BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Granite FO LLC

· CIK 0002034090
13F Portfolio $169.0B AUM 593 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 Added 15 Reduced 5 Exited
Page 5 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SLV ISHARES SILVER TR Financial Services 500.0 $34K 0.02% -450.0 -47.4% $68.14 +1.9%
82 AXP AMERICAN EXPRESS CO Financial Services 104.0 $31K 0.02% $302.48 +2.4%
83 AIG AMERICAN INTL GROUP INC Financial Services 385.0 $29K 0.02% $75.25 +4.5%
84 IYR ISHARES TR 300.0 $28K 0.02% $94.56 +8.5%
85 BSX BOSTON SCIENTIFIC CORP Healthcare 400.0 $25K 0.01% $62.75 -8.9%
86 EFA ISHARES TR 252.0 $24K 0.01% $97.13 +7.3%
87 DIS DISNEY WALT CO Communication Services 242.0 $23K 0.01% $96.38 +7.5%
88 NVO NOVO-NORDISK A S Healthcare 590.0 $22K 0.01% $36.75 +20.8%
89 T AT&T INC Communication Services 746.0 $22K 0.01% $28.99 -14.0%
90 IEI ISHARES TR 133.0 $16K 0.01% $118.60 -1.2%
91 TSLA TESLA INC Consumer Cyclical 37.0 $14K 0.01% $371.76 +12.2%
92 KMB KIMBERLY-CLARK CORP Consumer Defensive 126.0 $12K 0.01% $96.48 +2.3%
93 META META PLATFORMS INC Communication Services 18.0 $10K 0.01% $572.11 +6.2%
94 NFLX NETFLIX INC. Communication Services 100.0 $10K 0.01% $96.15 -7.1%
95 WFC WELLS FARGO & CO Financial Services 108.0 $9K 0.01% $79.61 -4.8%
96 PH PARKER-HANNIFIN CORP Industrials 9.0 $8K 0.01% $895.22 -4.0%
97 EEM ISHARES TR 138.0 $8K 0.01% $56.79 +16.3%
98 ABT ABBOTT LABORATORIES Healthcare 75.0 $8K 0.01% $102.67 -14.5%
99 V VISA INC Financial Services 23.0 $7K 0.00% $302.26 +9.4%
100 DUK DUKE ENERGY CORP NEW Utilities 50.0 $7K 0.00% $130.94 -4.8%
Page 5 of 9  ·  170 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 74.0%
Technology 14.6%
Communication Services 3.0%
Healthcare 2.5%
Consumer Cyclical 2.5%
Industrials 1.6%
Consumer Defensive 1.4%
Real Estate 0.2%
Utilities 0.1%
Energy 0.1%