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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 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBDT ISHARES TR 35,476.0 $896K 0.35% -8K -17.9% $25.25 -0.6%
22 INTC INTEL CORP Technology 6,349.0 $887K 0.35% -670.0 -9.6% $139.63 -31.4%
23 IBDR ISHARES TR 35,574.0 $862K 0.34% -6K -13.4% $24.23 -0.2%
24 TDTT FLEXSHARES TR 26,934.0 $644K 0.26% -3K -9.0% $23.91 -1.5%
25 ISHARES TR 27,921.0 $625K 0.25% -13K -31.7% $22.37
26 ISHARES TR 28,199.0 $624K 0.25% -13K -31.7% $22.14
27 ISHARES TR 28,821.0 $624K 0.25% -15K -34.1% $21.65
28 VB VANGUARD INDEX FDS 1,990.0 $603K 0.24% -20.0 -1.0% $303.17 -1.0%
29 CAT CATERPILLAR INC Industrials 561.0 $597K 0.24% -46.0 -7.6% $1064.90 -23.6%
30 ISHARES TR 24,062.0 $551K 0.22% -13K -35.2% $22.89
31 IWP ISHARES TR 3,575.0 $523K 0.21% -596.0 -14.3% $146.41 -4.6%
32 SLV ISHARES SILVER TR Financial Services 9,671.0 $517K 0.20% -3K -25.6% $53.47 +11.9%
33 ISHARES TR 24,765.0 $484K 0.19% -17K -40.0% $19.54
34 GE GE AEROSPACE Industrials 1,193.0 $446K 0.18% -44.0 -3.6% $373.73 -9.8%
35 IWO ISHARES TR 1,126.0 $444K 0.17% -188.0 -14.3% $393.96 -4.2%
36 IWS ISHARES TR 2,571.0 $423K 0.17% -428.0 -14.3% $164.60 +3.5%
37 EW EDWARDS LIFESCIENCES CORP Healthcare 4,488.0 $406K 0.16% -29.0 -0.6% $90.46 -0.6%
38 GS GOLDMAN SACHS GROUP INC Financial Services 381.0 $385K 0.15% -22.0 -5.5% $1011.37 +2.7%
39 MS MORGAN STANLEY Financial Services 1,837.0 $384K 0.15% -85.0 -4.4% $209.04 +4.1%
40 TSLA TESLA INC Consumer Cyclical 866.0 $364K 0.14% -12.0 -1.4% $420.60 -15.8%
Page 2 of 3  ·  43 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%