Griffith & Werner, Inc. Diversified Active

Location: Canton, GA

CIK: 0002057200 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $196M (100.0% shares, 0.0% debt)

Holdings (70)

FDEC FIRST TR EXCHNG TRADED FD VI 16.8%
Value $32.93M Shares 643,437 Est. Cost $45.29 Unrealized
C CITIGROUP INC 3.9%
Value $7.739M Shares 66,320 Est. Cost $65.87 Unrealized +57.3%
AAPL APPLE INC 3.7%
Value $7.297M Shares 26,842 Est. Cost $234.18 Unrealized +14.6%
AMZN AMAZON COM INC 3.7%
Value $7.281M Shares 31,545 Est. Cost $205.33 Unrealized +11.4%
META META PLATFORMS INC 3.6%
Value $7.067M Shares 10,705 Est. Cost $596.24 Unrealized +11.9%
XOM EXXON MOBIL CORP 3.6%
Value $7.011M Shares 58,257 Est. Cost $111.55 Unrealized +3.5%
KO COCA COLA CO 3.5%
Value $6.827M Shares 97,647 Est. Cost $63.30 Unrealized +9.6%
JNJ JOHNSON & JOHNSON 3.4%
Value $6.684M Shares 32,300 Est. Cost $150.70 Unrealized +30.7%
GOOG ALPHABET INC 3.4%
Value $6.655M Shares 21,207 Est. Cost $176.22 Unrealized +62.5%
TFC TRUIST FINL CORP 3.3%
Value $6.522M Shares 132,529 Est. Cost $42.55 Unrealized +7.6%
T AT&T INC 3.3%
Value $6.439M Shares 259,199 Est. Cost $22.38 Unrealized +13.0%
BAC BANK AMERICA CORP 3.3%
Value $6.437M Shares 117,037 Est. Cost $42.99 Unrealized +22.5%
MSFT MICROSOFT CORP 3.2%
Value $6.316M Shares 13,060 Est. Cost $421.54 Unrealized +18.7%
VZ VERIZON COMMUNICATIONS INC 2.9%
Value $5.774M Shares 141,766 Est. Cost $40.01 Unrealized +1.2%
SO SOUTHERN CO 2.9%
Value $5.652M Shares 64,819 Est. Cost $85.16 Unrealized +6.7%
XDEC FIRST TR EXCHNG TRADED FD VI 2.6%
Value $5.123M Shares 125,191 Est. Cost $37.30 Unrealized
SPY SPDR S&P 500 ETF TR 2.2%
Value $4.327M Shares 6,345 Est. Cost $583.85 Unrealized
PG PROCTER AND GAMBLE CO 2.0%
Value $4.019M Shares 28,043 Est. Cost $163.35 Unrealized -9.9%
HD HOME DEPOT INC 1.9%
Value $3.707M Shares 10,772 Est. Cost $394.82 Unrealized -7.7%
NVDA NVIDIA CORPORATION 1.9%
Value $3.696M Shares 19,817 Est. Cost $136.26 Unrealized +36.6%
PFE PFIZER INC 1.8%
Value $3.589M Shares 144,138 Est. Cost $24.91 Unrealized +0.5%
WFC WELLS FARGO CO NEW 1.8%
Value $3.517M Shares 37,735 Est. Cost $67.79 Unrealized +27.8%
UNH UNITEDHEALTH GROUP INC 1.6%
Value $3.158M Shares 9,565 Est. Cost $299.40 Unrealized +12.6%
DUK DUKE ENERGY CORP NEW 1.6%
Value $3.055M Shares 26,063 Est. Cost $109.97 Unrealized +10.6%
SDVY FIRST TR EXCHANGE-TRADED FD 1.5%
Value $2.932M Shares 76,527 Est. Cost $35.35 Unrealized
ABBV ABBVIE INC 1.4%
Value $2.783M Shares 12,180 Est. Cost $179.78 Unrealized +26.6%
LMT LOCKHEED MARTIN CORP 1.4%
Value $2.677M Shares 5,535 Est. Cost $507.29 Unrealized -6.1%
CVX CHEVRON CORP NEW 1.3%
Value $2.589M Shares 16,990 Est. Cost $145.97 Unrealized +3.7%
MRVL MARVELL TECHNOLOGY INC 1.0%
Value $2.048M Shares 24,103 Est. Cost $93.24 Unrealized -6.2%
AXP AMERICAN EXPRESS CO 1.0%
Value $1.884M Shares 5,092 Est. Cost $284.65 Unrealized +25.4%
GILD GILEAD SCIENCES INC 0.9%
Value $1.854M Shares 15,104 Est. Cost $89.23 Unrealized +35.5%
ORCL ORACLE CORP 0.9%
Value $1.824M Shares 9,359 Est. Cost $246.19 Unrealized -3.3%
XJUL FIRST TR EXCHNG TRADED FD VI 0.6%
Value $1.167M Shares 29,850 Est. Cost $35.47 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value $1.152M Shares 3,889 Est. Cost $216.31 Unrealized +38.1%
JPM JPMORGAN CHASE & CO. 0.6%
Value $1.131M Shares 3,508 Est. Cost $228.03 Unrealized +35.7%
QQQ INVESCO QQQ TR 0.5%
Value $939K Shares 1,529 Est. Cost $519.55 Unrealized
BLK BLACKROCK INC 0.4%
Value $792K Shares 740 Est. Cost $991.05 Unrealized +9.9%
SMCI SUPER MICRO COMPUTER INC 0.3%
Value $682K Shares 23,293 Est. Cost $36.40 Unrealized +13.1%
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value $672K Shares 5,151 Est. Cost $131.37 Unrealized +1.4%
PEP PEPSICO INC 0.3%
Value $571K Shares 3,975 Est. Cost $156.55 Unrealized -6.8%
FJUL FIRST TR EXCHNG TRADED FD VI 0.3%
Value $518K Shares 9,263 Est. Cost $48.97 Unrealized
CSCO CISCO SYS INC 0.3%
Value $514K Shares 6,672 Est. Cost $55.55 Unrealized +32.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $476K Shares 947 Est. Cost $461.73 Unrealized +7.8%
FAPR FIRST TR EXCHNG TRADED FD VI 0.2%
Value $444K Shares 10,000 Est. Cost $41.29 Unrealized
LLY ELI LILLY & CO 0.2%
Value $442K Shares 411 Est. Cost $821.42 Unrealized +16.3%
CAT CATERPILLAR INC 0.2%
Value $431K Shares 753 Est. Cost $381.74 Unrealized +45.5%
TXN TEXAS INSTRS INC 0.2%
Value $419K Shares 2,414 Est. Cost $193.15 Unrealized -11.6%
NEE NEXTERA ENERGY INC 0.2%
Value $400K Shares 4,984 Est. Cost $75.03 Unrealized +10.0%
UL UNILEVER PLC 0.2%
Value $376K Shares 5,753 Est. Cost $65.40 Unrealized
PAYX PAYCHEX INC 0.2%
Value $365K Shares 3,252 Est. Cost $137.31 Unrealized -15.1%
PM PHILIP MORRIS INTL INC 0.2%
Value $364K Shares 2,267 Est. Cost $121.71 Unrealized +26.2%
RF REGIONS FINANCIAL CORP NEW 0.2%
Value $362K Shares 13,363 Est. Cost $23.54 Unrealized +7.8%
COST COSTCO WHSL CORP NEW 0.2%
Value $343K Shares 398 Est. Cost $922.64 Unrealized -1.8%
FCOR FIDELITY MERRIMACK STR TR 0.2%
Value $341K Shares 7,119 Est. Cost $47.25 Unrealized
MO ALTRIA GROUP INC 0.2%
Value $308K Shares 5,346 Est. Cost $48.82 Unrealized +21.6%
WMT WALMART INC 0.2%
Value $299K Shares 2,683 Est. Cost $85.80 Unrealized +24.9%
PRU PRUDENTIAL FINL INC 0.1%
Value $291K Shares 2,580 Est. Cost $116.71 Unrealized -8.7%
VMC VULCAN MATLS CO 0.1%
Value $285K Shares 1,000 Est. Cost $266.73 Unrealized +9.9%
IVV ISHARES TR 0.1%
Value $277K Shares 405 Est. Cost $588.57 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value $276K Shares 1,024 Est. Cost $244.74 Unrealized
AVGO BROADCOM INC 0.1%
Value $265K Shares 766 Est. Cost $305.74 Unrealized +16.8%
FAST FASTENAL CO 0.1%
Value $262K Shares 6,539 Est. Cost $42.50 Unrealized -1.1%
ADI ANALOG DEVICES INC 0.1%
Value $258K Shares 952 Est. Cost $216.71 Unrealized +15.6%
ABT ABBOTT LABS 0.1%
Value $251K Shares 2,005 Est. Cost $113.33 Unrealized +12.3%
NSC NORFOLK SOUTHN CORP 0.1%
Value $237K Shares 822 Est. Cost $276.03 Unrealized +4.6%
ITOT ISHARES TR 0.1%
Value $221K Shares 1,486 Est. Cost $128.62 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value $215K Shares 638 Est. Cost $313.76 Unrealized +8.6%
MET METLIFE INC 0.1%
Value $214K Shares 2,705 Est. Cost $80.65 Unrealized -2.1%
KAYNE ANDERSON ENERGY INFRST 0.1%
Value $200K Shares 16,173 Est. Cost $12.71 Unrealized
F FORD MTR CO 0.1%
Value $195K Shares 14,900 Est. Cost $9.87 Unrealized +30.0%