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Portfolio (Quarterly) Guide ↗

GRIFFIN ASSET MANAGEMENT, INC.

· CIK 0000883803
13F Portfolio $949M AUM 245 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 46 New 54 Added 75 Reduced 29 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VYM VANGUARD WHITEHALL FDS 1,328.0 $210K 0.02% NEW $158.03 +4.8%
42 VV VANGUARD INDEX FDS 603.0 $207K 0.02% NEW $343.91 +3.5%
43 IJR ISHARES TR 1,360.0 $202K 0.02% NEW $148.31 +1.0%
44 KOPN KOPIN CORP Technology 41,275.0 $185K 0.02% NEW $4.48 +18.8%
45 BITZERO HOLDINGS INC 12,015.0 $82K 0.01% NEW $6.84
46 GPUS HYPERSCALE DATA INC Industrials 45,000.0 $6K 0.00% NEW $0.14 -33.5%
Page 3 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.9%
Financial Services 19.0%
Industrials 13.5%
Healthcare 11.2%
Consumer Cyclical 9.8%
Consumer Defensive 6.4%
Communication Services 6.2%
Energy 3.8%
Basic Materials 2.3%
Utilities 1.3%