Latest Gridiron Partners, LLC Stock Portfolio
Gridiron Partners, LLC Performance:
2025 Q2: 1.68%YTD: 1.23%2024: 2.44%
Performance for 2025 Q2 is 1.68%, and YTD is 1.23%, and 2024 is 2.44%.
About Gridiron Partners, LLC and 13F Hedge Fund Stock Holdings
Gridiron Partners, LLC is a hedge fund based in WEXFORD, PA. On 31-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $168.4 Millions. In it's latest 13F Holdings report, Gridiron Partners, LLC reported an equity portfolio of $161.2 Millions as of 30 Jun, 2025.
The top stock holdings of Gridiron Partners, LLC are IJR, BIV, SPY. The fund has invested 26.2% of it's portfolio in ISHARES TR and 24.1% of portfolio in VANGUARD BD INDEX FDS.
The fund managers got completely rid off VIRTUS CONVERTIBLE & INC FD stocks. They significantly reduced their stock positions in ABRDN ASIA PACIFIC INCOME FU. Gridiron Partners, LLC opened new stock positions in PIMCO INCOME STRATEGY FD II. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), SPDR S&P 500 ETF TR (SPY) and ISHARES TR (IJR).
The top stock holdings of Gridiron Partners, LLC are IJR, BIV, SPY. The fund has invested 26.2% of it's portfolio in ISHARES TR and 24.1% of portfolio in VANGUARD BD INDEX FDS.
The fund managers got completely rid off VIRTUS CONVERTIBLE & INC FD stocks. They significantly reduced their stock positions in ABRDN ASIA PACIFIC INCOME FU. Gridiron Partners, LLC opened new stock positions in PIMCO INCOME STRATEGY FD II. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), SPDR S&P 500 ETF TR (SPY) and ISHARES TR (IJR).
Gridiron Partners, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Gridiron Partners, LLC made a return of 1.68% in the last quarter. In trailing 12 months, it's portfolio return was 2.36%.
New Buys
| Ticker | $ Bought |
|---|---|
| pimco income strategy fd ii | 80,322 |
New stocks bought by Gridiron Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 9.29 |
| spdr s&p 500 etf tr | 5.14 |
| ishares tr | 4.7 |
| vanguard bd index fds | 3.73 |
Additions to existing portfolio by Gridiron Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| abrdn asia pacific income fu | -19.48 |
| virtus total return fd inc | -6.77 |
| blackrock munivest fd inc | -3.14 |
Gridiron Partners, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| virtus convertible & inc fd | -1,564,400 |
| virtus convertible & income | -969,879 |
Gridiron Partners, LLC got rid off the above stocks
Sector Distribution
Gridiron Partners, LLC has about 97.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 97.4 |
| Technology | 1.3 |
| Financial Services | 1.1 |
Market Cap. Distribution
Gridiron Partners, LLC has about 2.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 97.4 |
| MEGA-CAP | 1.3 |
| LARGE-CAP | 1.2 |
Stocks belong to which Index?
About 1.9% of the stocks held by Gridiron Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 98.1 |
| S&P 500 | 1.9 |
Gridiron Partners, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Gridiron Partners, LLC
Gridiron Partners, LLC has 62 stocks in it's portfolio. About 77.6% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Gridiron Partners, LLC last quarter.
Last Reported on: 14 Jul, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| IJR | ishares tr | 26.20 | 425,625 | 42,222,000 | added | 4.7 | ||
Historical Trend of ISHARES TR Position Held By Gridiron Partners, LLCWhat % of Portfolio is IJR?:Number of IJR shares held:Change in No. of Shares Held: | ||||||||
| BIV | vanguard bd index fds | 24.13 | 528,194 | 38,890,900 | added | 3.73 | ||
| SPY | spdr s&p 500 etf tr | 9.98 | 26,033 | 16,084,500 | added | 5.14 | ||
| VB | vanguard index fds | 5.27 | 27,947 | 8,493,930 | added | 9.29 | ||
| nuveen mun high income oppor | 2.78 | 431,778 | 4,477,540 | unchanged | 0.00 | |||
| pimco mun income fd ii | 2.53 | 547,484 | 4,078,760 | unchanged | 0.00 | |||
| nuveen municipal credit inc | 2.01 | 271,681 | 3,238,440 | unchanged | 0.00 | |||
| nuveen amt free mun cr inc f | 1.72 | 232,728 | 2,776,440 | unchanged | 0.00 | |||
| flaherty & crumrine pfd secs | 1.50 | 147,931 | 2,409,800 | unchanged | 0.00 | |||
| bny mellon strategic muns in | 1.48 | 403,774 | 2,390,340 | unchanged | 0.00 | |||
| blackrock munivest fd inc | 1.46 | 356,923 | 2,348,550 | reduced | -3.14 | |||
| MSFT | microsoft corp | 1.32 | 4,265 | 2,121,450 | unchanged | 0.00 | ||
| IJR | ishares tr | 1.25 | 9,346 | 2,016,770 | unchanged | 0.00 | ||
| nuveen amt free qlty mun inc | 1.15 | 169,878 | 1,855,070 | unchanged | 0.00 | |||
| MDY | spdr s&p midcap 400 etf tr | 1.11 | 3,164 | 1,792,340 | unchanged | 0.00 | ||
| blackrock mun target term tr | 1.03 | 75,855 | 1,660,470 | unchanged | 0.00 | |||
| nuveen mun cr opportunities | 1.00 | 149,849 | 1,607,880 | unchanged | 0.00 | |||
| VEU | vanguard intl equity index f | 0.96 | 31,171 | 1,541,720 | unchanged | 0.00 | ||
| VEA | vanguard tax-managed fds | 0.95 | 26,975 | 1,537,840 | unchanged | 0.00 | ||
| invesco tr invt grade muns | 0.88 | 149,983 | 1,423,340 | unchanged | 0.00 | |||
