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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 5 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XOM EXXON MOBIL CORP Energy 278.0 $38K 0.02% $136.72 +14.6%
82 AXP AMERICAN EXPRESS CO Financial Services 104.0 $35K 0.02% $338.25 -1.5%
83 IYR ISHARES TR 300.0 $31K 0.02% $102.25 +1.2%
84 AIG AMERICAN INTL GROUP INC Financial Services 385.0 $29K 0.01% $74.53 +3.2%
85 NVO NOVO-NORDISK A S Healthcare 590.0 $28K 0.01% $47.94 -4.9%
86 EFA ISHARES TR 252.0 $26K 0.01% $103.88 +3.7%
87 DIS DISNEY WALT CO Communication Services 242.0 $23K 0.01% $96.25 +12.3%
88 BSX BOSTON SCIENTIFIC CORP Healthcare 400.0 $17K 0.01% $42.68 +9.7%
89 IEI ISHARES TR 133.0 $16K 0.01% $117.45 -1.1%
90 TSLA TESLA INC Consumer Cyclical 37.0 $16K 0.01% $420.59 -17.1%
91 T AT&T INC Communication Services 746.0 $15K 0.01% $20.70 +25.6%
92 KMB KIMBERLY-CLARK CORP Consumer Defensive 126.0 $14K 0.01% $109.76 -0.2%
93 META META PLATFORMS INC Communication Services 18.0 $10K 0.01% $563.28 +2.6%
94 EEM ISHARES TR 138.0 $9K 0.01% $68.41 -1.9%
95 WFC WELLS FARGO & CO Financial Services 108.0 $9K 0.01% $82.64 +4.9%
96 PH PARKER-HANNIFIN CORP Industrials 9.0 $9K 0.01% $978.11 +1.7%
97 V VISA INC Financial Services 23.0 $8K 0.00% $343.09 +11.2%
98 NFLX NETFLIX INC. Communication Services 100.0 $7K 0.00% $71.40 +14.5%
99 ABT ABBOTT LABORATORIES Healthcare 75.0 $7K 0.00% $90.75 +23.9%
100 DUK DUKE ENERGY CORP NEW Utilities 50.0 $6K 0.00% $126.58 -5.0%
Page 5 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%