Latest Gridiron Partners, LLC Stock Portfolio

Gridiron Partners, LLC Performance:

2025 Q4: 47.64%YTD: -3.29%2024: 3.55%

Performance for 2025 Q4 is 47.64%, and YTD is -3.29%, and 2024 is 3.55%.

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 $175.5 Millions as of 31 Dec, 2025.

The top stock holdings of Gridiron Partners, LLC are IJR, BIV, SPY. The fund has invested 27.2% of it's portfolio in ISHARES TR and 25% of portfolio in VANGUARD BD INDEX FDS.

The fund managers got completely rid off PIMCO DYNAMIC INCOME FD stocks. They significantly reduced their stock positions in SABA CAPITAL INCOME & OPRNT, VANGUARD TAX-MANAGED FDS (VEA) and SPDR S&P MIDCAP 400 ETF TR (MDY). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), PIMCO MUN INCOME FD II 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 47.64% in the last quarter. In trailing 12 months, it's portfolio return was -3.29%.

Performance
S&P 500

New Buys

No new stocks were added by Gridiron Partners, LLC

Additions

Ticker	% Inc.
vanguard bd index fds	2,357
pimco mun income fd ii	797
blackrock munivest fd inc	45.00
ishares tr	0.54

Additions to existing portfolio by Gridiron Partners, LLC

Reductions

Ticker	% Reduced
saba capital income & oprnt	-99.95
templeton emerging mkts inco	-99.71
invesco sr income tr	-99.61
blackrock tax municpal bd tr	-99.48
vanguard tax-managed fds	-99.39
cohen & steers select pfd &	-99.24
virtus total return fd inc	-99.15
spdr s&p midcap 400 etf tr	-98.96

Gridiron Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
alliancebernstein global hig	-107,829
pimco dynamic income fd	-185,348
barings global short duratio	-127,932
eaton vance sr fltng rte tr	-80,835
blackrock ltd duration incom	-83,692
blackrock floating rate inc	-75,342
franklin ltd duration income	-47,756
guggenheim taxable municp bo	-34,073

Gridiron Partners, LLC got rid off the above stocks

Sector Distribution

Gridiron Partners, LLC has about 97.7% of it's holdings in Others sector.

Sector	%
Others	97.7
Technology	1.2

Market Cap. Distribution

Gridiron Partners, LLC has about 2.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	97.7
MEGA-CAP	1.2
LARGE-CAP	1.1

Stocks belong to which Index?

About 1.7% of the stocks held by Gridiron Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	98.3
S&P 500	1.7

Top 5 Winners (%)		%
	saba capital income & oprnt	85162.7 %
	templeton emerging mkts inco	18233.7 %
	invesco sr income tr	12248.0 %
	blackrock tax municpal bd tr	9368.8 %
VEA	vanguard tax-managed fds	8568.1 %

Top 5 Winners ($)		$
	saba capital income & oprnt	149.4 M
VEA	vanguard tax-managed fds	138.5 M
MDY	spdr s&p midcap 400 etf tr	92.2 M
VXUS	vanguard star fds	63.7 M
	cohen & steers select pfd &	53.5 M

Top 5 Losers (%)		%
BIV	vanguard bd index fds	-92.5 %
	pimco mun income fd ii	-82.2 %
	blackrock munivest fd inc	-26.9 %
MSFT	microsoft corp	-6.6 %
	putnam premier income tr	-4.1 %

Top 5 Losers ($)		$
BIV	vanguard bd index fds	-538.3 M
	pimco mun income fd ii	-24.2 M
	blackrock munivest fd inc	-0.9 M
IJR	ishares tr	-0.2 M
MSFT	microsoft corp	-0.1 M

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 59 stocks in it's portfolio. About 79.7% of the portfolio is in top 10 stocks. BIV proved to be the most loss making stock for the portfolio. was the most profitable stock for Gridiron Partners, LLC last quarter.

Last Reported on: 08 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAXJ	ishares tr	0.55	9,985	961,356	reduced	-36.05

BIV	vanguard bd index fds	24.98	592,019	43,850,800	added	2,357

BIV	vanguard bd index fds	0.40	8,794	693,055	reduced	-54.79

BNDW	vanguard scottsdale fds	0.45	9,871	787,015	reduced	-78.9

BX	blackstone inc	0.39	4,454	686,540	reduced	-97.59

IJR	ishares tr	27.19	477,814	47,724,100	added	0.54

IJR	ishares tr	1.31	9,346	2,300,610	reduced	-78.35

IJR	ishares tr	0.16	2,000	282,280	unchanged	0.00

KKR	kkr & co inc	0.56	7,716	983,636	reduced	-7.85

MDY	spdr s&p midcap 400 etf tr	1.09	3,164	1,908,780	reduced	-98.96

MSFT	microsoft corp	1.18	4,265	2,062,640	unchanged	0.00

PPG	ppg inds inc	0.16	2,709	277,564	unchanged	0.00

QQQ	invesco qqq tr	0.30	858	527,078	unchanged	0.00

SPY	spdr s&p 500 etf tr	10.11	26,033	17,752,400	reduced	-81.83

VB	vanguard index fds	5.34	27,947	9,369,790	reduced	-76.36

VEA	vanguard tax-managed fds	0.96	26,975	1,685,130	reduced	-99.39

VEU	vanguard intl equity index f	0.96	31,171	1,675,750	reduced	-39.95

VXUS	vanguard star fds	0.84	19,427	1,465,570	reduced	-98.85

	pimco mun income fd ii	2.99	695,624	5,245,000	added	797

	nuveen mun high income oppor	2.52	434,778	4,430,390	reduced	-73.64