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

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GE Vernova Inc.

GEV|36828A101

Shares:—

Value:$252.2K

% of Portfolio:0.2% ($252.2K/$119.6M)

EQUINOR ASA

EQNR|29446M102

Shares:—

Value:$242.5K

% of Portfolio:0.2% ($242.5K/$119.6M)

921908844

VIG|921908844

Shares:—

Value:$241.5K

% of Portfolio:0.2% ($241.5K/$119.6M)

25434V609

Shares:—

Value:$241.3K

% of Portfolio:0.2% ($241.3K/$119.6M)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:—

Value:$240.5K

% of Portfolio:0.2% ($240.5K/$119.6M)

81369Y209

Shares:—

Value:$239.3K

% of Portfolio:0.2% ($239.3K/$119.6M)

GSK plc

GSK|37733W204

Shares:—

Value:$236.1K

% of Portfolio:0.2% ($236.1K/$119.6M)

464288588

Shares:—

Value:$233.2K

% of Portfolio:0.2% ($233.2K/$119.6M)

HSBC HOLDINGS PLC

HSBC|404280406

Shares:—

Value:$230.0K

% of Portfolio:0.2% ($230.0K/$119.6M)

464288703

Shares:—

Value:$223.7K

% of Portfolio:0.2% ($223.7K/$119.6M)

46429B697

USMV|46429B697

Shares:—

Value:$223.0K

% of Portfolio:0.2% ($223.0K/$119.6M)

464287648

IWO|464287648

Shares:—

Value:$218.0K

% of Portfolio:0.2% ($218.0K/$119.6M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:—

Value:$212.8K

% of Portfolio:0.2% ($212.8K/$119.6M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:—

Value:$211.6K

% of Portfolio:0.2% ($211.6K/$119.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:—

Value:$205.0K

% of Portfolio:0.2% ($205.0K/$119.6M)

092915107

Shares:—

Value:$201.8K

% of Portfolio:0.2% ($201.8K/$119.6M)

464287200

IVV|464287200

Shares:—

Value:$201.2K

% of Portfolio:0.2% ($201.2K/$119.6M)

78464A409

SPYG|78464A409

Shares:—

Value:$194.8K

% of Portfolio:0.2% ($194.8K/$119.6M)

AMAZON COM INC

AMZN|023135106

Shares:—

Value:$183.2K

% of Portfolio:0.2% ($183.2K/$119.6M)

NVIDIA CORP

NVDA|67066G104

Shares:—

Value:$183.2K

% of Portfolio:0.2% ($183.2K/$119.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GE Vernova Inc.(GEVcusip36828A101)	—	QoQ - YoY NEW	All Managers (Combined)	$252.2K	0.2% ($252.2K/$119.6M)	QoQ -28.73% (-$101.7K) YoY NEW(+$252.2K)
EQUINOR ASA(EQNRcusip29446M102)	—	QoQ NEW YoY NEW	All Managers (Combined)	$242.5K	0.2% ($242.5K/$119.6M)	QoQ NEW(+$242.5K) YoY NEW(+$242.5K)
(VIGcusip921908844)	—	QoQ - YoY -	All Managers (Combined)	$241.5K	0.2% ($241.5K/$119.6M)	QoQ -29.69% (-$102.0K) YoY +306.92% (+$182.2K)
(cusip25434V609)✕	—	QoQ - YoY -	All Managers (Combined)	$241.3K	0.2% ($241.3K/$119.6M)	QoQ -7.49% (-$19.5K) YoY -5.40% (-$13.8K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	—	QoQ - YoY -	All Managers (Combined)	$240.5K	0.2% ($240.5K/$119.6M)	QoQ -19.91% (-$59.8K) YoY +764.98% (+$212.7K)
(cusip81369Y209)✕	—	QoQ - YoY NEW	All Managers (Combined)	$239.3K	0.2% ($239.3K/$119.6M)	QoQ +6.13% (+$13.8K) YoY NEW(+$239.3K)
GSK plc(GSKcusip37733W204)	—	QoQ NEW YoY NEW	All Managers (Combined)	$236.1K	0.2% ($236.1K/$119.6M)	QoQ NEW(+$236.1K) YoY NEW(+$236.1K)
(cusip464288588)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$233.2K	0.2% ($233.2K/$119.6M)	QoQ NEW(+$233.2K) YoY NEW(+$233.2K)
HSBC HOLDINGS PLC(HSBCcusip404280406)	—	QoQ NEW YoY NEW	All Managers (Combined)	$230.0K	0.2% ($230.0K/$119.6M)	QoQ NEW(+$230.0K) YoY NEW(+$230.0K)
(cusip464288703)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$223.7K	0.2% ($223.7K/$119.6M)	QoQ NEW(+$223.7K) YoY NEW(+$223.7K)
(USMVcusip46429B697)	—	QoQ - YoY -	All Managers (Combined)	$223.0K	0.2% ($223.0K/$119.6M)	QoQ +2.19% (+$4.8K) YoY +9.83% (+$20.0K)
(IWOcusip464287648)	—	QoQ - YoY NEW	All Managers (Combined)	$218.0K	0.2% ($218.0K/$119.6M)	QoQ -11.21% (-$27.5K) YoY NEW(+$218.0K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	—	QoQ - YoY NEW	All Managers (Combined)	$212.8K	0.2% ($212.8K/$119.6M)	QoQ +3.77% (+$7.7K) YoY NEW(+$212.8K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	—	QoQ - YoY NEW	All Managers (Combined)	$211.6K	0.2% ($211.6K/$119.6M)	QoQ -1.32% (-$2.8K) YoY NEW(+$211.6K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	—	QoQ - YoY -	All Managers (Combined)	$205.0K	0.2% ($205.0K/$119.6M)	QoQ +14.23% (+$25.5K) YoY -52.47% (-$226.4K)
(cusip092915107)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$201.8K	0.2% ($201.8K/$119.6M)	QoQ NEW(+$201.8K) YoY NEW(+$201.8K)
(IVVcusip464287200)	—	QoQ - YoY -	All Managers (Combined)	$201.2K	0.2% ($201.2K/$119.6M)	QoQ -32.81% (-$98.2K) YoY -78.76% (-$746.0K)
(SPYGcusip78464A409)	—	QoQ - YoY -	All Managers (Combined)	$194.8K	0.2% ($194.8K/$119.6M)	QoQ -82.44% (-$914.7K) YoY -78.02% (-$691.6K)
AMAZON COM INC(AMZNcusip023135106)	—	QoQ - YoY -	All Managers (Combined)	$183.2K	0.2% ($183.2K/$119.6M)	QoQ -92.05% (-$2.1M) YoY -92.85% (-$2.4M)
NVIDIA CORP(NVDAcusip67066G104)	—	QoQ - YoY -	All Managers (Combined)	$183.2K	0.2% ($183.2K/$119.6M)	QoQ -92.85% (-$2.4M) YoY -95.57% (-$4.0M)