Gryphon Financial Partners LLC

Q4 2025 13F-HR Holdings

Location
Columbus, OH
Holdings as of
12/31/2025
Date filed
1/8/2026
Form type
13F-HR
Num holdings
332
Total value ($000)
$934,687
Net value change ($000)
+57,592 (6.6%)
New positions
29
Sold out positions
21
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
WBD 9,955 47.4%
GOOGL 3,853 38.4%
AAPL 3,734 8.9%
IVV 2,971 1.5%
SPY 2,966 12.8%
CRWV 1,958 122.4%
SHOP 1,840 8.4%
AMZN 1,805 13.0%
LLY 1,792 47.2%
JPM 1,772 18.9%
Top Reduces (Value $000, Stocks/ETFs)
RIVN -2,743 -100.0%
META -1,782 -8.4%
BBBY -1,172 -44.2%
BSCP -935 -100.0%
QUAL -919 -34.0%
ABT -825 -5.2%
ORCL -665 -28.3%
LIN -633 -41.8%
NFLX -618 -18.1%
PGR -586 -66.4%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type