AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Griffith & Werner, Inc. reported a significant expansion in assets under management for the period ending September 30, 2025. The total portfolio value grew by 24.3%, rising from $84.11 million to $104.52 million. This growth was driven by a combination of market appreciation and active capital deployment, evidenced by the addition of three new positions and net increases across 12 existing holdings. The portfolio consists of 29 total holdings, indicating a concentrated s...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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