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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 6 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WFC WELLS FARGO & CO Financial Services 3,934.0 $325K 0.13% $82.64 +8.9%
102 BLK BLACKROCK INC Financial Services 333.0 $320K 0.13% +40.0 +13.7% $961.56 +16.7%
103 VLO VALERO ENERGY CORP Energy 1,175.0 $306K 0.12% -6.0 -0.5% $260.44 +42.3%
104 LOW LOWES COS INC Consumer Cyclical 1,366.0 $301K 0.12% +80.0 +6.2% $220.49 -7.3%
105 AXP AMERICAN EXPRESS CO Financial Services 873.0 $295K 0.12% +8.0 +0.9% $338.25 -3.6%
106 AMGN AMGEN INC Healthcare 751.0 $272K 0.11% +29.0 +4.0% $362.12 +20.7%
107 JEPQ J P MORGAN EXCHANGE TRADED F 4,346.0 $267K 0.11% +125.0 +3.0% $61.46 -2.6%
108 ADBE ADOBE INC Technology 1,261.0 $259K 0.10% +114.0 +9.9% $205.02 +30.0%
109 IBDX ISHARES TR 9,837.0 $248K 0.10% $25.19 -2.2%
110 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,766.0 $246K 0.10% +92.0 +5.5% $139.07 -7.8%
111 DHR DANAHER CORP DEL Healthcare 1,278.0 $243K 0.10% +136.0 +11.9% $190.48 +9.0%
112 IBDW ISHARES TR 11,544.0 $241K 0.10% $20.84 -1.8%
113 C CITIGROUP INC Financial Services 1,695.0 $237K 0.09% -122.0 -6.7% $139.96 -1.6%
114 COP CONOCOPHILLIPS Energy 2,280.0 $237K 0.09% +146.0 +6.8% $103.96 +29.1%
115 XLG INVESCO EXCHANGE TRADED FD T 3,870.0 $237K 0.09% $61.22 +3.0%
116 CMCSA COMCAST CORP NEW Communication Services 9,547.0 $234K 0.09% +2K +21.6% $24.55 +7.9%
117 CVS CVS HEALTH CORP Healthcare 2,260.0 $234K 0.09% NEW $103.45 -6.5%
118 IOO ISHARES TR 1,677.0 $229K 0.09% NEW $136.60 +6.2%
119 NKE NIKE INC Consumer Cyclical 5,575.0 $229K 0.09% +516.0 +10.2% $41.05 -6.5%
120 SCZ ISHARES TR 2,761.0 $227K 0.09% $82.26 +6.5%
Page 6 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%