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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 Q4 2025 · Filed January 21, 2026 · Accession 0001754960-26-000105

Total Value
$410.9M
Positions
100
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (100)

#IssuerTicker / CUSIPSharesValue% of Filing
1ETF SER SOLUTIONS26922B7743,086,979$107.5M26.16%
2PROSHARES TR74347X8311,213,489$64.0M15.57%
3INVESCO QQQ TRIVZ93,692$57.6M14.01%
4SPDR S&P 500 ETF TRSPY55,316$37.7M9.18%
5ISHARES TR464287556150,503$25.4M6.18%
6ISHARES TR46428765576,923$18.9M4.61%
7SELECT SECTOR SPDR TR81369Y407146,272$17.5M4.25%
8ISHARES TR46428715097,395$14.5M3.52%
9PROSHARES TR74348A467118,107$12.3M2.99%
10MICROSOFT CORPMSFT8,764$4.2M1.03%
11APPLE INCAAPL15,453$4.2M1.02%
12JPMORGAN CHASE & CO.VYLD9,170$3.0M0.72%
13WALMART INCWMT19,538$2.2M0.53%
14NVIDIA CORPORATIONNVDA9,420$1.8M0.43%
15ABBOTT LABSABLZF12,657$1.6M0.39%
16ALPHABET INCGOOG3,934$1.2M0.30%
17BROADCOM INCAVGO3,539$1.2M0.30%
18GRAYSCALE CHAINLINK TR ETF38963V106103,820$1.1M0.28%
19PHILIP MORRIS INTL INC7181721096,922$1.1M0.27%
20SPDR SERIES TRUST78468R66311,568$1.1M0.26%
21EXXON MOBIL CORPXOM8,509$1.0M0.25%
22ISHARES TR4642872269,681$966,9200.24%
23PEPSICO INCPEP5,487$787,5600.19%
24SELECT SECTOR SPDR TR81369Y8035,436$782,6210.19%
25BLACKSTONE INCBX4,582$706,3030.17%
26AMAZON COM INCAMZN2,927$675,5110.16%
27INTERNATIONAL BUSINESS MACHSINTR2,211$654,9880.16%
28CATERPILLAR INCCAT1,138$651,8140.16%
29ABBVIE INCABBV2,649$605,3800.15%
30SSGA ACTIVE ETF TR78467V84814,962$602,2210.15%
31FIDELITY MERRIMACK STR TR31618830913,006$598,7960.15%
32ALPHABET INCGOOG1,883$589,3380.14%
33YUM BRANDS INCYUM3,838$580,6130.14%
34VANGUARD INDEX FDS9229085536,498$575,0080.14%
35THERMO FISHER SCIENTIFIC INCTMO913$529,1860.13%
36TESLA INCTSLA1,166$524,2330.13%
37MCDONALDS CORPMCD1,669$510,1410.12%
38VISA INCV1,451$508,8430.12%
39BARCLAYS BANK PLCVXZ13,271$499,1220.12%
40META PLATFORMS INCMETA753$497,1880.12%
41BERKSHIRE HATHAWAY INC DELBRK-A982$493,7760.12%
42ISHARES BITCOIN TRUST ETFIBIT9,874$490,2440.12%
43MASTERCARD INCORPORATEDMA846$482,8430.12%
44ISHARES ETHEREUM TR46438R10521,463$481,4150.12%
45CHEVRON CORP NEWCVX3,100$472,4670.11%
46MCKESSON CORPMCK561$460,5280.11%
47AMERICAN EXPRESS COAXP1,236$457,0970.11%
48S&P GLOBAL INCSPGI869$454,1360.11%
49LOEWS CORPL4,305$453,3600.11%
50AMETEK INCAME2,193$450,2450.11%
51MSCI INCMSCI773$443,4930.11%
52ENTERPRISE PRODS PARTNERS L29379210713,546$434,2850.11%
53ALTRIA GROUP INCMO7,512$433,1520.11%
54ISHARES TR4642875076,543$431,8380.11%
55ISHARES TR464287614903$427,3900.10%
56CENCORA INCCOR1,257$424,5520.10%
57MICRON TECHNOLOGY INCMU1,475$420,9470.10%
58UNITEDHEALTH GROUP INCUNH1,228$405,3060.10%
59AVERY DENNISON CORPAVY2,171$394,8610.10%
60MONDELEZ INTL INC6092071057,153$385,0610.09%
61MARSH & MCLENNAN COS INC5717481022,061$382,4170.09%
62ASSURANT INCAIZN1,581$380,7840.09%
63WW GRAINGER INC384802104365$368,3030.09%
64REPUBLIC SVCS INC7607591001,737$368,1220.09%
65SYSCO CORPSYY4,806$354,1540.09%
66MOLSON COORS BEVERAGE COTAP-A7,382$344,5920.08%
67ISHARES TR46429B6973,653$343,9660.08%
68ORACLE CORPORCL-PD1,732$337,6360.08%
69TEXAS ROADHOUSE INCTXRH2,000$332,0000.08%
70PFIZER INCPFE12,992$323,4930.08%
71BECTON DICKINSON & COBDX1,590$308,5710.08%
72LOCKHEED MARTIN CORPLMT627$303,1550.07%
73ELI LILLY & COLLY281$302,2230.07%
74CADENCE BANK12740C1037,000$299,8800.07%
75SCHWAB STRATEGIC TR80852479710,875$298,3010.07%
76VERISK ANALYTICS INCVRSK1,310$293,0340.07%
77VICI PPTYS INC92565210910,342$290,8170.07%
78ALLSTATE CORPALL-PJ1,361$283,2920.07%
79INVESCO EXCHANGE TRADED FD TIVZ3,955$278,4890.07%
80ISHARES TR4642886878,905$275,6910.07%
81EATON CORP PLCETN855$272,4840.07%
82HOME DEPOT INCHD783$269,5460.07%
83SPDR S&P MIDCAP 400 ETF TRMDY445$268,4600.07%
84PROCTER AND GAMBLE CO7427181091,829$262,1830.06%
85FIRST TR EXCH TRADED FD III33739E10814,385$262,0900.06%
86ISHARES TR4642888104,158$258,4200.06%
87GLOBE LIFE INCGL-PD1,839$257,2030.06%
88HONEYWELL INTL INC4385161061,285$250,7690.06%
89CHIPOTLE MEXICAN GRILL INCCMG6,582$243,5340.06%
90CSX CORPCSX6,428$233,0180.06%
91ISHARES TR4642882732,955$229,1010.06%
92DEERE & CODE492$228,9750.06%
93VANGUARD TAX-MANAGED FDS9219438583,570$222,9870.05%
94AFLAC INCAFL2,000$220,5400.05%
95JOHNSON & JOHNSONJNJ1,034$213,8880.05%
96ELEVANCE HEALTH INC FORMERLYELV607$212,7840.05%
97ETF SER SOLUTIONS26922A3887,400$210,6780.05%
98NETFLIX INCNFLX2,199$206,1370.05%
99COCA COLA COKO2,891$202,1030.05%
100GOLUB CAP BDC INC38173M10211,050$149,9490.04%