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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
Page 4 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VB VANGUARD INDEX FDS 328.0 $99K 0.05% $303.12 -0.8%
62 QCOM QUALCOMM INC Technology 533.0 $98K 0.05% $184.79 -11.1%
63 MO ALTRIA GROUP INC Consumer Defensive 1,302.0 $94K 0.05% $71.95 -4.6%
64 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 976.0 $94K 0.05% $95.98 +23.9%
65 XLI SELECT SECTOR SPDR TR 500.0 $93K 0.05% $185.23 -4.4%
66 AGG ISHARES TR 903.0 $89K 0.05% $99.01 -1.5%
67 CB CHUBB LIMITED Financial Services 260.0 $89K 0.05% $340.74 -0.2%
68 CANADIAN PACIFIC KANSAS CITY 1,000.0 $87K 0.05% $86.68
69 VV VANGUARD INDEX FDS 243.0 $84K 0.04% $343.91 +3.1%
70 DBC INVESCO DB COMMDY INDX TRCK Financial Services 3,053.0 $81K 0.04% $26.66 +15.5%
71 UBER UBER TECHNOLOGIES INC Technology 1,055.0 $76K 0.04% $72.16 +9.2%
72 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 1,500.0 $75K 0.04% $49.86 +4.3%
73 ALTI ALTI GLOBAL INC Financial Services 19,430.0 $70K 0.04% $3.61 +11.1%
74 NVDA NVIDIA CORPORATION Technology 350.0 $70K 0.04% $200.09 +8.7%
75 C CITIGROUP INC Financial Services 434.0 $61K 0.03% $139.96 -5.1%
76 TKO TKO GROUP HOLDINGS INC Communication Services 293.0 $59K 0.03% $201.31 -8.3%
77 SLV ISHARES SILVER TR Financial Services 1,100.0 $59K 0.03% +600.0 +120.0% $53.47 +12.2%
78 IWM ISHARES TR 157.0 $47K 0.03% $300.45 -1.6%
79 MRK MERCK & CO INC Healthcare 347.0 $45K 0.02% $128.50 +15.4%
80 BAC BANK OF AMER CORP Financial Services 772.0 $44K 0.02% $56.98 +9.4%
Page 4 of 9  ·  171 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 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%