Griffin Asset Management, Inc. holds a diversified book of 245 stocks worth $948.9M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 5% of the equity book. Cloning the disclosed picks since 2025 would be +6% (+8.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/883803/holdings"
Use Arkolith to show GRIFFIN ASSET MANAGEMENT, INC.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Griffin Asset Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
93% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Griffin Asset Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Sterling Capital Management LLC | 79 / 80 | $1.5B |
| IFP Advisors, Inc | 79 / 80 | $1.1B |
| GAMMA Investing LLC | 79 / 80 | $1.0B |
| BlackRock, Inc. | 78 / 80 | $2.4T |
| MORGAN STANLEY | 78 / 80 | $565.7B |
| JPMORGAN CHASE & CO | 78 / 80 | $543.0B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $355.1B |
| NORTHERN TRUST CORP | 78 / 80 | $329.1B |
Ranked by how many of Griffin Asset Management, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $48.5M | 167.7K | 5.1% | ▼−2.2% Reduced · −4K sh | |
| 2 | ASML Hldg NV N Y REGISTRY SHS | $39.0M | 19.6K | 4.1% | ▼−3.2% Reduced · −645 sh | |
| 3 | Microsoft Corp COM | $29.7M | 79.7K | 3.1% | ▲+1.5% Added · +1K sh | |
| 4 | Alphabet Inc CAP STK CL A | $21.8M | 61.0K | 2.3% | ▼−0.3% Reduced · −177 sh | |
| 5 | JPMorgan Chase & Co COM | $20.8M | 63.5K | 2.2% | ▼−1.2% Reduced · −767 sh | |
| 6 | TJX Cos Inc New COM | $20.5M | 135.5K | 2.2% | ▼−0.6% Reduced · −840 sh | |
| 7 | Caterpillar Inc COM | $20.4M | 19.2K | 2.2% | ▼−4.4% Reduced · −878 sh | |
| 8 | Abbvie Inc COM | $19.7M | 78.1K | 2.1% | ▼−0.8% Reduced · −630 sh | |
| 9 | Nvidia Corporation COM | $19.6M | 98.0K | 2.1% | ▲+8.7% Added · +8K sh | |
| 10 | Bank Of Amer Corp COM | $19.2M | 336.8K | 2.0% | ▼−1.5% Reduced · −5K sh | |
| 11 | Johnson & Johnson COM | $18.9M | 74.4K | 2.0% | ▼−2.6% Reduced · −2K sh | |
| 12 | Amazon Com Inc COM | $18.3M | 76.9K | 1.9% | ▼−0.3% Reduced · −276 sh | |
| 13 | Wells Fargo & Co COM | $17.9M | 216.1K | 1.9% | ▲+0.2% Added · +503 sh | |
| 14 | Visa Inc COM CL A | $17.7M | 51.6K | 1.9% | ▲+0.6% Added · +296 sh | |
| 15 | Universal Display Corp COM | $16.4M | 189.1K | 1.7% | ▼−8.1% Reduced · −17K sh | |
| 16 | Goldman Sachs Group Inc COM | $16.3M | 16.1K | 1.7% | ▼−4.7% Reduced · −793 sh | |
| 17 | Home Depot Inc COM | $16.0M | 45.3K | 1.7% | ▲+5.1% Added · +2K sh | |
| 18 | Walmart Inc COM | $15.8M | 139.7K | 1.7% | ▼−1.4% Reduced · −2K sh | |
| 19 | Broadcom Inc COM | $14.8M | 39.3K | 1.6% | ▲+23% Added · +7K sh | |
| 20 | Qualcomm Inc COM | $14.7M | 79.4K | 1.5% | ▼−0.5% Reduced · −374 sh | |
| 21 | Merck & Co Inc COM | $14.2M | 110.2K | 1.5% | ▲+0.2% Added · +182 sh | |
| 22 | American Express Co COM | $13.5M | 40.0K | 1.4% | ▼−0.1% Reduced · −46 sh | |
| 23 | RTX Corporation COM | $12.9M | 68.2K | 1.4% | ▼−1.2% Reduced · −802 sh | |
| 24 | Starbucks Corp COM | $12.7M | 124.3K | 1.3% | ▼−0.7% Reduced · −838 sh | |
| 25 | Alphabet Inc CAP STK CL C | $12.5M | 35.4K | 1.3% | ▼−5.2% Reduced · −2K sh | |
| 26 | Danaher Corp Del COM | $11.7M | 61.2K | 1.2% | ▲+6.1% Added · +4K sh | |
| 27 | Chevron Corporation COM | $11.3M | 68.2K | 1.2% | ▼−10% Reduced · −8K sh | |
| 28 | Coca Cola Co COM | $11.2M | 138.2K | 1.2% | ▼−0.6% Reduced · −815 sh | |
| 29 | Dover Corp COM | $11.1M | 49.5K | 1.2% | ▼−0.3% Reduced · −135 sh | |
| 30 | Air Products And Chemicals I COM | $10.6M | 36.2K | 1.1% | ▼−0.8% Reduced · −310 sh | |
| 31 | Invesco QQQ TR UNIT SER 1 | $10.2M | 13.8K | 1.1% | ▼−3.9% Reduced · −555 sh | |
| 32 | Berkshire Hathaway Inc Del CL A | $9.7M | 13 | 1.0% | —Held | |
| 33 | Disney Walt Co COM | $9.1M | 95.1K | 1.0% | ▼−0.7% Reduced · −704 sh | |
| 34 | 3M Co COM | $8.7M | 54.0K | 0.9% | ▲+1.6% Added · +830 sh | |
| 35 | Ge Vernova Inc COM | $8.6M | 7.3K | 0.9% | ▼−27% Reduced · −3K sh | |
| 36 | Blackstone Inc COM | $8.2M | 69.5K | 0.9% | ▼−2.8% Reduced · −2K sh | |
| 37 | Costco Wholesale Corporation COM | $7.8M | 8.3K | 0.8% | ▼−4.7% Reduced · −413 sh | |
| 38 | International Business Machs COM | $7.6M | 26.9K | 0.8% | ▲+141% Added · +16K sh | |
| 39 | Citigroup Inc COM NEW | $7.4M | 52.8K | 0.8% | ▼−0.3% Reduced · −154 sh | |
| 40 | Oracle Corp COM | $7.4M | 50.2K | 0.8% | ▼−0.1% Reduced · −49 sh | |
| 41 | Berkshire Hathaway Inc Del CL B NEW | $6.8M | 13.5K | 0.7% | ▼−3.8% Reduced · −526 sh | |
| 42 | Crane Company COMMON STOCK | $6.7M | 30.2K | 0.7% | ▼−1.1% Reduced · −338 sh | |
| 43 | Illinois Tool WKS Inc COM | $6.7M | 24.7K | 0.7% | ▲+0.8% Added · +190 sh | |
| 44 | Honeywell Intl Inc COM | $6.5M | 29.2K | 0.7% | ▲New New position | |
| 45 | Honeywell Aerospace Inc COM | $6.5M | 29.2K | 0.7% | ▲New New position | |
| 46 | Ge Aerospace COM NEW | $6.5M | 17.3K | 0.7% | ▼−0.3% Reduced · −48 sh | |
| 47 | Abbott Laboratories COM | $6.4M | 70.9K | 0.7% | ▲+8.4% Added · +6K sh | |
| 48 | Pulse Biosciences Inc COM | $6.3M | 227.3K | 0.7% | ▲+0.9% Added · +2K sh | |
| 49 | ALPS ETF TR ALERIAN MLP | $6.2M | 118.8K | 0.6% | ▲+4.2% Added · +5K sh | |
| 50 | Target Corp COM | $5.6M | 43.2K | 0.6% | ▲+0.3% Added · +139 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.