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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 15 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BLFS BIOLIFE SOLUTIONS INC Healthcare 12,273.0 $347K 0.03% +274.0 +2.3% $28.24 +31.4%
282 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,799.0 $345K 0.03% -377.0 -11.9% $123.13 +31.0%
283 SM SM ENERGY COMPANY Energy 13,067.0 $341K 0.03% NEW $26.10 +42.5%
284 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,689.0 $340K 0.03% +1K +43.6% $92.09 -3.2%
285 IWO ISHARES TR 853.0 $336K 0.03% $393.96 -1.7%
286 EL LAUDER ESTEE COS INC Consumer Defensive 4,244.0 $335K 0.03% -170.0 -3.9% $78.95 +29.1%
287 MMM 3M CO Industrials 2,031.0 $329K 0.03% +576.0 +39.6% $161.88 +10.5%
288 IGF ISHARES TR 4,935.0 $329K 0.03% NEW $66.60 -1.8%
289 DFAT DIMENSIONAL ETF TRUST 4,686.0 $328K 0.03% $69.90 +2.5%
290 NOC NORTHROP GRUMMAN CORP Industrials 643.0 $327K 0.03% +210.0 +48.5% $508.96 +8.3%
291 EW EDWARDS LIFESCIENCES CORP Healthcare 3,566.0 $323K 0.03% +522.0 +17.1% $90.46 -0.7%
292 TMUS T-MOBILE US INC Communication Services 1,923.0 $322K 0.03% -2K -53.0% $167.70 +9.1%
293 GWW WW GRAINGER INC Industrials 237.0 $322K 0.03% +6.0 +2.6% $1360.40 -3.5%
294 KT KT CORP Communication Services 18,488.0 $319K 0.03% NEW $17.28 +9.4%
295 SBUX STARBUCKS CORP Consumer Cyclical 3,126.0 $319K 0.03% NEW $102.18 +4.8%
296 BA BOEING CO Industrials 1,468.0 $318K 0.03% +306.0 +26.3% $216.47 -1.0%
297 RF REGIONS FINANCIAL CORP NEW Financial Services 10,340.0 $312K 0.03% NEW $30.20 +0.7%
298 ROK ROCKWELL AUTOMATION INC Industrials 619.0 $306K 0.03% NEW $494.81 -11.7%
299 MCK MCKESSON CORP Healthcare 405.0 $306K 0.03% +26.0 +6.9% $755.02 +13.8%
300 KEP KOREA ELEC PWR CORP Utilities 24,848.0 $301K 0.03% NEW $12.10 -6.9%
Page 15 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%