1y return+2.4%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $108 against $157 in the S&P 500.2
Gridiron Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AGGIshares Tr | $51.7M | 27.1% | +12.0% |
| BNDVanguard Bd Index Fds | $48.3M | 25.4% | +11.9% |
| SPYState Str Spdr S&p 500 Etf T | $18.3M | 9.6% | |
| VTIVanguard Index Fds | $10.2M | 5.3% | |
| EMBIshares Tr | $8.2M | 4.3% | +100.5% |
| PMLPimco Mun Income Fd II | $6.3M | 3.3% | +30.4% |
| DBLDoubleline Opportunistic Cr | $5.0M | 2.6% | +123.9% |
| XEFRXEaton Vance Sr Fltng Rte Tr | $4.6M | 2.4% | +524.8% |
| VVRInvesco Sr Income Tr | $3.5M | 1.9% | +518.4% |
| IWMIshares Tr | $2.8M | 1.5% | |
| XFFCXFlaherty & Crumrin Pfd & Inm | $2.8M | 1.5% | +26.0% |
| LEOBny Mellon Strategic Muns In | $2.6M | 1.4% | +18.8% |
| GOFGuggenheim Strategic Opportu | $2.5M | 1.3% | New |
| MDYState Str Spdr S&p Midcap 40 | $2.2M | 1.2% | |
| VEAVanguard Tax-managed Fds | $1.9M | 1.0% | |
| VWOVanguard Intl Equity Index F | $1.8M | 1.0% | |
| PSFCohen & Steers Select Pfd & | $1.7M | 0.9% | +147.4% |
| VXUSVanguard Star Fds | $1.7M | 0.9% | |
| MSFTMicrosoft Corp | $1.6M | 0.8% | |
| DSLDoubleline Income Solutions | $1.1M | 0.6% | +300.6% |
| NMZNuveen Mun High Income Oppor | $1.1M | 0.6% | −68.2% |
| BTTBlackrock Mun Target Term Tr | $1.0M | 0.5% | −32.2% |
| VCSHVanguard Scottsdale Fds | $863K | 0.5% | |
| BLWBlackrock Ltd Duration Incom | $786K | 0.4% | New |
| BSVVanguard Bd Index Fds | $780K | 0.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | December 31, 2023 | +57.1% | $18.3M |
| VTIVanguard Index Fds | December 31, 2023 | +56.0% | $10.2M |
| IWMIshares Tr | December 31, 2023 | +49.7% | $2.8M |
| VEAVanguard Tax-managed Fds | December 31, 2023 | +48.7% | $1.9M |
| VXUSVanguard Star Fds | December 31, 2023 | +47.5% | $1.7M |
| VWOVanguard Intl Equity Index F | December 31, 2023 | +45.2% | $1.8M |
| MDYState Str Spdr S&p Midcap 40 | December 31, 2023 | +38.6% | $2.2M |
| XFFCXFlaherty & Crumrin Pfd & Inm | December 31, 2023 | +17.1% | $2.8M |
| FPFFirst Tr Inter Duratn Pfd & | December 31, 2023 | +11.4% | $479K |
| KKRKkr & Co Inc | December 31, 2023 | +10.8% | $708K |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +3.4% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | −2.1% | +2.4% |
| September 30, 2025 | +3.1% | +7.8% |
| June 30, 2025 | +1.2% | +10.5% |
| March 31, 2025 | −0.0% | −4.6% |
| December 31, 2024 | −4.0% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +0.3% | +4.0% |
| March 31, 2024 | +2.5% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Gridiron Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1910867&type=13F-HR&dateb=&owner=include&count=40CIK 1910867
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1910867/000117266126003078/Filed August 5, 2026 · accession 0001172661-26-003078