5435914570.11%-134
ORACLE CORP(ORCL)1,7021,732+304793380.08%-141
BARCLAYS BANK PLC(DJP)18,22413,271-4,9536464990.12%-147
INVESCO QQQ TR96,16793,692-2,47557,73657,55614.01%-180
FASTENAL CO(FAST)4,1260-4,1262020-202
JOHNSON & JOHNSON(JNJ)2,2541,034-1,2204182140.05%-204
MOTOROLA SOLUTIONS INC(MSI)4620-4622110-211
DISNEY WALT CO(DIS)1,9640-1,9642250-225
CHEVRON CORP NEW(CVX)4,6103,100-1,5107164720.11%-243
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,0370-1,0372490-249
PHILIP MORRIS INTL INC(PM)8,4176,922-1,4951,3651,1100.27%-255
PROCTER AND GAMBLE CO(PG)3,4731,829-1,6445342620.06%-271
WELLTOWER INC(WELL)1,5520-1,5522760-276
TRANSDIGM GROUP INC(TDG)2100-2102770-277
VERIZON COMMUNICATIONS INC(VZ)6,3900-6,3902810-281
PLAINS ALL AMERN PIPELINE L(PAA)16,9900-16,9902900-290
ISHARES TR3,1700-3,1702960-296
COCA COLA CO(KO)7,8372,891-4,9465202020.05%-318
TYSON FOODS INC(TSN)5,9860-5,9863250-325
HOST HOTELS & RESORTS INC(HST)19,9380-19,9383390-339
CSX CORP(CSX)16,1216,428-9,6935722330.06%-339
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
17,6930-17,6933420-342
CATERPILLAR INC(CAT)2,1121,138-9741,0086520.16%-356
LINDE PLC(LIN)7810-7813710-371
PEPSICO INC(PEP)8,4795,487-2,9921,1917880.19%-403
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