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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 9 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ISRG INTUITIVE SURGICAL INC Healthcare 1,386.0 $785K 0.08% +84.0 +6.5% $566.36 -22.6%
162 IWS ISHARES TR 5,431.0 $766K 0.08% +236.0 +4.5% $141.05 +12.5%
163 ADBE ADOBE INC Technology 2,145.0 $751K 0.08% -48.0 -2.2% $349.99 -30.1%
164 XLK SELECT SECTOR SPDR TR 5,199.0 $748K 0.08% +3K +100.0% $143.96 +25.3%
165 DIS DISNEY WALT CO Communication Services 6,528.0 $743K 0.08% -98.0 -1.5% $113.77 -9.5%
166 VXUS VANGUARD STAR FDS 9,784.0 $738K 0.08% +7K +251.8% $75.44 +12.0%
167 AER AERCAP HOLDINGS NV Industrials 5,093.0 $732K 0.08% +127.0 +2.6% $143.75 -3.6%
168 SHV ISHARES TR 6,540.0 $720K 0.08% $110.15 +0.1%
169 REET ISHARES TR 28,749.0 $717K 0.08% +1K +4.4% $24.95 +9.9%
170 NSC NORFOLK SOUTHN CORP Industrials 2,459.0 $710K 0.08% +18.0 +0.7% $288.77 +8.9%
171 ANDE ANDERSONS INC Consumer Defensive 13,304.0 $707K 0.08% -105.0 -0.8% $53.17 +33.2%
172 WWD WOODWARD INC Industrials 2,332.0 $705K 0.07% +233.0 +11.1% $302.31 +16.2%
173 TDG TRANSDIGM GROUP INC Industrials 521.0 $693K 0.07% +42.0 +8.8% $1329.43 -8.7%
174 BX BLACKSTONE INC Financial Services 4,427.0 $682K 0.07% +2K +58.5% $154.13 -23.1%
175 SAP SAP SE Technology 2,804.0 $681K 0.07% +784.0 +38.8% $242.95 -27.6%
176 MRSH MARSH & MCLENNAN COS INC Financial Services 3,650.0 $677K 0.07% +446.0 +13.9% $185.51 -11.5%
177 VIG VANGUARD SPECIALIZED FUNDS 2,993.0 $658K 0.07% +2K +145.5% $219.75 +6.1%
178 NOBL PROSHARES TR 6,288.0 $654K 0.07% +857.0 +15.8% $104.07 +3.6%
179 HCA HCA HEALTHCARE INC Healthcare 1,383.0 $646K 0.07% +227.0 +19.6% $466.78 -15.6%
180 HIG HARTFORD INSURANCE GROUP INC Financial Services 4,659.0 $642K 0.07% +215.0 +4.8% $137.81 -1.3%
Page 9 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%