GA

GRIFFIN ASSET MANAGEMENT, INC.

13F
GRIFFIN ASSET MANAGEMENT, INC.
Last update 2024-10-15 211 Stocks (9 new)
Value $894.00 Mil Turnover 1 %
Countries:
Top Holdings: OLED(10.33%)AAPL(4.85%)MSFT(4.01%)TJX(1.98%)HD(1.94%)
Portfolio Report
Summary Stock Picks Current Portfolio
GRIFFIN ASSET MANAGEMENT, INC.... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
OLED 		Universal Display Corp
439,950
92345.400
-5.25%
10.330
-0.59%
0.930
-6.12%
+12.54%
10149.540
Hardware
AAPL 		Apple Inc
185,967
43330.330
-5.32%
4.850
-0.25%
0.000
+7.24%
+21.89%
3554423.148
Hardware
MSFT 		Microsoft Corp
83,259
35826.560
-0.36%
4.010
-0.02%
0.000
+1.41%
+15.50%
3211453.489
Software
TJX 		TJX Companies Inc
150,898
17736.530
-2.33%
1.980
-0.05%
0.010
+1.73%
+22.94%
128701.570
Retail - Cyclical
HD 		The Home Depot Inc
42,755
17324.480
-0.53%
1.940
-0.01%
0.000
+9.90%
+16.18%
392420.414
Retail - Cyclical
ABBV 		AbbVie Inc
80,582
15913.270
-3.53%
1.780
-0.06%
0.000
+4.96%
+26.72%
334633.822
Drug Manufacturers
ASML 		ASML Holding NV
18,750
15623.230
-0.89%
1.750
-0.02%
0.000
-17.66%
-4.75%
281193.048
Semiconductors
V 		Visa Inc
54,415
14961.400
+6.89%
1.670
+0.11%
0.000
+7.97%
+8.89%
547322.475
Credit Services
JPM 		JPMorgan Chase & Co
67,505
14234.030
+0.09%
1.590
0%
0.000
+6.36%
+34.17%
627530.370
Banks
JNJ 		Johnson & Johnson
87,382
14161.090
-1.13%
1.580
-0.02%
0.000
+1.73%
+4.53%
385436.362
Drug Manufacturers

GRIFFIN ASSET MANAGEMENT, INC.'s Historical Top Holdings Breakdowns

GRIFFIN ASSET MANAGEMENT, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
OLED 		Universal Display Corp2024-09-30Reduce
-0.59%
●
157.72 ($202.59) 236.42
$213.89
5.58%
Reduce -5.25%
439,950
-24,387
AAPL 		Apple Inc2024-09-30Reduce
-0.25%
●
207.23 ($223.32) 234.82
$233.78
4.68%
Reduce -5.32%
185,967
-10,452
VMC 		Vulcan Materials Co2024-09-30New Buy
+0.18%
●
231.83 ($248.33) 274.51
$259.55
4.52%
New holding
6,523
6,523
SMMT 		Summit Therapeutics Inc2024-09-30New Buy
+0.17%
●
6.89 ($13.98) 31.93
$21.83
56.15%
New holding
67,760
67,760
SMCI 		Super Micro Computer Inc2024-09-30Sold Out
-0.17%
●
38.65 ($60.86) 91
$49.12
-19.29%
Sold Out
0
-18,020
BMRN 		Biomarin Pharmaceutical Inc2024-09-30Sold Out
-0.16%
●
69.02 ($83.59) 93.84
$69.91
-16.37%
Sold Out
0
-16,678
BA 		Boeing Co2024-09-30Reduce
-0.14%
●
152.04 ($171.47) 190.6
$152.98
-10.78%
Reduce -79.32%
1,735
-6,656
GEV 		GE Vernova Inc2024-09-30Add
+0.14%
●
160 ($192.02) 255.48
$298.77
55.59%
Add 96.39%
10,065
4,940
UBER 		Uber Technologies Inc2024-09-30Add
+0.13%
●
58.48 ($70.4) 77.44
$79.21
12.51%
Add 192.25%
23,570
15,505
CRWD 		CrowdStrike Holdings Inc2024-09-30Reduce
-0.12%
●
217.89 ($284.07) 392.15
$310.94
9.46%
Reduce -42.25%
3,685
-2,696

GRIFFIN ASSET MANAGEMENT, INC. Total Holding History ($B)

To

GRIFFIN ASSET MANAGEMENT, INC.'s Asset Allocation

To

GRIFFIN ASSET MANAGEMENT, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

GRIFFIN ASSET MANAGEMENT, INC.'s Hypothetical Growth since 2024-09-30

GRIFFIN ASSET MANAGEMENT, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

GRIFFIN ASSET MANAGEMENT, INC.'s Holdings Heat Map

Size field:

GRIFFIN ASSET MANAGEMENT, INC.'s Holdings Bubble Chart

GRIFFIN ASSET MANAGEMENT, INC. News

  • 1

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