Equal-WT
WhaleScore 2.0
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Gryphon Financial Partners is based out of Columbus. Gryphon Financial Partners is a large advisory firm with 709 clients and discretionary assets under management (AUM) of $1,437,269,377 (Form ADV from 2023-10-30). Their last reported 13F filing for Q4 2023 included $565,992,202 in managed 13F securities
and a top 10 holdings concentration of 52.64%. Gryphon Financial Partners's largest holding is iShares Core S&P 500 ETF-iShares Core S&P 500 ETF with shares held of 282,994. Whalewisdom has at least 26 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
SPDW SPDR Portfolio Devel | 0.56% |
MSFT Microsoft Corp. | 0.55% |
SPY SPDR S&P 500 ETF TRU | 0.45% |
IWR iShares Russell Mid- | 0.36% |
GOOGL Alphabet Inc. Class | 0.34% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
IVV iShares Core S&P 500 | 4.67% |
WBD Warner Bros.Discover | 0.57% |
IVW iShares S&P 500 Grow | 0.19% |
COP ConocoPhillips (Phil | 0.17% |
GS Goldman Sachs Group | 0.15% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
IVV iShares Core S&P 500 | 23.88% |
VTI VANGUARD TOTAL STOCK | 5.45% |
AAPL Apple Inc | 4.88% |
DY Dycom Industries Inc | 3.33% |
SPY SPDR S&P 500 ETF TRU | 3.27% |
2023-12-31
13F Activity
Market Value | $0.57b, Prior: $431m |
New Purchases | 61 stocks |
Added To | 135 stocks |
Sold out of | 14 stocks |
Reduced holdings in | 23 stocks |
Top 10 Holdings % | 52.64% |
Turnover %[1] | 32.05% |
Turnover Alt %[2] | 1.47% |
Time Held Top 20 | 14.7 quarters |
Time Held Top 10 | 12.8 quarters |
Time Held All | 12.62 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31