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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 9 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HACK AMPLIFY ETF TR 6,513.0 $489K 0.06% -1K -15.5% $75.09 +21.5%
162 NEE NEXTERA ENERGY INC Utilities 4,944.0 $459K 0.05% -100.0 -2.0% $92.88 +0.5%
163 ITA ISHARES TR 2,026.0 $443K 0.05% -122.0 -5.7% $218.75 +0.7%
164 VB VANGUARD INDEX FDS 1,627.0 $426K 0.05% -143.0 -8.1% $261.92 +7.4%
165 BCE BCE INC Communication Services 16,402.0 $414K 0.05% +116.0 +0.7% $25.24 -5.6%
166 DUK DUKE ENERGY CORP NEW Utilities 3,144.0 $412K 0.05% $130.96 -7.6%
167 BROOKFIELD ASSET MANAGMT LTD 9,260.0 $412K 0.05% -5K -36.4% $44.45
168 MU MICRON TECHNOLOGY INC Technology 1,210.0 $409K 0.05% +18.0 +1.5% $337.76 +114.6%
169 ARCC ARES CAPITAL CORP Financial Services 21,790.0 $393K 0.04% -311.0 -1.4% $18.02 +3.9%
170 UFO PROCURE ETF TRUST II 8,759.0 $392K 0.04% +2K +20.9% $44.81 +28.5%
171 NNOX NANO X IMAGING LTD Healthcare 170,809.0 $388K 0.04% $2.27 -25.1%
172 BTI BRITISH AMERN TOB PLC Consumer Defensive 6,602.0 $386K 0.04% $58.47 +13.5%
173 VOYG VOYAGER TECHNOLOGIES INC Industrials 15,937.0 $373K 0.04% +2K +14.8% $23.39 +47.2%
174 EEM ISHARES TR 6,328.0 $359K 0.04% -98.0 -1.5% $56.79 +14.4%
175 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,700.0 $357K 0.04% $96.47 -0.6%
176 VEEV VEEVA SYS INC Healthcare 1,995.0 $350K 0.04% +500.0 +33.4% $175.66 -11.0%
177 LECO LINCOLN ELEC HLDGS INC Industrials 1,400.0 $349K 0.04% -400.0 -22.2% $249.08 +4.8%
178 OIH VANECK ETF TRUST 839.0 $339K 0.04% NEW $404.21 +12.3%
179 RACE FERRARI N V Consumer Cyclical 989.0 $335K 0.04% $338.45 -5.1%
180 NORW GLOBAL X FDS 8,736.0 $334K 0.04% NEW $38.21 +2.0%
Page 9 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%