StockDriftsStockDriftsTop 50 Griffith & Werner, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FDEC | FIRST TR EXCHNG TRADED FD VI | 12.7% | 497.7K | $27.1M | +2.31%(+11.26K) | $44.87(+23.93%) | 2026-06-30 | |
| SQMX | FIRST TR EXCHNG TRADED FD VI | 5.21% | 324.8K | $11.1M | +4.58%(+14.22K) | $33.34(+4.04%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.52% | 40.4K | $9.6M | +6.99%(+2.64K) | $206.79(+32.96%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.14% | 30.5K | $8.8M | +7.28%(+2.07K) | $236.36(+29.75%) | 2026-06-30 | |
| C | CITIGROUP INC | 4.09% | 62.3K | $8.7M | -11.58%(-8.16K) | $69.59(+95.77%) | 2026-06-30 | |
| BAC | BANK OF AMER CORP | 3.68% | 137.9K | $7.9M | +6.96%(+8.97K) | $43.62(+47.03%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.51% | 20.1K | $7.5M | +11.18%(+2.02K) | $418.97(+20.00%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.51% | 13.3K | $7.5M | +12.95%(+1.52K) | $587.28(+1.62%) | 2026-06-30 | |
| TFC | TRUIST FINL CORP | 3.46% | 148.4K | $7.4M | +6.19%(+8.66K) | $43.58(+19.52%) | 2026-06-30 | |
| KO | COCA COLA CO | 3.32% | 87.2K | $7.1M | +7.19%(+5.85K) | $67.90(+27.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.81% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.55% |
Griffith & Werner, Inc. reports $213.40M in US-listed equity holdings across 71 positions in its most recent 13F filing. Its largest disclosed positions are FDEC (12.7%), SQMX (5.2%) and AMZN (4.5%). The top 20 holdings account for 73.87% of reported assets. Its disclosed equity book has returned +6.81% cumulatively over 5 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Griffith & Werner, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2057200). View Griffith & Werner, Inc.’s 13F filings on SEC