Pricing

GRYPHON FINANCIAL PARTNERS LLC

0 followers ยท
COLUMBUS OH Investment Advisor
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

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)

2023-12-31

Top Sells (13F)

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

Portfolio Performance