Girard Partners Ltd.

13F Filings History

Latest 13F report
Q3 2025 - Oct 30, 2025
Signature - Title
George Breuninger - Compliance Manager
Location
King Of Prussia, PA
Summary
This page shows a list of all the recent 13F filings made by Girard Partners Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Girard Partners Ltd. reported 259 stock holdings with total value $1.06B as of Q2 2024. Top holdings included SPLG, VXUS, AAPL, MSFT, and SPAB. UNIVEST FINANCIAL Corp is reporting for Girard Partners Ltd..
Holdings Value

UNIVEST FINANCIAL Corp is reporting for Girard Partners Ltd.:

Name Holdings Value Location File Number
UNIVEST FINANCIAL Corp $1.79B Souderton, PA 028-03779
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 13F-NT 8/6/2025, 10:48 AM
Q1 2025 13F-NT 5/15/2025, 03:28 PM
Q3 2024 13F-NT 11/14/2024, 01:47 PM
Q2 2024 259 $1.06B +$26.2M -$40.3M -$14.2M SPLG, VXUS, AAPL, MSFT, SPAB 13F-HR 8/12/2024, 09:37 AM
Q1 2024 262 $1.06B +$99.4M -$77M +$22.4M SPLG, VXUS, AAPL, MSFT, SPAB 13F-HR 5/13/2024, 10:44 AM
Q4 2023 246 $985M +$50.9M -$49.4M +$1.52M AAPL, SPLG, VXUS, SPAB, MSFT 13F-HR 2/9/2024, 02:46 PM
Q3 2023 260 $886M +$25.7M -$43.7M -$18M AAPL, SPLG, VXUS, SPAB, MSFT 13F-HR 11/2/2023, 02:05 PM
Q2 2023 265 $947M +$51.1M -$61.9M -$10.8M AAPL, SPLG, VXUS, SPAB, MSFT 13F-HR 8/15/2023, 02:43 PM
Q1 2023 252 $904M +$79.9M -$101M -$21.6M AAPL, SPLG, VXUS, SPAB, MSFT 13F-HR 5/12/2023, 02:49 PM
Q4 2022 260 $883M +$95M -$20.4M +$74.7M AAPL, SPLG, VXUS, SPAB, MSFT 13F-HR 1/26/2023, 10:32 AM
Q3 2022 231 $754M +$68.8M -$33.8M +$35M AAPL, SPLG, VXUS, SPAB, MSFT 13F-HR 10/20/2022, 02:49 PM
Q2 2022 218 $784M +$57.3M -$36.7M +$20.7M AAPL, SPLG, SPAB, VXUS, MSFT 13F-HR 7/26/2022, 11:08 AM
Q1 2022 246 $912M +$130M -$73.2M +$56.3M AAPL, SPLG, SPAB, MSFT, VXUS 13F-HR 4/27/2022, 11:48 AM
Q4 2021 256 $917M +$75.8M -$21.1M +$54.6M AAPL, SPAB, MSFT, SPLG, BLK 13F-HR 2/2/2022, 02:17 PM
Q3 2021 252 $792M +$38.6M -$17.2M +$21.4M AAPL, SPAB, MSFT, SPLG, BLK Restatement 11/1/2021, 04:17 PM
Q2 2021 261 $778M +$64.3M -$23M +$41.3M AAPL, SPAB, MSFT, SPLG, BLK 13F-HR 8/10/2021, 12:44 PM
Q1 2021 215 $693M +$36.8M -$18M +$18.9M AAPL, SPAB, MSFT, SPLG, BLK 13F-HR 5/6/2021, 03:47 PM
Q4 2020 208 $649M +$32.2M -$28.7M +$3.58M AAPL, SPAB, MSFT, BLK, SPLG 13F-HR 2/2/2021, 11:17 AM
Q3 2020 210 $598M +$76M -$36.1M +$40M AAPL, SPAB, MSFT, HD, BLK 13F-HR 11/13/2020, 08:55 AM
Q2 2020 207 $554M +$18M -$93.8M -$75.8M AAPL, SPAB, MSFT, BLK, HD 13F-HR 8/10/2020, 09:35 AM
Q1 2020 205 $498M +$32.2M -$19.4M +$12.8M AAPL, SPAB, MSFT, BNDX, BLK Restatement 5/5/2020, 02:57 PM
Q4 2019 225 $602M +$40.9M -$13.5M +$27.4M AAPL, BNDX, SPAB, MSFT, BLK 13F-HR 2/3/2020, 01:16 PM
Q3 2019 212 $537M +$13M -$43.1M -$30.1M AAPL, SPAB, MSFT, HD, BLK 13F-HR 11/1/2019, 03:51 PM
Q2 2019 232 $567M +$26.5M -$17.7M +$8.8M AAPL, SPAB, MSFT, V, BLK 13F-HR 8/12/2019, 03:53 PM
Q1 2019 235 $536M +$29.1M -$17.4M +$11.7M AAPL, SPAB, MSFT, V, INTC 13F-HR 5/8/2019, 11:16 AM
Q4 2018 239 $476M +$32.6M -$22.1M +$10.5M AAPL, SPAB, MSFT, V, BNDX 13F-HR 2/11/2019, 04:15 PM
Q3 2018 898 $564M +$40M -$41.7M -$1.67M AAPL, MSFT, V, SPAB, HD 13F-HR 11/9/2018, 08:10 AM
Q2 2018 262 $530M +$122M -$15.7M +$106M AAPL, V, MSFT, BLK, SPAB 13F-HR 8/7/2018, 08:44 AM
Q1 2018 244 $428M +$25M -$17.9M +$7.15M BLK, MSFT, V, JNJ, INTC 13F-HR 4/18/2018, 03:14 PM
Q4 2017 280 $522M +$46.6M -$34M +$12.6M AAPL, JNJ, BLK, V, MSFT 13F-HR 2/7/2018, 11:26 AM
Q3 2017 258 $484M +$21.4M -$6.35M +$15M AAPL, JNJ, AGG, BLK, V 13F-HR 11/8/2017, 11:21 AM
Q2 2017 265 $462M +$48M -$8.11M +$39.9M AAPL, JNJ, AGG, BLK, MO 13F-HR 8/8/2017, 03:04 PM
Q1 2017 229 $414M +$61.8M -$7.52M +$54.3M AAPL, JNJ, DIS, BLK, MO 13F-HR 5/3/2017, 08:49 AM
Q4 2016 219 $344M +$44.6M -$4.28M +$40.4M AAPL, DIS, BLK, XOM, AGG 13F-HR 2/8/2017, 12:50 PM
Q3 2016 201 $300M +$39.8M -$4.76M +$35M AAPL, JNJ, BLK, DIS, V 13F-HR 11/4/2016, 08:38 AM
Q2 2016 190 $263M +$38.9M -$5.84M +$33M AAPL, JNJ, BLK, DIS, XOM 13F-HR 8/12/2016, 11:29 AM
Q1 2016 187 $229M +$25.1M -$4.99M +$20.1M AAPL, BLK, JNJ, HD, DIS 13F-HR 5/12/2016, 10:41 AM
Q4 2015 170 $207M +$25.1M -$4.49M +$20.6M AAPL, BLK, HD, JNJ, VBR 13F-HR 2/10/2016, 11:57 AM
Q3 2015 151 $176M +$21.4M -$3.91M +$17.5M AAPL, VBR, HD, BLK, JNJ 13F-HR 11/9/2015, 08:22 AM
Q2 2015 149 $179M +$17.5M -$2.09M +$15.4M AAPL, UTX, VBR, BLK, XOM 13F-HR 8/4/2015, 10:16 AM
Q1 2015 142 $168M +$14.4M -$3.27M +$11.1M AAPL, UTX, XOM, BLK, JNJ 13F-HR 4/29/2015, 03:36 PM
Q4 2014 144 $160M +$14.6M -$5.07M +$9.5M AAPL, UTX, XOM, JNJ, BLK 13F-HR 2/13/2015, 06:47 AM
Q3 2014 137 $149M +$10.2M -$3.87M +$6.34M AAPL, XOM, JNJ, UTX, CVX 13F-HR 11/7/2014, 09:54 AM
Q2 2014 137 $145M +$18.6M -$8.1M +$10.5M AAPL, XOM, UTX, CVX, JNJ 13F-HR 8/8/2014, 11:42 AM
Q1 2014 140 $141M +$19.3M -$1.99M +$17.3M AAPL, XOM, UTX, JNJ, CVX 13F-HR 5/13/2014, 01:51 PM
Q4 2013 130 $126M AAPL, XOM, UTX, CVX, JNJ 13F-HR 2/11/2014, 04:02 PM