Gryphon Financial Partners LLC

Q2 2026 13F-HR Holdings

Location
Columbus, OH
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
383
Total value ($000)
$1,134,813
Net value change ($000)
+159,044 (16.3%)
New positions
47
Sold out positions
26
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 35,327 18.4%
AAPL 8,057 17.8%
MU 6,794 325.2%
IVOG 5,878 33.7%
VTI 5,533 15.8%
NVDA 5,188 18.1%
GOOGL 4,801 33.5%
UNH 4,724 58.7%
AMZN 3,495 23.0%
ABBV 3,285 16.6%
Top Reduces (Value $000, Stocks/ETFs)
HON -1,717 -100.0%
ABT -1,110 -8.9%
NFLX -1,043 -29.7%
WMT -882 -10.6%
WBD -861 -2.9%
SHOP -825 -4.6%
VONG -780 -100.0%
APA -752 -100.0%
BSCR -742 -11.4%
XOM -634 -11.7%
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