GRIFFIN ASSET MANAGEMENT, INC. Q2 2025 Filing

Filed July 25, 2025

Portfolio Value

$846.8M

Holdings

207

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (207 positions)

#StockSharesValue% PortfolioType
101
HIGHARTFORD INSURANCE GROUP INC
15,445$2.0M0.23%
102
MOALTRIA GROUP INC
31,497$1.8M0.22%
103
VGTVANGUARD WORLD FD
2,687$1.8M0.21%
104
TSLATESLA INC
5,478$1.7M0.21%
105
SMCISUPER MICRO COMPUTER INC
35,364$1.7M0.20%
106
SHOPSHOPIFY INC
14,814$1.7M0.20%
107
URIUNITED RENTALS INC
2,267$1.7M0.20%
108
VMCVULCAN MATLS CO
6,483$1.7M0.20%
109
CARRCARRIER GLOBAL CORPORATION
22,262$1.6M0.19%
110
ETENERGY TRANSFER L P
87,289$1.6M0.19%
111
LINLINDE PLC
3,287$1.5M0.18%
112
BLKBLACKROCK INC
1,442$1.5M0.18%
113
ARCCARES CAPITAL CORP
68,636$1.5M0.18%
114
CLCOLGATE PALMOLIVE CO
16,286$1.5M0.17%
115
ORLYOREILLY AUTOMOTIVE INC
15,985$1.4M0.17%
116
FASTFASTENAL CO
34,078$1.4M0.17%
117
EQIXEQUINIX INC
1,771$1.4M0.17%
118
LMTLOCKHEED MARTIN CORP
2,905$1.3M0.16%
119
YUMYUM BRANDS INC
8,533$1.3M0.15%
120
ROLROLLINS INC
21,800$1.2M0.15%
121
MLMMARTIN MARIETTA MATLS INC
2,196$1.2M0.14%
122
EPDENTERPRISE PRODS PARTNERS L
38,368$1.2M0.14%
123
KMIKINDER MORGAN INC DEL
39,907$1.2M0.14%
124
TTTRANE TECHNOLOGIES PLC
2,550$1.1M0.13%
125
PEPPEPSICO INC
8,293$1.1M0.13%
126
ROSTROSS STORES INC
8,480$1.1M0.13%
127
BKSYBLACKSKY TECHNOLOGY INC
48,110$990K0.12%
128
CRWDCROWDSTRIKE HLDGS INC
1,936$986K0.12%
129
TSCOTRACTOR SUPPLY CO
18,613$982K0.12%
130
TSMTAIWAN SEMICONDUCTOR MFG LTD
4,327$980K0.12%
131
VICIVICI PPTYS INC
29,983$977K0.12%
132
ETNEATON CORP PLC
2,630$938K0.11%
133
BXSLBLACKSTONE SECD LENDING FD
30,311$932K0.11%
134
SPGIS&P GLOBAL INC
1,725$909K0.11%
135
SBIOALPS ETF TR
30,135$906K0.11%
136
IJKISHARES TR
9,929$903K0.11%
137
CWENCLEARWAY ENERGY INC
27,222$871K0.10%
138
CLOXSERIES PORTFOLIOS TR
33,836$866K0.10%
139
IJJISHARES TR
6,927$856K0.10%
140
HACKAMPLIFY ETF TR
9,908$855K0.10%
141
VOOVANGUARD INDEX FDS
1,356$770K0.09%
142
KLACKLA CORP
855$765K0.09%
143
NKENIKE INC
9,570$679K0.08%
144
BMTABRITISH AMERN TOB PLC
13,709$648K0.08%
145
MPLXMPLX LP
12,192$627K0.07%
146
NNOXNANO X IMAGING LTD
117,074$605K0.07%
147
FEZSPDR INDEX SHS FDS
9,709$579K0.07%
148
IVESWEDBUSH SER TR
21,224$575K0.07%
149
CSCOCISCO SYS INC
8,263$573K0.07%
150
CRMSALESFORCE INC
2,068$563K0.07%
151
CLOZSERIES PORTFOLIOS TR
20,996$561K0.07%
152
BEPCBROOKFIELD RENEWABLE CORP
17,048$558K0.07%
153
NVONOVO-NORDISK A S
8,000$552K0.07%
154
OREALTY INCOME CORP
9,112$524K0.06%
155
MGNIMAGNITE INC
19,935$480K0.06%
156
VEEVVEEVA SYS INC
1,670$480K0.06%
157
KMBKIMBERLY-CLARK CORP
3,700$477K0.06%
158
BCEBCE INC
20,100$445K0.05%
159
VBVANGUARD INDEX FDS
1,882$445K0.05%
160
GISGENERAL MLS INC
8,444$437K0.05%
161
ITA*ISHARES TR
2,294$432K0.05%
162
LLYELI LILLY & CO
530$413K0.05%
163
NOWSERVICENOW INC
402$413K0.05%
164
AXONAXON ENTERPRISE INC
500$413K0.05%
165
NFLXNETFLIX INC
300$401K0.05%
166
IBBISHARES TR
3,165$400K0.05%
167
IYEISHARES TR
8,263$373K0.04%
168
LECOLINCOLN ELEC HLDGS INC
1,800$373K0.04%
169
WHRWHIRLPOOL CORP
3,670$372K0.04%
170
NEENEXTERA ENERGY INC
5,064$351K0.04%
171
UTFCOHEN & STEERS INFRASTRUCTUR
13,003$350K0.04%
172
USBUS BANCORP DEL
7,685$347K0.04%
173
DOCUDOCUSIGN INC
4,450$346K0.04%
174
BNBROOKFIELD CORP
5,600$346K0.04%
175
IYJISHARES TR
2,387$339K0.04%
176
EEMISHARES TR
6,962$335K0.04%
177
BABOEING CO
1,585$332K0.04%
178
DUKDUKE ENERGY CORP NEW
2,660$313K0.04%
179
RABROOKFIELD REAL ASSETS INCOM
21,373$285K0.03%
180
XLUSELECT SECTOR SPDR TR
3,219$262K0.03%
181
DXYZDESTINY TECH100 INC
6,780$258K0.03%
182
TTENTOTALENERGIES SE
4,105$252K0.03%
183
VOOGVANGUARD ADMIRAL FDS INC
635$251K0.03%
184
ABSIABSCI CORPORATION
97,628$250K0.03%
185
IRINGERSOLL RAND INC
2,970$247K0.03%
186
MAAMID-AMER APT CMNTYS INC
1,657$245K0.03%
187
KNSLKINSALE CAP GROUP INC
489$236K0.03%
188
8CWCROWN CASTLE INC
2,280$234K0.03%
189
GPCRSTRUCTURE THERAPEUTICS INC
11,205$232K0.03%
190
ISRGINTUITIVE SURGICAL INC
419$227K0.03%
191
EWZSISHARES TR
16,730$221K0.03%
192
EWAISHARES INC
8,341$219K0.03%
193
EWKISHARES INC
9,951$219K0.03%
194
XLESELECT SECTOR SPDR TR
2,565$217K0.03%
195
VOTVANGUARD INDEX FDS
764$217K0.03%
196
IYWISHARES TR
1,245$215K0.03%
197
OBDCBLUE OWL CAPITAL CORPORATION
14,821$212K0.03%
198
BIPCBROOKFIELD INFRASTRUCTURE CO
5,089$211K0.02%
199
NNNNNN REIT INC
4,867$210K0.02%
200
ALVAUTOLIV INC
1,841$206K0.02%
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