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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 HON HONEYWELL INTL INC Industrials 6,877 $1.6M 0.68% SOLD
2 FSEC FIDELITY MERRIMACK STR TR 15,053 $660K 0.29% SOLD
3 BP BP PLC Energy 5,391 $253K 0.11% SOLD
4 ACN ACCENTURE PLC IRELAND Technology 1,170 $232K 0.10% SOLD
5 NFLX NETFLIX INC. Communication Services 2,288 $220K 0.10% SOLD
6 LMT LOCKHEED MARTIN CORP Industrials 351 $212K 0.09% SOLD
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%