Gridiron Partners, LLC
Q3 2025 13F-HR Holdings
Net value change ($000)
+14,838
(9.2%)
New positions
8
Sold out positions
3
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 2025
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| AGG | 5,422 | 12.8% |
| BND | 4,989 | 12.8% |
| PML | 1,349 | 33.1% |
| SPY | 1,259 | 7.8% |
| VTI | 677 | 8.0% |
| IWM | 244 | 12.1% |
| NZF | 199 | 6.1% |
| PDI | 185 | NEW |
| LEO | 171 | 7.2% |
| VWO | 147 | 9.5% |
Top Reduces (Value $000, Stocks/ETFs)
| PIMCO MUNICIPAL INCOME FUND | -833 | -100.0% |
| PIONEER MUNICIPAL HIGH INCOME ADVANTAGE FUND, INC. | -656 | -100.0% |
| PIONEER MUNICIPAL HIGH INCOME FUND, INC. | -323 | -100.0% |
| VCSH | -68 | -7.9% |
| PPG | -23 | -7.5% |
| KKR | -23 | -2.2% |
| DLY | -14 | -3.3% |
| VVR | -12 | -8.5% |
| BRW | -7 | -3.8% |
| SABA | -4 | -0.8% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|