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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 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLB SELECT SECTOR SPDR TR 25,653.0 $1.3M 0.52% +144.0 +0.6% $50.83 +3.2%
42 XLU SELECT SECTOR SPDR TR 28,559.0 $1.3M 0.51% +342.0 +1.2% $45.34 -5.0%
43 NEE NEXTERA ENERGY INC Utilities 14,404.0 $1.3M 0.50% $87.77 -4.9%
44 V VISA INC Financial Services 3,650.0 $1.3M 0.49% +188.0 +5.4% $343.13 +9.3%
45 CSCO CISCO SYS INC Technology 9,489.0 $1.1M 0.44% -2K -13.8% $117.46 -7.0%
46 MA MASTERCARD INCORPORATED Financial Services 2,085.0 $1.1M 0.42% +80.0 +4.0% $513.60 +12.8%
47 UNH UNITEDHEALTH GROUP INC Healthcare 2,498.0 $1.0M 0.41% -95.0 -3.7% $415.61 -4.4%
48 EMR EMERSON ELEC CO Industrials 6,637.0 $950K 0.38% -35.0 -0.5% $143.15 +6.8%
49 XOM EXXON MOBIL CORP Energy 6,783.0 $927K 0.37% +191.0 +2.9% $136.73 +16.6%
50 ISHARES TR 35,256.0 $912K 0.36% +14K +67.2% $25.87
51 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,207.0 $901K 0.36% $746.77 +3.1%
52 IBDU ISHARES TR 38,850.0 $900K 0.36% +406.0 +1.1% $23.16 -0.9%
53 IBDT ISHARES TR 35,476.0 $896K 0.35% -8K -17.9% $25.25 -0.6%
54 INTC INTEL CORP Technology 6,349.0 $887K 0.35% -670.0 -9.6% $139.63 -31.4%
55 IBDV ISHARES TR 39,742.0 $866K 0.34% +431.0 +1.1% $21.80 -1.5%
56 IBDR ISHARES TR 35,574.0 $862K 0.34% -6K -13.4% $24.23 -0.2%
57 ACWV ISHARES INC 6,962.0 $837K 0.33% $120.22 +6.1%
58 PG PROCTER & GAMBLE CO Consumer Defensive 5,588.0 $819K 0.32% +582.0 +11.6% $146.63 -0.1%
59 ABBV ABBVIE INC Healthcare 3,130.0 $788K 0.31% +119.0 +4.0% $251.67 +1.9%
60 GOOG ALPHABET INC 2,212.0 $782K 0.31% $353.33
Page 3 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%