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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 12 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 XHB SPDR SERIES TRUST 1,947.0 $225K 0.02% NEW $115.56 -6.4%
222 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 7,440.0 $224K 0.02% NEW $30.14 +2.1%
223 FXH FIRST TR EXCHANGE-TRADED FD 1,812.0 $222K 0.02% NEW $122.40 +7.1%
224 TINY PROSHARES TR 2,276.0 $221K 0.02% NEW $97.04 -13.7%
225 XAR SPDR SERIES TRUST 773.0 $219K 0.02% NEW $283.79 +3.9%
226 PAVE GLOBAL X FDS 3,639.0 $214K 0.02% NEW $58.92 -0.3%
227 DRAM ROUNDHILL ETF TRUST 2,902.0 $214K 0.02% NEW $73.85 -18.2%
228 DBJP DBX ETF TR 1,865.0 $214K 0.02% NEW $114.79 +3.4%
229 ALV AUTOLIV INC Consumer Cyclical 1,841.0 $214K 0.02% NEW $116.17 +4.0%
230 IAK ISHARES TR 1,512.0 $213K 0.02% NEW $140.56 +2.4%
231 XLU SELECT SECTOR SPDR TR 4,659.0 $211K 0.02% -1K -17.8% $45.34 -2.6%
232 VYM VANGUARD WHITEHALL FDS 1,328.0 $210K 0.02% NEW $158.03 +4.8%
233 VV VANGUARD INDEX FDS 603.0 $207K 0.02% NEW $343.91 +3.5%
234 IJR ISHARES TR 1,360.0 $202K 0.02% NEW $148.31 +1.0%
235 KOPN KOPIN CORP Technology 41,275.0 $185K 0.02% NEW $4.48 +18.8%
236 RCAT RED CAT HLDGS INC Technology 15,895.0 $169K 0.02% $10.65 -2.0%
237 RIG TRANSOCEAN LTD Energy 20,000.0 $98K 0.01% $4.89 +20.0%
238 NNOX NANO X IMAGING LTD Healthcare 77,149.0 $89K 0.01% -94K -54.8% $1.16 -19.5%
239 BMEA BIOMEA FUSION INC Healthcare 59,800.0 $88K 0.01% +2K +2.6% $1.47 -8.2%
240 BITZERO HOLDINGS INC 12,015.0 $82K 0.01% NEW $6.84
Page 12 of 13  ·  245 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%