BullishAgent BullishAgent Market Filings Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 8 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EMLP FIRST TR EXCHANGE-TRADED FD 14,597.0 $553K 0.06% +112.0 +0.8% $37.87 +17.7%
142 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,839.0 $540K 0.06% +179.0 +10.8% $293.54 +6.3%
143 AXON AXON ENTERPRISE INC Industrials 916.0 $520K 0.06% +548.0 +148.9% $567.93 -32.0%
144 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,176.0 $514K 0.06% +88.0 +2.9% $161.95 -5.5%
145 F FORD MTR CO Consumer Cyclical 38,994.0 $512K 0.06% +329.0 +0.8% $13.12 +13.8%
146 VST VISTRA CORP Utilities 3,127.0 $504K 0.05% +626.0 +25.0% $161.34 -3.1%
147 CTAS CINTAS CORP Industrials 2,641.0 $497K 0.05% +44.0 +1.7% $188.08 -8.1%
148 IBDX ISHARES TR 19,309.0 $493K 0.05% +343.0 +1.8% $25.53 -1.8%
149 TJX TJX COS INC NEW Consumer Cyclical 3,149.0 $484K 0.05% +714.0 +29.3% $153.61 +3.0%
150 TSPA T ROWE PRICE ETF INC 11,217.0 $480K 0.05% +330.0 +3.0% $42.78 +10.1%
151 C CITIGROUP INC Financial Services 4,052.0 $473K 0.05% +145.0 +3.7% $116.68 +7.2%
152 SPG SIMON PPTY GROUP INC NEW Real Estate 2,550.0 $472K 0.05% +418.0 +19.6% $185.10 +10.4%
153 EL LAUDER ESTEE COS INC Consumer Defensive 4,414.0 $462K 0.05% +504.0 +12.9% $104.72 -15.7%
154 QCOM QUALCOMM INC Technology 2,687.0 $460K 0.05% +483.0 +21.9% $171.08 +39.2%
155 AON AON PLC Financial Services 1,280.0 $452K 0.05% +209.0 +19.5% $352.84 -8.0%
156 PPG PPG INDS INC Basic Materials 4,342.0 $445K 0.05% +226.0 +5.5% $102.47 +5.2%
157 SPOT SPOTIFY TECHNOLOGY S A Communication Services 720.0 $418K 0.04% +87.0 +13.7% $580.71 -10.5%
158 AA ALCOA CORP Basic Materials 7,836.0 $416K 0.04% +1K +15.0% $53.14 +34.3%
159 FDX FEDEX CORP Industrials 1,371.0 $396K 0.04% +267.0 +24.2% $288.79 +36.5%
160 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 5,133.0 $391K 0.04% +104.0 +2.1% $76.23 -13.4%
Page 8 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%