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Gryphon Financial Partners LLC

Location
COLUMBUS, OH
Portfolio Value
Small $585,566,439
Diversification
Diversified
Filing Date
Global Rank
#2,115 / 8,232 ▲ 198
Top Industry
Semiconductors 8.9%
3Y Alpha vs SPY
-1.3%
Period ended 2 months ago
Filed May 6, 2026 · 38d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+71.0%
SPY
+76.5%
Annualised alpha
-1.3%
Max drawdown
−19.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

267 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
Jun 2023 → Mar 2026 · range 266 – 504
Diversified−1

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 27.9% $163,503,254
Communication Services 12.3% $71,779,939
Healthcare 11.5% $67,561,870
Financial Services 11.0% $64,494,193
Unclassified 8.7% $51,033,992
Industrials 7.2% $42,008,151
Energy 6.3% $36,821,076
Consumer Cyclical 5.8% $34,155,216
Consumer Defensive 5.1% $29,922,831
Utilities 2.0% $11,577,234
Basic Materials 1.1% $6,724,010
Real Estate 1.0% $5,984,673

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
13 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
267 positions · $585,566,439 total · as of Mar 31, 2026
Showing 1–50 of 267 positions by value · page 1 of 6
Ticker Company Shares Value (USD) % of Portfolio History