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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 Chg Shares Chg % Period Price ① Since Period ①
1 HONEYWELL INTL INC 3,388.0 $759K 0.30% NEW $223.90
2 HONEYWELL AEROSPACE INC 3,388.0 $749K 0.30% NEW $221.08
3 SPACE EXPLORATION TECHN CORP 3,678.0 $628K 0.25% NEW $170.86
4 CVS CVS HEALTH CORP Healthcare 2,260.0 $234K 0.09% NEW $103.45 -6.5%
5 IOO ISHARES TR 1,677.0 $229K 0.09% NEW $136.60 +6.2%
6 IWM ISHARES TR 731.0 $220K 0.09% NEW $300.44 -1.5%
7 UPS UNITED PARCEL SVCS INC Industrials 1,989.0 $214K 0.09% NEW $107.50 -4.8%
8 XMMO INVESCO EXCHANGE TRADED FD T 1,247.0 $212K 0.08% NEW $170.14 -9.3%
9 PLD PROLOGIS INC. Real Estate 1,531.0 $207K 0.08% NEW $135.47 +1.4%

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%