GRIFFIN ASSET MANAGEMENT, INC.

data from 30/09/2025

Capitalization

$ 889.974 M 5.09 %

Average holding period

18 ans

Performance

$ 317.392 M 21 193.14 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in GRIFFIN ASSET MANAGEMENT, INC.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AAPL APPLE INC 4.97% 44.188 M $ 173540 2017/06/30 8.724 M $ 24.11 %
2025/09/30 MSFT MICROSOFT CORP 4.53% 40.294 M $ 77795 2017/06/30 1.610 M $ 4.13 %
2025/09/30 OLED UNIVERSAL DISPLAY CORP 4.35% 38.676 M $ 269275 2017/06/30 -2.920 M $ -7.01 %
2025/09/30 TJX TJX COS INC NEW 2.36% 20.991 M $ 145227 2017/06/30 3.063 M $ 17.05 %
2025/09/30 JPM JPMORGAN CHASE & CO. 2.34% 20.799 M $ 65939 2017/06/30 1.705 M $ 8.80 %
2025/09/30 ASML ASML HOLDING N V 2.29% 20.374 M $ 21045 2018/03/31 3.533 M $ 20.80 %
2025/09/30 ABBV ABBVIE INC 2.09% 18.568 M $ 80195 2017/06/30 3.680 M $ 24.74 %
2025/09/30 WFC WELLS FARGO CO NEW 2.07% 18.378 M $ 219251 2017/06/30 811.228 K $ 4.62 %
2025/09/30 BAC BANK AMERICA CORP 1.98% 17.584 M $ 340846 2017/06/30 1.449 M $ 9.02 %
2025/09/30 V VISA INC 1.94% 17.236 M $ 50489 2017/06/30 -691.291 K $ -3.85 %
2025/09/30 HD HOME DEPOT INC 1.85% 16.436 M $ 40563 2017/06/30 1.551 M $ 10.51 %
2025/09/30 NVDA NVIDIA CORPORATION 1.70% 15.095 M $ 80905 2018/09/30 2.356 M $ 18.10 %
2025/09/30 AMZN AMAZON COM INC 1.68% 14.943 M $ 68058 2017/06/30 12.362 K $ 0.08 %
2025/09/30 WMT WALMART INC 1.66% 14.803 M $ 143636 2017/06/30 799.180 K $ 5.40 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 1.66% 14.745 M $ 18516 2020/09/30 1.809 M $ 12.52 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.64% 14.625 M $ 78874 2017/06/30 2.618 M $ 21.39 %
2025/09/30 GOOGL ALPHABET INC 1.60% 14.277 M $ 58731 2017/06/30 3.447 M $ 37.94 %
2025/09/30 ORCL ORACLE CORP 1.60% 14.201 M $ 50493 2020/09/30 3.491 M $ 28.64 %
2025/09/30 BX BLACKSTONE INC 1.59% 14.128 M $ 82691 2019/06/30 1.752 M $ 14.22 %
2025/09/30 AXP AMERICAN EXPRESS CO 1.57% 13.935 M $ 41952 2017/06/30 558.370 K $ 4.13 %
2025/09/30 RTX RTX CORPORATION 1.46% 13.000 M $ 77688 2020/06/30 1.649 M $ 14.59 %
2025/09/30 QCOM QUALCOMM INC 1.30% 11.535 M $ 69336 2017/06/30 491.611 K $ 4.46 %
2025/09/30 CVX CHEVRON CORP NEW 1.24% 10.994 M $ 70798 2017/06/30 862.245 K $ 8.45 %
2025/09/30 HON HONEYWELL INTL INC 1.14% 10.141 M $ 48174 2017/06/30 -1.082 M $ -9.61 %
2025/09/30 DHR DANAHER CORPORATION 1.11% 9.896 M $ 49912 2017/06/30 35.920 K $ 0.36 %
2025/09/30 CAT CATERPILLAR INC 1.11% 9.856 M $ 20657 2017/09/30 1.836 M $ 22.91 %
2025/09/30 KO COCA COLA CO 1.11% 9.853 M $ 148560 2017/06/30 -666.453 K $ -6.26 %
2025/09/30 DIS DISNEY WALT CO 1.11% 9.842 M $ 85959 2017/06/30 -815.568 K $ -7.67 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 1.10% 9.805 M $ 13 2017/06/30 330.200 K $ 3.49 %
2025/09/30 SBUX STARBUCKS CORP 1.08% 9.613 M $ 113634 2017/06/30 -802.987 K $ -7.67 %
2025/09/30 APD AIR PRODS & CHEMS INC 1.07% 9.516 M $ 34892 2018/09/30 -366.753 K $ -3.31 %
2025/09/30 QQQ INVESCO QQQ TR 1.06% 9.407 M $ 15668 2018/06/30 777.146 K $ 8.83 %
2025/09/30 XOM EXXON MOBIL CORP 1.00% 8.942 M $ 79310 2017/06/30 398.024 K $ 4.59 %
2025/09/30 MRK MERCK & CO INC 1.00% 8.934 M $ 106449 2017/06/30 510.490 K $ 6.03 %
2025/09/30 DOV DOVER CORP 1.00% 8.922 M $ 53477 2017/09/30 -873.316 K $ -8.95 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.94% 8.333 M $ 33793 2017/09/30 -1.542 M $ -17.49 %
2025/09/30 GOOG ALPHABET INC 0.91% 8.093 M $ 33229 2017/06/30 2.214 M $ 37.30 %
2025/09/30 ABT ABBOTT LABS 0.89% 7.955 M $ 59389 2017/06/30 -121.949 K $ -1.52 %
2025/09/30 MMM 3M CO 0.86% 7.645 M $ 49267 2024/06/30 127.540 K $ 1.93 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.85% 7.530 M $ 8135 2017/09/30 -526.505 K $ -6.50 %
2025/09/30 GEV GE VERNOVA INC 0.71% 6.341 M $ 10312 2024/06/30 893.943 K $ 16.21 %
2025/09/30 TGT TARGET CORP 0.69% 6.127 M $ 68307 2017/06/30 -603.883 K $ -9.07 %
2025/09/30 AVGO BROADCOM INC 0.68% 6.069 M $ 18397 2019/03/31 998.166 K $ 19.68 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.68% 6.038 M $ 23156 2017/06/30 312.026 K $ 5.46 %
2025/09/30 CR CRANE COMPANY 0.67% 5.962 M $ 32379 2023/03/31 -189.169 K $ -3.03 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.62% 5.545 M $ 16059 2019/06/30 464.586 K $ 10.68 %
2025/09/30 AMLP ALPS ETF TR 0.62% 5.499 M $ 117178 2021/03/31 -215.586 K $ -3.95 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.61% 5.473 M $ 10886 2017/06/30 184.905 K $ 3.49 %
2025/09/30 C CITIGROUP INC 0.61% 5.423 M $ 53432 2017/09/30 879.163 K $ 19.24 %
2025/09/30 META META PLATFORMS INC 0.60% 5.334 M $ 7263 2017/06/30 -26.867 K $ -0.50 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.59% 5.282 M $ 53911 2024/06/30 246.655 K $ 5.01 %
2025/09/30 GE GE AEROSPACE 0.59% 5.238 M $ 17414 2021/09/30 760.719 K $ 16.87 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.58% 5.199 M $ 33835 2017/06/30 -197.452 K $ -3.56 %
2025/09/30 TFC TRUIST FINL CORP 0.54% 4.800 M $ 104976 2019/12/31 290.196 K $ 6.35 %
2025/09/30 BR BROADRIDGE FINL SOLUTIONS IN 0.54% 4.779 M $ 20066 2017/09/30 -96.752 K $ -2.00 %
2025/09/30 ZTS ZOETIS INC 0.52% 4.590 M $ 31372 2017/09/30 -316.904 K $ -6.18 %
2025/09/30 ULTA ULTA BEAUTY INC 0.50% 4.447 M $ 8134 2020/03/31 638.464 K $ 16.87 %
2025/09/30 SHEL SHELL PLC 0.48% 4.298 M $ 60081 2022/03/31 67.264 K $ 1.59 %
2025/09/30 ENB ENBRIDGE INC 0.48% 4.250 M $ 84220 2017/06/30 434.756 K $ 11.34 %
2025/09/30 PLSE PULSE BIOSCIENCES INC 0.45% 4.023 M $ 227312 2019/03/31 599.409 K $ 17.30 %
2025/09/30 COP CONOCOPHILLIPS 0.45% 4.008 M $ 42367 2019/12/31 205.819 K $ 5.40 %
2025/09/30 MS MORGAN STANLEY 0.45% 4.005 M $ 25192 2021/03/31 445.676 K $ 12.85 %
2025/09/30 WRB BERKLEY W R CORP 0.45% 3.963 M $ 51725 2022/03/31 162.933 K $ 4.29 %
2025/09/30 MELI MERCADOLIBRE INC 0.43% 3.856 M $ 1650 2020/03/31 -442.704 K $ -10.59 %
2025/09/30 RPM RPM INTL INC 0.42% 3.752 M $ 31828 2020/12/31 255.889 K $ 7.32 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.41% 3.692 M $ 83995 2021/03/31 55.994 K $ 1.57 %
2025/09/30 SNA SNAP ON INC 0.41% 3.678 M $ 10615 2017/12/31 375.240 K $ 11.36 %
2025/09/30 UNP UNION PAC CORP 0.41% 3.673 M $ 15541 2017/09/30 95.293 K $ 2.73 %
2025/09/30 PFE PFIZER INC 0.41% 3.646 M $ 143084 2017/06/30 159.712 K $ 5.12 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.37% 3.294 M $ 11675 2017/06/30 -147.250 K $ -4.28 %
2025/09/30 VRSK VERISK ANALYTICS INC 0.36% 3.196 M $ 12706 2018/03/31 -760.733 K $ -19.26 %
2025/09/30 MGK VANGUARD WORLD FD 0.36% 3.162 M $ 7858 2024/12/31 264.045 K $ 9.90 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.35% 3.124 M $ 14697 2025/06/30 -2.633 K $ -0.08 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.35% 3.104 M $ 8963 2017/09/30 26.018 K $ 0.84 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES INC 0.34% 3.047 M $ 9977 2019/09/30 539.697 K $ 21.76 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.34% 3.032 M $ 67226 2017/06/30 -85.521 K $ -2.57 %
2025/09/30 SMMT SUMMIT THERAPEUTICS INC 0.33% 2.898 M $ 140282 2024/09/30 -74.016 K $ -2.91 %
2025/09/30 CB CHUBB LIMITED 0.32% 2.887 M $ 10228 2017/09/30 -75.618 K $ -2.58 %
2025/09/30 VGT VANGUARD WORLD FD 0.32% 2.880 M $ 3857 2024/12/31 223.961 K $ 12.57 %
2025/09/30 WM WASTE MGMT INC DEL 0.32% 2.813 M $ 12740 2017/09/30 -100.993 K $ -3.49 %
2025/09/30 GGG GRACO INC 0.31% 2.774 M $ 32654 2017/06/30 -32.979 K $ -1.17 %
2025/09/30 IBKR INTERACTIVE BROKERS GROUP IN 0.31% 2.772 M $ 40284 2024/06/30 539.805 K $ 24.18 %
2025/09/30 T AT&T INC 0.30% 2.694 M $ 95385 2017/06/30 -69.050 K $ -2.42 %
2025/09/30 EMR EMERSON ELEC CO 0.28% 2.494 M $ 19015 2017/06/30 -40.372 K $ -1.61 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.27% 2.436 M $ 6220 2020/03/31 -343.212 K $ -12.03 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.27% 2.420 M $ 7098 2022/06/30 337.781 K $ 16.92 %
2025/09/30 TSLA TESLA INC 0.27% 2.416 M $ 5432 2021/09/30 696.034 K $ 40.00 %
2025/09/30 FDX FEDEX CORP 0.27% 2.410 M $ 10220 2017/09/30 86.572 K $ 3.74 %
2025/09/30 MCD MCDONALDS CORP 0.27% 2.407 M $ 7921 2017/06/30 92.986 K $ 4.01 %
2025/09/30 SLB SCHLUMBERGER LTD 0.27% 2.384 M $ 69350 2017/06/30 40.643 K $ 1.69 %
2025/09/30 PAYX PAYCHEX INC 0.26% 2.280 M $ 17986 2017/09/30 -331.326 K $ -12.86 %
2025/09/30 SYY SYSCO CORP 0.25% 2.250 M $ 27323 2017/06/30 226.531 K $ 8.71 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.25% 2.248 M $ 26909 2017/06/30 -427.136 K $ -17.25 %
2025/09/30 IVV ISHARES TR 0.25% 2.217 M $ 3313 2017/09/30 160.784 K $ 7.80 %
2025/09/30 SHOP SHOPIFY INC 0.25% 2.195 M $ 14769 2018/12/31 492.713 K $ 28.83 %
2025/09/30 PLD PROLOGIS INC. 0.24% 2.172 M $ 18967 2018/06/30 188.460 K $ 8.94 %
2025/09/30 URI UNITED RENTALS INC 0.24% 2.136 M $ 2237 2025/06/30 456.256 K $ 26.71 %
2025/09/30 HIG HARTFORD INSURANCE GROUP INC 0.23% 2.078 M $ 15580 2024/06/30 100.701 K $ 5.14 %
2025/09/30 VMC VULCAN MATLS CO 0.23% 2.051 M $ 6668 2024/09/30 303.404 K $ 17.94 %
2025/09/30 CI THE CIGNA GROUP 0.22% 1.965 M $ 6816 2022/03/31 -280.859 K $ -12.80 %