CIK 1049662
GRIES FINANCIAL LLC
Institutional 13F holdings & portfolio
Holdings
323
Portfolio Value
$1M+
Latest Report
Sep 30, 2025
Report Periods
4
Holdings
13F filings as of Sep 30, 2025 · Showing 101–150 of 323
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MKC | MCCORMICK & CO INC | 22K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 3K | $1M+ | SH |
| KMB | KIMBERLY-CLARK CORP | 12K | $1M+ | SH |
| MMC | MARSH & MCLENNAN COS INC | 7K | $1M+ | SH |
| LQD | ISHARES TR | 13K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| PSA | PUBLIC STORAGE OPER CO | 5K | $1M+ | SH |
| ICSH | ISHARES TR | 27K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 9K | $1M+ | SH |
| GJAN | FIRST TR EXCHNG TRADED FD VI | 32K | $1M+ | SH |
| USMV | ISHARES TR | 14K | $1M+ | SH |
| BFST | BUSINESS FIRST BANCSHARES IN | 55K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 34K | $1M+ | SH |
| DPZ | DOMINOS PIZZA INC | 3K | $1M+ | SH |
| CUBE | CUBESMART | 31K | $1M+ | SH |
| EMB | ISHARES TR | 13K | $1M+ | SH |
| DLB | DOLBY LABORATORIES INC | 17K | $1M+ | SH |
| ICVT | ISHARES TR | 12K | $1M+ | SH |
| LOW | LOWES COS INC | 5K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 2K | $1M+ | SH |
| IWB | ISHARES TR | 3K | $1M+ | SH |
| MTUM | ISHARES TR | 5K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 3K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 42K | $1M+ | SH |
| V | VISA INC | 3K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 10K | $1M+ | SH |
| LSTR | LANDSTAR SYS INC | 9K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 4K | $1M+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 80K | $1M+ | SH |
| IVW | ISHARES TR | 8K | $1M+ | SH |
| HD | HOME DEPOT INC | 2K | $1M+ | SH |
| IGRO | ISHARES TR | 12K | $500K+ | SH |
| EMR | EMERSON ELEC CO | 8K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 1K | $500K+ | SH |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | 65K | $500K+ | SH |
| CTAS | CINTAS CORP | 4K | $500K+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 7K | $500K+ | SH |
| EWZ | ISHARES INC | 28K | $500K+ | SH |
| LLY | ELI LILLY & CO | 1K | $500K+ | SH |
| MRK | MERCK & CO INC | 10K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 2K | $500K+ | SH |
| MSCI | MSCI INC | 1K | $500K+ | SH |
| GE | GE AEROSPACE | 3K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 3K | $500K+ | SH |
| CAT | CATERPILLAR INC | 2K | $500K+ | SH |
| ACWI | ISHARES TR | 6K | $500K+ | SH |
| EEM | ISHARES TR | 15K | $500K+ | SH |
| INTC | INTEL CORP | 23K | $500K+ | SH |
| TFLO | ISHARES TR | 15K | $500K+ | SH |