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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 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VLO VALERO ENERGY CORP Energy 1,175.0 $306K 0.12% -6.0 -0.5% $260.44 +42.3%
42 C CITIGROUP INC Financial Services 1,695.0 $237K 0.09% -122.0 -6.7% $139.96 -1.6%
43 HSY HERSHEY CO Consumer Defensive 1,235.0 $217K 0.09% -100.0 -7.5% $175.45 -1.3%
Page 3 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%