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  Name: Gryphon Financial Partners LLC
  City: Columbus
  State: OH
  Zip: 43215
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $588,113,000
  Total Value Change : $34,388,000
  Securities Held Change : 17
   
All Securities Held : 251
  New Positions : 31
  Closed Positions : 23
  Increased Positions : 87
  Unchanged Positions : 15
  Decreased Positions : 118

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Holdings Found : 31     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SHOP)1 Year Chart         SHOP Shopify Inc 16 New $61.59 $8,420,000 109,110 1.43% 8,420,000 109,110 0.009    N/A
   (PLTR)1 Year Chart         PLTR Palantir Technologies Inc 21 New $23.31 $4,951,000 215,153 0.84% 4,951,000 215,153 0.015    N/A
   (FMAO)1 Year Chart         FMAO Farmers & Merchants Bancorp... 38 New $20.06 $2,235,000 100,290 0.38% 2,235,000 100,290 0.964    Domestic Regional Banks
   (BSCQ)1 Year Chart         BSCQ Invesco Bulletshares 2026 C... 45 New $19.18 $2,005,000 104,370 0.34% 2,005,000 104,370 0.037    N/A
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 53 New $91.50 $1,785,000 18,868 0.3% 1,785,000 18,868 0.002    Closed - End Fund - E...
   (ALL)1 Year Chart         ALL Allstate Corp 83 New $165.06 $1,000,000 5,782 0.17% 1,000,000 5,782 0.002    Property & Casualty I...
   (KVYO)1 Year Chart         KVYO Klaviyo, Inc. 89 New $22.49 $910,000 35,714 0.15% 910,000 35,714 0.016    N/A
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 97 New $76.66 $851,000 11,166 0.14% 851,000 11,166 0.008    N/A
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 145 New $69.31 $538,000 6,982 0.09% 538,000 6,982 0    N/A
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 148 New $164.39 $527,000 3,877 0.09% 527,000 3,877 0    Semiconductor - Integ...
   (EXR)1 Year Chart         EXR Extra Space Storage Inc 154 New $148.10 $503,000 3,423 0.09% 503,000 3,423 0.002    REIT - Industrial
   (SAP)1 Year Chart         SAP SAP AG (ADR) 163 New $191.10 $468,000 2,399 0.08% 468,000 2,399 0.002    Application Software
   (CSL)1 Year Chart         CSL Carlisle Companies Inc 164 New $408.85 $466,000 1,190 0.08% 466,000 1,190 0.002    Rubber & Plastics
   (HIG)1 Year Chart         HIG Hartford Financial Services... 168 New $100.85 $456,000 4,421 0.08% 456,000 4,421 0.001    Property & Casualty I...
   (SNPS)1 Year Chart         SNPS Synopsys Inc 185 New $571.45 $378,000 662 0.06% 378,000 662 0    Technical & System So...
   (OXY)1 Year Chart         OXY Occidental Petroleum Corp 195 New $59.48 $342,000 5,255 0.06% 342,000 5,255 0.001    Independent Oil & Gas
   (OC)1 Year Chart         OC Owens Corning 205 New $176.89 $318,000 1,907 0.05% 318,000 1,907 0.002    General Building Mate...
   (PATH)1 Year Chart         PATH Uipath, Inc. 208 New $12.00 $295,000 13,029 0.05% 295,000 13,029 0.003    N/A
   (PM)1 Year Chart         PM Philip Morris International... 218 New $103.61 $270,000 2,952 0.05% 270,000 2,952 0.002    Cigarettes & Other To...
   (VGIT)1 Year Chart         VGIT Vanguard Intermediate -Ter 222 New $57.82 $259,000 4,420 0.04% 259,000 4,420 0    Closed - End Fund - Debt
   (PWR)1 Year Chart         PWR Quanta Services Inc 231 New $269.32 $243,000 935 0.04% 243,000 935 0.001    General Contractors
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 232 New $292.13 $239,000 830 0.04% 239,000 830 0.001    Closed - End Fund - E...
   (DFS)1 Year Chart         DFS Discover Financial Services 233 New $124.27 $234,000 1,786 0.04% 234,000 1,786 0.001    Credit Services
   (BITB)1 Year Chart         BITB Bitwise Bitcoin ETF 234 New $37.72 $232,000 6,003 0.04% 232,000 6,003 0.068    N/A
   (CHTR)1 Year Chart         CHTR Charter Communications Inc 236 New $276.83 $232,000 798 0.04% 232,000 798 0    CATV Systems
   (PCAR)1 Year Chart         PCAR Paccar Inc 235 New $106.11 $232,000 1,873 0.04% 232,000 1,873 0    Trucks & Other Vehicles
   (MU)1 Year Chart         MU Micron Technology Inc 242 New $130.94 $211,000 1,789 0.04% 211,000 1,789 0    Semiconductor - Memor...
   (FISV)1 Year Chart         FISV Fiserv Inc 243 New $151.42 $210,000 1,314 0.04% 210,000 1,314 0    Business Software & S...
   (GIS)1 Year Chart         GIS General Mills Inc 244 New $67.46 $206,000 2,949 0.04% 206,000 2,949 0    Food - Major Diversified
   (PH)1 Year Chart         PH Parker Hannifin Corp 248 New $516.14 $200,000 360 0.03% 200,000 360 0.001    Industrial Equipment ...
   (COIN)1 Year Chart         COIN Coinbase Global, Inc. 250 New $244.16 $198,000 745 0.03% 198,000 745 0.001    N/A

      31 Records Found
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