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Griffith & Werner - Q2 2026 13F Filings

GR

Griffith & Werner, Inc.

CIK: 0002057200
Address: Georgia Canton 111 Mountain Brook Drive Ste. 208
$213.4 M
Portfolio Value
71
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/29/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. MU Micron Technology
+$3.21 M
2. IVV Ishares Core S&P 500 Etf
+$1.5 M
3. AXP American Express Company
+$1.11 M
4. META Meta Platforms
+$858,980.53
5. SDVY First Trust Smid Cap Rising Dividend Achievers Etf
+$828,950.66

Top Sells

Q2 2026
1. XOM Exxon Mobil Corporation
−$7.16 M
2. GOOG Alphabet
−$5.47 M
3. MRVL Marvell Technology
−$2.49 M
4. C Citigroup
−$1.14 M
5. QQQ Invesco Qqq Trust Series I
−$911,837

Asset Allocation

Stocks/ETFs
+5.75%
$213.4 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Griffith & Werner Q2 2026 Filing Summary

Griffith & Werner, Inc. filed its 13F report for Q2 2026 on July 29, 2026. The portfolio totaled 213.4 M reflecting a +5.75% change from the prior quarter, spanning 71 assets. The top 10 holdings comprised 48.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 9 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Griffith & Werner’s Q2 2026 Filing

Griffith & Werner submitted their Form 13F-HR for the Q2 2026 period on 07/29/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Griffith & Werner reported a managed portfolio value of 213.4 M, consisting of 71 individual positions.

This page displays the raw filing documents. To see which stocks Griffith & Werner bought or sold during Q2 2026, please visit Griffith & Werner's Portfolio Analysis page.