Fund Holdings

GRIFFIN ASSET MANAGEMENT, INC.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
CHEVRON CORPORATION076,070+76,070015,738,843+15,738,843
EXXON MOBIL CORP081,859+81,859013,888,127+13,888,127
HONEYWELL INTL INC058,776+58,776013,285,082+13,285,082
ASML HLDG NV020,255+20,255026,753,671+26,753,671
JOHNSON & JOHNSON076,378+76,378018,669,877+18,669,877
CATERPILLAR INC020,044+20,044014,200,193+14,200,193
GE VERNOVA INC010,018+10,01808,744,712+8,744,712
QXO INC0105,935+105,93502,057,258+2,057,258
AIR PRODUCTS AND CHEMICALS I036,512+36,512010,606,371+10,606,371
CONOCOPHILLIPS044,994+44,99405,939,208+5,939,208
PULSE BIOSCIENCES INC0225,177+225,17704,861,571+4,861,571
BROADCOM INC032,052+32,05209,920,415+9,920,415
NVIDIA CORPORATION090,154+90,154015,722,856+15,722,856
WALMART INC0141,625+141,625017,601,180+17,601,180
MERCK & CO INC0109,973+109,973013,228,602+13,228,602
COSTCO WHOLESALE CORPORATION08,699+8,69908,667,945+8,667,945
AST SPACEMOBILE INC030,096+30,09602,494,056+2,494,056
STARBUCKS CORP0125,174+125,174011,214,299+11,214,299
FEDEX CORP011,495+11,49504,094,289+4,094,289
BLACKSTONE SECD LENDING FD055,433+55,43301,313,216+1,313,216
L3HARRIS TECHNOLOGIES INC010,852+10,85203,745,667+3,745,667
SLB LIMITED058,550+58,55003,008,884+3,008,884
INFLEQTION INC064,233+64,2330630,126+630,126
SPDR INDEX SHS FDS09,342+9,3420579,951+579,951
CAMECO CORP029,410+29,41003,194,220+3,194,220
VERIZON COMMUNICATIONS INC080,879+80,87904,060,135+4,060,135
AEROVIRONMENT INC02,867+2,8670524,804+524,804
ALPS ETF TR0113,947+113,94705,998,189+5,998,189
BLACKSKY TECHNOLOGY INC057,375+57,37501,443,555+1,443,555
ENBRIDGE INC079,538+79,53804,306,162+4,306,162
ROSS STORES INC08,468+8,46801,834,423+1,834,423
VANECK ETF TRUST0839+8390339,132+339,132
GLOBAL X FDS08,736+8,7360333,803+333,803
UIPATH INC053,959+53,9590598,945+598,945
TORTOISE CAPITAL SERIES TRUS07,456+7,4560315,836+315,836
SPDR SERIES TRUST01,703+1,7030309,656+309,656
SIMPLIFY EXCHANGE TRADED FUN06,667+6,6670308,215+308,215
UNION PAC CORP017,010+17,01004,126,911+4,126,911
TEXAS PACIFIC LAND CORPORATI01,800+1,8000854,208+854,208
LINDE PLC03,524+3,52401,747,058+1,747,058
CHUBB LTD SWITZ010,691+10,69103,484,518+3,484,518
TERADYNE INC03,231+3,2310957,960+957,960
ILLINOIS TOOL WKS INC024,529+24,52906,384,653+6,384,653
ALTRIA GROUP INC029,014+29,01401,914,622+1,914,622
COCA COLA CO0139,052+139,052010,574,905+10,574,905
SELECT SECTOR SPDR TR05,665+5,6650259,967+259,967
KRANESHARES TRUST08,216+8,2160256,339+256,339
PROSHARES TR03,685+3,6850256,176+256,176
SPDR SERIES TRUST01,349+1,3490253,693+253,693
SYMBOTIC INC04,520+4,5200240,464+240,464
PHILLIPS 6601,273+1,2730231,903+231,903
BLOOM ENERGY CORP01,688+1,6880228,707+228,707
AMERICAN ELEC PWR CO INC01,700+1,7000222,836+222,836
KLA CORP0855+85501,258,911+1,258,911
SUMMIT THERAPEUTICS INC0191,872+191,87203,637,893+3,637,893
FASTENAL CO051,358+51,35802,383,011+2,383,011
HOWMET AEROSPACE INC0933+9330215,019+215,019
CARRIER GLOBAL CORPORATION03,800+3,8000213,978+213,978
HALLADOR ENERGY COMPANY013,140+13,1400213,919+213,919
ENERGY TRANSFER L P070,123+70,12301,353,368+1,353,368
NNN REIT INC05,008+5,0080210,493+210,493
MARVELL TECHNOLOGY INC02,104+2,1040208,431+208,431
RED CAT HLDGS INC015,895+15,8950208,066+208,066
AT&T INC082,434+82,43402,389,776+2,389,776
SNAP ON INC010,605+10,60503,851,948+3,851,948
SHELL PLC047,120+47,12004,382,184+4,382,184
REDWIRE CORPORATION021,509+21,5090182,826+182,826
ENTERPRISE PRODS PARTNERS L031,927+31,92701,208,134+1,208,134
COHEN & STEERS INFRASTRUCTUR042,355+42,35501,096,149+1,096,149
CLEARWAY ENERGY INC027,241+27,24101,070,288+1,070,288
DEERE & CO01,260+1,2600709,758+709,758
WASTE MGMT INC DEL012,882+12,88202,960,130+2,960,130
ISHARES TR07,691+7,6910498,146+498,146
GENERAL DYNAMICS CORP07,884+7,88402,705,946+2,705,946
PROCURE ETF TRUST II08,759+8,7590392,491+392,491
COLGATE PALMOLIVE CO016,377+16,37701,395,824+1,395,824
INTERACTIVE BROKERS GROUP IN040,284+40,28402,701,848+2,701,848
EATON CORP PLC02,660+2,6600951,402+951,402
MERLIN INC014,135+14,1350103,892+103,892
SOLSTICE ADVANCED MATLS INC08,122+8,1220618,572+618,572
MOBILEYE GLOBAL INC014,785+14,7850101,573+101,573
OREILLY AUTOMOTIVE INC025,950+25,95002,395,444+2,395,444
BROOKFIELD RENEWABLE CORP018,402+18,4020732,945+732,945
PROLOGIS INC.019,159+19,15902,532,424+2,532,424
TRANE TECHNOLOGIES PLC02,550+2,55001,062,687+1,062,687
GRACO INC032,432+32,43202,745,341+2,745,341
MICRON TECHNOLOGY INC01,210+1,2100408,685+408,685
REALTY INCOME CORP012,901+12,9010789,296+789,296
NEXTERA ENERGY INC04,944+4,9440459,199+459,199
TARGET CORP043,107+43,10705,224,585+5,224,585
BRISTOL-MYERS SQUIBB CO061,718+61,71803,743,194+3,743,194
TRANSOCEAN LTD020,000+20,0000132,600+132,600
DUKE ENERGY CORP NEW03,144+3,1440411,725+411,725
ALPS ETF TR030,699+30,69901,606,786+1,606,786
TAIWAN SEMICONDUCTOR MANUFAC04,033+4,03301,362,952+1,362,952
RICHTECH ROBOTICS INC014,010+14,010029,281+29,281
YUM BRANDS INC06,994+6,99401,087,427+1,087,427
BCE INC016,402+16,4020413,984+413,984
PEPSICO INC07,339+7,33901,139,650+1,139,650
BIOMEA FUSION INC058,300+58,300089,199+89,199
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