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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 7 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CB CHUBB LIMITED Financial Services 661.0 $225K 0.09% +21.0 +3.3% $340.74 +0.2%
122 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,887.0 $224K 0.09% +217.0 +5.9% $57.62 +16.0%
123 IWM ISHARES TR 731.0 $220K 0.09% NEW $300.44 -1.5%
124 DUK DUKE ENERGY CORP NEW Utilities 1,734.0 $219K 0.09% +82.0 +5.0% $126.58 -5.0%
125 HSY HERSHEY CO Consumer Defensive 1,235.0 $217K 0.09% -100.0 -7.5% $175.45 -1.3%
126 ABT ABBOTT LABORATORIES Healthcare 2,382.0 $216K 0.09% +17.0 +0.7% $90.74 +19.4%
127 CRM SALESFORCE INC Technology 1,366.0 $214K 0.09% +126.0 +10.2% $156.66 +65.5%
128 UPS UNITED PARCEL SVCS INC Industrials 1,989.0 $214K 0.09% NEW $107.50 -4.8%
129 XMMO INVESCO EXCHANGE TRADED FD T 1,247.0 $212K 0.08% NEW $170.14 -9.3%
130 PLD PROLOGIS INC. Real Estate 1,531.0 $207K 0.08% NEW $135.47 +1.4%
131 NFRA FLEXSHARES TR 3,226.0 $207K 0.08% $64.12 +2.5%
132 SCHW SCHWAB CHARLES CORP Financial Services 2,207.0 $204K 0.08% $92.27 +18.4%
Page 7 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%