Gridiron Partners, LLC
Long book
$163.7M
Q1 2026
Positions
47
Top-10 weight
81%
concentration
Last quarter
+4.1%
SPY +14.8%
Turnover
23%
of book per quarter
Strategy in plain words
auto-generated from filingsGridiron Partners, LLC is a wealth-management firm allocating client money, running a $163.7M US long book across 47 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE U.S. AGGREGATE, VANGUARD TOTAL BOND MARKET, SS SPDR S&P 500 ETF TRUST-US, VANGUARD TOTAL STOCK MKT ETF, PIMCO MUNICIPAL INCOME FD II.
Over the last 9 quarters its long book ran on average 2.8pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.2%
Q2 2024
+6.2%
Q3 2024
-2.7%
Q4 2024
+0.6%
Q1 2025
+2.8%
Q2 2025
+3.5%
Q3 2025
+0.9%
Q4 2025
-1.1%
Q1 2026
+4.1%
Sector allocation
Technology 51%
Financials 40%
Other 9%
Long book by quarter
What does Gridiron Partners, own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 13, 2026 | 47 | $163.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 8, 2026 | 59 | $175.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 14, 2025 | 67 | $176.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 14, 2025 | 62 | $161.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 11, 2025 | 63 | $156.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 15, 2025 | 63 | $157.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 64 | $165.2M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 23, 2024 | 63 | $157.0M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 13, 2024 | 63 | $156.9M | canonical | SEC ↗ |