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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 11 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 OC OWENS CORNING NEW Industrials 2,001.0 $224K 0.02% +11.0 +0.6% $111.89 +4.9%
202 VTIP VANGUARD MALVERN FDS 4,173.0 $206K 0.02% +83.0 +2.0% $49.46 +1.5%
Page 11 of 11  ·  202 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%