DOSSIER · 13F-HR · Q2 2026
Griffith & Werner, Inc.
$213M in tracked AUM across 71 positions as of Q2 2026.
G&
CIK 0002057200 · last filed Jun 30, 2026
AI Analysis · Q2 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...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.