Gridiron Partners

Latest statistics and disclosures from Gridiron Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AGG, BND, SPY, VTI, NMZ, and represent 65.06% of Gridiron Partners's stock portfolio.
  • Added to shares of these 3 stocks: AGG, BND, LEO.
  • Reduced shares in these 10 stocks: BRW, SPY, DLY, BBN, MUI, DBL, MHI, NVG, ZTR, NZF.
  • Gridiron Partners was a net seller of stock by $-457k.
  • Gridiron Partners has $157M in assets under management (AUM), dropping by 0.10%.
  • Central Index Key (CIK): 0001910867

Tip: Access up to 7 years of quarterly data

Positions held by Gridiron Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Gridiron Partners

Gridiron Partners holds 63 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 24.8 $39M 402k 97.07
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 23.1 $36M 504k 72.05
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.0 $14M 26k 544.22
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 4.7 $7.3M 27k 267.51
 View chart
Nuveen Mun High Income Opp F (NMZ) 3.5 $5.4M 502k 10.79
 View chart
Pimco Municipal Income Fund II (PML) 3.0 $4.7M 548k 8.53
 View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF) 2.4 $3.8M 307k 12.35
 View chart
Nuveen Insd Dividend Advantage (NVG) 2.1 $3.2M 259k 12.46
 View chart
BlackRock MuniVest Fund (MVF) 1.8 $2.9M 403k 7.17
 View chart
Bny Mellon Strategic Muns (LEO) 1.6 $2.5M 404k 6.12
 View chart
Flaherty & Crumrine/Claymore Preferred S (FFC) 1.4 $2.2M 148k 14.79
 View chart
Nuveen Insured Tax-Free Adv Munici (NEA) 1.3 $2.0M 175k 11.46
 View chart
Ishares Tr Russell 2000 Etf (IWM) 1.3 $2.0M 9.8k 202.89
 View chart
Microsoft Corporation (MSFT) 1.2 $1.9M 4.3k 446.95
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.1 $1.8M 3.4k 535.08
 View chart
Nuveen (NMCO) 1.1 $1.7M 155k 11.03
 View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 1.0 $1.6M 76k 20.77
 View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 1.0 $1.5M 150k 10.27
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $1.5M 34k 43.76
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $1.4M 29k 49.42
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.8 $1.2M 21k 60.30
 View chart
Allianzgi Conv & Income Fd Ii (NCZ) 0.7 $1.0M 359k 2.92
 View chart
Pimco Municipal Income Fund (PMF) 0.6 $957k 104k 9.17
 View chart
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $955k 11k 88.48
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $917k 12k 77.28
 View chart
Invesco Van Kampen Muni Opp Trust (VMO) 0.6 $914k 91k 10.08
 View chart
Kkr & Co (KKR) 0.6 $907k 8.6k 105.24
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $859k 11k 76.70
 View chart
Cohen & Steers Slt Pfd Incm (PSF) 0.5 $797k 40k 19.78
 View chart
Blackrock Mun Income Tr Sh Ben Int (BFK) 0.5 $758k 74k 10.21
 View chart
Allianzgi Convertible & Income (NCV) 0.4 $677k 207k 3.27
 View chart
Pioneer Municipal High Income Advantage (MAV) 0.4 $649k 79k 8.21
 View chart
Saba Capital Income & Oprnt Shs New (BRW) 0.4 $620k -36% 82k 7.59
 View chart
Doubleline Opportunistic Cr (DBL) 0.4 $615k -4% 40k 15.36
 View chart
Blackstone Group Inc Com Cl A (BX) 0.4 $613k 4.9k 123.80
 View chart
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.3 $499k -6% 31k 16.35
 View chart
First Tr Inter Duration Pfd & Income (FPF) 0.3 $488k -3% 27k 18.37
 View chart
Aberdeen Asia-Pacific Income Fund (FAX) 0.3 $482k -2% 180k 2.68
 View chart
Doubleline Yield (DLY) 0.3 $427k -9% 27k 15.78
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $411k 858.00 479.11
 View chart
Brookfield Real Assets Incom Shs Ben Int (RA) 0.3 $403k -2% 32k 12.76
 View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.3 $398k -3% 30k 13.29
 View chart
Nuveen Multi-Strategy Income & Growth (JPC) 0.3 $396k 53k 7.47
 View chart
Eaton Vance Muni Income Trus Sh Ben Int (EVN) 0.3 $395k -4% 38k 10.35
 View chart
Invesco Insured Municipal Income Trust (IIM) 0.2 $355k 29k 12.34
 View chart
PPG Industries (PPG) 0.2 $341k 2.7k 125.89
 View chart
Pioneer Municipal High Incom Com Shs (MHI) 0.2 $322k -7% 35k 9.14
 View chart
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) 0.2 $290k 49k 5.94
 View chart
Nuveen Build Amer Bd (NBB) 0.2 $279k -3% 18k 15.51
 View chart
Blackrock Munivest Fund II (MVT) 0.2 $266k 24k 11.05
 View chart
Ishares Tr Select Divid Etf (DVY) 0.2 $242k 2.0k 120.98
 View chart
Doubleline Income Solutions (DSL) 0.2 $240k 19k 12.52
 View chart
Blackrock Muni Intermediate Drtn Fnd (MUI) 0.1 $216k -11% 18k 12.34
 View chart
Templeton Emerging Markets Income Fund (TEI) 0.1 $195k 37k 5.33
 View chart
Invesco Van Kampen Senior Income Trust (VVR) 0.1 $160k -5% 37k 4.31
 View chart
Guggenheim Strategic Opportu Com Sbi (GOF) 0.1 $149k -10% 10k 14.91
 View chart
BlackRock Floating Rate Income Strat. Fn (FRA) 0.1 $140k 11k 12.94
 View chart
Virtus Global Divid Income F (ZTR) 0.1 $132k -14% 24k 5.46
 View chart
Eaton Vance Municipal Bond Fund (EIM) 0.1 $131k -3% 12k 10.58
 View chart
Putnam Premier Income Tr Sh Ben Int (PPT) 0.1 $104k 29k 3.58
 View chart
Dws Municipal Income Cf non-tax cef (KTF) 0.1 $99k 10k 9.47
 View chart
Mfs Mun Income Tr Sh Ben Int (MFM) 0.0 $65k 12k 5.46
 View chart
Putnam Master Inter Income T Sh Ben Int (PIM) 0.0 $34k 11k 3.23
 View chart

Past Filings by Gridiron Partners

SEC 13F filings are viewable for Gridiron Partners going back to 2023