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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 7 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SSP SCRIPPS E W CO OHIO Communication Services 471,770.0 $1.3M 0.12% +225K +91.5% $2.77 +18.1%
122 VO VANGUARD INDEX FDS 15,934.0 $1.3M 0.11% +13K +418.9% $80.57 +3.0%
123 ORCL ORACLE CORP Technology 8,721.0 $1.3M 0.11% +80.0 +0.9% $146.55 -0.1%
124 PEP PEPSICO INC Consumer Defensive 9,355.0 $1.3M 0.11% -611.0 -6.1% $135.40 +6.0%
125 BLK BLACKROCK INC Financial Services 1,290.0 $1.2M 0.11% +87.0 +7.2% $961.26 +20.3%
126 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 33,900.0 $1.2M 0.11% $36.49 +6.7%
127 DELL DELL TECHNOLOGIES INC Technology 2,851.0 $1.2M 0.11% NEW $431.51 +2.4%
128 KLAC KLA CORP Technology 4,073.0 $1.2M 0.11% +4K +1618.6% $301.70 -39.0%
129 DHR DANAHER CORP DEL Healthcare 6,402.0 $1.2M 0.11% +2K +40.1% $190.47 +14.9%
130 PWR QUANTA SVCS INC Industrials 1,693.0 $1.2M 0.11% +627.0 +58.8% $720.05 -11.2%
131 VOO VANGUARD INDEX FDS 1,770.0 $1.2M 0.11% $686.77 +2.5%
132 RTX RTX CORPORATION Industrials 6,404.0 $1.2M 0.11% +1K +22.5% $189.72 +10.6%
133 UBS UBS GROUP AG Financial Services 24,481.0 $1.2M 0.11% +5K +25.5% $49.56 +7.5%
134 LRCX LAM RESEARCH CORP Technology 2,739.0 $1.2M 0.10% +987.0 +56.3% $433.28 -27.5%
135 VWO VANGUARD INTL EQUITY INDEX F 19,773.0 $1.2M 0.10% +925.0 +4.9% $59.69 +1.3%
136 LIN LINDE PLC Basic Materials 2,272.0 $1.2M 0.10% +209.0 +10.1% $519.04 -6.1%
137 VFH VANGUARD WORLD FD 8,761.0 $1.2M 0.10% $131.60 +6.9%
138 TRV TRAVELERS COMPANIES INC Financial Services 3,492.0 $1.2M 0.10% +598.0 +20.7% $330.09 +10.1%
139 VBK VANGUARD INDEX FDS 3,101.0 $1.1M 0.10% -17.0 -0.6% $365.67 -1.9%
140 GLW CORNING INC Technology 4,365.0 $1.1M 0.10% NEW $255.46 -41.4%
Page 7 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%