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Msc Income Fund shares owned by Shepherd Financial Partners

Quarter-by-quarter ownership of Msc Income Fund (MSIF) shares owned by Shepherd Financial Partners from 13F filings

Historical chart of Shepherd Financial Partners investment in Msc Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Msc Income Fund held by Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Msc Income Fund by Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $248k 19k 13.14

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPTM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPYV)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr Series Trust State Street Spd (SPTL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)

View all positions for Shepherd Financial Partners

Top funds holding Msc Income Fund

Ares Management
Franklin Resources
Marshall Wace
BlackRock
LPL Financial
Jane Street
Alpine Partners VI
Cambridge Investment Research Advisors
J.w. Cole Advisors
Cetera Investment Advisers
Millennium Management
Legacy Wealth Managment
Sigma Planning
Centaurus Financial
U.S. Capital Wealth Advisors

View all funds holding Msc Income Fund