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Portfolio (Quarterly) Guide ↗

Granite Harbor Advisors, Inc.

· CIK 0001967456
13F Portfolio $253M AUM 132 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 55 Added 43 Reduced 6 Exited
Page 1 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AGG ISHARES TR 156,231.0 $15.5M 6.11% +3K +1.9% $98.98 -2.0%
2 DFAS DIMENSIONAL ETF TRUST 159,251.0 $13.1M 5.18% +24K +17.4% $82.34 -0.2%
3 MUB ISHARES TR 90,444.0 $9.7M 3.85% +24K +36.9% $107.62 -3.3%
4 XLV SELECT SECTOR SPDR TR 41,321.0 $6.6M 2.59% +923.0 +2.3% $158.66 +8.1%
5 BIV VANGUARD BD INDEX FDS 75,114.0 $5.8M 2.28% +2K +3.2% $76.70 -2.3%
6 ITM VANECK ETF TRUST 85,855.0 $4.0M 1.59% +19K +27.7% $46.99 -3.5%
7 META META PLATFORMS INC Communication Services 6,799.0 $3.8M 1.51% +73.0 +1.1% $563.29 +9.5%
8 XLP SELECT SECTOR SPDR TR 40,278.0 $3.3M 1.32% +771.0 +1.9% $83.07 +1.8%
9 IWF ISHARES TR 24,730.0 $3.1M 1.21% +18K +266.6% $124.17 -0.6%
10 BERKSHIRE HATHAWAY INC DEL 5,258.0 $2.6M 1.04% +161.0 +3.2% $500.39
11 IBMP ISHARES TR 76,411.0 $1.9M 0.77% +9K +12.6% $25.42 -0.4%
12 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 4,864.0 $1.9M 0.74% +46.0 +0.9% $386.70 +5.4%
13 IBMQ ISHARES TR 72,126.0 $1.8M 0.73% +8K +13.3% $25.58 -0.5%
14 IBMR ISHARES TR 70,078.0 $1.8M 0.70% +9K +14.8% $25.39 -0.8%
15 HD HOME DEPOT INC Consumer Cyclical 4,575.0 $1.6M 0.64% +263.0 +6.1% $352.68 -9.0%
16 XLB SELECT SECTOR SPDR TR 25,653.0 $1.3M 0.52% +144.0 +0.6% $50.83 +3.2%
17 XLU SELECT SECTOR SPDR TR 28,559.0 $1.3M 0.51% +342.0 +1.2% $45.34 -5.0%
18 V VISA INC Financial Services 3,650.0 $1.3M 0.49% +188.0 +5.4% $343.13 +9.3%
19 MA MASTERCARD INCORPORATED Financial Services 2,085.0 $1.1M 0.42% +80.0 +4.0% $513.60 +12.8%
20 XOM EXXON MOBIL CORP Energy 6,783.0 $927K 0.37% +191.0 +2.9% $136.73 +16.6%
Page 1 of 3  ·  55 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.4%
Technology 28.3%
Communication Services 11.7%
Healthcare 10.5%
Consumer Cyclical 8.0%
Consumer Defensive 3.8%
Industrials 3.2%
Energy 2.1%
Utilities 1.3%
Basic Materials 0.4%