Gryphon Financial Partners LLC Q4 2022 vs. Q1 2023: A Look at the Top Holdings

As the world moves towards a post-COVID era, investment portfolios continue to evolve, and the recent Gryphon Financial Partners LLC Q4 2022 vs. Q1 2023 comparison of 13F holdings shed some light on the top movers and shakers. A 13F filing is a quarterly report filed by institutional investment managers with the US Securities and Exchange Commission (SEC) that discloses their investment holdings, and Gryphon Financial Partners LLC is no exception. In this article, we'll delve into what Gryphon Financial Partners LLC's Q4 2022 vs. Q1 2023 13F filings reveal about their top holdings and how those positions have changed over the quarter.

Top Holdings

Gryphon Financial Partners LLC's Q4 2022 vs. Q1 2023 13F filings revealed that iShares TR, Vanguard Index FDS, and Apple Inc were among the top holdings for both quarters. While iShares TR remained the top holding, there was a significant shift in the value of shares held, with Q1 2023 having a 7.1% increase in the number of shares held as well as a 7.2% increase in value from the Q4 2022 figures. Vanguard Index FDS was also relatively stable, with a 5.3% decrease in the number of shares held and a 5.5% increase in value, while Apple Inc saw a slight decrease in the number of shares held (0.4%) but a much more significant increase in the value of shares (26.4%). One of the most significant changes in holding was for Warner Bros Discovery Inc, which had a remarkable 59.3% increase in the value of shares held. As for the number of shares held, there was an overall increase of 327 shares.

Movers and Shakers

Other notable movers in Gryphon Financial Partners LLC's Q4 2022 vs. Q1 2023 13F filings include Amazon.com Inc with a 21.3% increase in the value of shares held, Microsoft Corp with an 18.5% increase in value, and NVIDIA Corporation with a 75.5% increase in value. Exxon Mobil Corp, on the other hand, had a 6.3% decrease in the value of shares held, while American Tower Corp had a 2.8% decrease in the value of shares held. Overall, Gryphon Financial Partners' top holdings remained relatively stable, with minor increases and decreases. However, the significant changes in the value of shares for some of the companies, such as Warner Bros Discovery Inc and NVIDIA Corporation, are noteworthy.

Conclusion

As Gryphon Financial Partners LLC's Q4 2022 vs. Q1 2023 13F filings reveal, top holdings have remained stable while some companies have seen significant changes in the value of shares held. As always, past performance is not indicative of future results, but these quarterly filings give us an idea of where institutions are investing their money. It's always interesting to see the shifting trends and to use that information to inform our own investment decisions.