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CIK: 0002034090
Total reported value
$189.1M
$189.1M
170 檔
55.3%
The Q1 2026 SEC filing reveals that Granite FO LLC held a total portfolio value of $189.1M, covering 170 public equity positions.
In Q1 2026, Granite FO LLC adopted a defensive or profit-taking posture, trimming 15 positions and completely liquidating 5 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VIG, BRK-A) accounted for 55.3% of total reported equity market value during Q1 2026.
| # | 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 | 19.87% | -2.03% | +0.17% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 15.44% | -0.26% | -1.47% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 14.02% | -1.35% | — | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.35% | -1.77% | -3.87% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-Other | 6.22% | -0.75% | +2.47% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.75% | -0.38% | — | |
| 7 | MU | Micron Technology Inc | Stock-Tech | 4.37% | +8.97% | -50.00% | |
| 8 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 2.82% | -0.27% | -6.04% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.40% | +0.20% | +2.89% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.08% | -0.79% | -18.71% | |
| 11 | OWL | Blue Owl Capital Inc | Stock-Financials | 1.56% | -0.22% | +1.10% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.34% | +0.02% | — | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.31% | -0.06% | -3.81% | |
| 14 | ARCC | Ares Capital CORP | Stock-Financials | 1.26% | -0.69% | -20.76% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | +0.03% | -7.41% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | +0.02% | -1.63% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | -0.03% | -23.56% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | +0.10% | — | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 0.71% | -0.16% | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | -0.07% | — | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 0.56% | -0.01% | -3.81% | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 0.55% | -0.15% | — | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | +0.09% | — | |
| 24 | ARES | Ares Management CORP - A | Stock-Financials | 0.50% | -0.05% | — | |
| 25 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.44% | -0.05% | — | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.36% | -0.30% | -58.65% | |
| 27 | PFE | Pfizer Inc | Stock-Healthcare | 0.35% | -0.08% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.04% | — | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.05% | — | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.29% | +0.10% | — | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | — | — | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.27% | +0.01% | — | |
| 33 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.27% | -0.02% | — | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.24% | — | — | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.23% | -0.12% | — | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.20% | -0.02% | — | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.17% | -0.01% | — | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.14% | — | — | |
| 39 | INTC | Intel CORP | Stock-Tech | 0.14% | +0.25% | — | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.14% | — | -62.79% | |
| 41 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.13% | +0.01% | — | |
| 42 | IAU | Ishares Gold Trust | ETF-Commodities | 0.13% | -0.03% | — | |
| 43 | APO | Apollo Global Management Inc | Stock-Financials | 0.13% | -0.01% | +103.68% | |
| 44 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.12% | -0.01% | — | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.12% | -0.01% | — | |
| 46 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.12% | +0.01% | — | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.12% | — | +0.22% | |
| 48 | UBSI | United Bankshares Inc | Stock-Financials | 0.11% | — | — | |
| 49 | KKR | Kkr & Co Inc | Stock-Financials | 0.11% | -0.01% | — | |
| 50 | WM | Waste Management Inc | Stock-Industrials | 0.10% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.1% | +0.17% | Add |
| 2 | VIG | Vanguard Dividend Apprec ETF | +1% | -1.47% | Trim |
| 3 | MDY | State Street Spdr S&p Midcap | +0.9% | +2.47% | Add |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | +0.7% | — | Unchanged |
| 5 | VYM | Vanguard High Dvd Yield ETF | +0.6% | -3.87% | Trim |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.4% | +2.89% | Add |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | — | Unchanged |
| 8 | XLE | Ss Energy Select Sector | +0.2% | — | Unchanged |
| 9 | VOE | Vanguard Mid-cap Value ETF | +0.1% | -3.81% | Trim |
| 10 | GLD | Spdr Gold Shares | +0.1% | — | Unchanged |
| 11 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 12 | PFE | Pfizer Inc | +0.1% | — | Unchanged |
| 13 | APO | Apollo Global Management Inc | +0.1% | +103.68% | Add |
| 14 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 15 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 16 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 17 | VOO | Vanguard S&p 500 ETF | 0% | -1.63% | Trim |
| 18 | INTC | Intel CORP | 0% | — | Unchanged |
| 19 | VGK | Vanguard Ftse Europe ETF | 0% | — | Unchanged |
| 20 | VO | Vanguard Mid-cap ETF | 0% | — | Unchanged |
| 21 | IAU | Ishares Gold Trust | 0% | — | Unchanged |
| 22 | UBSI | United Bankshares Inc | 0% | — | Unchanged |
| 23 | DXJ | Wisdomtree Japan Hedged Eq | 0% | — | Unchanged |
| 24 | XBI | Ss Spdr S&p Biotech ETF | 0% | — | Unchanged |
| 25 | PM | Philip Morris International | 0% | — | Unchanged |
| 26 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 27 | IWD | Ishares Russell 1000 Value E | 0% | +0.22% | Add |
| 28 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 29 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 30 | DBC | Invesco Db Commodity Index T | 0% | — | Unchanged |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | — | Unchanged |
| 32 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 33 | MO | Altria Group Inc | 0% | — | Unchanged |
| 34 | WM | Waste Management Inc | 0% | — | Unchanged |
| 35 | JOE | St Joe Co/the | 0% | — | Unchanged |
| 36 | CP | Canadian Pacific Kansas City | 0% | — | Unchanged |
| 37 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 38 | CB | Chubb Limited | 0% | — | Unchanged |
| 39 | XLI | Ss Industrial Select Sector | 0% | — | Unchanged |
| 40 | TKO | Tko Group Holdings Inc | 0% | — | Unchanged |
| 41 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 42 | UPS | United Parcel Service-cl B | 0% | — | Unchanged |
| 43 | BSV | Vanguard Short-term Bond ETF | 0% | — | Unchanged |
| 44 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 45 | VUG | Vanguard Growth ETF | — | — | Unchanged |
| 46 | GOOGL | Alphabet Inc-cl A | — | — | Unchanged |
| 47 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 48 | BA | Boeing Co/the | — | — | Unchanged |
| 49 | MRSH | Marsh & Mclennan Cos | — | — | Unchanged |
| 50 | GE | General Electric | — | — | Unchanged |
According to official SEC Form 13F filings, Granite FO LLC reported a total U.S. public equity portfolio value of $189.1M across 170 disclosed positions in Q1 2026.
During Q1 2026, Granite FO LLC's top holdings by market value included SPY (19.9%)、VIG (15.4%)、BRK-A (14.0%). The largest single position, SPY, represented 19.9% of total portfolio value.
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Top Position Liquidated / Trimmed
ACWV
前期市值: $1.3M
In Q1 2026, Granite FO LLC made 27 total portfolio adjustments, initiating 0 new buys, adding to 7 positions, trimming 15 holdings, and fully liquidating 5 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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