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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 1 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 109,675.0 $40.6M 3.58% -4K -3.3% $370.04 +1.8%
2 PG PROCTER & GAMBLE CO Consumer Defensive 62,945.0 $9.2M 0.81% -7K -10.2% $146.64 -2.5%
3 BSCR INVESCO EXCH TRD SLF IDX FD 293,633.0 $5.8M 0.51% -38K -11.4% $19.61 +0.3%
4 MYRG MYR GROUP INC Industrials 8,836.0 $4.4M 0.39% -2K -18.9% $500.40 -36.5%
5 IJR ISHARES TR 28,540.0 $4.2M 0.37% -335.0 -1.2% $148.31 -1.3%
6 EEM ISHARES TR 61,149.0 $4.2M 0.37% -869.0 -1.4% $68.41 -2.6%
7 AMAT APPLIED MATLS INC Technology 4,050.0 $2.9M 0.26% -412.0 -9.2% $723.02 -31.4%
8 IWM ISHARES TR 8,857.0 $2.7M 0.23% -3K -27.3% $300.45 -0.9%
9 ASML ASML HLDG NV Technology 977.0 $1.9M 0.17% -201.0 -17.1% $1990.04 -12.0%
10 DVY ISHARES TR 11,233.0 $1.8M 0.15% -3K -21.9% $156.30 +5.2%
11 WFC WELLS FARGO & CO Financial Services 20,109.0 $1.7M 0.15% -4K -15.9% $82.64 +1.3%
12 COP CONOCOPHILLIPS Energy 13,971.0 $1.5M 0.13% -881.0 -5.9% $103.96 +29.8%
13 HBAN HUNTINGTON BANCSHARES INC Financial Services 76,062.0 $1.3M 0.12% -12K -13.3% $17.73 -4.1%
14 PEP PEPSICO INC Consumer Defensive 9,355.0 $1.3M 0.11% -611.0 -6.1% $135.40 +4.9%
15 VBK VANGUARD INDEX FDS 3,101.0 $1.1M 0.10% -17.0 -0.6% $365.67 -2.6%
16 DGRW WISDOMTREE TR 11,572.0 $1.1M 0.10% -1K -8.5% $95.62 +3.2%
17 VHT VANGUARD WORLD FD 3,447.0 $1.0M 0.09% -26.0 -0.8% $299.01 +8.3%
18 DON WISDOMTREE TR 18,073.0 $1.0M 0.09% -365.0 -2.0% $56.52 +2.8%
19 NEM NEWMONT CORP Basic Materials 10,292.0 $961K 0.09% -70.0 -0.7% $93.40 +36.7%
20 VOT VANGUARD INDEX FDS 3,069.0 $940K 0.08% -22.0 -0.7% $306.26 -1.0%
Page 1 of 4  ·  68 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 31.0%
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%