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Portfolio (Quarterly) Guide ↗

GRIFFIN ASSET MANAGEMENT, INC.

· CIK 0000883803
13F Portfolio $886.6B AUM 228 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 59 Added 101 Reduced 34 Exited
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 CAMBRIA ETF TR 37,582 $232K 0.03% SOLD
22 JETS ETF SER SOLUTIONS 8,144 $229K 0.03% SOLD
23 WHR WHIRLPOOL CORP Consumer Cyclical 3,120 $225K 0.02% SOLD
24 XLI SELECT SECTOR SPDR TR 1,442 $224K 0.02% SOLD
25 IWC ISHARES TR 1,408 $222K 0.02% SOLD
26 GDX VANECK ETF TRUST 2,557 $219K 0.02% SOLD
27 ALV AUTOLIV INC Consumer Cyclical 1,841 $219K 0.02% SOLD
28 VOT VANGUARD INDEX FDS 764 $213K 0.02% SOLD
29 IUSG ISHARES TR 1,268 $213K 0.02% SOLD
30 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 7,440 $212K 0.02% SOLD
31 DXYZ DESTINY TECH100 INC 6,780 $208K 0.02% SOLD
32 MDT MEDTRONIC PLC Healthcare 2,130 $205K 0.02% SOLD
33 AGIO AGIOS PHARMACEUTICALS INC Healthcare 7,382 $201K 0.02% SOLD
34 INFLECTION POINT ACQUISITION 11,030 $118K 0.01% SOLD
Page 2 of 2  ·  34 positions
Sector Allocation
Technology 22.9%
Financial Services 17.9%
Industrials 13.9%
Healthcare 11.3%
Consumer Cyclical 10.0%
Consumer Defensive 6.8%
Energy 6.6%
Communication Services 6.0%
Basic Materials 2.5%
Utilities 1.4%