AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of McElhenny Sheffield Capital Management 13F Filing
Portfolio Overview
McElhenny Sheffield Capital Management reported a significant expansion in portfolio activity for the quarter ending December 31, 2025. The total portfolio value surged by 45.5%, rising from $282.43 million to $410.93 million. This substantial increase is attributable not only to market appreciation but also to an aggressive reallocation strategy, evidenced by the high turnover in th...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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