Gries Financial LLC Purchases in Q3 2025

Gries Financial LLC

  • $547 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ADT
Adt Inc.

Industrials
4.3K
+ 33.87%
$8.27 - $8.85 $35.6K - $38K
17K $147K
ADBE
Adobe Inc.

Technology
155
+ 29.03%
$333.65 - $392.1 $51.7K - $60.8K
689 $243K
GTES
Gates Industrial Corp PLC

Industrials
43
+ 0.22%
$23.38 - $26.14 $1.01K - $1.12K
19.5K $483K
IGRO
Ishares Tr International Divid

ETFs
307
+ 2.53%
$75.97 - $80.24 $23.3K - $24.6K
12.4K $989K
MA
Mastercard Inc

Financial Services
24
+ 0.94%
$550.18 - $598.96 $13.2K - $14.4K
2.56K $1.46M
MMM
3 M CO

Industrials
5
+ 0.05%
$144.41 - $160.2 $722 - $801
9.75K $1.51M
DUK
Duke Energy Corp

Utilities
148
+ 7.91%
$116.31 - $125.93 $17.2K - $18.6K
2.02K $249K
VNQ
Vanguard Specialized Funds Van

ETFs
81
+ 1.01%
$88.47 - $93.24 $7.17K - $7.55K
8.08K $738K
DASH
Door Dash, Inc.

Communication Services
8
+ 0.88%
$234.5 - $272.5 $1.88K - $2.18K
912 $248K
CB
Chubb LTD

Financial Services
132
+ 7.96%
$265.99 - $289.59 $35.1K - $38.2K
1.79K $505K
FHN
First Horizon Corp

Financial Services
163
+ 1.13%
$21.16 - $23.23 $3.45K - $3.79K
14.6K $329K
NTRS
Northern Trust Corp

Financial Services
57
+ 2.98%
$123.6 - $134.6 $7.05K - $7.67K
1.97K $265K
VEEV
Veeva Systems Inc

Healthcare
52
+ 7.12%
$269.2 - $297.91 $14K - $15.5K
782 $232K
TRV
Travelers Companies, Inc.

Financial Services
21
+ 2.06%
$250.62 - $279.43 $5.26K - $5.87K
1.04K $290K
DE
Deere & CO

Industrials
195
+ 13.94%
$457.26 - $524.37 $89.2K - $102K
1.59K $728K
CINF
Cincinnati Financial Corp

Financial Services
6
+ 0.35%
$145.8 - $158.1 $875 - $949
1.72K $271K
ESS
Essex Property Trust, Inc.

Real Estate
55
+ 0.85%
N/A
6.56K $1.79M
ROL
Rollins Inc

Consumer Cyclical
40
+ 0.84%
$55.05 - $58.74 $2.2K - $2.35K
4.78K $280K
IYH
Ishares Tr

ETFs
28
+ 0.57%
$54.36 - $58.96 $1.52K - $1.65K
4.93K $289K
PG
Procter & Gamble CO

Consumer Defensive
1.01K
+ 4.04%
$150.47 - $161.22 $151K - $162K
25.9K $3.98M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
170
+ 1.07%
$11.15 - $11.87 $1.9K - $2.02K
16K $185K
KMI
Kinder Morgan, Inc.

Energy
450
+ 6.58%
$26.23 - $28.5 $11.8K - $12.8K
7.29K $206K
PYPL
Pay Pal Holdings, Inc.

Financial Services
397
+ 13.16%
$65.64 - $78.22 $26.1K - $31.1K
3.41K $228K
ZS
Zscaler, Inc.

Technology
41
+ 5.49%
$267.68 - $316.5 $11K - $13K
788 $236K
KR
Kroger CO

Consumer Defensive
228
+ 7.53%
$64.52 - $74.35 $14.7K - $17K
3.26K $219K
CNC
Centene Corp

Healthcare
1.97K
+ 52.92%
$25.21 - $56.65 $49.8K - $112K
5.7K $203K
First Tr Exchng Traded Fd Vi
760K
New
N/A
760K $0
Ge Vernova Inc
11
+ 1.62%
N/A
690 $0
Blackrock ETF Trust Ii
37K
+ 9.77%
N/A
416K $0
Ishares Bitcoin Trust ETF
5.66K
+ 9.61%
N/A
64.5K $0
Blue Owl Technology Fin Corp
46.5K
+ 248.19%
N/A
65.2K $0
Barrick Mng Corp
7K
New
N/A
7K $0
Blackrock Inc
36
+ 6.67%
N/A
576 $0
Blackrock ETF Trust
129K
New
N/A
129K $0
Linde PLC
493
New
N/A
493 $0
NTRA
Natera, Inc.

Healthcare
74
+ 4.04%
$133.66 - $181.11 $9.89K - $13.4K
1.9K $306K
GWRE
Guidewire Software, Inc.

Technology
8
+ 0.63%
$207.82 - $261.88 $1.66K - $2.1K
1.28K $293K
NTNX
Nutanix, Inc.

Technology
5
+ 0.17%
$66.06 - $81.12 $330 - $406
2.95K $219K
PGR
Progressive Corp

Financial Services
208
+ 6.61%
$238.61 - $264.3 $49.6K - $55K
3.35K $828K
ABT
Abbott Laboratories

Healthcare
109
+ 0.68%
$120.51 - $136.62 $13.1K - $14.9K
16.2K $2.17M
CPRT
Copart Inc

Consumer Cyclical
302
+ 3.59%
$44.6 - $49.97 $13.5K - $15.1K
8.7K $391K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
449
+ 6.79%
$196.15 - $217.83 $88.1K - $97.8K
7.07K $1.42M
BMY
Bristol Myers Squibb CO

Healthcare
722
+ 1.45%
$43.31 - $48.98 $31.3K - $35.4K
50.4K $2.27M
AXS
Axis Capital Holdings LTD

Financial Services
33
+ 0.85%
$93.33 - $102.44 $3.08K - $3.38K
3.93K $376K
CRM
Salesforce, Inc.

Technology
117
+ 6.83%
$231.66 - $273.65 $27.1K - $32K
1.83K $433K
KO
Coca Cola CO

Consumer Defensive
1.23K
+ 4.67%
$65.67 - $71.67 $80.7K - $88.1K
27.5K $1.83M
BFST
Business First Bancshares, Inc.

Financial Services
6
+ 0.01%
$22.92 - $26.38 $138 - $158
54.6K $1.29M
MAA
Mid America Apartment Communities Inc.

Real Estate
201
+ 1.73%
$138.38 - $153.2 $27.8K - $30.8K
11.8K $1.65M
CPT
Camden Property Trust

Real Estate
3
+ 0.02%
$104.05 - $115.69 $312 - $347
14K $1.5M
Activity Summary
Buys All Purchases 207 New Holdings 46 Increased Positions 161 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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