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Traci Nickels

Gryphon Financial Partners Llc

Assets Managed
$975.769M
Holdings
360
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
4.4%(2Q avg: 5.49%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Gryphon Financial Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 360 positions.

Assets under management

The assets under management (AUM) of Gryphon Financial Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 975.769M in assets, with a quarterly growth rate of 4.4% and a 2-quarter average growth rate of 5.49%. The portfolio is managed by Traci Nickels, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.25%
19.7%
$192.152M
294,166 shares@ $653.22 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 80.7%
4.63%
$45.173M
69,460 shares@ $650.35 avg price
AAPL
Apple Inc
Recent Activity
Increased 6.18%
4.63%
$45.154M
177,919 shares@ $253.8 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -3.67%
3.6%
$35.051M
109,257 shares@ $320.82 avg price
WBD
Warner Bros Discovery Inc
Recent Activity
Increased 0.25%
3.04%
$29.588M
1.077M shares@ $27.47 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 15.42%
2.95%
$28.695M
164,538 shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 11.07%
2.27%
$22.139M
59,807 shares@ $370.17 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 2.32%
2.03%
$19.801M
91,042 shares@ $217.49 avg price
SHOP
Shopify Inc - Class A
Recent Activity
Increased 3.5%
1.86%
$18.126M
152,807 shares@ $118.62 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 5.05%
1.81%
$17.58M
30,728 shares@ $572.13 avg price

1-10 of 360