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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 18 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 AEIS ADVANCED ENERGY INDS Industrials 663.0 $247K 0.02% NEW $373.03 -23.4%
342 CL COLGATE PALMOLIVE CO Consumer Defensive 2,687.0 $246K 0.02% -15.0 -0.6% $91.67 -0.6%
343 EA ELECTRONIC ARTS INC Communication Services 1,191.0 $244K 0.02% NEW $205.05 +2.3%
344 FTAI AVIATION LTD 902.0 $244K 0.02% NEW $270.53
345 FAST FASTENAL CO Industrials 5,075.0 $244K 0.02% NEW $48.03 +6.7%
346 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 963.0 $241K 0.02% NEW $249.98 -4.1%
347 ET ENERGY TRANSFER L P Energy 12,577.0 $240K 0.02% -1K -10.6% $19.12 +10.8%
348 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,157.0 $240K 0.02% NEW $57.62 +16.3%
349 AXON AXON ENTERPRISE INC Industrials 427.0 $239K 0.02% -489.0 -53.4% $560.61 +12.0%
350 MUB ISHARES TR 2,202.0 $237K 0.02% -20.0 -0.9% $107.62 -2.1%
351 AZO AUTOZONE INC Consumer Cyclical 74.0 $236K 0.02% NEW $3195.95 -7.4%
352 CRMD CORMEDIX INC Healthcare 30,059.0 $236K 0.02% +4K +16.6% $7.85 +4.5%
353 XLI SELECT SECTOR SPDR TR 1,271.0 $235K 0.02% NEW $185.23 -2.7%
354 KEYS KEYSIGHT TECHNOLOGIES INC Technology 670.0 $235K 0.02% NEW $350.07 -9.7%
355 NFRA FLEXSHARES TR 3,633.0 $233K 0.02% NEW $64.12 +3.1%
356 TEL TE CONNECTIVITY PLC Technology 1,153.0 $232K 0.02% NEW $201.54 +1.0%
357 DDOG DATADOG INC Technology 891.0 $232K 0.02% NEW $260.36 -9.5%
358 MET METLIFE INC Financial Services 2,739.0 $232K 0.02% NEW $84.60 +11.5%
359 CIEN CIENA CORP Technology 472.0 $232K 0.02% NEW $490.56 -19.3%
360 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,380.0 $229K 0.02% NEW $96.12 -50.3%
Page 18 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%