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CIK: 0001729094
Total reported value
$1.1B
$1.1B
266 檔
24.7%
In Q2 2024, Gryphon Financial Partners LLC's U.S. equity holdings reached a combined market value of $1.1B, distributed across 266 disclosed stock positions.
During Q2 2024, Gryphon Financial Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 266 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 24.92% | +0.36% | +4.24% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.86% | -0.01% | +1079.70% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.79% | +0.06% | +3.96% | |
| 4 | DY | Dycom Industries Inc | Stock-Industrials | 4.13% | +0.04% | -0.07% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.23% | -0.49% | -36.30% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.00% | -0.17% | +2.81% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 2.21% | — | +1.76% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.06% | -0.22% | +0.68% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.95% | +0.05% | +949.12% | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.91% | -0.01% | -1.77% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 1.77% | -0.28% | +1.97% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.77% | -0.12% | +1.81% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.70% | -0.13% | +3.29% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.50% | +0.09% | +4.03% | |
| 15 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 1.24% | -0.50% | -0.15% | |
| 16 | TRGP | Targa Resources CORP | Stock-Energy | 1.23% | -0.13% | -0.01% | |
| 17 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 1.19% | — | -8.30% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.08% | +0.21% | +8.63% | |
| 19 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.08% | -0.34% | +0.03% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.92% | +0.03% | +1.46% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.86% | -0.08% | +6.25% | |
| 22 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.82% | -0.09% | -0.01% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.60% | +0.01% | +6.32% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.59% | -0.01% | +1.44% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | +0.03% | +7.41% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | +0.15% | +7.92% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | -0.01% | +13.82% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | -0.01% | -2.78% | |
| 29 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.49% | -0.01% | +1.03% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.10% | +3.60% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.45% | +0.02% | +13.16% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.45% | -0.05% | +6.94% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | +0.31% | +16.77% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.08% | +9.69% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.42% | +0.02% | +19.36% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.13% | +15.37% | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.40% | — | +3.65% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.39% | -0.03% | -4.27% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.05% | +11.63% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.35% | +0.04% | +2.05% | |
| 41 | FMAO | Farmers & Merchants Banco/oh | Stock-Other | 0.35% | +0.01% | — | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.33% | -0.11% | +0.78% | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.32% | -0.03% | -0.51% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.02% | +7.65% | |
| 45 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.30% | — | — | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.29% | +0.02% | +5.89% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.29% | -0.14% | -12.29% | |
| 48 | AMT | American Tower CORP | Stock-Real Estate | 0.28% | -0.02% | -5.57% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.28% | -0.04% | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.27% | -0.10% | +6.07% |
According to official SEC Form 13F filings, Gryphon Financial Partners LLC reported a total U.S. public equity portfolio value of $1.1B across 266 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VTI, AAPL) accounted for 24.7% of total reported equity market value during Q2 2024.
During Q2 2024, Gryphon Financial Partners LLC's top holdings by market value included IVV (24.9%)、VTI (4.9%)、AAPL (4.8%). The largest single position, IVV, represented 24.9% of total portfolio value.
In Q2 2024, Gryphon Financial Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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