Gryphon-Financial-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "HUM",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "ALL",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "ANDE",
  "LOW",
  "BSX",
  null,
  "COF",
  "LEN-B",
  "DUK",
  "MYRG",
  "EQNR",
  "FITB",
  "GD",
  "GILD",
  "HLT",
  "HON",
  "BITB",
  "HD",
  null,
  "MCD",
  "INTU",
  "UNP",
  "QCOM",
  "ISRG",
  "HSBC",
  "LEN",
  "AMAT",
  "RIVN",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  "IVW",
  "IJH",
  "SSP",
  null,
  null,
  "LHX",
  "IWS",
  "LIN",
  null,
  "MPC",
  "MMC",
  "PWR",
  "MA",
  "MSFT",
  "MS",
  "TMUS",
  "FCNCA",
  "GE",
  "RHI",
  "HIG",
  null,
  "AER",
  "IJR",
  "ANET",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  "VHT",
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "DGX",
  "PPG",
  null,
  "IEFA",
  "SPGI",
  "RELX",
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "SNA",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "SAP",
  null,
  null,
  "SPYG",
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TXN",
  "TMO",
  "TJX",
  "TRV",
  "UBS",
  "UBER",
  "UL",
  "UTHR",
  "VNQ",
  "VO",
  "AA",
  "RCL",
  "SCHW",
  "FMAO",
  null,
  "VWO",
  null,
  "VCIT",
  null,
  "VIG",
  "TRGP",
  "IWO",
  "IEF",
  "TSM",
  "GSK",
  null,
  null,
  "VRTX",
  "K",
  "TT",
  "AON",
  "APH",
  "AMD",
  "EL",
  "SDY",
  "FI",
  "F",
  "WEC",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "AEP",
  "NVO",
  "AMZN",
  "MSI",
  "IVE",
  "HCA",
  null,
  "NTES",
  null,
  "HBAN",
  "VEU",
  "VGT",
  "VFH",
  "VEA",
  "VXUS",
  "VBK",
  "BND",
  "VOT",
  "VB",
  "VOO",
  "V",
  "WBD",
  "WMT",
  "WFC",
  "WWD",
  null,
  null,
  "WDAY",
  null,
  "DY",
  "OC",
  "DVY",
  null,
  "KVYO",
  "NSC",
  "LBRDK",
  "SO",
  "PSX",
  "CRM",
  null,
  "DIA",
  "IXUS",
  "LYB",
  "GEV",
  "MELI",
  "MCK",
  "UPST",
  "PSA",
  "FDX",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BHP",
  null,
  "BLFS",
  "BIP",
  "CSL",
  "CBOE",
  "CBRE",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "CEG",
  "COST",
  "CSX",
  "DHR",
  "DE",
  "DFS",
  "IJJ",
  "EFA",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 275
Total Value: 119591643
Accession Number: 0001765380-25-000214
Form Type: 13F-HR
CIK: gryphon-financial-partners
Manager Name: Gryphon-Financial-Partners

Data Enrichment

90% identified

247 identified28 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

275 positions • $119.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 14

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922908751

VB|922908751

Shares:—

Value:$1.3M

% of Portfolio:1.1% ($1.3M/$119.6M)

Palo Alto Networks Inc

PANW|697435105

Shares:—

Value:$1.2M

% of Portfolio:1.0% ($1.2M/$119.6M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:—

Value:$1.2M

% of Portfolio:1.0% ($1.2M/$119.6M)

Brookfield Infrastructure Partners L.P.

BIP|G16252101

Shares:—

Value:$1.1M

% of Portfolio:0.9% ($1.1M/$119.6M)

92206C870

VCIT|92206C870

Shares:—

Value:$1.0M

% of Portfolio:0.9% ($1.0M/$119.6M)

92204A405

VFH|92204A405

Shares:—

Value:$1.0M

% of Portfolio:0.9% ($1.0M/$119.6M)

46434V456

Shares:—

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$119.6M)

16411Q101

Shares:—

Value:$987.2K

% of Portfolio:0.8% ($987.2K/$119.6M)

97717W505

Shares:—

Value:$954.0K

% of Portfolio:0.8% ($954.0K/$119.6M)

464287655

IWM|464287655

Shares:—

Value:$935.2K

% of Portfolio:0.8% ($935.2K/$119.6M)

46138J825

Shares:—

Value:$934.3K

% of Portfolio:0.8% ($934.3K/$119.6M)

97717X669

Shares:—

Value:$922.7K

% of Portfolio:0.8% ($922.7K/$119.6M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:—

Value:$908.1K

% of Portfolio:0.8% ($908.1K/$119.6M)

Upstart Holdings, Inc.

UPST|91680M107

Shares:—

Value:$907.8K

% of Portfolio:0.8% ($907.8K/$119.6M)

Klaviyo, Inc.

KVYO|49845K101

Shares:—

Value:$864.6K

% of Portfolio:0.7% ($864.6K/$119.6M)

922042858

VWO|922042858

Shares:—

Value:$795.8K

% of Portfolio:0.7% ($795.8K/$119.6M)

922908595

VBK|922908595

Shares:—

Value:$777.2K

% of Portfolio:0.6% ($777.2K/$119.6M)

922908538

VOT|922908538

Shares:—

Value:$746.8K

% of Portfolio:0.6% ($746.8K/$119.6M)

46432F842

IEFA|46432F842

Shares:—

Value:$744.1K

% of Portfolio:0.6% ($744.1K/$119.6M)

464288679

Shares:—

Value:$722.4K

% of Portfolio:0.6% ($722.4K/$119.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VBcusip922908751)	—	QoQ - YoY -	All Managers (Combined)	$1.3M	1.1% ($1.3M/$119.6M)	QoQ +9.41% (+$115.2K) YoY +21.75% (+$239.2K)
Palo Alto Networks Inc(PANWcusip697435105)	—	QoQ - YoY -	All Managers (Combined)	$1.2M	1.0% ($1.2M/$119.6M)	QoQ +12.75% (+$138.3K) YoY +152.38% (+$738.2K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	—	QoQ - YoY -	All Managers (Combined)	$1.2M	1.0% ($1.2M/$119.6M)	QoQ -4.76% (-$58.8K) YoY -0.04% (-$481)
Brookfield Infrastructure Partners L.P.(BIPcusipG16252101)	—	QoQ - YoY -	All Managers (Combined)	$1.1M	0.9% ($1.1M/$119.6M)	QoQ -6.29% (-$72.9K) YoY -4.54% (-$51.8K)
(VCITcusip92206C870)	—	QoQ NEW YoY NEW	All Managers (Combined)	$1.0M	0.9% ($1.0M/$119.6M)	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
(VFHcusip92204A405)	—	QoQ - YoY -	All Managers (Combined)	$1.0M	0.9% ($1.0M/$119.6M)	QoQ +1.18% (+$12.0K) YoY +16.68% (+$146.1K)
(cusip46434V456)✕	—	QoQ - YoY -	All Managers (Combined)	$1.0M	0.8% ($1.0M/$119.6M)	QoQ +22.56% (+$185.7K) YoY +46.18% (+$318.6K)
(cusip16411Q101)✕	—	QoQ - YoY -	All Managers (Combined)	$987.2K	0.8% ($987.2K/$119.6M)	QoQ +24.32% (+$193.1K) YoY +33.71% (+$248.9K)
(cusip97717W505)✕	—	QoQ - YoY -	All Managers (Combined)	$954.0K	0.8% ($954.0K/$119.6M)	QoQ -6.96% (-$71.4K) YoY -5.55% (-$56.1K)
(IWMcusip464287655)	—	QoQ - YoY -	All Managers (Combined)	$935.2K	0.8% ($935.2K/$119.6M)	QoQ -9.71% (-$100.7K) YoY +2.72% (+$24.8K)
(cusip46138J825)✕	—	QoQ - YoY NEW	All Managers (Combined)	$934.3K	0.8% ($934.3K/$119.6M)	QoQ +0.14% (+$1.4K) YoY NEW(+$934.3K)
(cusip97717X669)✕	—	QoQ - YoY -	All Managers (Combined)	$922.7K	0.8% ($922.7K/$119.6M)	QoQ -5.02% (-$48.8K) YoY +8.45% (+$72.0K)
Palantir Technologies Inc.(PLTRcusip69608A108)	—	QoQ - YoY -	All Managers (Combined)	$908.1K	0.8% ($908.1K/$119.6M)	QoQ +50.13% (+$303.2K) YoY -81.65% (-$4.0M)
Upstart Holdings, Inc.(UPSTcusip91680M107)	—	QoQ - YoY -	All Managers (Combined)	$907.8K	0.8% ($907.8K/$119.6M)	QoQ -39.83% (-$601.0K) YoY -15.60% (-$167.8K)
Klaviyo, Inc.(KVYOcusip49845K101)	—	QoQ NEW YoY -	All Managers (Combined)	$864.6K	0.7% ($864.6K/$119.6M)	QoQ NEW(+$864.6K) YoY -4.99% (-$45.4K)
(VWOcusip922042858)	—	QoQ - YoY -	All Managers (Combined)	$795.8K	0.7% ($795.8K/$119.6M)	QoQ +2.77% (+$21.5K) YoY +81.31% (+$356.9K)
(VBKcusip922908595)	—	QoQ - YoY -	All Managers (Combined)	$777.2K	0.6% ($777.2K/$119.6M)	QoQ -10.09% (-$87.2K) YoY -26.78% (-$284.3K)
(VOTcusip922908538)	—	QoQ - YoY -	All Managers (Combined)	$746.8K	0.6% ($746.8K/$119.6M)	QoQ -4.05% (-$31.5K) YoY +1.50% (+$11.1K)
(IEFAcusip46432F842)	—	QoQ - YoY NEW	All Managers (Combined)	$744.1K	0.6% ($744.1K/$119.6M)	QoQ +18.20% (+$114.6K) YoY NEW(+$744.1K)
(cusip464288679)✕	—	QoQ - YoY -	All Managers (Combined)	$722.4K	0.6% ($722.4K/$119.6M)	QoQ -1.38% (-$10.2K) YoY -0.07% (-$523)