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Gridiron Partners, LLC
Gridiron Partners, LLC is a Pennsylvania-based investment adviser founded in January 2019 by David Kamin (Managing Partner, Chief Investment Officer) and Michael Schneck (Managing Partner, Chief Compliance Officer). The firm is headquartered in Wexford, PA, and primarily serves private separately managed accounts and institutional clients, offering discretionary and non-discretionary investment management. As of 2025, Gridiron manages approximately $176 million in assets and is registered with the SEC. Gridiron employs a specialized team (estimated under 10), focusing on tailored client solutions for large investors, leveraging deep experience in portfolio management and compliance.
Investment Strategy
Gridiron Partners provides discretionary investment management services mainly to institutional clients through separately managed accounts. The firm allocates assets among exchange-traded funds (ETFs), individual equity securities, mutual funds (both open- and closed-end), and options, tailoring strategies to client-specific objectives and restrictions. Their approach emphasizes active portfolio management, best execution practices (including securities aggregation for favorable trading), thoughtful brokerage and research utilization, and strategies that can include performance-based fee accounts. Investment philosophy centers on achieving client objectives through diversified, flexible, and institutional-grade solutions.
Latest 13F Filing Activity
Gridiron Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 66 equity positions with a total 13F market value of $176M. The fund increased holdings in Ishares TR, Vanguard BD Index FDS, PIMCO Mun Income FD II among other positions. Gridiron Partners, LLC reduced exposure to PIMCO Mun Income FD, Pioneer Municipal High Incom, Pioneer Municipal High Incom among others.
Top Holdings
Equity Positions (66)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | ISHARES TR | 27.07% | $47.6M | 475,247 | $98.82 | $100.25 | +$5.4M |
B BND | VANGUARD BD INDEX FDS | 24.93% | $43.9M | 24,091 | $73.11 | $74.37 | +$5.0M |
S SPY | SPDR S&P 500 ETF TR | 9.85% | $17.3M | 143,286 | $632.77 | $666.18 | +$1.3M |
V VTI | VANGUARD INDEX FDS | 5.21% | $9.2M | 118,197 | $308.01 | $328.17 | +$677.4K |
P PML | PIMCO MUN INCOME FD II | 3.08% | $5.4M | 77,499 | $8.30 | $7.91 | +$1.3M |
Industry Allocation
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