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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 12 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IBDY ISHARES TR 21,326.0 $549K 0.05% +4K +25.4% $25.75 -1.7%
222 UNILEVER PLC 9,079.0 $546K 0.05% +2K +25.1% $60.12
223 SNPS SYNOPSYS INC Technology 1,185.0 $529K 0.05% -728.0 -38.1% $446.07 -10.8%
224 PNC PNC FINL SVCS GROUP INC Financial Services 2,139.0 $527K 0.05% +560.0 +35.5% $246.19 -1.2%
225 CRM SALESFORCE INC Technology 3,342.0 $524K 0.05% +304.0 +10.0% $156.68 +33.5%
226 IYF ISHARES TR 4,076.0 $520K 0.05% -75.0 -1.8% $127.51 +6.8%
227 PPG PPG INDS INC Basic Materials 4,263.0 $517K 0.05% -79.0 -1.8% $121.28 -6.3%
228 SLB SLB LIMITED Energy 11,073.0 $515K 0.04% +3K +44.3% $46.49 +15.9%
229 EQT EQT CORP Energy 9,630.0 $512K 0.04% NEW $53.17 +1.0%
230 CTAS CINTAS CORP Industrials 3,006.0 $511K 0.04% +365.0 +13.8% $170.09 +19.8%
231 FCX FREEPORT MCMORAN INC Basic Materials 7,997.0 $503K 0.04% +2K +42.1% $62.89 +21.9%
232 URI UNITED RENTALS INC Industrials 439.0 $498K 0.04% +98.0 +28.7% $1133.78 -3.1%
233 CDNS CADENCE DESIGN SYSTEM INC Technology 1,326.0 $498K 0.04% +475.0 +55.8% $375.32 -15.0%
234 RSPT INVESCO EXCHANGE TRADED FD T 7,500.0 $484K 0.04% $64.50 -0.7%
235 LNG CHENIERE ENERGY INC Energy 2,017.0 $482K 0.04% +411.0 +25.6% $238.97 +16.1%
236 ITUB ITAU UNIBANCO HLDG S A Financial Services 58,844.0 $481K 0.04% NEW $8.17 -8.4%
237 LEN LENNAR CORP Consumer Cyclical 5,305.0 $480K 0.04% -592.0 -10.0% $90.49 -3.8%
238 OKE ONEOK INC NEW Energy 5,447.0 $474K 0.04% +429.0 +8.6% $86.93 +7.4%
239 DAVE INC 1,261.0 $470K 0.04% +258.0 +25.7% $372.59
240 PSA PUBLIC STORAGE Real Estate 1,453.0 $462K 0.04% +66.0 +4.8% $318.24 +1.3%
Page 12 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%