BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BAC BANK OF AMER CORP Financial Services 53,843.0 $3.1M 1.21% -1K -2.4% $56.98 +10.0%
22 JNJ JOHNSON & JOHNSON Healthcare 11,040.0 $2.8M 1.11% -67.0 -0.6% $253.97 +8.4%
23 BERKSHIRE HATHAWAY INC DEL 5,258.0 $2.6M 1.04% +161.0 +3.2% $500.39
24 LLY ELI LILLY & CO Healthcare 2,123.0 $2.5M 1.01% $1199.43 -4.3%
25 APH AMPHENOL CORP Technology 14,000.0 $2.5M 0.98% -1K -9.1% $176.32 -53.1%
26 IWD ISHARES TR 9,687.0 $2.3M 0.93% -625.0 -6.1% $242.43 +6.3%
27 XLE SELECT SECTOR SPDR TR 41,296.0 $2.2M 0.87% -884.0 -2.1% $53.11 +20.6%
28 HYGV FLEXSHARES TR 54,004.0 $2.2M 0.86% -434.0 -0.8% $40.26 -0.8%
29 JPM JPMORGAN CHASE & CO Financial Services 6,413.0 $2.1M 0.83% $327.32 +9.6%
30 IBDS ISHARES TR 81,478.0 $2.0M 0.78% -4K -4.3% $24.22 -0.4%
31 IBMP ISHARES TR 76,411.0 $1.9M 0.77% +9K +12.6% $25.42 -0.4%
32 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 4,864.0 $1.9M 0.74% +46.0 +0.9% $386.70 +5.4%
33 IBMQ ISHARES TR 72,126.0 $1.8M 0.73% +8K +13.3% $25.58 -0.5%
34 IBMR ISHARES TR 70,078.0 $1.8M 0.70% +9K +14.8% $25.39 -0.8%
35 IBMO ISHARES TR 67,346.0 $1.7M 0.68% $25.64 -0.1%
36 AVGO BROADCOM INC Technology 4,518.0 $1.7M 0.68% -162.0 -3.5% $377.75 -5.3%
37 HD HOME DEPOT INC Consumer Cyclical 4,575.0 $1.6M 0.64% +263.0 +6.1% $352.68 -9.0%
38 EFA ISHARES TR 15,448.0 $1.6M 0.64% -690.0 -4.3% $103.88 +4.3%
39 GUNR FLEXSHARES TR 28,229.0 $1.4M 0.55% $49.28 +15.2%
40 WMT WALMART INC Consumer Defensive 12,268.0 $1.4M 0.55% $113.26 -5.4%
Page 2 of 7  ·  132 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%