Griffith & Werner, Inc.

CIK: 0002057200Latest portfolio: $196.4M · Q4 2025

Holdings

70

Total Value

$196.4M

New Positions

0

Closed Positions

1

#StockSharesValue% PortfolioChangeType
1
FDECFIRST TR EXCHNG TRADED FD VI
643,437$32.9M16.77%-10,151
2
TRVCCITIGROUP INC
66,320$7.7M3.94%-40
3
AAPLAPPLE INC
26,842$7.3M3.72%-248
4
AMZNAMAZON COM INC
31,545$7.3M3.71%+303
5
METAMETA PLATFORMS INC
10,705$7.1M3.60%+449
6
XOMEXXON MOBIL CORP
58,257$7.0M3.57%-796
7
KOCOCA COLA CO
97,647$6.8M3.48%+921
8
JNJJOHNSON & JOHNSON
32,300$6.7M3.40%+183
9
GOOGALPHABET INC
21,207$6.7M3.39%-240
10
TFCTRUIST FINL CORP
132,529$6.5M3.32%+1K
11
TAT&T INC
259,199$6.4M3.28%+3K
12
BACBANK AMERICA CORP
117,037$6.4M3.28%+923
13
MSFTMICROSOFT CORP
13,060$6.3M3.22%+132
14
BACVERIZON COMMUNICATIONS INC
141,766$5.8M2.94%+2K
15
SOSOUTHERN CO
64,819$5.7M2.88%+935
16
XDECFIRST TR EXCHNG TRADED FD VI
125,191$5.1M2.61%-2,620
17
SPYSPDR S&P 500 ETF TR
6,345$4.3M2.20%-79
18
PGPROCTER AND GAMBLE CO
28,043$4.0M2.05%+370
19
HDHOME DEPOT INC
10,772$3.7M1.89%+159
20
NVDANVIDIA CORPORATION
19,817$3.7M1.88%+37
21
PFEPFIZER INC
144,138$3.6M1.83%+3K
22
WFCWELLS FARGO CO NEW
37,735$3.5M1.79%+472
23
UNHUNITEDHEALTH GROUP INC
9,565$3.2M1.61%+115
24
DUKDUKE ENERGY CORP NEW
26,063$3.1M1.56%+387
25
SDVYFIRST TR EXCHANGE-TRADED FD
76,527$2.9M1.49%-8,074

Quarterly Changes

New Positions

  • ULNEW
    $376K

Closed Positions

  • ULCLOSED
    $393.6M
  • PREFCLOSED
    $217.6M

Increased Positions

NameSharesChange
ORCL9K+5K
T259K+3K
PFE144K+3K
BAC142K+2K
TFC133K+1K
FCOR7K+1K
SO65K+935
BAC117K+923
KO98K+921
WFC38K+472

Decreased Positions

NameSharesChange
FDEC643K-10151
SDVY77K-8074
XDEC125K-2620
XOM58K-796
SMCI23K-705
AAPL27K-248
GOOG21K-240
NEE5K-156
ITOT1K-130
FJUL9K-100

Sector Breakdown

Financial Services0.0% ($3.2932652164375775e+61T)
Technology0.0% ($7.297631536952049e+32T)
Healthcare0.0% ($66843589315727832.0T)
Consumer Defensive0.0% ($68264018570376.3T)
Unknown0.0% ($77381166939.7T)
Industrials0.0% ($2677431364.3T)
Communication Services0.0% ($706.7T)
Consumer Cyclical0.0% ($72.8T)
Utilities0.0% ($56.5T)
Energy0.0% ($70.1B)
Basic Materials0.0% ($285K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$196.4M70
Q3 2025Nov 12, 2025$193.1B71
Q1 2025Apr 14, 2025$160.8B67
Q4 2024Feb 20, 2025$151.5B69

Fund Information

CIK0002057200
Most Recent FilingFeb 13, 2026
Number of Filings4

Griffith & Werner, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $196.4M across 70 holdings. The largest position is FIRST TR EXCHNG TRADED FD VI (FDEC), representing 16.8% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.