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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 5 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VO VANGUARD INDEX FDS 6,145.0 $495K 0.20% +5K +299.5% $80.57 +2.1%
82 ISHARES TR 24,765.0 $484K 0.19% -17K -40.0% $19.54
83 TMO THERMO FISHER SCIENTIFIC INC Healthcare 928.0 $465K 0.18% +80.0 +9.4% $501.36 +22.4%
84 PEP PEPSICO INC Consumer Defensive 3,358.0 $455K 0.18% +272.0 +8.8% $135.40 +1.6%
85 GE GE AEROSPACE Industrials 1,193.0 $446K 0.18% -44.0 -3.6% $373.73 -9.8%
86 IWO ISHARES TR 1,126.0 $444K 0.17% -188.0 -14.3% $393.96 -4.2%
87 EOG EOG RES INC Energy 3,271.0 $424K 0.17% +49.0 +1.5% $129.73 +11.9%
88 DE DEERE & CO Industrials 668.0 $424K 0.17% $634.68 +9.3%
89 IWS ISHARES TR 2,571.0 $423K 0.17% -428.0 -14.3% $164.60 +3.5%
90 ISHARES TR 20,590.0 $416K 0.16% $20.19
91 RTX RTX CORPORATION Industrials 2,187.0 $415K 0.16% +85.0 +4.0% $189.73 +5.8%
92 EW EDWARDS LIFESCIENCES CORP Healthcare 4,488.0 $406K 0.16% -29.0 -0.6% $90.46 -0.6%
93 GS GOLDMAN SACHS GROUP INC Financial Services 381.0 $385K 0.15% -22.0 -5.5% $1011.37 +2.7%
94 MS MORGAN STANLEY Financial Services 1,837.0 $384K 0.15% -85.0 -4.4% $209.04 +4.1%
95 AME AMETEK INC Industrials 1,561.0 $378K 0.15% $241.94 -1.7%
96 VZ VERIZON COMMUNICATIONS INC Communication Services 8,777.0 $372K 0.15% +483.0 +5.8% $42.34 +18.4%
97 ORCL ORACLE CORP Technology 2,487.0 $364K 0.14% $146.55 +8.4%
98 TSLA TESLA INC Consumer Cyclical 866.0 $364K 0.14% -12.0 -1.4% $420.60 -15.8%
99 UNP UNION PAC CORP Industrials 1,277.0 $347K 0.14% +68.0 +5.6% $272.00 +6.5%
100 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 479.0 $337K 0.13% $702.97 -1.6%
Page 5 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%