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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 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DDOG DATADOG INC Technology 891.0 $232K 0.02% NEW $260.36 -9.5%
62 MET METLIFE INC Financial Services 2,739.0 $232K 0.02% NEW $84.60 +11.5%
63 CIEN CIENA CORP Technology 472.0 $232K 0.02% NEW $490.56 -19.3%
64 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,380.0 $229K 0.02% NEW $96.12 -50.3%
65 MDLZ MONDELEZ INTL INC Consumer Defensive 3,901.0 $226K 0.02% NEW $57.84 +11.4%
66 DFUV DIMENSIONAL ETF TRUST 4,083.0 $225K 0.02% NEW $55.01 +4.4%
67 DAL DELTA AIR LINES INC Industrials 2,380.0 $223K 0.02% NEW $93.67 -12.0%
68 NVS NOVARTIS AG Healthcare 1,421.0 $223K 0.02% NEW $156.74 +1.4%
69 DOV DOVER CORP Industrials 986.0 $221K 0.02% NEW $224.36 -10.0%
70 CFG CITIZENS FINL GROUP INC Financial Services 3,123.0 $219K 0.02% NEW $70.07 -0.3%
71 VTV VANGUARD INDEX FDS 1,002.0 $218K 0.02% NEW $217.93 +3.9%
72 SYY SYSCO CORP Consumer Defensive 2,585.0 $216K 0.02% NEW $83.57 +0.6%
73 AIG AMERICAN INTL GROUP INC Financial Services 2,856.0 $213K 0.02% NEW $74.53 +2.1%
74 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 10,624.0 $211K 0.02% NEW $19.89 +10.8%
75 OEF ISHARES TR 562.0 $206K 0.02% NEW $365.87 +3.3%
76 BKR BAKER HUGHES COMPANY Energy 3,658.0 $203K 0.02% NEW $55.51 +12.3%
77 CINF CINCINNATI FINL CORP Financial Services 1,093.0 $202K 0.02% NEW $185.14 -9.1%
78 PRK PARK NATL CORP Financial Services 1,100.0 $201K 0.02% NEW $182.97 +10.5%
79 EXC EXELON CORP Utilities 4,293.0 $200K 0.02% NEW $46.62 -6.1%
Page 4 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%