Granite Group Advisors, LLC

CIK: 0002018114SEC EDGAR →

Portfolio Value

$176.6M

Holdings

90

As of

Q4 2025

New Positions

90

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

DISNEY WALT CO

675,651$76.9M
43.54%
2

MICROSOFT CORP

13,227$6.4M
3.62%
3

APPLE INC

15,362$4.2M
2.37%
4

ITT INC

19,824$3.4M
1.95%
5

PNC FINL SVCS GROUP INC

15,801$3.3M
1.87%
6

JPMORGAN CHASE & CO.

10,003$3.2M
1.83%
7

MORGAN STANLEY

17,656$3.1M
1.78%
8

NEXTERA ENERGY INC

38,545$3.1M
1.75%
9

ALPHABET INC

9,768$3.1M
1.73%
10

US BANCORP DEL

56,908$3.0M
1.72%

Quarterly Changes

Top Buys

DISNEW
$76.9M
MSFTNEW
$6.4M
AAPLNEW
$4.2M
ITTNEW
$3.4M
PNCNEW
$3.3M

Top Sells

No sells this quarter

New Positions (90)

$76.9M · 676K shares
$6.4M · 13K shares
$4.2M · 15K shares
$3.4M · 20K shares
$3.3M · 16K shares
$3.2M · 10K shares
$3.1M · 18K shares
$3.1M · 39K shares
$3.1M · 10K shares
$3.0M · 57K shares
$3.0M · 26K shares
$3.0M · 17K shares
$3.0M · 21K shares
$3.0M · 9K shares
$2.8M · 29K shares
$2.7M · 33K shares
$2.7M · 15K shares
$2.4M · 7K shares
$2.4M · 12K shares
$2.3M · 5K shares
$2.3M · 19K shares
$2.0M · 5K shares
$1.9M · 19K shares
$1.6M · 7K shares
$1.6M · 55K shares
$1.5M · 4K shares
$1.2M · 21K shares
$1.2M · 26K shares
$967K · 5K shares
$928K · 2K shares
$902K · 7K shares
$864K · 1K shares
$862K · 4K shares
$844K · 11K shares
$764K · 3K shares
$634K · 2K shares
$628K · 2K shares
$615K · 3K shares
$596K · 2K shares
$584K · 4K shares
$566K · 11K shares
$535K · 4K shares
$532K · 7K shares
$529K · 9K shares
$519K · 1K shares
$515K · 4K shares
$510K · 3K shares
$508K · 1K shares
$477K · 2K shares
$475K · 4K shares
$461K · 431 shares
$457K · 3K shares
$437K · 3K shares
$421K · 26K shares
$406K · 3K shares
$390K · 2K shares
$359K · 7K shares
$359K · 1K shares
$357K · 2K shares
$348K · 1K shares
$332K · 573 shares
$325K · 377 shares
$321K · 299 shares
$315K · 10K shares
$314K · 2K shares
$312K · 1K shares
$292K · 6K shares
$284K · 668 shares
$282K · 6K shares
$282K · 321 shares
$274K · 650 shares
$270K · 5K shares
$266K · 2K shares
$266K · 3K shares
$263K · 3K shares
$259K · 4K shares
$257K · 2K shares
$256K · 15K shares
$253K · 2K shares
$250K · 443 shares
$249K · 7K shares
$240K · 682 shares
$238K · 7K shares
$235K · 10K shares
$223K · 4K shares
$220K · 4K shares
$220K · 7K shares
$214K · 963 shares
$210K · 2K shares
$207K · 103 shares

Sector Breakdown

Sector# HoldingsValue%
Communication Services7$83.4M47.3%
Technology17$23.0M13.0%
Financial Services20$20.6M11.7%
Consumer Cyclical6$9.5M5.4%
Industrials8$8.7M4.9%
Healthcare6$7.4M4.2%
Unknown6$7.2M4.1%
Utilities3$6.4M3.6%
Consumer Defensive4$5.4M3.1%
Energy12$4.5M2.6%
Basic Materials1$284K0.2%