Griffin Asset Management, Inc. Top Holdings and 13F Report (2025) About Griffin Asset Management, Inc.Investment ActivityGriffin Asset Management, Inc. has $851.06 million in total holdings as of December 31, 2024.Griffin Asset Management, Inc. owns shares of 212 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 1.77% of the portfolio was purchased this quarter.About 3.59% of the portfolio was sold this quarter.This quarter, Griffin Asset Management, Inc. has purchased 211 new stocks and bought additional shares in 60 stocks.Griffin Asset Management, Inc. sold shares of 113 stocks and completely divested from 15 stocks this quarter.Largest Holdings Universal Display $63,990,027Apple $45,274,525Microsoft $34,722,584TJX Companies $17,945,827Wells Fargo & Company $17,379,841 Largest New Holdings this Quarter ISHARES BITCOIN TRUST ETF $1,108,426 HoldingSUPER MICRO COMPUTER INC $931,408 HoldingVanguard Information Technology ETF $739,121 HoldingVanguard Mega Cap Growth ETF $693,998 HoldingTaiwan Semiconductor Manufacturing $504,587 Holding Largest Purchases this Quarter ISHARES BITCOIN TRUST ETF 20,894 shares (about $1.11M)Alerian MLP ETF 22,377 shares (about $1.08M)SUPER MICRO COMPUTER INC 30,558 shares (about $931.41K)Tractor Supply 14,622 shares (about $775.84K)Bank of America 17,579 shares (about $772.60K) Largest Sales this Quarter NVIDIA 12,999 shares (about $1.75M)Apple 5,173 shares (about $1.30M)Roper Technologies 2,016 shares (about $1.05M)PALANTIR TECHNOLOGIES INC 13,480 shares (about $1.02M)NIKE 12,154 shares (about $919.69K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGriffin Asset Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorOLEDUniversal Display$63,990,027$330,705 ▼-0.5%437,6887.5%Computer and TechnologyAAPLApple$45,274,525$1,295,425 ▼-2.8%180,7945.3%Computer and TechnologyMSFTMicrosoft$34,722,584$370,918 ▼-1.1%82,3794.1%Computer and TechnologyTJXTJX Companies$17,945,827$284,145 ▼-1.6%148,5462.1%Retail/WholesaleWFCWells Fargo & Company$17,379,841$85,482 ▼-0.5%247,4352.0%FinanceVVisa$16,714,092$483,225 ▼-2.8%52,8862.0%Business ServicesHDHome Depot$15,865,154$765,912 ▼-4.6%40,7861.9%Retail/WholesaleJPMJPMorgan Chase & Co.$15,494,312$687,246 ▼-4.2%64,6381.8%FinanceAMZNAmazon.com$15,457,333$799,237 ▼-4.9%70,4561.8%Retail/WholesaleAXPAmerican Express$15,114,328$106,548 ▼-0.7%50,9261.8%FinanceBACBank of America$15,083,501$772,597 ▲5.4%343,1971.8%FinanceABBVAbbVie$14,510,186$190,849 ▲1.3%81,6561.7%MedicalWMTWalmart$14,483,376$34,604 ▲0.2%160,3031.7%Retail/WholesaleASMLASML$13,400,761$405,454 ▲3.1%19,3351.6%Computer and TechnologyJNJJohnson & Johnson$12,022,171$615,072 ▼-4.9%83,1291.4%MedicalGSThe Goldman Sachs Group$11,947,144$58,407 ▼-0.5%20,8641.4%FinanceDHRDanaher$11,612,475$20,430 ▼-0.2%50,5881.4%Multi-Sector ConglomeratesAPDAir Products and Chemicals$11,612,331$271,187 ▼-2.3%40,0371.4%Basic MaterialsBXBlackstone$11,452,385$76,383 ▼-0.7%66,4211.3%FinanceNVDANVIDIA$11,233,186$1,745,630 ▼-13.4%83,6491.3%Computer and TechnologyHONHoneywell International$11,124,405$86,064 ▼-0.8%49,2471.3%Multi-Sector ConglomeratesQCOMQUALCOMM$10,773,863$23,965 ▼-0.2%70,1331.3%Computer and TechnologyMRKMerck & Co., Inc.$10,738,189$285,309 ▼-2.6%107,9431.3%MedicalSBUXStarbucks$10,612,046$257,782 ▼-2.4%116,2961.2%Retail/WholesaleCVXChevron$10,497,350$70,103 ▼-0.7%72,4751.2%Oils/EnergyACNAccenture$10,111,852$761,625 ▲8.1%28,7441.2%Computer and TechnologyDISWalt Disney$9,824,705$6,458 ▼-0.1%88,2331.2%Consumer DiscretionaryKOCoca-Cola$9,800,414$172,211 ▼-1.7%157,4111.2%Consumer StaplesORCLOracle$9,443,260$214,464 ▲2.3%56,6691.1%Computer and TechnologyRTXRTX$9,331,904$29,856 ▲0.3%80,6421.1%AerospaceDOVDover$9,230,882$14,070 ▲0.2%49,2051.1%Industrial ProductsBRK.ABerkshire Hathaway$8,851,9600.0%131.0%FinanceXOMExxon Mobil$8,748,222$6,777 ▼-0.1%81,3261.0%Oils/EnergyTGTTarget$8,550,653$102,331 ▲1.2%63,2541.0%Retail/WholesaleQQQInvesco QQQ$8,358,577$57,769 ▲0.7%16,3501.0%FinanceUNHUnitedHealth Group$7,850,947$255,459 ▼-3.2%15,5200.9%MedicalCOSTCostco Wholesale$7,713,161$80,632 ▼-1.0%8,4180.9%Retail/WholesaleGOOGAlphabet$7,571,914$20,948 ▼-0.3%39,7600.9%Computer and TechnologyTTDTrade Desk$7,345,743$650,411 ▼-8.1%62,5010.9%Computer and TechnologyABTAbbott Laboratories$7,345,016$11,085 ▼-0.2%64,9370.9%MedicalUPSUnited Parcel Service$6,230,890$366,701 ▲6.3%49,4120.7%TransportationCATCaterpillar$6,202,347$76,178 ▲1.2%17,0980.7%Industrial ProductsPGProcter & Gamble$6,138,934$189,442 ▼-3.0%36,6180.7%Consumer StaplesITWIllinois Tool Works$6,059,8300.0%23,8990.7%Industrial ProductsGOOGLAlphabet$5,630,641$109,035 ▼-1.9%29,7450.7%Computer and TechnologyZTSZoetis$5,447,076$154,946 ▼-2.8%33,4320.6%MedicalCRCrane$5,137,344$27,922 ▼-0.5%33,8540.6%IndustrialsBRK.BBerkshire Hathaway$4,990,160$11,332 ▼-0.2%11,0090.6%FinanceULTAUlta Beauty$4,884,264$58,281 ▼-1.2%11,2300.6%Retail/WholesaleTFCTruist Financial$4,806,585$477 ▲0.0%110,8020.6%FinanceBRBroadridge Financial Solutions$4,520,403$18,087 ▼-0.4%19,9940.5%Business ServicesBMYBristol-Myers Squibb$4,502,995$31,843 ▲0.7%79,6140.5%MedicalLMTLockheed Martin$4,373,593$342,598 ▼-7.3%9,0000.5%AerospaceMETAMeta Platforms$4,346,241$96,609 ▼-2.2%7,4230.5%Computer and TechnologyCOPConocoPhillips$4,221,988$17,553 ▲0.4%42,5730.5%Oils/EnergyPLSEPulse Biosciences$4,135,693$346,494 ▼-7.7%237,5470.5%MedicalENBEnbridge$4,046,908$671,331 ▼-14.2%95,3780.5%Oils/EnergyRPMRPM International$4,033,291$247,104 ▼-5.8%32,7750.5%ConstructionAVGOBroadcom$3,862,918$146,291 ▼-3.6%16,6620.5%Computer and TechnologySHELShell$3,831,036$2,945 ▼-0.1%61,1500.5%Oils/EnergyFCXFreeport-McMoRan$3,688,200$301,632 ▼-7.6%96,8540.4%Basic MaterialsSNASnap-on$3,608,672$366,638 ▼-9.2%10,6300.4%Consumer DiscretionaryVRSKVerisk Analytics$3,538,174$13,772 ▼-0.4%12,8460.4%Business ServicesAMLPAlerian MLP ETF$3,530,898$1,077,676 ▲43.9%73,3160.4%ETFTSLATesla$3,382,968$28,673 ▼-0.8%8,3770.4%Auto/Tires/TrucksMELIMercadoLibre$3,314,158$125,833 ▼-3.7%1,9490.4%Retail/WholesaleVRTXVertex Pharmaceuticals$3,274,756$233,969 ▼-6.7%8,1320.4%MedicalMTDRMatador Resources$3,249,071$890,483 ▼-21.5%57,7510.4%Oils/EnergySHWSherwin-Williams$3,157,950$2,040 ▼-0.1%9,2900.4%Basic MaterialsVZVerizon Communications$3,114,393$214,907 ▼-6.5%77,8790.4%Computer and TechnologyWRBW. R. Berkley$3,114,3170.0%53,2180.4%FinanceAPAAPA$3,080,368$390,914 ▼-11.3%133,4070.4%Oils/EnergyMSMorgan Stanley$3,019,543$84,861 ▲2.9%24,0180.4%FinanceGE VERNOVA INC$2,994,908$315,773 ▼-9.5%9,1050.4%COMGEGeneral Electric$2,992,231$405,636 ▼-11.9%17,9400.4%TransportationPMPhilip Morris International$2,933,674$7,101 ▼-0.2%24,3760.3%Consumer StaplesFDXFedEx$2,915,985$11,253 ▲0.4%10,3650.3%TransportationIBMInternational Business Machines$2,834,692$1,759 ▲0.1%12,8950.3%Computer and TechnologyCBChubb$2,834,285$53,878 ▲1.9%10,2580.3%FinanceGGGGraco$2,771,0340.0%32,8750.3%Industrial ProductsPEPPepsiCo$2,748,839$157,841 ▼-5.4%18,0770.3%Consumer StaplesSLBSchlumberger$2,723,482$118,662 ▼-4.2%71,0350.3%Oils/EnergyTAT&T$2,659,941$15,757 ▼-0.6%116,8180.3%Computer and TechnologyUNPUnion Pacific$2,649,984$67,498 ▲2.6%11,6210.3%TransportationSYYSysco$2,647,275$3,058 ▼-0.1%34,6230.3%Consumer StaplesDFSDiscover Financial Services$2,503,000$136,332 ▼-5.2%14,4490.3%FinanceMCDMcDonald's$2,455,232$120,298 ▼-4.7%8,4700.3%Retail/WholesalePAYXPaychex$2,453,396$111,193 ▼-4.3%17,4970.3%Business ServicesEMREmerson Electric$2,344,589$49,943 ▼-2.1%18,9190.3%Industrial ProductsUBERUber Technologies$2,187,022$765,280 ▲53.8%36,2570.3%Computer and TechnologyPFEPfizer$2,178,604$331,335 ▼-13.2%82,1180.3%MedicalIVViShares Core S&P 500 ETF$2,016,818$463,291 ▲29.8%3,4260.2%ETFSMMTSummit Therapeutics$1,974,728$765,551 ▲63.3%110,6600.2%MedicalETEnergy Transfer$1,931,442$12,303 ▼-0.6%98,5930.2%Oils/EnergyCIThe Cigna Group$1,869,468$10,769 ▲0.6%6,7700.2%MedicalHSYHershey$1,814,344$576,445 ▼-24.1%10,7140.2%Consumer StaplesSTZConstellation Brands$1,790,321$246,415 ▼-12.1%8,1010.2%Consumer StaplesEIXEdison International$1,782,827$182,834 ▼-9.3%22,3300.2%UtilitiesGDGeneral Dynamics$1,771,180$3,952 ▲0.2%6,7220.2%AerospaceVMCVulcan Materials$1,734,502$56,591 ▲3.4%6,7430.2%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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