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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 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 39,468.0 $440K 0.04% NEW $11.15 -8.3%
22 RCI ROGERS COMMUNICATIONS INC Communication Services 13,483.0 $438K 0.04% NEW $32.50 +11.6%
23 WELL WELLTOWER INC Real Estate 1,925.0 $437K 0.04% NEW $226.99 +5.4%
24 IBDU ISHARES TR 18,386.0 $426K 0.04% NEW $23.16 -0.5%
25 GUNR FLEXSHARES TR 8,125.0 $400K 0.04% NEW $49.28 +15.5%
26 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 4,572.0 $398K 0.04% NEW $87.03 +7.9%
27 CMI CUMMINS INC Industrials 536.0 $382K 0.03% NEW $713.25 -17.6%
28 WDC WESTERN DIGITAL CORP Technology 588.0 $376K 0.03% NEW $638.72 -28.1%
29 DVN DEVON ENERGY CORP NEW Energy 8,741.0 $361K 0.03% NEW $41.32 +18.8%
30 TFC TRUIST FINL CORP Financial Services 6,978.0 $348K 0.03% NEW $49.82 +1.2%
31 SM SM ENERGY COMPANY Energy 13,067.0 $341K 0.03% NEW $26.10 +42.5%
32 IGF ISHARES TR 4,935.0 $329K 0.03% NEW $66.60 -1.8%
33 KT KT CORP Communication Services 18,488.0 $319K 0.03% NEW $17.28 +9.4%
34 SBUX STARBUCKS CORP Consumer Cyclical 3,126.0 $319K 0.03% NEW $102.18 +4.8%
35 RF REGIONS FINANCIAL CORP NEW Financial Services 10,340.0 $312K 0.03% NEW $30.20 +0.7%
36 ROK ROCKWELL AUTOMATION INC Industrials 619.0 $306K 0.03% NEW $494.81 -11.7%
37 KEP KOREA ELEC PWR CORP Utilities 24,848.0 $301K 0.03% NEW $12.10 -6.9%
38 HPE HEWLETT PACKARD ENTERPRISE C Technology 6,598.0 $298K 0.03% NEW $45.11 +18.5%
39 HWM HOWMET AEROSPACE INC Industrials 1,101.0 $296K 0.03% NEW $268.74 +1.1%
40 MAR MARRIOTT INTL INC NEW Consumer Cyclical 790.0 $293K 0.03% NEW $370.41 -3.8%
Page 2 of 4  ·  79 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 31.3%
Financial Services 17.5%
Healthcare 12.0%
Communication Services 11.2%
Industrials 7.2%
Consumer Cyclical 6.4%
Energy 5.4%
Consumer Defensive 4.5%
Utilities 2.4%
Basic Materials 1.0%