Granite Harbor Advisors, Inc. Q4 2025 Filing

Filed January 22, 2026

Portfolio Value

$236.7B

Holdings

125

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (125 positions)

#StockSharesValue% PortfolioType
1
NDQINVESCO QQQ TR
34,312$21.1B8.90%
2
AGGISHARES TR
158,515$15.8B6.69%
3
IVVISHARES TR
16,120$11.0B4.66%
4
NVDANVIDIA CORPORATION
55,295$10.3B4.36%
5
AAPLAPPLE INC
37,275$10.1B4.28%
6
DFASDIMENSIONAL ETF TRUST
139,979$9.8B4.12%
7
GOOGLALPHABET INC
29,527$9.2B3.90%
8
XLFSELECT SECTOR SPDR TR
128,011$7.0B2.96%
9
XLYSELECT SECTOR SPDR TR
55,003$6.6B2.77%
10
MSFTMICROSOFT CORP
13,416$6.5B2.74%
11
XLVSELECT SECTOR SPDR TR
41,093$6.4B2.69%
12
AMZNAMAZON COM INC
26,970$6.2B2.63%
13
MUBISHARES TR
54,690$5.9B2.47%
14
BIVVANGUARD BD INDEX FDS
69,255$5.4B2.28%
15
XLISELECT SECTOR SPDR TR
31,398$4.9B2.06%
16
METAMETA PLATFORMS INC
6,942$4.6B1.94%
17
VWOVANGUARD INTL EQUITY INDEX F
67,674$3.6B1.54%
18
IWFISHARES TR
7,008$3.3B1.40%
19
BACBANK AMERICA CORP
57,832$3.2B1.34%
20
XLFISELECT SECTOR SPDR TR
40,212$3.1B1.32%
21
ITMVANECK ETF TRUST
61,563$2.9B1.23%
22
IWDISHARES TR
12,407$2.6B1.10%
23
HYGVFLEXSHARES TR
60,848$2.5B1.05%
24
JNJJOHNSON & JOHNSON
11,888$2.5B1.04%
25
BRK/BBERKSHIRE HATHAWAY INC DEL
4,855$2.4B1.03%
26
LLYELI LILLY & CO
2,123$2.3B0.96%
27
APHAMPHENOL CORP NEW
15,927$2.2B0.91%
28
JPMJPMORGAN CHASE & CO.
6,341$2.0B0.86%
29
XLESELECT SECTOR SPDR TR
43,914$2.0B0.83%
30
IBMOISHARES TR
67,346$1.7B0.73%
31
IBMPISHARES TR
67,891$1.7B0.73%
32
AVGOBROADCOM INC
4,917$1.7B0.72%
33
ELVELEVANCE HEALTH INC FORMERLY
4,844$1.7B0.72%
34
IBMQISHARES TR
63,646$1.6B0.69%
35
EFAISHARES TR
16,216$1.6B0.66%
36
IBMRISHARES TR
61,038$1.6B0.66%
37
HDHOME DEPOT INC
4,310$1.5B0.63%
38
IBDSISHARES TR
60,646$1.5B0.62%
39
HONHONEYWELL INTL INC
7,474$1.5B0.62%
40
DHID R HORTON INC
9,737$1.4B0.59%
41
WMTWALMART INC
12,176$1.4B0.57%
42
GUNRFLEXSHARES TR
28,229$1.3B0.55%
43
XLUSELECT SECTOR SPDR TR
29,081$1.2B0.52%
44
NEENEXTERA ENERGY INC
15,038$1.2B0.51%
45
XLBSELECT SECTOR SPDR TR
25,969$1.2B0.50%
46
VVISA INC
3,245$1.1B0.48%
47
XOMEXXON MOBIL CORP
9,309$1.1B0.47%
48
SLVISHARES SILVER TR
17,087$1.1B0.46%
49
MAMASTERCARD INCORPORATED
1,912$1.1B0.46%
50
IBTIISHARES TR
40,656$909.0M0.38%
51
IBTHISHARES TR
40,244$904.0M0.38%
52
EMREMERSON ELEC CO
6,672$885.0M0.37%
53
CSCOCISCO SYS INC
11,385$876.0M0.37%
54
IBTGISHARES TR
37,646$861.0M0.36%
55
MCDMCDONALDS CORP
2,717$830.0M0.35%
56
ACWVISHARES INC
6,962$826.0M0.35%
57
SPYSPDR S&P 500 ETF TR
1,208$823.0M0.35%
58
UNHUNITEDHEALTH GROUP INC
2,180$719.0M0.30%
59
TDTTFLEXSHARES TR
29,584$711.0M0.30%
60
GOOGALPHABET INC
2,219$696.0M0.29%
61
FSECFIDELITY MERRIMACK STR TR
15,053$664.0M0.28%
62
PGPROCTER AND GAMBLE CO
4,553$652.0M0.28%
63
IBDTISHARES TR
25,135$639.0M0.27%
64
ABBVABBVIE INC
2,795$638.0M0.27%
65
MRKMERCK & CO INC
5,537$582.0M0.25%
66
IBMSISHARES TR
26,342$578.0M0.24%
67
IWPISHARES TR
4,192$574.0M0.24%
68
IBDRISHARES TR
23,263$563.0M0.24%
69
STESTERIS PLC
2,209$560.0M0.24%
70
VIGVANGUARD SPECIALIZED FUNDS
2,521$554.0M0.23%
71
CVXCHEVRON CORP NEW
3,622$552.0M0.23%
72
IBMSISHARES TR
21,085$549.0M0.23%
73
KOCOCA COLA CO
7,724$540.0M0.23%
74
COSTCOSTCO WHSL CORP NEW
626$539.0M0.23%
75
VBVANGUARD INDEX FDS
2,010$518.0M0.22%
76
IWOISHARES TR
1,521$491.0M0.21%
77
VOVANGUARD INDEX FDS
1,538$446.0M0.19%
78
ORCLORACLE CORP
2,267$441.0M0.19%
79
TMOTHERMO FISHER SCIENTIFIC INC
751$435.0M0.18%
80
PFEPFIZER INC
17,288$430.0M0.18%
81
IWSISHARES TR
3,019$425.0M0.18%
82
IBDUISHARES TR
17,970$420.0M0.18%
83
EWEDWARDS LIFESCIENCES CORP
4,821$410.0M0.17%
84
PEPPEPSICO INC
2,833$406.0M0.17%
85
TSLATESLA INC
878$394.0M0.17%
86
LINLINDE PLC
922$393.0M0.17%
87
RTXRTX CORPORATION
2,134$391.0M0.17%
88
GEGE AEROSPACE
1,240$381.0M0.16%
89
IBTKISHARES TR
18,721$371.0M0.16%
90
GSGOLDMAN SACHS GROUP INC
411$361.0M0.15%
91
WFCWELLS FARGO CO NEW
3,834$357.0M0.15%
92
CATCATERPILLAR INC
623$356.0M0.15%
93
DWDMORGAN STANLEY
1,954$346.0M0.15%
94
EOGEOG RES INC
3,164$332.0M0.14%
95
ADBEADOBE INC
934$326.0M0.14%
96
AMEAMETEK INC
1,561$320.0M0.14%
97
BACVERIZON COMMUNICATIONS INC
7,712$314.0M0.13%
98
AXPAMERICAN EXPRESS CO
844$312.0M0.13%
99
DEDEERE & CO
665$309.0M0.13%
100
LOWLOWES COS INC
1,261$304.0M0.13%
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