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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 7 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SONY SONY GROUP CORP Technology 160.0 $3K 0.00% $20.70 +10.2%
122 CTRA COTERRA ENERGY INC Energy 92.0 $3K 0.00% $35.14 -7.3%
123 ECL ECOLAB INC Basic Materials 12.0 $3K 0.00% $266.00 -5.9%
124 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 186.0 $3K 0.00% $16.97 +14.2%
125 XEL XCEL ENERGY INC Utilities 39.0 $3K 0.00% $79.44 +0.5%
126 GD GENERAL DYNAMICS CORP Industrials 9.0 $3K 0.00% $343.22 -1.3%
127 TDY TELEDYNE TECHNOLOGIES INC Technology 5.0 $3K 0.00% $605.00 +1.5%
128 PNC PNC FINL SVCS GROUP INC Financial Services 14.0 $3K 0.00% $208.07 +4.2%
129 WF WOORI FINL GROUP INC Financial Services 43.0 $3K 0.00% $66.60 -6.3%
130 XYL XYLEM INC Industrials 23.0 $3K 0.00% $119.52 -9.5%
131 HON HONEYWELL INTL INC Industrials 12.0 $3K 0.00% $226.00 -1.0%
132 CRM SALESFORCE INC Technology 14.0 $3K 0.00% $186.64 -5.5%
133 MCHP MICROCHIP TECHNOLOGY INC. Technology 39.0 $3K 0.00% $64.62 +41.0%
134 AWK AMERICAN WTR WKS CO INC NEW Utilities 18.0 $2K 0.00% $136.11 -9.0%
135 LOW LOWES COS INC Consumer Cyclical 10.0 $2K 0.00% $236.30 -8.0%
136 OSK OSHKOSH CORP Industrials 16.0 $2K 0.00% $147.19 -13.6%
137 ALC ALCON AG Healthcare 31.0 $2K 0.00% $75.35 -9.9%
138 CFR CULLEN FROST BANKERS INC Financial Services 17.0 $2K 0.00% $137.06 +1.4%
139 REGN REGENERON PHARMACEUTICALS Healthcare 3.0 $2K 0.00% $772.67 -15.9%
140 LEN LENNAR CORP Consumer Cyclical 25.0 $2K 0.00% $86.84 +2.3%
Page 7 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%