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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HOME DEPOT, INC.

HD|437076102

Shares:—

Value:$42.9K

% of Portfolio:0.0% ($42.9K/$119.6M)

Workday, Inc.

WDAY|98138H101

Shares:—

Value:$42.3K

% of Portfolio:0.0% ($42.3K/$119.6M)

Shell plc

SHEL|780259305

Shares:—

Value:$41.7K

% of Portfolio:0.0% ($41.7K/$119.6M)

UNITED THERAPEUTICS Corp

UTHR|91307C102

Shares:—

Value:$41.6K

% of Portfolio:0.0% ($41.6K/$119.6M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:—

Value:$41.2K

% of Portfolio:0.0% ($41.2K/$119.6M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:—

Value:$41.0K

% of Portfolio:0.0% ($41.0K/$119.6M)

Marathon Petroleum Corp

MPC|56585A102

Shares:—

Value:$40.9K

% of Portfolio:0.0% ($40.9K/$119.6M)

Uber Technologies, Inc

UBER|90353T100

Shares:—

Value:$39.8K

% of Portfolio:0.0% ($39.8K/$119.6M)

INTUIT INC.

INTU|461202103

Shares:—

Value:$39.3K

% of Portfolio:0.0% ($39.3K/$119.6M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:—

Value:$39.1K

% of Portfolio:0.0% ($39.1K/$119.6M)

MOODYS CORP /DE/

MCO|615369105

Shares:—

Value:$38.7K

% of Portfolio:0.0% ($38.7K/$119.6M)

Meta Platforms, Inc.

META|30303M102

Shares:—

Value:$38.6K

% of Portfolio:0.0% ($38.6K/$119.6M)

Apple Inc.

AAPL|037833100

Shares:—

Value:$38.2K

% of Portfolio:0.0% ($38.2K/$119.6M)

Mastercard Inc

MA|57636Q104

Shares:—

Value:$37.8K

% of Portfolio:0.0% ($37.8K/$119.6M)

Merck & Co., Inc.

MRK|58933Y105

Shares:—

Value:$36.9K

% of Portfolio:0.0% ($36.9K/$119.6M)

COMCAST CORP

CMCSA|20030N101

Shares:—

Value:$36.1K

% of Portfolio:0.0% ($36.1K/$119.6M)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:—

Value:$34.2K

% of Portfolio:0.0% ($34.2K/$119.6M)

Duke Energy CORP

DUK|26441C204

Shares:—

Value:$33.3K

% of Portfolio:0.0% ($33.3K/$119.6M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:—

Value:$32.5K

% of Portfolio:0.0% ($32.5K/$119.6M)

Broadcom Inc.

AVGO|11135F101

Shares:—

Value:$31.5K

% of Portfolio:0.0% ($31.5K/$119.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HOME DEPOT, INC.(HDcusip437076102)	—	QoQ - YoY -	All Managers (Combined)	$42.9K	0.0% ($42.9K/$119.6M)	QoQ -5.78% (-$2.6K) YoY -79.89% (-$170.4K)
Workday, Inc.(WDAYcusip98138H101)	—	QoQ - YoY NEW	All Managers (Combined)	$42.3K	0.0% ($42.3K/$119.6M)	QoQ -93.59% (-$617.5K) YoY NEW(+$42.3K)
Shell plc(SHELcusip780259305)	—	QoQ - YoY -	All Managers (Combined)	$41.7K	0.0% ($41.7K/$119.6M)	QoQ -92.24% (-$496.2K) YoY -92.73% (-$532.5K)
UNITED THERAPEUTICS Corp(UTHRcusip91307C102)	—	QoQ NEW YoY NEW	All Managers (Combined)	$41.6K	0.0% ($41.6K/$119.6M)	QoQ NEW(+$41.6K) YoY NEW(+$41.6K)
WASTE MANAGEMENT INC(WMcusip94106L109)	—	QoQ - YoY -	All Managers (Combined)	$41.2K	0.0% ($41.2K/$119.6M)	QoQ +14.08% (+$5.1K) YoY -55.14% (-$50.7K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	—	QoQ - YoY -	All Managers (Combined)	$41.0K	0.0% ($41.0K/$119.6M)	QoQ -0.06% (-$28) YoY -41.59% (-$29.2K)
Marathon Petroleum Corp(MPCcusip56585A102)	—	QoQ - YoY -	All Managers (Combined)	$40.9K	0.0% ($40.9K/$119.6M)	QoQ +4.43% (+$1.7K) YoY -73.57% (-$114.0K)
Uber Technologies, Inc(UBERcusip90353T100)	—	QoQ - YoY -	All Managers (Combined)	$39.8K	0.0% ($39.8K/$119.6M)	QoQ +20.78% (+$6.8K) YoY -88.33% (-$301.1K)
INTUIT INC.(INTUcusip461202103)	—	QoQ - YoY -	All Managers (Combined)	$39.3K	0.0% ($39.3K/$119.6M)	QoQ -2.30% (-$928) YoY -92.40% (-$478.1K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	—	QoQ - YoY -	All Managers (Combined)	$39.1K	0.0% ($39.1K/$119.6M)	QoQ +9.78% (+$3.5K) YoY -42.92% (-$29.4K)
MOODYS CORP /DE/(MCOcusip615369105)	—	QoQ - YoY NEW	All Managers (Combined)	$38.7K	0.0% ($38.7K/$119.6M)	QoQ -1.62% (-$637) YoY NEW(+$38.7K)
Meta Platforms, Inc.(METAcusip30303M102)	—	QoQ - YoY -	All Managers (Combined)	$38.6K	0.0% ($38.6K/$119.6M)	QoQ -97.82% (-$1.7M) YoY -98.05% (-$1.9M)
Apple Inc.(AAPLcusip037833100)	—	QoQ - YoY -	All Managers (Combined)	$38.2K	0.0% ($38.2K/$119.6M)	QoQ -96.09% (-$941.2K) YoY -97.95% (-$1.8M)
Mastercard Inc(MAcusip57636Q104)	—	QoQ - YoY -	All Managers (Combined)	$37.8K	0.0% ($37.8K/$119.6M)	QoQ +4.09% (+$1.5K) YoY -68.07% (-$80.6K)
Merck & Co., Inc.(MRKcusip58933Y105)	—	QoQ - YoY -	All Managers (Combined)	$36.9K	0.0% ($36.9K/$119.6M)	QoQ -48.13% (-$34.2K) YoY -84.51% (-$201.4K)
COMCAST CORP(CMCSAcusip20030N101)	—	QoQ - YoY -	All Managers (Combined)	$36.1K	0.0% ($36.1K/$119.6M)	QoQ -93.22% (-$497.2K) YoY -90.39% (-$339.9K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	—	QoQ NEW YoY -	All Managers (Combined)	$34.2K	0.0% ($34.2K/$119.6M)	QoQ NEW(+$34.2K) YoY -74.63% (-$100.6K)
Duke Energy CORP(DUKcusip26441C204)	—	QoQ - YoY -	All Managers (Combined)	$33.3K	0.0% ($33.3K/$119.6M)	QoQ +20.72% (+$5.7K) YoY -0.20% (-$67)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	—	QoQ - YoY -	All Managers (Combined)	$32.5K	0.0% ($32.5K/$119.6M)	QoQ -95.72% (-$726.8K) YoY -96.44% (-$879.8K)
Broadcom Inc.(AVGOcusip11135F101)	—	QoQ - YoY -	All Managers (Combined)	$31.5K	0.0% ($31.5K/$119.6M)	QoQ -28.54% (-$12.6K) YoY -75.51% (-$97.1K)