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Portfolio (Quarterly) Guide ↗

Griffith & Werner, Inc.

· CIK 0002057200
13F Portfolio $196M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 70 New
Page 3 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FJUL FIRST TR EXCHNG TRADED FD VI 9,263.0 $518K 0.26% NEW $55.92 +5.6%
42 CSCO CISCO SYS INC Technology 6,672.0 $514K 0.26% NEW $77.03 +55.3%
43 BERKSHIRE HATHAWAY INC DEL 947.0 $476K 0.24% NEW $502.65
44 FAPR FIRST TR EXCHNG TRADED FD VI 10,000.0 $444K 0.23% NEW $44.42 +4.8%
45 LLY ELI LILLY & CO Healthcare 411.0 $442K 0.23% NEW $1075.35 +0.8%
46 CAT CATERPILLAR INC Industrials 753.0 $431K 0.22% NEW $572.87 +58.8%
47 TXN TEXAS INSTRS INC Technology 2,414.0 $419K 0.21% NEW $173.49 +83.0%
48 NEE NEXTERA ENERGY INC Utilities 4,984.0 $400K 0.20% NEW $80.28 +9.2%
49 UNILEVER PLC 5,753.0 $376K 0.19% NEW $65.40
50 PAYX PAYCHEX INC Industrials 3,252.0 $365K 0.19% NEW $112.18 -15.8%
51 PM PHILIP MORRIS INTL INC Consumer Defensive 2,267.0 $364K 0.18% NEW $160.40 +13.5%
52 RF REGIONS FINANCIAL CORP NEW Financial Services 13,363.0 $362K 0.18% NEW $27.10 +3.7%
53 COST COSTCO WHSL CORP NEW Consumer Defensive 398.0 $343K 0.17% NEW $861.95 +16.4%
54 FCOR FIDELITY MERRIMACK STR TR 7,119.0 $341K 0.17% NEW $47.83 -1.1%
55 MO ALTRIA GROUP INC Consumer Defensive 5,346.0 $308K 0.16% NEW $57.66 +25.1%
56 WMT WALMART INC Consumer Defensive 2,683.0 $299K 0.15% NEW $111.42 +6.4%
57 PRU PRUDENTIAL FINL INC Financial Services 2,580.0 $291K 0.15% NEW $112.88 -10.1%
58 VMC VULCAN MATLS CO Basic Materials 1,000.0 $285K 0.14% NEW $285.22 -3.4%
59 IVV ISHARES TR 405.0 $277K 0.14% NEW $684.64 +10.1%
60 FDN FIRST TR EXCHANGE-TRADED FD 1,024.0 $276K 0.14% NEW $269.18 +2.0%
Page 3 of 4  ·  70 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
Financial Services 22.7%
Communication Services 17.1%
Technology 16.2%
Healthcare 12.4%
Consumer Defensive 8.4%
Consumer Cyclical 7.4%
Utilities 6.5%
Energy 6.3%
Industrials 2.8%
Basic Materials 0.2%