GRIFFIN ASSET MANAGEMENT, INC. — 13F Holdings & Portfolio

CIK 883803 · latest 13F-HR filed 2026-07-23

GRIFFIN ASSET MANAGEMENT, INC. manages $948.9M in 13F-reported U.S. long-equity assets across 245 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (5.11%), ASML (4.11%), MSFT (3.13%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 46 new positions, exited 29, added to 102, and trimmed 45.

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.

Filer Information
Address
230 PARK AVENUE
4TH FLOOR
NEW YORK, NY 10169
Phone
(917) 484-5608
Filing Manager
GRIFFIN ASSET MANAGEMENT, INC.
New York, NY
Signatory
Duncan Smith
Chief Compliance Officer
Loading holdings…
AUM

$948.9M

Long-equity book

Holdings

245

Distinct positions

Period

2026-06-30

Filed 2026-07-23

Q/Q Activity

+46 / −29 / ↑102 / ↓45

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ASML HLDG NV$12.3M +45.8%
  • CATERPILLAR INC$6.2M +43.7%
  • APPLE INC$5.0M +11.5%
  • BROADCOM INC$4.9M +49.6%
  • INTERNATIONAL BUSINESS MACHS$4.9M +179.6%
Show all 102

Top Trims

  • CHEVRON CORPORATION-$4.4M -28.2%
  • ACCENTURE PLC IRELAND-$4.1M -45.5%
  • UNIVERSAL DISPLAY CORP-$2.5M -13.2%
  • ZOETIS INC-$2.3M -58.8%
  • WALMART INC-$1.8M -10.1%
Show all 45

New Positions

  • HONEYWELL INTL INC$6.5M
  • HONEYWELL AEROSPACE INC$6.5M
  • VICOR CORP$1.2M
  • THOMSON REUTERS CORP$971.7K
  • FEDEX FGHT HLDG CO INC$871.4K
Show all 46

Exited Positions

  • EXXON MOBIL CORP$13.9M
  • HONEYWELL INTL INC$13.3M
  • THOMSON REUTERS CORP$1.1M
  • TERADYNE INC$958.0K
  • SHOPIFY INC$703.2K
Show all 29
All Holdings

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 APPLE INC AAPL 037833100 $48.5M 5.11% 167,677 SH
2 ASML HLDG NV ASML N07059210 $39.0M 4.11% 19,610 SH
3 MICROSOFT CORP MSFT 594918104 $29.7M 3.13% 79,676 SH
4 ALPHABET INC GOOGL 02079K305 $21.8M 2.30% 61,034 SH
5 JPMORGAN CHASE & CO JPM 46625H100 $20.8M 2.19% 63,452 SH
6 TJX COS INC NEW TJX 872540109 $20.5M 2.16% 135,466 SH
7 CATERPILLAR INC CAT 149123101 $20.4M 2.15% 19,166 SH
8 ABBVIE INC ABBV 00287Y109 $19.7M 2.07% 78,095 SH
9 NVIDIA CORPORATION NVDA 67066G104 $19.6M 2.07% 98,014 SH
10 BANK OF AMER CORP BAC 060505104 $19.2M 2.02% 336,818 SH
11 JOHNSON & JOHNSON JNJ 478160104 $18.9M 1.99% 74,421 SH
12 AMAZON COM INC AMZN 023135106 $18.3M 1.93% 76,851 SH
13 WELLS FARGO & CO WFC 949746101 $17.9M 1.88% 216,079 SH
14 VISA INC V 92826C839 $17.7M 1.87% 51,629 SH
15 UNIVERSAL DISPLAY CORP OLED 91347P105 $16.4M 1.73% 189,111 SH
16 GOLDMAN SACHS GROUP INC GS 38141G104 $16.3M 1.72% 16,137 SH
17 HOME DEPOT INC HD 437076102 $16.0M 1.68% 45,298 SH
18 WALMART INC WMT 931142103 $15.8M 1.67% 139,661 SH
19 BROADCOM INC AVGO 11135F101 $14.8M 1.56% 39,291 SH
20 QUALCOMM INC QCOM 747525103 $14.7M 1.55% 79,390 SH
21 MERCK & CO INC MRK 58933Y105 $14.2M 1.49% 110,155 SH
22 AMERICAN EXPRESS CO AXP 025816109 $13.5M 1.42% 39,971 SH
23 RTX CORPORATION RTX 75513E101 $12.9M 1.36% 68,173 SH
24 STARBUCKS CORP SBUX 855244109 $12.7M 1.34% 124,336 SH
25 ALPHABET INC GOOG 02079K107 $12.5M 1.32% 35,356 SH
26 DANAHER CORP DEL DHR 235851102 $11.7M 1.23% 61,237 SH
27 CHEVRON CORPORATION CVX 166764100 $11.3M 1.19% 68,198 SH
28 COCA COLA CO KO 191216100 $11.2M 1.18% 138,237 SH
29 DOVER CORP DOV 260003108 $11.1M 1.17% 49,547 SH
30 AIR PRODUCTS AND CHEMICALS I APD 009158106 $10.6M 1.12% 36,202 SH
31 INVESCO QQQ TR QQQ 46090E103 $10.2M 1.07% 13,814 SH
32 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $9.7M 1.03% 13 SH
33 DISNEY WALT CO DIS 254687106 $9.1M 0.96% 95,064 SH
34 3M CO MMM 88579Y101 $8.7M 0.92% 54,032 SH
35 GE VERNOVA INC GEV 36828A101 $8.6M 0.91% 7,320 SH
36 BLACKSTONE INC BX 09260D107 $8.2M 0.86% 69,527 SH
37 COSTCO WHOLESALE CORPORATION COST 22160K105 $7.8M 0.82% 8,286 SH
38 INTERNATIONAL BUSINESS MACHS IBM 459200101 $7.6M 0.80% 26,888 SH
39 CITIGROUP INC C 172967424 $7.4M 0.78% 52,827 SH
40 ORACLE CORP ORCL 68389X105 $7.4M 0.78% 50,212 SH
41 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $6.8M 0.71% 13,493 SH
42 CRANE COMPANY CR 224408104 $6.7M 0.71% 30,156 SH
43 ILLINOIS TOOL WKS INC ITW 452308109 $6.7M 0.70% 24,719 SH
44 HONEYWELL INTL INC HON 438516205 $6.5M 0.69% 29,221 SH
45 HONEYWELL AEROSPACE INC HONA 43849R105 $6.5M 0.68% 29,243 SH
46 GE AEROSPACE GE 369604301 $6.5M 0.68% 17,261 SH
47 ABBOTT LABORATORIES ABT 002824100 $6.4M 0.68% 70,945 SH
48 PULSE BIOSCIENCES INC PLSE 74587B101 $6.3M 0.66% 227,285 SH
49 ALPS ETF TR AMLP 00162Q452 $6.2M 0.65% 118,773 SH
50 TARGET CORP TGT 87612E106 $5.6M 0.60% 43,246 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $948.9M 245 0001941040-26-000445
2026-03-31 2026-04-30 $886.6M 228 0001941040-26-000285
2025-12-31 2026-02-06 $924.3M 234 0001941040-26-000073