Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Griffith & Werner, Inc. (CIK 2057200) reported $201.8M across 72 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FDEC ($24.2M, 11.98%), SQMX ($10.3M, 5.12%), C ($8.0M, 3.96%), AMZN ($7.9M, 3.90%), AAPL ($7.2M, 3.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FDEC | FIRST TR EXCHNG TRADED FD VI | $24.2M | 11.98% | 486,440 | Trimmed |
| 2 | SQMX | FIRST TR EXCHNG TRADED FD VI | $10.3M | 5.12% | 310,627 | New |
| 3 | C | CITIGROUP INC | $8.0M | 3.96% | 70,499 | Added |
| 4 | AMZN | AMAZON COM INC | $7.9M | 3.90% | 37,793 | Added |
| 5 | AAPL | APPLE INC | $7.2M | 3.58% | 28,429 | Added |
| 6 | XOM | EXXON MOBIL CORP | $7.2M | 3.55% | 42,179 | Trimmed |
| 7 | T | AT&T INC | $7.1M | 3.51% | 244,066 | Trimmed |
| 8 | META | META PLATFORMS INC | $6.7M | 3.34% | 11,776 | Added |
| 9 | MSFT | MICROSOFT CORP | $6.7M | 3.32% | 18,072 | Added |
| 10 | TFC | TRUIST FINL CORP | $6.4M | 3.18% | 139,752 | Added |
| 11 | BAC | BANK AMERICA CORP | $6.3M | 3.12% | 128,959 | Added |
| 12 | KO | COCA COLA CO | $6.2M | 3.07% | 81,349 | Trimmed |
| 13 | SO | SOUTHERN CO | $6.2M | 3.07% | 64,207 | Trimmed |
| 14 | VZ | VERIZON COMMUNICATIONS INC | $5.8M | 2.88% | 115,649 | Trimmed |
| 15 | JNJ | JOHNSON & JOHNSON | $5.7M | 2.80% | 23,154 | Trimmed |
| 16 | GOOG | ALPHABET INC | $5.5M | 2.71% | 19,064 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $5.2M | 2.59% | 29,985 | Added |
| 18 | XDEC | FIRST TR EXCHNG TRADED FD VI | $4.9M | 2.45% | 122,718 | Trimmed |
| 19 | PG | PROCTER & GAMBLE CO | $4.3M | 2.11% | 29,444 | Added |
| 20 | PFE | PFIZER INC | $4.2M | 2.08% | 149,521 | Added |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $4.2M | 2.07% | 6,419 | Added |
| 22 | HD | HOME DEPOT INC | $3.7M | 1.84% | 11,270 | Added |
| 23 | DUK | DUKE ENERGY CORP NEW | $3.6M | 1.78% | 27,456 | Added |
| 24 | SDVY | FIRST TR EXCHANGE TRADED FD | $3.4M | 1.69% | 86,694 | Added |
| 25 | WFC | WELLS FARGO & CO | $3.4M | 1.67% | 42,314 | Added |
Source: SEC Form 13F filings · as of 2026-03-31