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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 13 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BAP CREDICORP LTD Financial Services 1,176.0 $458K 0.04% NEW $389.46 -2.7%
242 VT VANGUARD INTL EQUITY INDEX F 2,867.0 $450K 0.04% +977.0 +51.7% $156.95 +2.4%
243 RSP INVESCO EXCHANGE TRADED FD T 2,107.0 $448K 0.04% NEW $212.80 +4.2%
244 IBDW ISHARES TR 21,514.0 $448K 0.04% -1K -5.0% $20.84 -1.2%
245 IBDX ISHARES TR 17,775.0 $448K 0.04% -2K -7.9% $25.19 -1.4%
246 IYW ISHARES TR 1,770.0 $447K 0.04% -95.0 -5.1% $252.28 -2.0%
247 CRH PLC 4,161.0 $445K 0.04% +2K +70.6% $106.99
248 XLE SELECT SECTOR SPDR TR 8,346.0 $443K 0.04% +50.0 +0.6% $53.11 +19.8%
249 KVYO KLAVIYO INC Technology 29,217.0 $441K 0.04% $15.10 +21.4%
250 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 39,468.0 $440K 0.04% NEW $11.15 -8.3%
251 RCI ROGERS COMMUNICATIONS INC Communication Services 13,483.0 $438K 0.04% NEW $32.50 +11.6%
252 WELL WELLTOWER INC Real Estate 1,925.0 $437K 0.04% NEW $226.99 +5.4%
253 QCOM QUALCOMM INC Technology 2,361.0 $436K 0.04% -326.0 -12.1% $184.80 -13.0%
254 AMTM AMENTUM HOLDINGS INC Industrials 21,057.0 $435K 0.04% +5K +29.3% $20.67 +4.0%
255 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,119.0 $433K 0.04% +38.0 +3.5% $386.83 +3.5%
256 SHEL SHELL PLC Energy 5,529.0 $429K 0.04% -3K -31.9% $77.54 +20.4%
257 IBDU ISHARES TR 18,386.0 $426K 0.04% NEW $23.16 -0.5%
258 CMCSA COMCAST CORP NEW Communication Services 16,871.0 $414K 0.04% -20K -54.6% $24.55 +9.4%
259 WMB WILLIAMS COS INC Energy 5,505.0 $409K 0.04% +2K +53.8% $74.34 -5.2%
260 VYMI VANGUARD WHITEHALL FDS 4,080.0 $401K 0.04% +1K +34.6% $98.20 +7.2%
Page 13 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%