13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002034090
Total reported value
$189.1M
$189.1M
188 檔
54.4%
During the Q2 2025 filing period, Granite FO LLC (CIK: 0002034090) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $189.1M across 188 reported positions.
In Q2 2025, Granite FO LLC adopted a defensive or profit-taking posture, trimming 17 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 18.18% | -2.03% | -7.01% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 14.45% | -1.35% | — | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 14.39% | -0.26% | -4.97% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.69% | -1.77% | -1.02% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.58% | -0.38% | — | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-Other | 5.14% | -0.75% | +4.94% | |
| 7 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 4.19% | -0.27% | — | |
| 8 | MU | Micron Technology Inc | Stock-Tech | 3.68% | +8.97% | — | |
| 9 | OWL | Blue Owl Capital Inc | Stock-Financials | 2.66% | -0.22% | +2.22% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.15% | -0.79% | -2.56% | |
| 11 | ARCC | Ares Capital CORP | Stock-Financials | 2.10% | -0.69% | -0.27% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.76% | -0.03% | -11.14% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.74% | +0.20% | +13.36% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +0.03% | — | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.16% | -0.06% | — | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | +0.02% | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.04% | +0.02% | -2.87% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | -0.07% | -15.96% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.84% | -0.30% | -21.71% | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 0.77% | -0.01% | — | |
| 21 | ARES | Ares Management CORP - A | Stock-Financials | 0.76% | -0.05% | — | |
| 22 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.74% | — | -24.87% | |
| 23 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.63% | -0.05% | — | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.10% | +6.64% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | +0.09% | — | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.48% | -0.16% | — | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.41% | — | — | |
| 28 | XLE | Ss Energy Select Sector | ETF-Other | 0.36% | -0.15% | — | |
| 29 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.31% | — | — | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.30% | — | — | |
| 31 | PFE | Pfizer Inc | Stock-Healthcare | 0.29% | -0.08% | -11.65% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | — | -26.14% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.26% | +0.01% | — | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.24% | -0.05% | — | |
| 35 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.24% | -0.02% | -30.41% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.22% | — | — | |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.21% | -0.12% | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | +0.04% | -24.04% | |
| 39 | PM | Philip Morris International | Stock-Consumer Staples | 0.18% | -0.01% | — | |
| 40 | KKR | Kkr & Co Inc | Stock-Financials | 0.15% | -0.01% | — | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.15% | +0.10% | — | |
| 42 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.15% | -0.01% | — | |
| 43 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.15% | — | — | |
| 44 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.12% | +0.01% | — | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.12% | -0.02% | — | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.12% | — | — | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.12% | -0.01% | +0.34% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.11% | -0.01% | — | |
| 49 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.11% | — | -50.00% | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.10% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.1% | — | Unchanged |
| 2 | MDY | State Street Spdr S&p Midcap | +0.5% | +4.94% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | -7.01% | Trim |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.3% | +13.36% | Add |
| 5 | ARES | Ares Management CORP - A | +0.1% | — | Unchanged |
| 6 | VYM | Vanguard High Dvd Yield ETF | +0.1% | -1.02% | Trim |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.1% | — | Unchanged |
| 8 | VOO | Vanguard S&p 500 ETF | +0.1% | — | Unchanged |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | +6.64% | Add |
| 10 | MSFT | Microsoft CORP | +0.1% | -15.96% | Trim |
| 11 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 12 | XLF | Ss Financial Select Sector | 0% | — | Unchanged |
| 13 | AMZN | Amazon.com Inc | 0% | -11.14% | Trim |
| 14 | KTOS | Kratos Defense & Security | 0% | — | Unchanged |
| 15 | PM | Philip Morris International | 0% | — | Unchanged |
| 16 | VOE | Vanguard Mid-cap Value ETF | 0% | — | Unchanged |
| 17 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 18 | WMT | Walmart Inc | 0% | — | Unchanged |
| 19 | C | Citigroup Inc | 0% | NEW | New buy |
| 20 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 21 | KKR | Kkr & Co Inc | 0% | — | Unchanged |
| 22 | VBR | Vanguard Small-cap Value ETF | 0% | — | Unchanged |
| 23 | DIS | Walt Disney Co/the | 0% | +705.88% | Add |
| 24 | VO | Vanguard Mid-cap ETF | 0% | — | Unchanged |
| 25 | BA | Boeing Co/the | 0% | — | Unchanged |
| 26 | IWS | Ishares Russell Mid-cap Valu | 0% | — | Unchanged |
| 27 | GE | General Electric | 0% | — | Unchanged |
| 28 | VIG | Vanguard Dividend Apprec ETF | 0% | -4.97% | Trim |
| 29 | OBDC | Blue Owl Capital CORP | 0% | — | Unchanged |
| 30 | MRSH | Marsh & Mclennan Cos | 0% | — | Unchanged |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | -24.04% | Trim |
| 32 | IAU | Ishares Gold Trust | 0% | -28.05% | Trim |
| 33 | IYH | Ishares U.s. Healthcare ETF | 0% | — | Unchanged |
| 34 | JPM | Jpmorgan Chase & Co | 0% | -26.14% | Trim |
| 35 | UPS | United Parcel Service-cl B | 0% | -27.78% | Trim |
| 36 | XLE | Ss Energy Select Sector | 0% | — | Unchanged |
| 37 | ES | Eversource Energy | 0% | EXIT | Sold out |
| 38 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 39 | ARCC | Ares Capital CORP | 0% | -0.27% | Trim |
| 40 | OWL | Blue Owl Capital Inc | -0.1% | +2.22% | Add |
| 41 | PFE | Pfizer Inc | -0.1% | -11.65% | Trim |
| 42 | VGK | Vanguard Ftse Europe ETF | -0.1% | -30.41% | Trim |
| 43 | CWB | Ss Spdr Bb Conv Sec ETF | -0.1% | -50.00% | Trim |
| 44 | DVY | Ishares Select Dividend ETF | -0.1% | -2.56% | Trim |
| 45 | AAPL | Apple Inc | -0.1% | -2.87% | Trim |
| 46 | GBDC | Golub Capital Bdc Inc | -0.2% | — | Unchanged |
| 47 | USMV | Ishares Msci USA Min Vol Fac | -0.2% | -21.71% | Trim |
| 48 | ACWV | Ishares Msci Global Min Vol | -0.2% | -24.87% | Trim |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | — | Unchanged |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | -1.4% | — | Unchanged |
According to official SEC Form 13F filings, Granite FO LLC reported a total U.S. public equity portfolio value of $189.1M across 188 disclosed positions in Q2 2025.
During Q2 2025, Granite FO LLC's top holdings by market value included SPY (18.2%)、BRK-A (14.4%)、VIG (14.4%). The largest single position, SPY, represented 18.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, BRK-A, VIG) accounted for 54.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
C
市值: $42.6K
Top Position Liquidated / Trimmed
ES
前期市值: $62.1K
In Q2 2025, Granite FO LLC made 24 total portfolio adjustments, initiating 1 new buys, adding to 5 positions, trimming 17 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.