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Gridiron Partners, LLC — 13F Holdings & Portfolio

CIK 1910867 · latest 13F-HR filed 2026-10-08

Backtest portfolio

Gridiron Partners, LLC manages $199.5M in 13F-reported U.S. long-equity assets across 52 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are AGG (25.69%), BND (23.22%), SPY (9.36%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 1 new position and exited 0; 8 existing positions rose in reported value and 29 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$199.5M

Long-equity book

Holdings
52

Distinct positions

Period
2026-09-30

Filed 2026-10-08

Q/Q Activity
+1 / −0 / ↑8 / ↓29

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
AGG25.7% · +3%BND23.2% · 0%SPY9.4% · 0%VTI6.3% · +21%GOF4.2% · +331%EMB3.9% · 0%PML2.7% · 0%DBL2.5% · +6%EFR2.4% · +5%VVR1.9% · +10%VWO1.8% · +96%DSL1.4% · +194%VEA1.4% · +50%IWM1.3% · 0%FFC1.3% · 0%LEO1.1% · 0%MSFT1.1% · 0%MDY1.0% · 0%VXUS0.8% · 0%PSF0.8% · 0%BTT0.5% · 0%PDO0.5% · +423%NMZ0.5% · 0%VCSH0.4% · 0%BSV0.4% · 0%BLW0.4% · 0%KKR0.4% · 0%BX0.2% · 0%DLY0.2% · 0%FPF0.2% · 0%FAX0.2% · 0%SABA0.2% · 0%NEA0.2% · 0%PPG0.1% · 0%NMCO0.1% · 0%NZF0.1% · 0%INTC0.1% · 0%BBN0.1% · 0%VGM0.1% · 0%VMO0.1% · 0%NVG0.1% · 0%DE0.1% · newNBB0.1% · 0%BRW0.1% · 0%RA0.1% · 0%JPC0.1% · 0%IIM0.1% · 0%TEI0.1% · 0%BGT0.1% · 0%EVN0.0% · 0%PFN0.0% · 0%ZTR0.0% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 82.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 30, 2026.

Assets Under Management
$9.52B
Discretionary
$9.52B
Employees
49
Accounts
31
Address
50 PINE STREET
NEW CANAAN, CT 06840
Phone
(203) 972-1100
Website
Name Title / Status Ownership Type
BURGER, JR, THOMAS, ALAN ControlMANAGING PARTNER
since Jan 2005
Less than 5%Individual
CONESE, JR, EUGENE, PAUL ControlMEMBER
since Jan 2005
25–50%Individual
GRIDIRON MANAGEMENT HOLDINGS, LP ControlMANAGING MEMBER
since Oct 2023
50–75%Domestic Entity
HARRISON, SCOTT, CHRISTOPHER ControlCHIEF OPERATING OFFICER
since Mar 2013
Less than 5%Individual
JACKSON, KEVIN, MICHAEL ControlMANAGING PARTNER
since Mar 2018
Less than 5%Individual
KURYS, JESSICA, PARKHURST ControlCHIEF FINANCIAL OFFICER
since Apr 2020
Less than 5%Individual
MILLER, SHARI, KANJI ControlCHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL
since Oct 2025
Less than 5%Individual
BURGER, JR, THOMAS, ALAN Control
Indirect owner via GRIDIRON MANAGEMENT HOLDINGS, LP
LIMITED PARTNER
since Oct 2023
25–50%Individual
BURGER, JR, THOMAS, ALAN Control
Indirect owner via GRIDIRON ULTIMATE MANAGMENT HOLDINGS, LLC
SOLE MEMBER
since Oct 2023
75% or moreIndividual
GRIDIRON ULTIMATE MANAGMENT HOLDINGS, LLC Control
Indirect owner via GRIDIRON MANAGEMENT HOLDINGS, LP
GENERAL PARTNER
since Oct 2023
General partner, trustee or managerDomestic Entity
JACKSON, KEVIN, MICHAEL Control
Indirect owner via GRIDIRON MANAGEMENT HOLDINGS, LP
LIMITED PARTNER
since Oct 2023
25–50%Individual
Ownership & leadership changes · 12 filings with changes since Feb 14, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Nov 7, 2025 filing
  • AddedMILLER, SHARI, KANJI · CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL · Less than 5% · control person
  • ChangedKURYS, JESSICA, PARKHURST · title CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER → CHIEF FINANCIAL OFFICER
Nov 10, 2023 filing
  • AddedBURGER, JR, THOMAS, ALAN · SOLE MEMBER · 75% or more · indirect via GRIDIRON ULTIMATE MANAGMENT HOLDINGS, LLC · control person
  • AddedBURGER, JR, THOMAS, ALAN · LIMITED PARTNER · 25–50% · indirect via GRIDIRON MANAGEMENT HOLDINGS, LP · control person
  • AddedGRIDIRON MANAGEMENT HOLDINGS, LP · MANAGING MEMBER · 50–75% · control person
  • AddedGRIDIRON ULTIMATE MANAGMENT HOLDINGS, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via GRIDIRON MANAGEMENT HOLDINGS, LP · control person
  • AddedJACKSON, KEVIN, MICHAEL · LIMITED PARTNER · 25–50% · indirect via GRIDIRON MANAGEMENT HOLDINGS, LP · control person
  • ChangedBURGER, JR, THOMAS, ALAN · title MEMBER/MANAGING PARTNER → MANAGING PARTNER; ownership 50–75% → Less than 5%
  • ChangedJACKSON, KEVIN, MICHAEL · ownership 10–25% → Less than 5%
Mar 31, 2023 filing
  • ChangedJACKSON, KEVIN, MICHAEL · ownership 25–50% → 10–25%
Mar 31, 2022 filing
  • ChangedJACKSON, KEVIN, MICHAEL · ownership 5–10% → 25–50%
Mar 30, 2021 filing
  • ChangedCONESE, JR, EUGENE, PAUL · title MEMBER/MANAGING PARTNER → MEMBER
May 15, 2020 filing
  • No longer listedSWAYZE, ASHLEIGH, COOPER · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jul 2013
  • ChangedKURYS, JESSICA, PARKHURST · title CHIEF FINANCIAL OFFICER → CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER
Mar 27, 2019 filing
  • AddedKURYS, JESSICA, PARKHURST · CHIEF FINANCIAL OFFICER · Less than 5% · control person
  • ChangedJACKSON, KEVIN, MICHAEL · title MANAGING DIRECTOR → MANAGING PARTNER; now a control person
Mar 30, 2018 filing
  • AddedJACKSON, KEVIN, MICHAEL · MANAGING DIRECTOR · 5–10%
  • ChangedCONESE, JR, EUGENE, PAUL · ownership 50–75% → 25–50%
Mar 31, 2017 filing
  • No longer listedRACHAL, BRIAN · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Oct 2011
Jul 15, 2013 filing
  • AddedSWAYZE, ASHLEIGH, COOPER · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedRACHAL, BRIAN · title CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER → CHIEF FINANCIAL OFFICER
Older changes (3 more filings)
Mar 28, 2013 filing
  • AddedHARRISON, SCOTT, CHRISTOPHER · CHIEF OPERATING OFFICER · Less than 5% · control person
Feb 20, 2013 filing
  • No longer listedWALSH, MICHAEL, WARREN · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Oct 2011
  • ChangedRACHAL, BRIAN · title CHIEF FINANCIAL OFFICER → CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER
Feb 14, 2012 filing (earliest on record)
  • ListedBURGER, JR, THOMAS, ALAN · MEMBER/MANAGING PARTNER · 50–75% · control person
  • ListedCONESE, JR, EUGENE, PAUL · MEMBER/MANAGING PARTNER · 50–75% · control person
  • ListedRACHAL, BRIAN · CHIEF FINANCIAL OFFICER · Less than 5% · control person
  • ListedWALSH, MICHAEL, WARREN · CHIEF COMPLIANCE OFFICER · Less than 5%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 8 →

Top Trims

Show all 29 →

New Positions

Show all 1 →

Exited Positions

  • No exits this quarter.
Show all 0 →

Gridiron Partners, LLC Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR AGG 464287226 $51.2M 25.69% 542,021 SH
2 VANGUARD BD INDEX FDS BND 921937835 $46.3M 23.22% 660,080 SH
3 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $18.7M 9.36% 24,484 SH
4 VANGUARD INDEX FDS VTI 922908769 $12.5M 6.26% 33,360 SH
5 GUGGENHEIM STRATEGIC OPPORTU GOF 40167F101 $8.3M 4.16% 975,679 SH
6 ISHARES TR EMB 464288281 $7.7M 3.88% 85,221 SH
7 PIMCO MUN INCOME FD II PML 72200W106 $5.5M 2.74% 830,828 SH
8 DOUBLELINE OPPORTUNISTIC CR DBL 258623107 $5.0M 2.51% 369,129 SH
9 EATON VANCE SR FLTNG RTE TR EFR 27828Q105 $4.7M 2.37% 453,696 SH
10 INVESCO SR INCOME TR VVR 46131H107 $3.7M 1.87% 1,292,995 SH
11 VANGUARD INTL EQUITY INDEX F VWO 922042858 $3.6M 1.80% 60,477 SH
12 DOUBLELINE INCOME SOLUTIONS DSL 258622109 $2.9M 1.43% 285,876 SH
13 VANGUARD TAX-MANAGED FDS VEA 921943858 $2.9M 1.43% 40,444 SH
14 ISHARES TR IWM 464287655 $2.6M 1.30% 9,353 SH
15 FLAHERTY & CRUMRIN PFD & INM FFC 338478100 $2.6M 1.28% 170,995 SH
16 BNY MELLON STRATEGIC MUNS IN LEO 05588W108 $2.3M 1.13% 404,971 SH
17 MICROSOFT CORP MSFT 594918104 $2.2M 1.10% 4,265 SH
18 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $2.1M 1.03% 3,123 SH
19 VANGUARD STAR FDS VXUS 921909768 $1.7M 0.83% 19,467 SH
20 COHEN & STEERS SELECT PFD & PSF 19248Y107 $1.5M 0.77% 84,339 SH
21 BLACKROCK MUN TARGET TERM TR BTT 09257P105 $996.9K 0.50% 45,646 SH
22 PIMCO DYNAMIC INCOME OPRNTS PDO 69355M107 $930.5K 0.47% 78,459 SH
23 NUVEEN MUN HIGH INCOME OPPOR NMZ 670682103 $910.5K 0.46% 101,622 SH
24 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $846.7K 0.42% 10,961 SH
25 VANGUARD BD INDEX FDS BSV 921937827 $767.1K 0.38% 10,041 SH
26 BLACKROCK LTD DURATION INCOM BLW 09249W101 $723.2K 0.36% 62,941 SH
27 KKR & CO INC KKR 48251W104 $704.5K 0.35% 7,716 SH
28 BLACKSTONE INC BX 09260D107 $499.2K 0.25% 4,454 SH
29 DOUBLELINE YIELD OPPORTUNITI DLY 25862D105 $437.4K 0.22% 32,714 SH
30 FIRST TR INTER DURATN PFD & FPF 33718W103 $425.2K 0.21% 26,558 SH
31 ABRDN ASIA PACIFIC INCOME FU FAX 003009867 $392.2K 0.20% 29,986 SH
32 SABA CAPITAL INCOME & OPPORT SABA 880198205 $320.3K 0.16% 40,182 SH
33 NUVEEN AMT FREE QLTY MUN INC NEA 670657105 $314.6K 0.16% 31,618 SH
34 PPG INDS INC PPG 693506107 $282.6K 0.14% 2,709 SH
35 NUVEEN MUN CR OPPORTUNITIES NMCO 670663103 $276.7K 0.14% 31,128 SH
36 NUVEEN MUN CR INCOME FD NZF 67070X101 $261.4K 0.13% 24,134 SH
37 INTEL CORP INTC 458140100 $240.5K 0.12% 2,000 SH
38 BLACKROCK TAX MUNICPAL BD TR BBN 09248X100 $238.9K 0.12% 16,587 SH
39 INVESCO TR INVT GRADE MUNS VGM 46131M106 $233.8K 0.12% 27,029 SH
40 INVESCO MUN OPPORTUNIT TR VMO 46132C107 $227.9K 0.11% 27,298 SH
41 NUVEEN AMT FREE MUN CR INC F NVG 67071L106 $217.0K 0.11% 20,449 SH
42 DEERE & CO DE 244199105 $201.5K 0.10% 300 SH
43 NUVEEN TAXABLE MUNICPAL INM NBB 67074C103 $158.0K 0.08% 11,055 SH
44 SABA CAPITAL INCOME & OPRNT BRW 78518H202 $154.6K 0.08% 25,723 SH
45 BROOKFIELD REAL ASSETS INCOM RA 112830104 $154.6K 0.08% 13,384 SH
46 NUVEEN PFD & INCOME OPPORTUN JPC 67073B106 $143.4K 0.07% 21,023 SH
47 INVESCO VALUE MUN INCOME TR IIM 46132P108 $140.8K 0.07% 13,456 SH
48 TEMPLETON EMERGING MKTS INCO TEI 880192109 $107.5K 0.05% 17,486 SH
49 BLACKROCK FLOATING RATE INC BGT 091941104 $106.5K 0.05% 10,132 SH
50 EATON VANCE MUN INCOME TR EVN 27826U108 $95.4K 0.05% 10,324 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-08 $199.5M 52 0001172661-26-004432
2026-06-30 2026-08-05 $190.5M 51 0001172661-26-003078
2026-03-31 2026-04-13 $163.7M 47 0001172661-26-001479
2025-12-31 2026-01-08 $175.5M 59 0001172661-26-000046
Filer Information
Address
101 BRADFORD ROAD
SUITE 200
WEXFORD, PA 15090
Phone
(724) 759-7848
Filing Manager
Gridiron Partners, LLC
Wexford, PA
Signatory
MICHAEL SCHNECK
Chief Compliance Officer