Portfolio (Quarterly)
Guide ↗
Granite FO LLC
· CIK 0002034090| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | SLV | ISHARES SILVER TR | Financial Services | 950.0 | $61K | 0.03% | NEW | — | $64.42 | +7.8% |
| 82 | C | CITIGROUP INC | Financial Services | 434.0 | $51K | 0.03% | NEW | — | $116.69 | +7.3% |
| 83 | BAC | BANK AMERICA CORP | Financial Services | 772.0 | $42K | 0.02% | NEW | — | $55.00 | -6.4% |
| 84 | AXP | AMERICAN EXPRESS CO | Financial Services | 104.0 | $38K | 0.02% | NEW | — | $369.95 | -16.3% |
| 85 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 400.0 | $38K | 0.02% | NEW | — | $95.35 | -40.1% |
| 86 | MRK | MERCK & CO INC | Healthcare | 347.0 | $37K | 0.02% | NEW | — | $105.26 | +10.1% |
| 87 | XOM | EXXON MOBIL CORP | Energy | 278.0 | $33K | 0.02% | NEW | — | $120.34 | +29.9% |
| 88 | AIG | AMERICAN INTL GROUP INC | Financial Services | 385.0 | $33K | 0.02% | NEW | — | $85.55 | -8.1% |
| 89 | NVO | NOVO-NORDISK A S | Healthcare | 590.0 | $30K | 0.02% | NEW | — | $50.88 | -12.8% |
| 90 | IWM | ISHARES TR | — | 117.0 | $29K | 0.01% | NEW | — | $246.16 | +14.8% |
| 91 | IYR | ISHARES TR | — | 300.0 | $28K | 0.01% | NEW | — | $93.89 | +9.2% |
| 92 | DIS | DISNEY WALT CO | Communication Services | 242.0 | $28K | 0.01% | NEW | — | $113.77 | -9.0% |
| 93 | EFA | ISHARES TR | — | 252.0 | $24K | 0.01% | NEW | — | $96.03 | +8.5% |
| 94 | T | AT&T INC | Communication Services | 746.0 | $19K | 0.01% | NEW | — | $24.84 | +0.4% |
| 95 | TSLA | TESLA INC | Consumer Cyclical | 37.0 | $17K | 0.01% | NEW | — | $449.73 | -7.2% |
| 96 | IEI | ISHARES TR | — | 133.0 | $16K | 0.01% | NEW | — | $119.35 | -1.8% |
| 97 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 126.0 | $13K | 0.01% | NEW | — | $100.88 | -2.1% |
| 98 | META | META PLATFORMS INC | Communication Services | 18.0 | $12K | 0.01% | NEW | — | $660.11 | -8.0% |
| 99 | WFC | WELLS FARGO CO NEW | Financial Services | 108.0 | $10K | 0.01% | NEW | — | $93.20 | -18.7% |
| 100 | ABT | ABBOTT LABS | Healthcare | 75.0 | $9K | 0.01% | NEW | — | $125.29 | -29.9% |
① 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
69.9%
Technology
19.0%
Consumer Cyclical
3.1%
Communication Services
2.8%
Healthcare
2.3%
Industrials
1.3%
Consumer Defensive
1.1%
Utilities
0.1%
Basic Materials
0.1%
Real Estate
0.1%