Griffith & Werner, Inc.

Q3 2025 13F-HR Holdings

Location
Canton, GA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
71
Total value ($000)
$193,061
Net value change ($000)
—
New positions
70
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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)
FDEC 32,680 —
AMZN 7,761 —
AAPL 7,299 —
XOM 6,981 —
KO 6,821 —
C 6,735 —
MSFT 6,541 —
META 6,479 —
T 6,351 —
GOOGL 6,232 —
Top Reduces (Value $000, Stocks/ETFs)
—
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