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CIK: 0001729094
Total reported value
$1.1B
$1.1B
248 檔
25.9%
During the Q4 2024 filing period, Gryphon Financial Partners LLC (CIK: 0001729094) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 248 reported positions.
During Q4 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 248 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 25.43% | +0.36% | +0.39% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.39% | +0.06% | -3.44% | |
| 3 | DY | Dycom Industries Inc | Stock-Industrials | 4.19% | +0.04% | -0.06% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.06% | -0.01% | -19.13% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.96% | -0.49% | -46.64% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.63% | -0.17% | -6.34% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.27% | -0.22% | -1.66% | |
| 8 | SHOP | Shopify Inc - Class A | Stock-Tech | 2.21% | -0.34% | -0.28% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 2.19% | — | +1.06% | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 2.09% | -0.01% | +9.44% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 1.85% | -0.28% | +0.60% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.79% | -0.13% | -0.36% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.69% | -0.12% | -2.34% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.68% | +0.05% | -18.29% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.63% | +0.09% | -4.05% | |
| 16 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 1.62% | -0.50% | -3.29% | |
| 17 | TRGP | Targa Resources CORP | Stock-Energy | 1.62% | -0.13% | +0.01% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.08% | +0.21% | -6.06% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.00% | -0.08% | -3.15% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.96% | +0.03% | +0.26% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | -0.01% | +1.78% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 0.69% | +0.03% | +0.52% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.64% | +0.01% | +4.37% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.19% | +11.14% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.53% | — | +12.62% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | +0.05% | -1.09% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.52% | -0.01% | -4.58% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | -0.01% | -18.03% | |
| 29 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.46% | -0.01% | +0.68% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.05% | -0.97% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | +0.10% | -24.07% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | +0.31% | -0.96% | |
| 33 | FMAO | Farmers & Merchants Banco/oh | Stock-Other | 0.42% | +0.01% | -0.10% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.15% | -12.15% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.42% | +0.02% | +1.81% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.08% | -9.05% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.41% | -0.05% | -10.46% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.13% | -2.77% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.38% | -0.03% | +0.06% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.37% | +0.02% | -16.29% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.36% | +0.04% | +2.05% | |
| 42 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.36% | — | +95.44% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.36% | -0.10% | +10.81% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.35% | -0.02% | +13.99% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.35% | — | +816.02% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.33% | +0.01% | +23.22% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.33% | -0.08% | +5.18% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.32% | -0.03% | -0.59% | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.32% | +0.02% | +56.86% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.30% | -0.11% | -0.31% |
According to official SEC Form 13F filings, Gryphon Financial Partners LLC reported a total U.S. public equity portfolio value of $1.1B across 248 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, DY) accounted for 25.9% of total reported equity market value during Q4 2024.
During Q4 2024, Gryphon Financial Partners LLC's top holdings by market value included IVV (25.4%)、AAPL (5.4%)、DY (4.2%). The largest single position, IVV, represented 25.4% of total portfolio value.
In Q4 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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