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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 6 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MRK MERCK & CO INC Healthcare 11,725.0 $1.2M 0.13% +730.0 +6.6% $105.26 +16.3%
102 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 2,041.0 $1.2M 0.13% -95.0 -4.5% $603.40 +11.1%
103 FNDX SCHWAB STRATEGIC TR 45,071.0 $1.2M 0.13% +5K +13.2% $27.21 +13.3%
104 MPC MARATHON PETE CORP Energy 7,392.0 $1.2M 0.13% -39.0 -0.5% $162.62 +56.6%
105 UBER UBER TECHNOLOGIES INC Technology 14,686.0 $1.2M 0.13% +772.0 +5.5% $81.71 -12.1%
106 VUG VANGUARD INDEX FDS 2,447.0 $1.2M 0.13% NEW $487.86 -82.1%
107 CB CHUBB LIMITED Financial Services 3,811.0 $1.2M 0.13% -64.0 -1.6% $312.08 +5.1%
108 MELI MERCADOLIBRE INC Consumer Cyclical 590.0 $1.2M 0.13% +189.0 +47.1% $2014.26 -17.4%
109 BIP BROOKFIELD INFRAST PARTNERS Utilities 33,900.0 $1.2M 0.13% $34.74 +14.1%
110 VFH VANGUARD WORLD FD 8,761.0 $1.2M 0.12% $133.49 -4.6%
111 AMAT APPLIED MATLS INC Technology 4,462.0 $1.1M 0.12% +352.0 +8.6% $257.00 +68.2%
112 IEFA ISHARES TR 12,798.0 $1.1M 0.12% +1K +11.3% $89.46 +8.7%
113 DGRW WISDOMTREE TR 12,647.0 $1.1M 0.12% $89.43 +7.7%
114 VOO VANGUARD INDEX FDS 1,771.0 $1.1M 0.12% +50.0 +2.9% $627.07 +9.3%
115 CMCSA COMCAST CORP NEW Communication Services 37,149.0 $1.1M 0.12% +243.0 +0.7% $29.89 -15.7%
116 BSX BOSTON SCIENTIFIC CORP Healthcare 11,540.0 $1.1M 0.12% +176.0 +1.6% $95.35 -39.4%
117 ETN EATON CORP PLC Industrials 3,342.0 $1.1M 0.11% +172.0 +5.4% $318.53 +22.9%
118 COF CAPITAL ONE FINL CORP Financial Services 4,390.0 $1.1M 0.11% +415.0 +10.4% $242.38 -22.5%
119 BHP BHP GROUP LTD Basic Materials 17,595.0 $1.1M 0.11% +7K +72.2% $60.37 +40.1%
120 DHR DANAHER CORPORATION Healthcare 4,570.0 $1.0M 0.11% +444.0 +10.8% $228.94 -24.9%
Page 6 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%