GRIFFIN ASSET MANAGEMENT, INC.

PrivateCIK: 883803
Location

NEW YORK, NY

📋 What this filing means

GRIFFIN ASSET MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 245 equity positions with a total reported market value of $948.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

245
Positions
$948.90M
Total AUM (reported)
7.30M
Total Shares

Allocation by class

TOTAL AUM$948.90M245 positions
COM$716.33M75.5%
N Y REGISTRY SHS$39.01M4.1%
COM NEW$26.15M2.8%
COM CL A$25.74M2.7%
CAP STK CL A$21.81M2.3%
CL A$18.53M2.0%
CAP STK CL C$12.49M1.3%

Portfolio Concentration

Top 312.4%4–1015.0%11–2524.5%Rest48.2%TOP 1027.3%0%100%
Top 3$117.25M12.4%
4–10$141.97M15.0%
11–25$232.60M24.5%
Rest$457.08M48.2%

Top 3 weight

12.4%

Top 10 weight

27.3%

Voting Authority Distribution

Total shares with voting rights: 7.30M

Sole

Full voting authority

7.30M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole245
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings245
Rows:

APPLE INC

SOLE
COM
Shares167.68K
TypeSH
Market value$48.52M
5.11%
Sole
167.68K
Shared
0.00
None
0.00

ASML HLDG NV

SOLE
N Y REGISTRY SHS
Shares19.61K
TypeSH
Market value$39.01M
4.11%
Sole
19.61K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares79.68K
TypeSH
Market value$29.72M
3.13%
Sole
79.68K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares61.03K
TypeSH
Market value$21.81M
2.30%
Sole
61.03K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares63.45K
TypeSH
Market value$20.77M
2.19%
Sole
63.45K
Shared
0.00
None
0.00

TJX COS INC NEW

SOLE
COM
Shares135.47K
TypeSH
Market value$20.52M
2.16%
Sole
135.47K
Shared
0.00
None
0.00

CATERPILLAR INC

SOLE
COM
Shares19.17K
TypeSH
Market value$20.41M
2.15%
Sole
19.17K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares78.09K
TypeSH
Market value$19.65M
2.07%
Sole
78.09K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares98.01K
TypeSH
Market value$19.61M
2.07%
Sole
98.01K
Shared
0.00
None
0.00

BANK OF AMER CORP

SOLE
COM
Shares336.82K
TypeSH
Market value$19.19M
2.02%
Sole
336.82K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares74.42K
TypeSH
Market value$18.90M
1.99%
Sole
74.42K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares76.85K
TypeSH
Market value$18.32M
1.93%
Sole
76.85K
Shared
0.00
None
0.00

WELLS FARGO & CO

SOLE
COM
Shares216.08K
TypeSH
Market value$17.86M
1.88%
Sole
216.08K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares51.63K
TypeSH
Market value$17.71M
1.87%
Sole
51.63K
Shared
0.00
None
0.00

UNIVERSAL DISPLAY CORP

SOLE
COM
Shares189.11K
TypeSH
Market value$16.38M
1.73%
Sole
189.11K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares16.14K
TypeSH
Market value$16.32M
1.72%
Sole
16.14K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares45.30K
TypeSH
Market value$15.98M
1.68%
Sole
45.30K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares139.66K
TypeSH
Market value$15.82M
1.67%
Sole
139.66K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares39.29K
TypeSH
Market value$14.84M
1.56%
Sole
39.29K
Shared
0.00
None
0.00

QUALCOMM INC

SOLE
COM
Shares79.39K
TypeSH
Market value$14.67M
1.55%
Sole
79.39K
Shared
0.00
None
0.00

MERCK & CO INC

SOLE
COM
Shares110.16K
TypeSH
Market value$14.15M
1.49%
Sole
110.16K
Shared
0.00
None
0.00

AMERICAN EXPRESS CO

SOLE
COM
Shares39.97K
TypeSH
Market value$13.52M
1.42%
Sole
39.97K
Shared
0.00
None
0.00

RTX CORPORATION

SOLE
COM
Shares68.17K
TypeSH
Market value$12.93M
1.36%
Sole
68.17K
Shared
0.00
None
0.00

STARBUCKS CORP

SOLE
COM
Shares124.34K
TypeSH
Market value$12.71M
1.34%
Sole
124.34K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares35.36K
TypeSH
Market value$12.49M
1.32%
Sole
35.36K
Shared
0.00
None
0.00
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