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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

McElhenny Sheffield Capital Management, LLC

Quarter ended Q3 2025 · Filed October 21, 2025 · Accession 0001754960-25-000701

Total Value
$422.0M
Positions
106
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (106)

#IssuerTicker / CUSIPSharesValue% of Filing
1ETF SER SOLUTIONS26922B7743,001,873$101.5M24.06%
2PROSHARES TR74347X831682,781$70.6M16.73%
3INVESCO QQQ TRIVZ96,167$57.7M13.68%
4SPDR S&P 500 ETF TRSPY58,304$38.8M9.21%
5ISHARES TR464288760108,981$22.8M5.40%
6SELECT SECTOR SPDR TR81369Y80362,082$17.5M4.15%
7SELECT SECTOR SPDR TR81369Y704102,130$15.8M3.73%
8ISHARES TR46428715094,400$13.7M3.26%
9PROSHARES TR74348A467118,062$12.2M2.88%
10MICROSOFT CORPMSFT13,054$6.8M1.60%
11APPLE INCAAPL25,105$6.4M1.51%
12EXXON MOBIL CORPXOM23,770$2.7M0.64%
13JPMORGAN CHASE & CO.VYLD8,336$2.6M0.62%
14ABBOTT LABSABLZF19,190$2.6M0.61%
15WALMART INCWMT19,397$2.0M0.47%
16INTERNATIONAL BUSINESS MACHSINTR6,018$1.7M0.40%
17ISHARES BITCOIN TRUST ETFIBIT26,092$1.7M0.40%
18NVIDIA CORPORATIONNVDA8,033$1.5M0.36%
19BLACKSTONE INCBX8,697$1.5M0.35%
20ENTERPRISE PRODS PARTNERS L29379210745,530$1.4M0.34%
21PHILIP MORRIS INTL INC7181721098,417$1.4M0.32%
22ISHARES ETHEREUM TR46438R10539,449$1.2M0.29%
23PEPSICO INCPEP8,479$1.2M0.28%
24BROADCOM INCAVGO3,290$1.1M0.26%
25SPDR SERIES TRUST78468R66311,714$1.1M0.25%
26CATERPILLAR INCCAT2,112$1.0M0.24%
27ALPHABET INCGOOG3,706$902,5960.21%
28ISHARES TR4642872268,483$850,4210.20%
29ALLSTATE CORPALL-PJ3,848$825,9730.20%
30LOCKHEED MARTIN CORPLMT1,618$807,9110.19%
31CHEVRON CORP NEWCVX4,610$715,8870.17%
32VANGUARD MALVERN FDS92202080513,442$680,5680.16%
33BARRICK MNG CORP06849F10820,054$657,1700.16%
34ONEOK INC NEWOKE8,867$647,0250.15%
35BARCLAYS BANK PLCVXZ18,224$645,8590.15%
36FIDELITY MERRIMACK STR TR31618830912,970$599,7330.14%
37SSGA ACTIVE ETF TR78467V84814,734$597,7580.14%
38AMGEN INCAMGN2,117$597,4170.14%
39ABBVIE INCABBV2,578$596,9100.14%
40AMERICAN EXPRESS COAXP1,779$590,9130.14%
41YUM BRANDS INCYUM3,839$583,5280.14%
42LABCORP HOLDINGS INCLH2,005$575,5550.14%
43CSX CORPCSX16,121$572,4570.14%
44ALTRIA GROUP INCMO8,518$562,6990.13%
45AMAZON COM INCAMZN2,459$539,9230.13%
46PROCTER AND GAMBLE CO7427181093,473$533,6260.13%
47COCA COLA COKO7,837$519,7500.12%
48MONDELEZ INTL INC6092071058,121$507,3190.12%
49MCDONALDS CORPMCD1,665$505,8690.12%
50TESLA INCTSLA1,134$504,3120.12%
51ORACLE CORPORCL-PD1,702$478,6440.11%
52VISA INCV1,364$465,5130.11%
53META PLATFORMS INCMETA626$459,7220.11%
54SELECT SECTOR SPDR TR81369Y6058,401$452,5620.11%
55LAMAR ADVERTISING CO NEWLAMR3,645$446,2210.11%
56THERMO FISHER SCIENTIFIC INCTMO912$442,3380.10%
57MASTERCARD INCORPORATEDMA773$439,6900.10%
58PFIZER INCPFE17,216$438,6640.10%
59ISHARES TR4642875076,635$433,0000.10%
60ISHARES TR464287614903$422,9740.10%
61JOHNSON & JOHNSONJNJ2,254$417,9370.10%
62UNITEDHEALTH GROUP INCUNH1,203$415,3960.10%
63ALPHABET INCGOOG1,610$391,4240.09%
64S&P GLOBAL INCSPGI791$384,9880.09%
65BERKSHIRE HATHAWAY INC DELBRK-A763$383,5910.09%
66MARSH & MCLENNAN COS INC5717481021,869$376,6600.09%
67ISHARES TR4642876551,548$374,5540.09%
68MSCI INCMSCI660$374,4910.09%
69LINDE PLCLIN781$370,9750.09%
70REPUBLIC SVCS INC7607591001,550$355,6940.08%
71ISHARES TR46429B6973,653$347,5460.08%
72SYSCO CORPSYY4,175$343,7690.08%
73ASSURANT INCAIZN1,583$342,8780.08%
74FIRST TR EXCH TRADED FD III33739P85517,693$342,1830.08%
75AVERY DENNISON CORPAVY2,098$340,2330.08%
76HOST HOTELS & RESORTS INCHST19,938$339,3450.08%
77VICI PPTYS INC92565210910,375$338,3290.08%
78TEXAS ROADHOUSE INCTXRH2,000$332,3000.08%
79GRAINGER W W INC384802104348$331,6300.08%
80HOME DEPOT INCHD809$327,7990.08%
81TYSON FOODS INCTSN5,986$325,0400.08%
82MOLSON COORS BEVERAGE COTAP-A6,733$304,6680.07%
83ISHARES TR4642874653,170$295,9830.07%
84PLAINS ALL AMERN PIPELINE L72650310516,990$289,8490.07%
85BECTON DICKINSON & COBDX1,535$287,3060.07%
86INVESCO EXCHANGE TRADED FD TIVZ3,955$285,2110.07%
87VERIZON COMMUNICATIONS INCVZ6,390$280,8410.07%
88SCHWAB STRATEGIC TR80852479710,275$280,5080.07%
89TRANSDIGM GROUP INCTDG210$276,7840.07%
90VERISK ANALYTICS INCVRSK1,100$276,6610.07%
91WELLTOWER INCWELL1,552$276,4730.07%
92SPDR S&P MIDCAP 400 ETF TRMDY445$265,2330.06%
93CADENCE BANK12740C1037,000$262,7800.06%
94FIRST TR EXCH TRADED FD III33739E10814,385$262,3770.06%
95VANGUARD INDEX FDS9229085532,755$251,8620.06%
96ISHARES TR4642888104,158$249,8130.06%
97MICRON TECHNOLOGY INCMU1,493$249,8090.06%
98SELECT SECTOR SPDR TR81369Y4071,037$248,5070.06%
99AFLAC INCAFL2,070$231,2190.05%
100DISNEY WALT CO2546871061,964$224,9270.05%
101HONEYWELL INTL INC4385161061,027$216,1210.05%
102ETF SER SOLUTIONS26922A3887,400$213,3420.05%
103MOTOROLA SOLUTIONS INCMSI462$211,2680.05%
104VANGUARD TAX-MANAGED FDS9219438583,431$205,5860.05%
105FASTENAL COFAST4,126$202,3390.05%
106GOLUB CAP BDC INC38173M10211,050$151,2750.04%