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Portfolio (Quarterly) Guide ↗

Gryphon Financial Partners LLC

· CIK 0001729094
13F Portfolio $1.1B AUM 383 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 79 New 202 Added 68 Reduced 30 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 PTC PTC INC Technology 1,664 $290K 0.03% SOLD
22 EXPAND ENERGY CORPORATION 2,565 $283K 0.03% SOLD
23 WTRG ESSENTIAL UTILS INC Utilities 7,253 $278K 0.03% SOLD
24 IYH ISHARES TR 4,193 $273K 0.03% SOLD
25 MDT MEDTRONIC PLC Healthcare 2,638 $253K 0.03% SOLD
26 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 1,634 $206K 0.02% SOLD
27 MPLX MPLX LP Energy 3,828 $204K 0.02% SOLD
28 DBI DESIGNER BRANDS INC Consumer Cyclical 23,620 $175K 0.02% SOLD
29 BZAI BLAIZE HLDGS INC Technology 49,954 $97K 0.01% SOLD
30 BED BATH & BEYOND INC 27,070 $18K 0.00% SOLD
Page 2 of 2  ·  30 positions
Sector Allocation
Technology 31.0%
Financial Services 17.3%
Communication Services 12.2%
Healthcare 11.9%
Industrials 7.1%
Consumer Cyclical 6.3%
Energy 5.4%
Consumer Defensive 4.4%
Utilities 2.4%
Basic Materials 1.0%