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Portfolio (Quarterly) Guide ↗

Gryphon Financial Partners LLC

· CIK 0001729094
13F Portfolio $935M AUM 350 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 30 New 202 Added 46 Reduced 21 Exited
Page 4 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ISHARES TR 35,140.0 $1.6M 0.17% +6K +19.2% $45.45
62 HBAN HUNTINGTON BANCSHARES INC Financial Services 87,769.0 $1.5M 0.16% +824.0 +0.9% $17.35 -8.6%
63 LMT LOCKHEED MARTIN CORP Industrials 3,095.0 $1.5M 0.16% +164.0 +5.6% $483.74 +8.1%
64 IBM INTERNATIONAL BUSINESS MACHS Technology 4,988.0 $1.5M 0.16% +2K +76.8% $296.24 -14.6%
65 SPYG SPDR SERIES TRUST 13,698.0 $1.5M 0.16% +11K +465.1% $106.70 +10.9%
66 PEP PEPSICO INC Consumer Defensive 9,966.0 $1.4M 0.15% +1K +11.6% $143.53 +3.7%
67 COP CONOCOPHILLIPS Energy 14,852.0 $1.4M 0.15% +2K +11.5% $93.61 +28.8%
68 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,376.0 $1.4M 0.15% +335.0 +16.4% $579.33 -22.0%
69 PLD PROLOGIS INC. Real Estate 10,662.0 $1.4M 0.15% +625.0 +6.2% $127.65 +13.3%
70 HON HONEYWELL INTL INC Industrials 6,827.0 $1.3M 0.14% +58.0 +0.9% $195.10 +14.7%
71 GLD SPDR GOLD TR Financial Services 3,309.0 $1.3M 0.14% +3K +448.8% $396.31 +5.2%
72 BLK BLACKROCK INC Financial Services 1,203.0 $1.3M 0.14% +102.0 +9.3% $1070.03 -0.6%
73 MRK MERCK & CO INC Healthcare 11,725.0 $1.2M 0.13% +730.0 +6.6% $105.26 +10.1%
74 FNDX SCHWAB STRATEGIC TR 45,071.0 $1.2M 0.13% +5K +13.2% $27.21 +12.4%
75 UBER UBER TECHNOLOGIES INC Technology 14,686.0 $1.2M 0.13% +772.0 +5.5% $81.71 -8.7%
76 MELI MERCADOLIBRE INC Consumer Cyclical 590.0 $1.2M 0.13% +189.0 +47.1% $2014.26 -16.7%
77 AMAT APPLIED MATLS INC Technology 4,462.0 $1.1M 0.12% +352.0 +8.6% $257.00 +66.3%
78 IEFA ISHARES TR 12,798.0 $1.1M 0.12% +1K +11.3% $89.46 +8.8%
79 VOO VANGUARD INDEX FDS 1,771.0 $1.1M 0.12% +50.0 +2.9% $627.07 +8.9%
80 CMCSA COMCAST CORP NEW Communication Services 37,149.0 $1.1M 0.12% +243.0 +0.7% $29.89 -16.1%
Page 4 of 11  ·  202 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 30.9%
Financial Services 15.9%
Communication Services 14.4%
Healthcare 13.0%
Consumer Cyclical 6.5%
Industrials 5.5%
Consumer Defensive 5.0%
Energy 4.7%
Utilities 2.2%
Basic Materials 1.0%