Gryphon Financial Partners LLC

Q1 2026 13F-HR Holdings

Location
Columbus, OH
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
362
Total value ($000)
$975,769
Net value change ($000)
+41,082 (4.4%)
New positions
45
Sold out positions
16
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IVOG 16,877 2904.8%
TRGP 4,230 36.0%
WMS 3,764 NEW
NVDA 2,108 7.9%
BGIG 2,048 NEW
MYCH 1,906 NEW
XOM 1,744 47.6%
WMT 1,315 18.8%
JNJ 1,299 28.3%
CVX 1,096 38.2%
Top Reduces (Value $000, Stocks/ETFs)
IVV -11,897 -5.8%
SHOP -5,642 -23.7%
MSFT -3,904 -15.0%
VTI -2,979 -7.8%
FCF -2,599 -100.0%
ABT -2,554 -17.0%
SPY -2,502 -9.5%
UNH -1,879 -18.9%
META -1,729 -9.0%
BSCQ -1,671 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 21,462 (2.2% of total reported value)
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