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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
Q2 2026 Q4 2025 · All 30 New 202 Added 46 Reduced
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MDT MEDTRONIC PLC Healthcare 2,638.0 $253K 0.03% NEW $96.07 -4.1%
22 GWW WW GRAINGER INC Industrials 231.0 $233K 0.03% NEW $1009.05 +25.5%
23 ET ENERGY TRANSFER L P Energy 14,066.0 $232K 0.03% NEW $16.49 +28.2%
24 DAVE INC 1,003.0 $222K 0.02% NEW $221.41
25 IDXX IDEXX LABS INC Healthcare 327.0 $221K 0.02% NEW $676.53 -24.3%
26 WMB WILLIAMS COS INC Energy 3,579.0 $215K 0.02% NEW $60.10 +19.9%
27 UPS UNITED PARCEL SERVICE INC Industrials 2,075.0 $206K 0.02% NEW $99.21 -0.2%
28 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 1,634.0 $206K 0.02% NEW $125.87 +7.9%
29 MPLX MPLX LP Energy 3,828.0 $204K 0.02% NEW $53.37 +11.4%
30 BED BATH & BEYOND INC 27,070.0 $18K 0.00% NEW $0.66
Page 2 of 2  ·  30 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 31.2%
Financial Services 16.1%
Communication Services 13.5%
Healthcare 13.1%
Consumer Cyclical 6.6%
Industrials 5.5%
Consumer Defensive 5.0%
Energy 4.8%
Utilities 2.2%
Basic Materials 1.0%