$272 Million is the total value of Gryphon Financial Partners LLC's 350 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGT | New | VANGUARD WORLD FDSinf tech etf | $848,000 | – | 4,000 | +100.0% | 0.31% | – |
| GLD | New | SPDR GOLD TRUST | $823,000 | – | 5,559 | +100.0% | 0.30% | – |
| XBI | New | SPDR SER TRs&p biotech | $201,000 | – | 2,590 | +100.0% | 0.07% | – |
| SNAP | New | SNAP INCcl a | $167,000 | – | 14,047 | +100.0% | 0.06% | – |
| DBI | New | DESIGNER BRANDS INCcl a | $118,000 | – | 23,620 | +100.0% | 0.04% | – |
| BIPC | New | BROOKFIELD INFRASTRUCTURE CO | $88,000 | – | 2,700 | +100.0% | 0.03% | – |
| BRKL | New | BROOKLINE BANCORP INC DEL | $14,000 | – | 1,258 | +100.0% | 0.01% | – |
| LBRDA | New | LIBERTY BROADBAND CORP | $3,000 | – | 26 | +100.0% | 0.00% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $2,000 | – | 40 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 24 | Q3 2023 | 28.9% |
| VANGUARD TOTAL | 24 | Q3 2023 | 9.2% |
| DYCOM INDS INC | 24 | Q3 2023 | 11.6% |
| PROCTER &GAMBLE CO | 24 | Q3 2023 | 6.6% |
| APPLE INC | 24 | Q3 2023 | 5.1% |
| ISHARES TR | 24 | Q3 2023 | 6.7% |
| ABBVIE INC | 24 | Q3 2023 | 4.6% |
| SPDR S&P 500 ETF TR | 24 | Q3 2023 | 3.5% |
| ABBOTT LABS | 24 | Q3 2023 | 2.9% |
| ISHARES TR | 24 | Q3 2023 | 2.6% |
View Gryphon Financial Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-05 |
View Gryphon Financial Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.