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CIK: 0002034090
Total reported value
$189.1M
$189.1M
191 檔
57.4%
According to the latest 13F quarterly dataset, Granite FO LLC managed an equity portfolio of $189.1M at the end of Q3 2025, spanning 191 distinct U.S. exchange-listed positions.
In Q3 2025, Granite FO LLC adopted a defensive or profit-taking posture, trimming 19 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 | 18.79% | -2.03% | -0.00% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 14.49% | -0.26% | -0.39% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 14.34% | -1.35% | — | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.77% | -1.77% | +0.01% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.54% | -0.38% | — | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-Other | 5.19% | -0.75% | -0.07% | |
| 7 | MU | Micron Technology Inc | Stock-Tech | 3.97% | +8.97% | -17.13% | |
| 8 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 3.75% | -0.27% | — | |
| 9 | OWL | Blue Owl Capital Inc | Stock-Financials | 2.33% | -0.22% | +3.48% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.21% | -0.79% | — | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.85% | +0.20% | +2.12% | |
| 12 | ARCC | Ares Capital CORP | Stock-Financials | 1.83% | -0.69% | -2.19% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.51% | -0.03% | -10.96% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +0.03% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.24% | +0.02% | — | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.18% | -0.06% | — | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | +0.02% | +0.03% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | -0.07% | — | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.82% | -0.30% | — | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.10% | — | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 0.76% | -0.01% | — | |
| 22 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.71% | — | -2.30% | |
| 23 | ARES | Ares Management CORP - A | Stock-Financials | 0.67% | -0.05% | — | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.54% | -0.16% | — | |
| 25 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.54% | -0.05% | — | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.09% | — | |
| 27 | XLE | Ss Energy Select Sector | ETF-Other | 0.37% | -0.15% | — | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.32% | — | -24.48% | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 0.30% | -0.08% | — | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | — | — | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.27% | +0.01% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | +0.04% | — | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.05% | — | |
| 34 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.24% | -0.02% | — | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.22% | — | — | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.22% | -0.12% | — | |
| 37 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.21% | — | -31.78% | |
| 38 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.21% | — | -31.98% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.18% | +0.10% | — | |
| 40 | KTOS | Kratos Defense & Security | Stock-Industrials | 0.17% | -0.02% | — | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.15% | -0.01% | — | |
| 42 | KKR | Kkr & Co Inc | Stock-Financials | 0.14% | -0.01% | — | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.14% | -0.02% | — | |
| 44 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.13% | -0.01% | — | |
| 45 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.13% | — | — | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.13% | +0.01% | — | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.12% | — | — | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.11% | -0.01% | — | |
| 49 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.11% | — | — | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.10% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.4% | -17.13% | Trim |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1% | -0.00% | Trim |
| 3 | MDY | State Street Spdr S&p Midcap | +0.6% | -0.07% | Add |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.4% | +2.12% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | — | Add |
| 6 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +0.01% | Trim |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.2% | — | Unchanged |
| 8 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.03% | Add |
| 9 | KTOS | Kratos Defense & Security | +0.1% | — | Unchanged |
| 10 | VIG | Vanguard Dividend Apprec ETF | +0.1% | -0.39% | Trim |
| 11 | MSFT | Microsoft CORP | +0.1% | — | Trim |
| 12 | AAPL | Apple Inc | +0.1% | — | Trim |
| 13 | GLD | Spdr Gold Shares | +0.1% | — | Unchanged |
| 14 | VUG | Vanguard Growth ETF | +0.1% | — | Unchanged |
| 15 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 16 | VOE | Vanguard Mid-cap Value ETF | 0% | — | Unchanged |
| 17 | XLF | Ss Financial Select Sector | 0% | — | Unchanged |
| 18 | ARES | Ares Management CORP - A | 0% | — | Unchanged |
| 19 | GOOGL | Alphabet Inc-cl A | 0% | — | Trim |
| 20 | WMT | Walmart Inc | 0% | — | Unchanged |
| 21 | INTC | Intel CORP | 0% | — | Add |
| 22 | VO | Vanguard Mid-cap ETF | 0% | — | Unchanged |
| 23 | BABA | Alibaba Group Holding-sp Adr | 0% | — | Unchanged |
| 24 | GE | General Electric | 0% | — | Unchanged |
| 25 | IWV | Ishares Russell 3000 ETF | 0% | — | Unchanged |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | — | Unchanged |
| 27 | BA | Boeing Co/the | 0% | — | Unchanged |
| 28 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 29 | DVY | Ishares Select Dividend ETF | 0% | — | Trim |
| 30 | XLE | Ss Energy Select Sector | 0% | — | Unchanged |
| 31 | MRSH | Marsh & Mclennan Cos | 0% | — | Unchanged |
| 32 | UPS | United Parcel Service-cl B | -0.1% | — | Trim |
| 33 | PFE | Pfizer Inc | -0.1% | — | Trim |
| 34 | VGK | Vanguard Ftse Europe ETF | -0.1% | — | Trim |
| 35 | VBR | Vanguard Small-cap Value ETF | -0.1% | -24.48% | Trim |
| 36 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 37 | IWS | Ishares Russell Mid-cap Valu | -0.1% | -31.98% | Trim |
| 38 | CWB | Ss Spdr Bb Conv Sec ETF | -0.1% | — | Trim |
| 39 | OBDC | Blue Owl Capital CORP | -0.1% | — | Unchanged |
| 40 | IYH | Ishares U.s. Healthcare ETF | -0.1% | -31.78% | Trim |
| 41 | AMZN | Amazon.com Inc | -0.2% | -10.96% | Trim |
| 42 | USMV | Ishares Msci USA Min Vol Fac | -0.3% | — | Trim |
| 43 | ACWV | Ishares Msci Global Min Vol | -0.3% | -2.30% | Trim |
| 44 | ARCC | Ares Capital CORP | -0.3% | -2.19% | Trim |
| 45 | OWL | Blue Owl Capital Inc | -0.4% | +3.48% | Add |
| 46 | GBDC | Golub Capital Bdc Inc | -0.6% | — | Unchanged |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | — | Unchanged |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | -1.5% | — | Unchanged |
| 49 | ES | Eversource Energy | — | EXIT | Sold out |
| 50 | C | Citigroup Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Granite FO LLC reported a total U.S. public equity portfolio value of $189.1M across 191 disclosed positions in Q3 2025.
During Q3 2025, Granite FO LLC's top holdings by market value included SPY (18.8%)、VIG (14.5%)、BRK-A (14.3%). The largest single position, SPY, represented 18.8% 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, VIG, BRK-A) accounted for 57.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
C
市值: $50.8K
Top Position Liquidated / Trimmed
ES
前期市值: $62.1K
In Q3 2025, Granite FO LLC made 27 total portfolio adjustments, initiating 1 new buys, adding to 6 positions, trimming 19 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.
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