Griffin Asset Management, Inc.
Griffin Asset Management, Inc. is a New York-based investment adviser founded in 1992. The firm manages approximately $850 million in assets and provides portfolio management and investment advisory services primarily to high-net-worth individuals, institutions, and foundations. The firm has around 10 employees and is registered with the SEC as an institutional investment manager.
Investment Strategy
Griffin Asset Management, Inc. employs a diversified, active investment strategy focused on selecting equities and other assets across sectors based on rigorous fundamental analysis. The approach emphasizes long-term growth and value creation, balancing capital appreciation with risk management. The firm uses both qualitative and quantitative metrics to identify opportunities, aiming to construct portfolios that are responsive to client objectives and prevailing market conditions.
Top Holdings
Equity Positions (224)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 4.97% | $44.2M | 173,540 | $44.91 | $254.63 | +$8.0M |
M MSFT | MICROSOFT CORP | 4.53% | $40.3M | 77,795 | $107.23 | $517.95 | +$1.3M |
O OLED | UNIVERSAL DISPLAY CORP | 4.35% | $38.7M | 269,275 | $140.49 | $143.63 | -$3.0M |
T TJX | TJX COS INC NEW | 2.36% | $21.0M | 145,227 | $41.66 | $144.54 | +$3.0M |
J JPM | JPMORGAN CHASE & CO. | 2.34% | $20.8M | 65,939 | $108.37 | $315.43 | +$1.4M |