1y return+19.2%S&P 500 +20.9%
3y return+62.3%S&P 500 +68.5%
5y return+59.4%S&P 500 +74.5%
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, 2017: $236 against $280 in the S&P 500.2
Gryphon Financial 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 |
|---|---|---|---|
| IVVIshares Tr | $227.5M | 20.5% | +3.3% |
| AAPLApple Inc | $53.2M | 4.8% | +3.4% |
| VTIVanguard Index Fds | $40.6M | 3.6% | |
| NVDANvidia Corporation | $33.9M | 3.0% | +2.9% |
| Warner Bros Discovery IncCUSIP 934423104 | $28.7M | 2.6% | |
| SPYState Str Spdr S&p 500 Etf T | $24.4M | 2.2% | −10.2% |
| MSFTMicrosoft Corp | $23.8M | 2.1% | +6.6% |
| IVOGVanguard Admiral Fds Inc | $23.3M | 2.1% | +14.2% |
| ABBVAbbvie Inc | $23.1M | 2.1% | |
| ACWIIshares Tr | $19.3M | 1.7% | +2.0% |
| GOOGLAlphabet Inc | $19.1M | 1.7% | +7.4% |
| AMZNAmazon Com Inc | $18.7M | 1.7% | +7.4% |
| METAMeta Platforms Inc | $17.9M | 1.6% | +3.3% |
| SHOPShopify Inc | $17.3M | 1.6% | |
| TRGPTarga Res Corp | $17.1M | 1.5% | |
| BRK/BBerkshire Hathaway Inc Del | $14.4M | 1.3% | +1.5% |
| UNHUnitedhealth Group Inc | $12.8M | 1.1% | +3.3% |
| JPMJpmorgan Chase & Co | $11.6M | 1.0% | −3.3% |
| ABTAbbott Laboratories | $11.4M | 1.0% | +3.1% |
| AVGOBroadcom Inc | $10.6M | 0.9% | −5.6% |
| PGProcter & Gamble Co | $9.2M | 0.8% | |
| MUMicron Technology Inc | $8.9M | 0.8% | +24.4% |
| IVWIshares Tr | $8.9M | 0.8% | |
| LLYEli Lilly & Co | $7.7M | 0.7% | +13.2% |
| IJHIshares Tr | $7.5M | 0.7% | +3.1% |
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 |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $33.9M |
| TRGPTarga Res Corp | June 30, 2020 | +1236.0% | $17.1M |
| AVGOBroadcom Inc | December 31, 2020 | +762.7% | $10.6M |
| LLYEli Lilly & Co | June 30, 2021 | +422.6% | $7.7M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $19.1M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $7.3M |
| CATCaterpillar Inc | December 31, 2022 | +344.5% | $5.3M |
| TSMTaiwan Semiconductor Manufac | March 31, 2024 | +251.0% | $6.4M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $11.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $53.2M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $1.7M
- VONGVanguard Scottsdale Fds was $780K
- APAApa Corporation was $752K
- Aercap Holdings NvCUSIP N00985106 was $474K
- WWDWoodward Inc was $467K
- GOVTIshares Tr was $460K
- Technipfmc PLCCUSIP G87110105 was $331K
- EXRExtra Space Storage Inc was $312K
- AVEMAmerican Centy Etf Tr was $276K
- GLDSpdr Gold Tr was $266K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.2% | +14.8% |
| March 31, 2026 | −4.3% | −4.6% |
| December 31, 2025 | +2.8% | +2.4% |
| September 30, 2025 | +8.9% | +7.8% |
| June 30, 2025 | +8.4% | +10.5% |
| March 31, 2025 | −3.1% | −4.6% |
| December 31, 2024 | +2.0% | +2.1% |
| September 30, 2024 | +7.1% | +5.4% |
| June 30, 2024 | +3.3% | +4.0% |
| March 31, 2024 | +8.8% | +10.0% |
| December 31, 2023 | +10.9% | +11.2% |
| September 30, 2023 | −4.8% | −3.6% |
| June 30, 2023 | +6.8% | +8.3% |
| March 31, 2023 | +6.8% | +7.0% |
| December 31, 2022 | +6.3% | +7.1% |
| September 30, 2022 | −5.9% | −5.3% |
| June 30, 2022 | −17.3% | −16.5% |
| March 31, 2022 | −3.5% | −4.9% |
| December 31, 2021 | +9.4% | +10.7% |
| September 30, 2021 | −1.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Gryphon Financial Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1729094&type=13F-HR&dateb=&owner=include&count=40CIK 1729094
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1729094/000176538026000272/Filed August 5, 2026 · accession 0001765380-26-000272