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SHEPHERD KAPLAN KROCHUK, LLC

Q2 2026 13F filing

Updated 30 days ago

62 disclosed positions worth $125.9M

Portfolio value
$125.9M
Total holdings
62
New positions
3
Closed positions
2
Increased
19
Decreased
27
Turnover
8.1%
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

-0.7%
Value
$12.5M
Shares
33.8K
% Port
9.95%
A

APPLE INC

+0.0%
Value
$8.8M
Shares
30.4K
% Port
6.99%
E

ISHARES TR

+8.4%
Value
$8.1M
Shares
83.9K
% Port
6.43%
A
4.APP

VANECK ETF TRUST

-2.8%
Value
$8.1M
Shares
275.9K
% Port
6.41%
S

SCHWAB STRATEGIC TR

-7.6%
Value
$5.5M
Shares
156.9K
% Port
4.34%
J

J P MORGAN EXCHANGE TRADED F

-3.6%
Value
$5.1M
Shares
71.0K
% Port
4.08%
E

ISHARES TR

-27.3%
Value
$4.1M
Shares
11.9K
% Port
3.24%
F
8.FPF

FIRST TR EXCHANGE-TRADED FD

+114.3%
Value
$4M
Shares
82.7K
% Port
3.20%
E

ENERGY TRANSFER L P

-5.3%
Value
$3.9M
Shares
203.5K
% Port
3.09%
E
10.ETHA

ISHARES TR

-1.4%
Value
$3.7M
Shares
24.9K
% Port
2.93%
J
11.JCTC

JANUS DETROIT STR TR

-10.0%
Value
$3.2M
Shares
71.1K
% Port
2.54%
P
12.PDI

PIMCO ETF TR

-5.5%
Value
$3.1M
Shares
32.4K
% Port
2.49%
V
13.VGES

VANGUARD INDEX FDS

+301.2%
Value
$3M
Shares
37.8K
% Port
2.42%
J

J P MORGAN EXCHANGE TRADED F

+16.2%
Value
$3M
Shares
53.5K
% Port
2.40%
B
15.BLK

ISHARES TR

-33.2%
Value
$2.8M
Shares
18.1K
% Port
2.26%
B

BERKSHIRE HATHAWAY INC DEL

-1.9%
Value
$2.7M
Shares
5.4K
% Port
2.17%
E
17.ETHA

ISHARES TR

+3.3%
Value
$2.5M
Shares
22.8K
% Port
2.00%
P
18.PDI

PIMCO ETF TR

-31.8%
Value
$2.5M
Shares
38.3K
% Port
1.95%
V
19.VGES

VANGUARD INDEX FDS

-0.7%
Value
$2.4M
Shares
24.5K
% Port
1.88%
I
20.IBM

INTERNATIONAL BUSINESS MACHS

+205.8%
Value
$2.2M
Shares
7.7K
% Port
1.72%
?
21.N/A

INVESCO EXCH TRADED FD TR II

+34.8%
Value
$2.1M
Shares
196.2K
% Port
1.69%
E
22.ETHA

ISHARES TR

+1.1%
Value
$2.1M
Shares
20.9K
% Port
1.67%
I
23.IVZ

INVESCO EXCHANGE TRADED FD T

+45.2%
Value
$2M
Shares
9.6K
% Port
1.62%
E

KINDER MORGAN INC DEL

-2.7%
Value
$2M
Shares
62.5K
% Port
1.59%
V
25.VGES

VANGUARD ADMIRAL FDS INC

Unchanged
Value
$1.8M
Shares
13.3K
% Port
1.45%
?
26.N/A

DIREXION SHARES ETF TRUST

+43.6%
Value
$1.7M
Shares
193.5K
% Port
1.33%
?
27.N/A

DBX ETF TR

-20.7%
Value
$1.7M
Shares
51.9K
% Port
1.32%
V
28.VGES

VANGUARD BD INDEX FDS

+1.1%
Value
$1.1M
Shares
14.8K
% Port
0.90%
?
29.N/A

EXCHANGE LISTED FDS TR

Unchanged
Value
$1.1M
Shares
11.5K
% Port
0.89%
E
30.ETHA

ISHARES TR

Unchanged
Value
$1.1M
Shares
7.9K
% Port
0.87%
N

NEWMONT CORP

Unchanged
Value
$1M
Shares
10.9K
% Port
0.81%
M
32.MGA

MAGNA INTL INC

-10.1%
Value
$1M
Shares
15.4K
% Port
0.81%
E
33.ETHA

ISHARES TR

Unchanged
Value
$969K
Shares
1.3K
% Port
0.77%
E
34.EPDU

ENTERPRISE PRODS PARTNERS L

Unchanged
Value
$828K
Shares
22.5K
% Port
0.66%
V
35.VGES

VANGUARD INDEX FDS

Unchanged
Value
$828K
Shares
1.2K
% Port
0.66%
D

DUKE ENERGY CORP NEW

-2.6%
Value
$805K
Shares
6.4K
% Port
0.64%
G
37.GILD

GILEAD SCIENCES INC

-1.2%
Value
$792K
Shares
6.3K
% Port
0.63%
A
38.ABBV

ABBVIE INC

+58.4%
Value
$761K
Shares
3.0K
% Port
0.60%
P
39.PFE

PFIZER INC

-4.4%
Value
$741K
Shares
30.8K
% Port
0.59%
P
40.PRS

PRUDENTIAL FINL INC

+68.0%
Value
$704K
Shares
6.5K
% Port
0.56%
B
41.BEN

FRANKLIN RESOURCES INC

-10.2%
Value
$694K
Shares
20.8K
% Port
0.55%
Q
42.QQQ

INVESCO QQQ TR

+0.3%
Value
$689K
Shares
935
% Port
0.55%
M
43.MSFT

MICROSOFT CORP

Value
$546K
Shares
1.5K
% Port
0.43%
N
44.NUV

NUVEEN MUN VALUE FD INC

-2.9%
Value
$537K
Shares
58.3K
% Port
0.43%
D
45.DOV

DOW HLDGS INC

-26.5%
Value
$537K
Shares
19.6K
% Port
0.43%
A
46.AMZN

ALPS ETF TR

+2.3%
Value
$507K
Shares
9.8K
% Port
0.40%
?
47.N/A

ULTIMUS MANAGERS TR

-5.8%
Value
$504K
Shares
17.5K
% Port
0.40%
V
48.VGES

VANGUARD MUN BD FDS

Unchanged
Value
$497K
Shares
9.8K
% Port
0.39%
V
49.VGES

VANGUARD INDEX FDS

+499.9%
Value
$470K
Shares
5.5K
% Port
0.37%
S
50.SPY

STATE STR SPDR S&P 500 ETF T

+0.3%
Value
$447K
Shares
599
% Port
0.36%