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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
Q2 2026 Q4 2025 · All 30 New 202 Added 46 Reduced
Page 17 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 WMB WILLIAMS COS INC Energy 3,579.0 $215K 0.02% NEW $60.10 +18.1%
322 CL COLGATE PALMOLIVE CO Consumer Defensive 2,702.0 $214K 0.02% -206.0 -7.1% $79.03 +10.2%
323 VTIP VANGUARD MALVERN FDS 4,173.0 $206K 0.02% +83.0 +2.0% $49.46 -0.2%
324 XLF SELECT SECTOR SPDR TR 3,763.0 $206K 0.02% $54.77 +0.0%
325 UPS UNITED PARCEL SERVICE INC Industrials 2,075.0 $206K 0.02% NEW $99.21 -3.4%
326 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 1,634.0 $206K 0.02% NEW $125.87 +8.2%
327 MPLX MPLX LP Energy 3,828.0 $204K 0.02% NEW $53.37 +10.8%
328 IGSB ISHARES TR 3,837.0 $203K 0.02% $52.88 -2.5%
329 USMV ISHARES TR 2,137.0 $201K 0.02% -111.0 -4.9% $94.15 +5.1%
330 DBI DESIGNER BRANDS INC Consumer Cyclical 23,620.0 $175K 0.02% $7.43 -14.0%
331 BZAI BLAIZE HLDGS INC Technology 49,954.0 $97K 0.01% $1.95 -70.5%
332 BED BATH & BEYOND INC 27,070.0 $18K 0.00% NEW $0.66
Page 17 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 31.2%
Financial Services 16.1%
Communication Services 13.5%
Healthcare 13.1%
Consumer Cyclical 6.6%
Industrials 5.5%
Consumer Defensive 5.0%
Energy 4.8%
Utilities 2.2%
Basic Materials 1.0%