Gryphon Financial Partners LLC

CIK

1729094

Location

COLUMBUS, OH

Portfolio Value

Small $585,566,440

Diversification

Diversified

Filing Date

Global Rank

#2,412 / 8,623 ▲ 101 · as of Mar 2026

Top Industry

Semiconductors 8.9%

3Y Alpha vs SPY

+1.2%

Period ended 4 months ago

Filed May 6, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+71.4%

SPY

+65.3%

Annualised alpha

+1.4%

Max drawdown

−19.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 98% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

267 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.7%

−0.5 pts

Top 5

29.2%

+1.1 pts

Top 10

44.0%

−1.0 pts

HHI

270

Diversified−1

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.9%	$163,503,254	48
Communication Services	12.3%	$71,779,939	14
Healthcare	11.5%	$67,561,870	33
Financial Services	11.0%	$64,494,193	40
Unclassified	8.7%	$51,033,992	8
Industrials	7.2%	$42,008,152	46
Energy	6.3%	$36,821,076	21
Consumer Cyclical	5.8%	$34,155,216	19
Consumer Defensive	5.1%	$29,922,831	12
Utilities	2.0%	$11,577,234	9
Basic Materials	1.1%	$6,724,010	9
Real Estate	1.0%	$5,984,673	8

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+31,020	69,460	$45,172,616
NVDA	Nvidia Corp	+21,979	164,538	$28,695,427
BAC	Bank Of America Corp /De/	+11,026	42,837	$2,088,303
AAPL	Apple Inc.	+10,352	177,919	$45,154,062
PLTR	Palantir Technologies Inc.	+8,971	24,031	$3,515,254
HOOD	Robinhood Markets, Inc.	+8,293	11,894	$824,254
NFLX	Netflix Inc	+6,775	36,532	$3,512,551
MSFT	Microsoft Corp	+5,957	59,807	$22,138,757
GOOGL	Alphabet Inc.	+5,415	49,801	$14,320,775
SHOP	Shopify Inc.	+5,154	152,807	$18,125,966
AMZN	Amazon Com Inc	+5,125	73,085	$15,221,412
BHP	BHP Group Ltd	+4,314	21,909	$1,593,660
VZ	Verizon Communications Inc	+4,181	25,125	$1,261,275
KO	Coca Cola Co	+4,086	26,950	$2,049,547
WMT	Walmart Inc.	+4,076	66,916	$8,316,320
PFE	Pfizer Inc	+3,899	13,204	$370,768
MO	Altria Group, Inc.	+3,603	7,631	$503,569
AVGO	Broadcom Inc.	+3,539	29,605	$9,163,043
FITB	Fifth Third Bancorp	+3,503	31,194	$1,449,273
CSCO	Cisco Systems, Inc.	+3,385	30,197	$2,342,985
NEE	Nextera Energy Inc	+2,949	33,714	$3,131,356
ANET	Arista Networks, Inc.	+2,887	10,598	$1,301,222
WBD	Warner Bros. Discovery, Inc.	+2,645	1,077,490	$29,587,875
AMTM	Amentum Holdings, Inc.	+2,598	18,883	$492,468
MU	Micron Technology Inc	+2,575	6,184	$2,089,202
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HBAN	Huntington Bancshares Inc /Md/	−11,524	76,245	$1,193,234
PG	PROCTER & GAMBLE Co	−7,599	62,504	$9,028,077
GLD	Spdr Gold Trust	−2,691	618	$265,919
BITB	Bitwise Bitcoin ETF	−2,500	6,500	$239,265
ACN	Accenture plc	−2,314	1,288	$255,397
MYRG	Myr Group Inc.	−2,065	8,836	$2,494,579
AER	AerCap Holdings N.V.	−1,641	3,452	$473,545
TMUS	T-Mobile US, Inc.	−1,625	2,468	$518,354
AA	Alcoa Corp	−1,549	6,287	$417,016
SHEL	Shell plc	−1,457	6,662	$619,566
CMCSA	Comcast Corp	−1,413	35,736	$1,025,980
AMAT	Applied Materials Inc /De	−1,327	3,135	$1,071,511
F	Ford Motor Co	−1,200	37,794	$436,142
BX	Blackstone Inc.	−1,169	3,258	$374,637
WWD	Woodward, Inc.	−1,027	1,305	$467,085
ICE	Intercontinental Exchange, Inc.	−839	2,337	$367,563
EL	Estee Lauder Companies Inc	−748	3,666	$263,108
LEN	Lennar Corp /New/	−721	5,176	$449,483
COP	Conocophillips	−591	14,261	$1,882,452
ZTS	Zoetis Inc.	−590	2,060	$243,512
UNH	Unitedhealth Group Inc	−332	29,735	$8,045,993
ASML	Asml Holding NV	−300	878	$1,159,688
VRT	Vertiv Holdings Co	−293	1,861	$466,329
ADBE	Adobe Inc.	−280	1,865	$453,344
QCOM	Qualcomm Inc/De	−266	2,421	$311,776
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
WMS	Advanced Drainage Systems, Inc.	27,447	$3,763,807
FTAI	FTAI Aviation Ltd.	3,269	$800,905
RCI	Rogers Communications Inc	11,918	$458,247
ITUB	Itau Unibanco Holding S.A.	50,656	$424,497
ERIC	Ericsson Lm Telephone Co	36,305	$409,157
WELL	Welltower Inc.	1,934	$382,371
AJG	Arthur J. Gallagher & Co.	1,742	$377,282
SM	SM Energy Co	11,916	$371,540
FTI	TechnipFMC plc	4,791	$331,201
KEP	Korea Electric Power Corp	22,204	$316,407
IBKR	Interactive Brokers Group, Inc.	4,559	$305,772
EQT	EQT Corp	4,603	$292,934
SBUX	Starbucks Corp	3,033	$271,726
STX	Seagate Technology Holdings plc	668	$261,695
ODFL	Old Dominion Freight Line, Inc.	1,235	$241,319
EQIX	Equinix Inc	245	$240,158
HWM	Howmet Aerospace Inc.	1,038	$239,217
SONY	Sony Group Corp	10,717	$221,841
CMI	Cummins Inc	412	$221,664
EA	Electronic Arts Inc.	1,065	$217,121
AEIS	Advanced Energy Industries Inc	663	$213,956
CVS	CVS HEALTH Corp	2,965	$212,946
ADSK	Autodesk, Inc.	886	$212,108
ROK	Rockwell Automation, Inc	585	$209,944
GLW	Corning Inc /Ny	1,538	$209,121
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
FCF	First Commonwealth Financial Corp /Pa/	154,135	$2,598,716
AON	Aon plc	1,280	$451,686
AWF	Alliancebernstein Global High Income Fund Inc	39,841	$425,900
HLT	Hilton Worldwide Holdings Inc.	1,315	$377,733
TCBI	Texas Capital Bancshares Inc/Tx	4,155	$376,193
NRIM	Northrim Bancorp Inc	13,294	$353,753
OHI	Omega Healthcare Investors Inc	6,659	$295,260
PTC	Ptc Inc.	1,664	$289,885
EXE	EXPAND ENERGY Corp	2,565	$283,073
WTRG	Essential Utilities, Inc.	7,253	$278,225
UPS	United Parcel Service Inc	2,075	$205,819
ANF	Abercrombie & Fitch Co /De/	1,634	$205,671
MPLX	Mplx LP	3,828	$204,300
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

267 tracked positions · $585,566,440 total · filing declares 371 positions · $975,768,834 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 267 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust PUT CALL + SHARES	Added	69,460	+31,020	$45,172,616	+72.3%	7.71%
AAPL	Apple Inc. Technology	Added	177,919	+10,352	$45,154,062	−0.9%	7.71%
WBD	Warner Bros. Discovery, Inc. Communication Services	Added	1,077,490	+2,645	$29,587,875	−4.5%	5.05%
NVDA	Nvidia Corp Technology	Added	164,538	+21,979	$28,695,427	+7.9%	4.90%
MSFT	Microsoft Corp Technology	Added	59,807	+5,957	$22,138,757	−15.0%	3.78%
ABBV	AbbVie Inc. Healthcare	Added	91,042	+2,062	$19,800,724	−2.6%	3.38%
SHOP	Shopify Inc. Technology	Added	152,807	+5,154	$18,125,966	−23.7%	3.10%
META	Meta Platforms, Inc. Communication Services	Added	30,728	+1,475	$17,580,410	−9.0%	3.00%
TRGP	Targa Resources Corp. Energy	Added	63,766	+37	$15,988,049	+36.0%	2.73%
AMZN	Amazon Com Inc Consumer Cyclical	Added	73,085	+5,125	$15,221,412	−3.0%	2.60%
GOOGL	Alphabet Inc. Communication Services	Added	49,801	+5,415	$14,320,775	+3.1%	2.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	28,443	+406	$13,629,885	−3.3%	2.33%
ABT	Abbott Laboratories Healthcare	Added	121,866	+1,620	$12,511,982	−17.0%	2.14%
JPM	Jpmorgan Chase & Co Financial Services	Added	36,503	+1,847	$10,737,721	−3.8%	1.83%
AVGO	Broadcom Inc. Technology	Added	29,605	+3,539	$9,163,043	+1.6%	1.56%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	62,504	-7,599	$9,028,077	−10.1%	1.54%
WMT	Walmart Inc. Consumer Defensive	Added	66,916	+4,076	$8,316,320	+18.8%	1.42%
UNH	Unitedhealth Group Inc Healthcare	Reduced	29,735	-332	$8,045,993	−18.9%	1.37%
JNJ	Johnson & Johnson Healthcare	Added	24,077	+1,917	$5,885,381	+28.3%	1.01%
XOM	ExxonMobil Holdings Corp Energy	Added	31,896	+1,425	$5,411,475	+47.6%	0.92%
LLY	ELI LILLY & Co Healthcare	Added	5,668	+465	$5,213,256	−6.8%	0.89%
MA	Mastercard Inc Financial Services	Added	10,215	+892	$5,104,026	−4.1%	0.87%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,858	+299	$4,840,656	+23.1%	0.83%
TSLA	Tesla, Inc. Consumer Cyclical	Added	12,840	+1,212	$4,773,270	−8.7%	0.82%
V	Visa Inc. Financial Services	Added	13,456	+823	$4,066,941	−8.2%	0.69%
AEP	American Electric Power Co Inc Utilities	Added	30,923	+1,021	$4,053,386	+17.6%	0.69%
CVX	Chevron Corp Energy	Added	19,163	+337	$3,964,824	+38.2%	0.68%
CRWV	CoreWeave, Inc. Technology	Added	49,704	+20	$3,850,568	+8.2%	0.66%
WMS	Advanced Drainage Systems, Inc. Industrials	NEW	27,447	NEW	$3,763,807	NEW	0.64%
HD	Home Depot, Inc. Consumer Cyclical	Added	11,009	+1,122	$3,620,750	+6.4%	0.62%
PLTR	Palantir Technologies Inc. Technology	Added	24,031	+8,971	$3,515,254	+31.3%	0.60%
NFLX	Netflix Inc Communication Services	Added	36,532	+6,775	$3,512,551	+25.9%	0.60%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	10,373	+1,238	$3,505,555	+26.3%	0.60%
MCD	Mcdonalds Corp Consumer Cyclical	Added	10,126	+1,121	$3,147,059	+14.3%	0.54%
NEE	Nextera Energy Inc Utilities	Added	33,714	+2,949	$3,131,356	+26.8%	0.53%
GE	General Electric Co Industrials	Added	10,560	+1,014	$2,996,611	+1.9%	0.51%
CAT	Caterpillar Inc Industrials	Added	4,082	+786	$2,891,933	+53.2%	0.49%
FMAO	Farmers & Merchants Bancorp Inc Financial Services	Held	100,185	0	$2,571,748	+3.8%	0.44%
GEV	GE Vernova Inc. Industrials	Added	2,894	+304	$2,526,172	+49.2%	0.43%
MYRG	Myr Group Inc. Industrials	Reduced	8,836	-2,065	$2,494,579	+4.7%	0.43%
AMT	American Tower Corp /Ma/ Real Estate	Added	13,714	+1,001	$2,366,762	+6.0%	0.40%
CSCO	Cisco Systems, Inc. Technology	Added	30,197	+3,385	$2,342,985	+13.4%	0.40%
PANW	Palo Alto Networks Inc Technology	Added	14,074	+2,252	$2,256,343	+3.6%	0.39%
QQQ	Invesco Qqq Trust, Series 1	Added	3,846	+77	$2,219,834	−4.1%	0.38%
MU	Micron Technology Inc Technology	Added	6,184	+2,575	$2,089,202	+102.8%	0.36%
BAC	Bank Of America Corp /De/ Financial Services	Added	42,837	+11,026	$2,088,303	+19.4%	0.36%
MPC	Marathon Petroleum Corp Energy	Added	8,502	+1,110	$2,076,018	+72.7%	0.35%
AMGN	Amgen Inc Healthcare	Added	5,860	+21	$2,061,841	+7.9%	0.35%
PH	Parker-Hannifin Corp Industrials	Added	2,291	+276	$2,050,994	+15.8%	0.35%
KO	Coca Cola Co Consumer Defensive	Added	26,950	+4,086	$2,049,547	+28.2%	0.35%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.