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Portfolio (Quarterly) Guide ↗

Granite Harbor Advisors, Inc.

· CIK 0001967456
13F Portfolio $229M AUM 129 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 49 Added 46 Reduced 6 Exited
Page 7 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DHR DANAHER CORP DEL Healthcare 1,142.0 $217K 0.10% +169.0 +17.4% $189.60 -5.5%
122 SCZ ISHARES TR 2,761.0 $216K 0.09% -178.0 -6.1% $78.40 +10.1%
123 DUK DUKE ENERGY CORP NEW Utilities 1,652.0 $216K 0.09% NEW $130.94 -4.8%
124 LMT LOCKHEED MARTIN CORP Industrials 351.0 $212K 0.09% NEW $604.52 -11.4%
125 XLG INVESCO EXCHANGE TRADED FD T 3,862.0 $211K 0.09% $54.55 +17.4%
126 CB CHUBB LTD SWITZ Financial Services 640.0 $209K 0.09% NEW $325.93 -2.4%
127 SCHW SCHWAB CHARLES CORP Financial Services 2,199.0 $207K 0.09% +66.0 +3.1% $93.98 -10.3%
128 NFRA FLEXSHARES TR 3,226.0 $206K 0.09% NEW $63.95 +4.1%
129 C CITIGROUP INC Financial Services 1,817.0 $206K 0.09% -35.0 -1.9% $113.41 +9.3%
Page 7 of 7  ·  129 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 28.2%
Technology 27.8%
Communication Services 12.7%
Healthcare 9.7%
Consumer Cyclical 8.0%
Industrials 4.5%
Consumer Defensive 4.3%
Energy 3.0%
Utilities 1.4%
Basic Materials 0.4%