Gryphon Financial Partners LLC

Q3 2026 13F-HR Holdings

Location
Columbus, OH
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
389
Total value ($000)
$1,161,473
Net value change ($000)
+26,660 (2.3%)
New positions
31
Sold out positions
25
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 8,902 37.4%
AAPL 8,608 16.2%
IVV 6,281 2.8%
NVDA 5,785 17.1%
META 5,563 31.1%
SHOP 5,201 30.1%
XOM 5,184 NEW
PLTR 2,363 77.4%
AMZN 1,566 8.4%
CVX 1,535 44.9%
Top Reduces (Value $000, Stocks/ETFs)
WBD -11,834 -41.2%
XOM -4,777 -100.0%
MYRG -1,838 -41.6%
CAT -1,646 -30.9%
UNH -1,414 -11.1%
WMS -1,112 -27.8%
DY -904 -46.8%
HD -870 -24.0%
AMAT -863 -29.5%
WMT -810 -10.9%
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