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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  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CL COLGATE PALMOLIVE CO Consumer Defensive 2,687.0 $246K 0.02% -15.0 -0.6% $91.67 -0.6%
62 ET ENERGY TRANSFER L P Energy 12,577.0 $240K 0.02% -1K -10.6% $19.12 +10.8%
63 AXON AXON ENTERPRISE INC Industrials 427.0 $239K 0.02% -489.0 -53.4% $560.61 +12.0%
64 MUB ISHARES TR 2,202.0 $237K 0.02% -20.0 -0.9% $107.62 -2.1%
65 SPOT SPOTIFY TECHNOLOGY S A Communication Services 468.0 $215K 0.02% -252.0 -35.0% $459.13 +16.2%
66 PFE PFIZER INC Healthcare 8,800.0 $212K 0.02% -505.0 -5.4% $24.08 +16.6%
67 USMV ISHARES TR 2,117.0 $204K 0.02% -20.0 -0.9% $96.48 +4.9%
68 UPS UNITED PARCEL SVCS INC Industrials 1,873.0 $201K 0.02% -202.0 -9.7% $107.52 -5.1%
Page 4 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 31.3%
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%