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Portfolio (Quarterly) Guide ↗

Granite FO LLC

· CIK 0002034090
13F Portfolio $189M AUM 579 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 3 New 4 Added 11 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DVN DEVON ENERGY CORP NEW Energy 64.0 $3K 0.00% NEW $41.31 +14.6%
2 HONEYWELL INTL INC 6.0 $1K 0.00% NEW $223.83
3 HONEYWELL AEROSPACE INC 6.0 $1K 0.00% NEW $221.00

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 59.5%
Technology 31.9%
Healthcare 2.3%
Consumer Cyclical 2.2%
Industrials 1.6%
Consumer Defensive 1.1%
Communication Services 0.8%
Utilities 0.1%
Basic Materials 0.1%
Real Estate 0.1%