Gridiron Partners, LLC

Registered adviser

CIK

1910867

Location

Wexford, PA

Portfolio Value

Small $199,450,792

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,672 / 8,827 ▲ 72 · as of Jun 2026

Top Industry

Asset Management 94.0%

Period ended 37 days ago

Filed Oct 8, 2026 · 29d

12 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 300920

Roster of Nov 1, 2026

Regulatory AUM

$285,750,950

Main clients

Pension and profit sharing plans (61% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$285,750,950	Pension and profit sharing plans (61%)
Apr 2025 to Mar 2026	$246,128,545	Pension and profit sharing plans (58%)
Apr 2024 to Mar 2025	$224,389,614	Pension and profit sharing plans (58%)
May 2023 to Mar 2024	$168,442,426	Pension and profit sharing plans (51%)
Apr 2023	$168,442,426	Pension and profit sharing plans (51%)
Apr 2022 to Mar 2023	$147,544,892	Pension and profit sharing plans (54%)

2 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 86.7% of the book (60%+)

Turnover

Medium turnover

58.5% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 10.6 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 91.6%; sector active share 74.7% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

52 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

30.9%

−2.1 pts

Top 5

74.3%

−2.7 pts

Top 10

85.5%

−1.1 pts

HHI

1,693

Moderately concentrated−219

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	75.6%	$150,806,065	12
Financial Services	22.9%	$45,732,655	36
Technology	1.2%	$2,427,978	2
Basic Materials	0.1%	$282,629	1
Industrials	0.1%	$201,465	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
GOF	Guggenheim Strategic Opportunities Fund	+749,202	975,679	$8,303,028
DSL	DoubleLine Income Solutions Fund	+188,730	285,876	$2,858,760
VVR	Invesco Senior Income Trust	+116,313	1,292,995	$3,736,755
PDO	PIMCO Dynamic Income Opportunities Fund	+63,459	78,459	$930,523
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+29,611	60,477	$3,586,890
DBL	DoubleLine Opportunistic Credit Fund	+22,678	369,129	$5,001,697
EFR	Eaton Vance Senior Floating-Rate Trust	+19,800	453,696	$4,718,438
AGG	iShares Core U.S. Aggregate Bond ETF	+18,046	542,021	$51,242,665
VEA	Vanguard FTSE Developed Markets ETF	+13,396	40,444	$2,855,750
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+5,826	33,360	$12,484,646
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
DE	Deere & Co	300	$201,465
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

52 tracked positions · $199,450,792 total · filing declares 52 positions · $199,450,819 · as of Sep 30, 2026

All sectors Basic Materials Financial Services Industrials Technology

Showing 1–50 of 52 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AGG	iShares Core U.S. Aggregate Bond ETF	Added	542,021	+18,046	$51,242,665	−1.2%	25.69%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Held	660,080	0	$46,304,612	−4.4%	23.22%
SPY	Spdr S&P 500 ETF Trust	Held	24,484	0	$18,672,232	+2.1%	9.36%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	33,360	+5,826	$12,484,646	+22.5%	6.26%
GOF	Guggenheim Strategic Opportunities Fund Financial Services	Added	975,679	+749,202	$8,303,028	+235.7%	4.16%
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	Held	85,221	0	$7,741,475	−5.8%	3.88%
PML	Pimco Municipal Income Fund II Financial Services	Held	830,828	0	$5,458,539	−13.7%	2.74%
DBL	DoubleLine Opportunistic Credit Fund Financial Services	Added	369,129	+22,678	$5,001,697	+0.4%	2.51%
EFR	Eaton Vance Senior Floating-Rate Trust Financial Services	Added	453,696	+19,800	$4,718,438	+2.6%	2.37%
VVR	Invesco Senior Income Trust Financial Services	Added	1,292,995	+116,313	$3,736,755	+5.9%	1.87%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	60,477	+29,611	$3,586,890	+94.7%	1.80%
DSL	DoubleLine Income Solutions Fund Financial Services	Added	285,876	+188,730	$2,858,760	+166.1%	1.43%
VEA	Vanguard FTSE Developed Markets ETF	Added	40,444	+13,396	$2,855,750	+48.2%	1.43%
IWM	iShares Russell 2000 ETF	Held	9,353	0	$2,599,105	−7.5%	1.30%
FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC Financial Services	Held	170,995	0	$2,554,665	−8.2%	1.28%
LEO	Bny Mellon Strategic Municipals, Inc. Financial Services	Held	404,971	0	$2,251,638	−13.9%	1.13%
MSFT	Microsoft Corp Technology	Held	4,265	0	$2,187,518	+37.5%	1.10%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	3,123	0	$2,050,905	−6.6%	1.03%
VXUS	Vanguard Total International Stock ETF	Held	19,467	0	$1,653,916	−0.6%	0.83%
PSF	Cohen & Steers Select Preferred & Income Fund, Inc. Financial Services	Held	84,339	0	$1,529,909	−9.9%	0.77%
BTT	BlackRock Municipal 2030 Target Term Trust Financial Services	Held	45,646	0	$996,908	−4.0%	0.50%
PDO	PIMCO Dynamic Income Opportunities Fund Financial Services	Added	78,459	+63,459	$930,523	+369.3%	0.47%
NMZ	Nuveen Municipal High Income Opportunity Fund Financial Services	Held	101,622	0	$910,533	−15.2%	0.46%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Held	10,961	0	$846,737	−2.3%	0.42%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Held	10,041	0	$767,132	−1.9%	0.38%
BLW	BLACKROCK Ltd DURATION INCOME TRUST Financial Services	Held	62,941	0	$723,192	−8.0%	0.36%
KKR	KKR & Co. Inc. Financial Services	Held	7,716	0	$704,470	−0.5%	0.35%
BX	Blackstone Inc. Financial Services	Held	4,454	0	$499,248	−4.7%	0.25%
DLY	DoubleLine Yield Opportunities Fund Financial Services	Held	32,714	0	$437,386	−5.0%	0.22%
FPF	First Trust Intermediate Duration Preferred & Income Fund Financial Services	Held	26,558	0	$425,193	−11.9%	0.21%
FAX	Abrdn Asia-Pacific Income Fund, Inc. Financial Services	Held	29,986	0	$392,216	−11.1%	0.20%
SABA	Saba Capital Income & Opportunities Fund II Financial Services	Held	40,182	0	$320,250	−4.6%	0.16%
NEA	Nuveen AMT-Free Quality Municipal Income Fund Financial Services	Held	31,618	0	$314,599	−15.2%	0.16%
PPG	Ppg Industries Inc Basic Materials	Held	2,709	0	$282,629	−14.0%	0.14%
NMCO	Nuveen Municipal Credit Opportunities Fund Financial Services	Held	31,128	0	$276,727	−18.4%	0.14%
NZF	Nuveen Municipal Credit Income Fund Financial Services	Held	24,134	0	$261,371	−14.6%	0.13%
INTC	Intel Corp Technology	Held	2,000	0	$240,460	−13.9%	0.12%
BBN	BlackRock Taxable Municipal Bond Trust Financial Services	Held	16,587	0	$238,852	−10.9%	0.12%
VGM	Invesco Trust for Investment Grade Municipals Financial Services	Held	27,029	0	$233,800	−18.4%	0.12%
VMO	Invesco Municipal Opportunity Trust Financial Services	Held	27,298	0	$227,938	−15.4%	0.11%
NVG	Nuveen AMT-Free Municipal Credit Income Fund Financial Services	Held	20,449	0	$216,963	−17.1%	0.11%
DE	Deere & Co Industrials	NEW	300	NEW	$201,465	NEW	0.10%
NBB	Nuveen Taxable Municipal Income Fund Financial Services	Held	11,055	0	$157,975	−9.4%	0.08%
BRW	Saba Capital Income & Opportunities Fund Financial Services	Held	25,723	0	$154,595	−8.5%	0.08%
RA	Brookfield Real Assets Income Fund Inc. Financial Services	Held	13,384	0	$154,585	−10.3%	0.08%
JPC	Nuveen Preferred & Income Opportunities Fund Financial Services	Held	21,023	0	$143,376	−13.5%	0.07%
IIM	Invesco Value Municipal Income Trust Financial Services	Held	13,456	0	$140,749	−17.8%	0.07%
TEI	Templeton Emerging Markets Income Fund Financial Services	Held	17,486	0	$107,538	−8.8%	0.05%
BGT	Blackrock Floating Rate Income Trust Financial Services	Held	10,132	0	$106,487	−1.4%	0.05%
EVN	Eaton Vance Municipal Income Trust Financial Services	Held	10,324	0	$95,393	−17.9%	0.05%

Showing the top 50 of 52 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.