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Portfolio (Quarterly) Guide ↗

Gryphon Financial Partners LLC

· CIK 0001729094
13F Portfolio $935M AUM 350 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 30 New 202 Added 46 Reduced 21 Exited
Page 15 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SGOV ISHARES TR 2,868.0 $288K 0.03% NEW $100.39 +0.2%
282 ADI ANALOG DEVICES INC Technology 1,061.0 $288K 0.03% NEW $271.18 +46.4%
283 FCX FREEPORT-MCMORAN INC Basic Materials 5,627.0 $286K 0.03% NEW $50.79 +22.0%
284 PRU PRUDENTIAL FINL INC Financial Services 2,508.0 $283K 0.03% NEW $112.89 -7.8%
285 EXPAND ENERGY CORPORATION 2,565.0 $283K 0.03% NEW $110.36
286 DFAT DIMENSIONAL ETF TRUST 4,686.0 $279K 0.03% $59.54 +12.4%
287 WTRG ESSENTIAL UTILS INC Utilities 7,253.0 $278K 0.03% NEW $38.36 -2.4%
288 URI UNITED RENTALS INC Industrials 341.0 $276K 0.03% +21.0 +6.6% $809.72 +15.9%
289 IWO ISHARES TR 853.0 $276K 0.03% $323.01 +15.3%
290 IYH ISHARES TR 4,193.0 $273K 0.03% $65.09 -3.2%
291 VYMI VANGUARD WHITEHALL FDS 3,030.0 $273K 0.03% NEW $90.00 +10.8%
292 VEEV VEEVA SYS INC Healthcare 1,212.0 $271K 0.03% +88.0 +7.8% $223.23 -28.2%
293 MSI MOTOROLA SOLUTIONS INC Technology 702.0 $269K 0.03% -22.0 -3.0% $383.09 +5.5%
294 XLV SELECT SECTOR SPDR TR 1,736.0 $269K 0.03% $154.80 -3.2%
295 CBRE CBRE GROUP INC Real Estate 1,664.0 $268K 0.03% +33.0 +2.0% $160.79 -18.5%
296 VT VANGUARD INTL EQUITY INDEX F 1,890.0 $267K 0.03% $141.05 +10.3%
297 CDNS CADENCE DESIGN SYSTEM INC Technology 851.0 $266K 0.03% +16.0 +1.9% $312.58 +19.5%
298 CPRT COPART INC Industrials 6,780.0 $265K 0.03% -5K -43.9% $39.15 -13.7%
299 EW EDWARDS LIFESCIENCES CORP Healthcare 3,044.0 $260K 0.03% -38.0 -1.2% $85.25 +0.6%
300 XLY SELECT SECTOR SPDR TR 2,150.0 $257K 0.03% +1K +100.0% $119.41 -0.2%
Page 15 of 17  ·  332 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 30.9%
Financial Services 15.9%
Communication Services 14.4%
Healthcare 13.0%
Consumer Cyclical 6.5%
Industrials 5.5%
Consumer Defensive 5.0%
Energy 4.7%
Utilities 2.2%
Basic Materials 1.0%