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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 8 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DUK DUKE ENERGY CORP NEW Utilities 8,787.0 $1.1M 0.10% +2K +27.0% $126.58 -5.3%
142 DGRW WISDOMTREE TR 11,572.0 $1.1M 0.10% -1K -8.5% $95.62 +3.8%
143 IWP ISHARES TR 7,510.0 $1.1M 0.10% +678.0 +9.9% $146.41 -1.9%
144 GD GENERAL DYNAMICS CORP Industrials 3,055.0 $1.1M 0.10% +622.0 +25.6% $354.24 +8.5%
145 TJX TJX COS INC NEW Consumer Cyclical 7,051.0 $1.1M 0.09% +4K +123.9% $151.50 -7.3%
146 TT TRANE TECHNOLOGIES PLC Industrials 2,129.0 $1.0M 0.09% +593.0 +38.6% $491.22 -7.7%
147 VHT VANGUARD WORLD FD 3,447.0 $1.0M 0.09% -26.0 -0.8% $299.01 +9.6%
148 DON WISDOMTREE TR 18,073.0 $1.0M 0.09% -365.0 -2.0% $56.52 +3.1%
149 NSC NORFOLK SOUTHN CORP Industrials 3,193.0 $1.0M 0.09% +734.0 +29.9% $314.59 +11.5%
150 GNR SPDR INDEX SHS FDS 14,872.0 $1.0M 0.09% NEW $67.31 +17.8%
151 XLK SELECT SECTOR SPDR TR 5,202.0 $991K 0.09% $190.51 -3.8%
152 NEM NEWMONT CORP Basic Materials 10,292.0 $961K 0.09% -70.0 -0.7% $93.40 +40.9%
153 VOT VANGUARD INDEX FDS 3,069.0 $940K 0.08% -22.0 -0.7% $306.26 -0.3%
154 PHM PULTE GROUP INC Consumer Cyclical 6,832.0 $937K 0.08% +1K +26.0% $137.21 -6.0%
155 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 970.0 $936K 0.08% NEW $965.32 -11.9%
156 CSX CSX CORP Industrials 19,617.0 $932K 0.08% +3K +19.1% $47.53 +8.5%
157 AXP AMERICAN EXPRESS CO Financial Services 2,742.0 $928K 0.08% +289.0 +11.8% $338.27 -0.7%
158 IBDV ISHARES TR 42,108.0 $918K 0.08% +25K +148.7% $21.80 -0.9%
159 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,844.0 $916K 0.08% -51.0 -2.7% $496.73 +10.3%
160 CQP CHENIERE ENERGY PARTNERS L P Energy 14,948.0 $911K 0.08% $60.95 +12.2%
Page 8 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%