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Portfolio (Quarterly) Guide ↗

Gryphon Financial Partners LLC

· CIK 0001729094
13F Portfolio $877M AUM Filed Nov 12, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 323 New
Page 14 of 17  ·  323 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VRT VERTIV HOLDINGS CO Industrials 2,003.0 $302K 0.03% NEW $150.86 +117.1%
262 VCIT VANGUARD SCOTTSDALE FDS 3,582.0 $301K 0.03% NEW $84.10 -2.2%
263 JMUB J P MORGAN EXCHANGE TRADED F 5,860.0 $296K 0.03% NEW $50.47 -0.9%
264 FORTINET INC 3,499.0 $294K 0.03% NEW $84.08
265 WEC WEC ENERGY GROUP INC Utilities 2,563.0 $294K 0.03% NEW $114.61 -1.0%
266 CDNS CADENCE DESIGN SYSTEM INC Technology 835.0 $293K 0.03% NEW $351.26 +6.4%
267 INSTALLED BLDG PRODS INC 1,175.0 $290K 0.03% NEW $246.66
268 MCK MCKESSON CORP Healthcare 374.0 $289K 0.03% NEW $773.55 -1.0%
269 NVO NOVO-NORDISK A S Healthcare 5,142.0 $285K 0.03% NEW $55.49 -19.0%
270 OC OWENS CORNING NEW Industrials 1,990.0 $282K 0.03% NEW $141.46 -17.0%
271 LOW LOWES COS INC Consumer Cyclical 1,089.0 $274K 0.03% NEW $251.29 -14.4%
272 TBBK BANCORP INC DEL Financial Services 3,649.0 $273K 0.03% NEW $74.89 -26.1%
273 IWO ISHARES TR 853.0 $273K 0.03% NEW $320.04 +16.3%
274 DFAT DIMENSIONAL ETF TRUST 4,686.0 $273K 0.03% NEW $58.21 +15.0%
275 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,914.0 $266K 0.03% NEW $139.17 -10.0%
276 AXON AXON ENTERPRISE INC Industrials 368.0 $264K 0.03% NEW $717.64 -46.2%
277 VIG VANGUARD SPECIALIZED FUNDS 1,219.0 $263K 0.03% NEW $215.81 +8.0%
278 FDX FEDEX CORP Industrials 1,104.0 $260K 0.03% NEW $235.91 +67.1%
279 VT VANGUARD INTL EQUITY INDEX F 1,887.0 $260K 0.03% NEW $137.80 +12.9%
280 NOC NORTHROP GRUMMAN CORP Industrials 423.0 $258K 0.03% NEW $609.90 -8.9%
Page 14 of 17  ·  323 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 31.5%
Financial Services 15.3%
Healthcare 13.3%
Communication Services 13.2%
Consumer Cyclical 7.5%
Consumer Defensive 5.4%
Industrials 5.3%
Energy 4.7%
Utilities 2.1%
Real Estate 1.0%