Griffith & Werner, Inc.: 13F holdings

CIK 20572002026Q2

Positions71
Reported value$213.4m
Filed2026-07-30

Change since last quarter

Positions71 (-1 vs prior quarter)
Reported value$213.4m (+5.7%)

Top 10 holdings

SecuritySharesValueWeight
FDEC FIRST TR EXCHNG TRADED FD VI497,699$27.1m12.7%
FIRST TR EXCHNG TRADED FD VI324,846$11.1m5.2%
AMZN AMAZON COM INC40,433$9.6m4.5%
AAPL APPLE INC30,498$8.8m4.1%
C CITIGROUP INC62,334$8.7m4.1%
BAC BANK OF AMER CORP137,933$7.9m3.7%
MSFT MICROSOFT CORP20,092$7.5m3.5%
META META PLATFORMS INC13,301$7.5m3.5%
TFC TRUIST FINL CORP148,409$7.4m3.5%
KO COCA COLA CO87,195$7.1m3.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2057200")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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