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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 10 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DIS DISNEY WALT CO Communication Services 7,577.0 $729K 0.06% +1K +16.1% $96.24 +12.0%
182 SHV ISHARES TR 6,540.0 $722K 0.06% $110.35 -0.0%
183 EMR EMERSON ELEC CO Industrials 5,021.0 $719K 0.06% +320.0 +6.8% $143.14 +9.8%
184 MO ALTRIA GROUP INC Consumer Defensive 9,890.0 $712K 0.06% +6K +145.5% $71.95 -8.1%
185 TSPA T ROWE PRICE EXCHANGE-TRADED 14,882.0 $707K 0.06% +4K +32.7% $47.53 +1.5%
186 VLO VALERO ENERGY CORP Energy 2,711.0 $706K 0.06% +480.0 +21.5% $260.42 +34.0%
187 VST VISTRA CORP Utilities 4,442.0 $705K 0.06% +1K +42.0% $158.64 -14.1%
188 SPG SIMON PPTY GROUP INC NEW Real Estate 3,114.0 $696K 0.06% +564.0 +22.1% $223.62 -2.4%
189 HCA HCA HEALTHCARE INC Healthcare 1,770.0 $690K 0.06% +387.0 +28.0% $389.83 +10.1%
190 UBER UBER TECHNOLOGIES INC Technology 9,531.0 $688K 0.06% -5K -35.1% $72.16 +9.2%
191 T AT&T INC Communication Services 32,956.0 $682K 0.06% -957.0 -2.8% $20.70 +22.3%
192 CVS CVS HEALTH CORP Healthcare 6,586.0 $681K 0.06% NEW $103.45 -10.1%
193 C CITIGROUP INC Financial Services 4,858.0 $680K 0.06% +806.0 +19.9% $139.97 -5.9%
194 BSCS INVESCO EXCH TRD SLF IDX FD 33,339.0 $679K 0.06% NEW $20.36 +0.1%
195 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,322.0 $675K 0.06% +483.0 +26.3% $290.54 -8.2%
196 NOW SERVICENOW INC Technology 6,789.0 $674K 0.06% -4K -35.1% $99.28 +29.4%
197 FDX FEDEX CORP Industrials 2,150.0 $673K 0.06% +779.0 +56.8% $313.10 +3.8%
198 ADI ANALOG DEVICES INC Technology 1,694.0 $673K 0.06% +633.0 +59.7% $397.13 -6.1%
199 WDAY WORKDAY INC Technology 5,476.0 $670K 0.06% +2K +44.4% $122.42 +63.4%
200 QLTY GMO ETF TRUST 16,026.0 $667K 0.06% $41.62 +3.2%
Page 10 of 20  ·  381 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%