Portfolio (Quarterly) Guide ↗

Griffith & Werner, Inc.

· CIK 0002057200

13F Portfolio $202M AUM 72 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 26 Added 26 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SMCI	SUPER MICRO COMPUTER INC	Technology	23,293	$682K	0.35%	SOLD
2	MET	METLIFE INC	Financial Services	2,705	$214K	0.11%	SOLD

Sector Allocation

Financial Services 21.7%

Technology 17.6%

Communication Services 16.4%

Healthcare 12.1%

Consumer Defensive 8.1%

Utilities 8.0%

Consumer Cyclical 7.6%

Energy 6.2%

Industrials 2.2%

Basic Materials 0.2%