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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 4 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRK MERCK & CO INC Healthcare 5,942.0 $764K 0.30% +257.0 +4.5% $128.50 +17.0%
62 HONEYWELL INTL INC 3,388.0 $759K 0.30% NEW $223.90
63 HONEYWELL AEROSPACE INC 3,388.0 $749K 0.30% NEW $221.08
64 KO COCA COLA CO Consumer Defensive 8,618.0 $700K 0.28% +316.0 +3.8% $81.27 +8.4%
65 MCD MCDONALDS CORP Consumer Cyclical 2,451.0 $663K 0.26% +133.0 +5.7% $270.35 -5.4%
66 TDTT FLEXSHARES TR 26,934.0 $644K 0.26% -3K -9.0% $23.91 -1.5%
67 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 688.0 $644K 0.25% +23.0 +3.5% $935.47 -2.1%
68 SPACE EXPLORATION TECHN CORP 3,678.0 $628K 0.25% NEW $170.86
69 ISHARES TR 27,921.0 $625K 0.25% -13K -31.7% $22.37
70 ISHARES TR 28,199.0 $624K 0.25% -13K -31.7% $22.14
71 ISHARES TR 28,821.0 $624K 0.25% -15K -34.1% $21.65
72 CVX CHEVRON CORPORATION Energy 3,684.0 $611K 0.24% +43.0 +1.2% $165.78 +25.8%
73 VB VANGUARD INDEX FDS 1,990.0 $603K 0.24% -20.0 -1.0% $303.17 -1.0%
74 VIG VANGUARD SPECIALIZED FUNDS 2,527.0 $598K 0.24% $236.60 +2.3%
75 CAT CATERPILLAR INC Industrials 561.0 $597K 0.24% -46.0 -7.6% $1064.90 -23.6%
76 ISHARES TR 24,062.0 $551K 0.22% -13K -35.2% $22.89
77 IWP ISHARES TR 3,575.0 $523K 0.21% -596.0 -14.3% $146.41 -4.6%
78 SLV ISHARES SILVER TR Financial Services 9,671.0 $517K 0.20% -3K -25.6% $53.47 +11.9%
79 LIN LINDE PLC Basic Materials 994.0 $516K 0.20% +34.0 +3.5% $518.94 -8.0%
80 PFE PFIZER INC Healthcare 21,404.0 $515K 0.20% +2K +10.4% $24.08 +18.2%
Page 4 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%