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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 3 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ORCL ORACLE CORP Technology 50,261.0 $7.4M 0.83% -499.0 -1.0% $147.11 +31.2%
42 ABT ABBOTT LABORATORIES Healthcare 65,442.0 $6.7M 0.76% +6K +10.1% $102.67 -14.4%
43 BERKSHIRE HATHAWAY INC DEL 14,019.0 $6.7M 0.76% -840.0 -5.7% $479.20
44 ITW ILLINOIS TOOL WKS INC Industrials 24,529.0 $6.4M 0.72% -240.0 -1.0% $260.29 -4.8%
45 C CITIGROUP INC Financial Services 52,981.0 $6.0M 0.68% -443.0 -0.8% $113.41 +7.9%
46 AMLP ALPS ETF TR 113,947.0 $6.0M 0.68% -3K -2.5% $52.64 +3.5%
47 COP CONOCOPHILLIPS Energy 44,994.0 $5.9M 0.67% +1K +3.0% $132.00 -7.3%
48 TGT TARGET CORP Consumer Defensive 43,107.0 $5.2M 0.59% -10K -18.5% $121.20 +0.3%
49 CR CRANE COMPANY Industrials 30,494.0 $5.2M 0.59% -1K -3.3% $171.00 +0.5%
50 META META PLATFORMS INC Communication Services 9,063.0 $5.2M 0.58% +69.0 +0.8% $572.12 +7.4%
51 GE GE AEROSPACE Industrials 17,309.0 $4.9M 0.55% -95.0 -0.6% $283.77 -0.8%
52 PLSE PULSE BIOSCIENCES INC Healthcare 225,177.0 $4.9M 0.55% -1K -0.5% $21.59 +13.7%
53 PG PROCTER & GAMBLE CO Consumer Defensive 32,677.0 $4.7M 0.53% -350.0 -1.1% $144.44 -2.0%
54 UBER UBER TECHNOLOGIES INC Technology 65,608.0 $4.7M 0.53% -3K -3.7% $71.93 +4.4%
55 ULTA ULTA BEAUTY INC Consumer Cyclical 8,951.0 $4.7M 0.53% +590.0 +7.1% $522.71 -5.4%
56 MS MORGAN STANLEY Financial Services 27,251.0 $4.5M 0.51% +714.0 +2.7% $164.57 +17.0%
57 TFC TRUIST FINL CORP Financial Services 97,188.0 $4.5M 0.50% -8K -7.4% $45.97 +2.2%
58 SHEL SHELL PLC Energy 47,120.0 $4.4M 0.49% -10K -17.4% $93.00 -8.2%
59 ENB ENBRIDGE INC Energy 79,538.0 $4.3M 0.49% -3K -3.7% $54.14 +2.2%
60 UNP UNION PAC CORP Industrials 17,010.0 $4.1M 0.47% +496.0 +3.0% $242.62 +11.5%
Page 3 of 12  ·  228 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 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%