SHEPHERD KAPLAN KROCHUK, LLC

data from 30/09/2025

Capitalization

$ 121.839 M 5.86 %

Average holding period

13 ans

Performance

$ 533.935 M 226 124.26 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in SHEPHERD KAPLAN KROCHUK, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 ANGL VANECK ETF TRUST 7.89% 9.617 M $ 323476 2020/06/30 134.377 K $ 1.54 %
2025/09/30 VTI VANGUARD INDEX FDS 6.41% 7.815 M $ 23814 2023/03/31 482.909 K $ 7.98 %
2025/09/30 AAPL APPLE INC 6.35% 7.732 M $ 30367 2020/06/30 1.500 M $ 24.11 %
2025/09/30 USMV ISHARES TR 5.37% 6.543 M $ 68771 2024/03/31 96.201 K $ 1.35 %
2025/09/30 MTUM ISHARES TR 4.74% 5.780 M $ 22537 2020/06/30 298.421 K $ 6.71 %
2025/09/30 SCHV SCHWAB STRATEGIC TR 4.53% 5.524 M $ 189779 2020/06/30 286.986 K $ 5.20 %
2025/09/30 JQUA J P MORGAN EXCHANGE TRADED F 4.27% 5.206 M $ 82746 2020/06/30 240.425 K $ 4.76 %
2025/09/30 ACWI ISHARES TR 3.10% 3.776 M $ 27318 2023/12/31 263.345 K $ 7.50 %
2025/09/30 ET ENERGY TRANSFER L P 3.06% 3.733 M $ 217531 2020/03/31 -218.024 K $ -5.35 %
2025/09/30 JMBS JANUS DETROIT STR TR 2.98% 3.626 M $ 79396 2022/03/31 58.878 K $ 1.38 %
2025/09/30 IJR ISHARES TR 2.91% 3.550 M $ 29871 2022/06/30 314.963 K $ 8.73 %
2025/09/30 CPB THE CAMPBELLS COMPANY 2.82% 3.439 M $ 108910 2017/12/31 120.893 K $ 3.03 %
2025/09/30 JEPI J P MORGAN EXCHANGE TRADED F 2.71% 3.302 M $ 57823 2023/09/30 9.800 K $ 0.44 %
2025/09/30 CORP PIMCO ETF TR 2.69% 3.275 M $ 33207 2022/12/31 43.303 K $ 1.35 %
2025/09/30 SHV ISHARES TR 2.47% 3.007 M $ 27218 2017/09/30 2.021 K $ 0.06 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 2.40% 2.919 M $ 5807 2010/03/31 98.884 K $ 3.49 %
2025/09/30 SCHD SCHWAB STRATEGIC TR 2.30% 2.805 M $ 102763 2022/03/31 81.247 K $ 3.02 %
2025/09/30 VO VANGUARD INDEX FDS 2.19% 2.665 M $ 9073 2019/06/30 110.960 K $ 4.97 %
2025/09/30 SGOV ISHARES TR 1.98% 2.415 M $ 23982 2022/12/31 132.000 $ 0.01 %
2025/09/30 SPDN DIREXION SHS ETF TR 1.95% 2.378 M $ 247405 2024/06/30 -153.970 K $ -6.70 %
2025/09/30 VNQ VANGUARD INDEX FDS 1.75% 2.136 M $ 23369 2020/06/30 55.360 K $ 2.65 %
2025/09/30 ZROZ PIMCO ETF TR 1.67% 2.038 M $ 29984 2024/03/31 42.554 K $ 1.33 %
2025/09/30 HDEF DBX ETF TR 1.63% 1.990 M $ 67650 2020/06/30 57.520 K $ 1.94 %
2025/09/30 KMI KINDER MORGAN INC DEL 1.55% 1.892 M $ 66820 2020/03/31 -75.193 K $ -3.71 %
2025/09/30 PGX INVESCO EXCH TRADED FD TR II 1.46% 1.776 M $ 153126 2020/06/30 71.517 K $ 4.22 %
2025/09/30 EXCHANGE LISTED FDS TR 1.16% 1.410 M $ 16242 2024/09/30 76.845 K $ 5.48 %
2025/09/30 VIOO VANGUARD ADMIRAL FDS INC 1.14% 1.392 M $ 12604 2020/12/31 102.887 K $ 9.13 %
2025/09/30 IVW ISHARES TR 0.79% 958.326 K $ 7938 2017/12/31 84.301 K $ 9.65 %
2025/09/30 PFE PFIZER INC 0.76% 922.619 K $ 36210 2023/12/31 46.746 K $ 5.12 %
2025/09/30 NEM NEWMONT CORP 0.76% 920.750 K $ 10921 2020/06/30 284.492 K $ 44.71 %
2025/09/30 MGA MAGNA INTL INC 0.74% 904.768 K $ 19096 2025/03/31 195.325 K $ 22.71 %
2025/09/30 IVV ISHARES TR 0.74% 899.405 K $ 1344 2020/09/30 64.420 K $ 7.79 %
2025/09/30 BIV VANGUARD BD INDEX FDS 0.72% 872.231 K $ 11170 2024/09/30 5.922 K $ 0.97 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.70% 858.780 K $ 13212 2024/06/30 49.876 K $ 6.19 %
2025/09/30 JPEM J P MORGAN EXCHANGE TRADED F 0.70% 858.094 K $ 14545 2022/12/31 40.642 K $ 4.59 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.70% 849.544 K $ 6865 2023/06/30 45.712 K $ 4.87 %
2025/09/30 VOO VANGUARD INDEX FDS 0.70% 849.460 K $ 1387 2017/12/31 22.529 K $ 7.80 %
2025/09/30 GILD GILEAD SCIENCES INC 0.64% 774.891 K $ 6981 2025/03/31 981.000 $ 0.12 %
2025/09/30 DOW DOW INC 0.63% 769.737 K $ 33569 2025/03/31 -101.029 K $ -13.41 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.61% 738.705 K $ 2618 2024/03/31 -33.039 K $ -4.28 %
2025/09/30 EPD ENTERPRISE PRODS PARTNERS L 0.58% 704.763 K $ 22538 2020/03/31 5.859 K $ 0.84 %
2025/09/30 GSIE GOLDMAN SACHS ETF TR 0.57% 694.595 K $ 16896 2020/06/30 25.032 K $ 3.66 %
2025/09/30 BEN FRANKLIN RESOURCES INC 0.48% 579.291 K $ 25045 2025/03/31 -20.041 K $ -3.02 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 0.47% 567.627 K $ 2825 2025/03/31 45.662 K $ 7.78 %
2025/09/30 QQQ INVESCO QQQ TR 0.45% 551.722 K $ 919 2025/06/30 44.782 K $ 8.84 %
2025/09/30 NUV NUVEEN MUN VALUE FD INC 0.44% 539.204 K $ 60045 2020/06/30 17.815 K $ 3.34 %
2025/09/30 AMLP ALPS ETF TR 0.42% 509.961 K $ 10866 2022/12/31 -20.513 K $ -3.95 %
2025/09/30 VUG VANGUARD INDEX FDS 0.41% 499.772 K $ 1042 2023/06/30 42.940 K $ 9.40 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.41% 497.673 K $ 11324 2025/03/31 8.178 K $ 1.57 %
2025/09/30 VTEB VANGUARD MUN BD FDS 0.40% 492.038 K $ 9827 2023/12/31 16.352 K $ 2.12 %
2025/09/30 TBF PROSHARES TR 0.33% 407.083 K $ 17162 2025/03/31 0.000 $ 0.00 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.32% 395.819 K $ 594 2024/09/30 28.659 K $ 7.83 %
2025/09/30 CMCSA COMCAST CORP NEW 0.32% 392.907 K $ 12505 2025/03/31 -55.159 K $ -11.96 %
2025/09/30 OSEA HARBOR ETF TRUST 0.28% 343.979 K $ 11633 2024/09/30 3.497 K $ 1.03 %
2025/09/30 GLD SPDR GOLD TR 0.28% 340.896 K $ 959 2024/03/31 48.563 K $ 16.61 %
2025/09/30 ULTIMUS MANAGERS TR 0.25% 303.372 K $ 11358 2025/09/30 0.000 $ 0.00 %
2025/09/30 T AT&T INC 0.25% 302.560 K $ 10714 2020/06/30 -7.499 K $ -2.42 %
2025/09/30 GOOG ALPHABET INC 0.19% 226.264 K $ 929 2025/09/30 0.000 $ 0.00 %
2025/09/30 MSFT MICROSOFT CORP 0.18% 223.179 K $ 431 2025/06/30 8.441 K $ 4.13 %
2025/09/30 SPGP INVESCO EXCHANGE TRADED FD T 0.17% 204.175 K $ 1797 2025/09/30 0.000 $ 0.00 %
2025/09/30 NRGV ENERGY VAULT HOLDINGS INC 0.12% 142.486 K $ 47975 2024/12/31 163.710 K $ 314.34 %