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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 16 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SO SOUTHERN CO Utilities 3,123.0 $299K 0.03% +480.0 +18.2% $95.70 -7.1%
302 AA ALCOA CORP Basic Materials 5,724.0 $298K 0.03% -2K -26.9% $52.14 -0.6%
303 HPE HEWLETT PACKARD ENTERPRISE C Technology 6,598.0 $298K 0.03% NEW $45.11 +18.5%
304 HWM HOWMET AEROSPACE INC Industrials 1,101.0 $296K 0.03% NEW $268.74 +1.1%
305 EME EMCOR GROUP INC Industrials 353.0 $293K 0.03% -32.0 -8.3% $830.30 -6.5%
306 MAR MARRIOTT INTL INC NEW Consumer Cyclical 790.0 $293K 0.03% NEW $370.41 -3.8%
307 GQRE FLEXSHARES TR 4,545.0 $291K 0.03% NEW $64.00 +0.6%
308 CAH CARDINAL HEALTH INC Healthcare 1,219.0 $290K 0.03% +33.0 +2.8% $237.64 -3.4%
309 SPYG SPDR SERIES TRUST 2,424.0 $288K 0.03% -11K -82.3% $118.99 +1.0%
310 IDXX IDEXX LABS INC Healthcare 546.0 $287K 0.03% +219.0 +67.0% $526.44 +5.8%
311 GM GENERAL MTRS CO Consumer Cyclical 3,721.0 $287K 0.03% NEW $77.08 +14.1%
312 VIG VANGUARD SPECIALIZED FUNDS 1,205.0 $285K 0.03% -2K -59.7% $236.61 +3.1%
313 BSX BOSTON SCIENTIFIC CORP Healthcare 6,609.0 $282K 0.03% -5K -42.7% $42.68 +18.0%
314 SGOV ISHARES TR 2,773.0 $279K 0.03% -95.0 -3.3% $100.68 -0.0%
315 OC OWENS CORNING NEW Industrials 1,755.0 $279K 0.03% -246.0 -12.3% $158.98 -6.9%
316 XLV SELECT SECTOR SPDR TR 1,736.0 $275K 0.02% $158.66 +10.1%
317 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 5,380.0 $275K 0.02% +247.0 +4.8% $51.05 +31.3%
318 PYPL PAYPAL HLDGS INC Financial Services 6,304.0 $272K 0.02% +313.0 +5.2% $43.18 +42.5%
319 EQIX EQUINIX INC Real Estate 261.0 $272K 0.02% NEW $1042.65 +2.2%
320 JMUB J P MORGAN EXCHANGE TRADED F 5,365.0 $272K 0.02% -395.0 -6.9% $50.66 -1.9%
Page 16 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%