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CIK: 0002034090
Total reported value
$186.2M
$186.2M
171 檔
65.5%
At the close of Q2 2026, Granite FO LLC disclosed equity holdings valued at approximately $186.2M, spread across 171 reported holdings.
In Q2 2026, Granite FO LLC adopted a defensive or profit-taking posture, trimming 12 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VIG, MU) accounted for 65.5% of total reported equity market value during Q2 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 | 17.84% | +0.68% | -12.51% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 15.18% | +0.07% | +0.01% | |
| 3 | MU | Micron Technology Inc | Stock-Tech | 13.34% | -0.84% | — | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 12.67% | -0.23% | -3.03% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-Other | 5.47% | -0.29% | -13.71% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.37% | +0.05% | — | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.58% | +0.07% | -24.44% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.60% | -0.19% | +1.97% | |
| 9 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 2.55% | -0.01% | -0.40% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.36% | +0.23% | — | |
| 11 | OWL | Blue Owl Capital Inc | Stock-Financials | 1.34% | +0.06% | +0.25% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.29% | -0.02% | -32.92% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.25% | +0.01% | — | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | +0.04% | — | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | +0.02% | -1.07% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.07% | -0.02% | — | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | +0.06% | -5.14% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | +0.25% | — | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | -0.01% | — | |
| 20 | ARCC | Ares Capital CORP | Stock-Financials | 0.57% | +0.02% | -51.22% | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 0.55% | — | — | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 0.55% | +0.02% | — | |
| 23 | ARES | Ares Management CORP - A | Stock-Financials | 0.45% | +0.03% | — | |
| 24 | XLE | Ss Energy Select Sector | ETF-Other | 0.40% | +0.07% | -5.58% | |
| 25 | INTC | Intel CORP | Stock-Tech | 0.39% | -0.05% | — | |
| 26 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.39% | -0.01% | — | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.39% | -0.09% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | -0.01% | — | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.28% | +0.02% | +500.00% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | +0.01% | — | |
| 31 | PFE | Pfizer Inc | Stock-Healthcare | 0.27% | +0.06% | — | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.26% | -0.02% | — | |
| 33 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.25% | — | — | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.24% | -0.01% | +300.00% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | +0.01% | — | |
| 36 | PM | Philip Morris International | Stock-Consumer Staples | 0.16% | +0.01% | — | |
| 37 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.14% | — | — | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.14% | — | — | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.14% | -0.01% | — | |
| 40 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.13% | — | — | |
| 41 | APO | Apollo Global Management Inc | Stock-Financials | 0.12% | — | — | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.12% | — | +0.22% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.11% | — | -51.70% | |
| 44 | UBSI | United Bankshares Inc | Stock-Financials | 0.11% | — | — | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.11% | — | — | |
| 46 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.11% | — | — | |
| 47 | IAU | Ishares Gold Trust | ETF-Commodities | 0.10% | +0.01% | — | |
| 48 | BA | Boeing Co/the | Stock-Industrials | 0.10% | -0.01% | — | |
| 49 | KKR | Kkr & Co Inc | Stock-Financials | 0.10% | — | — | |
| 50 | WM | Waste Management Inc | Stock-Industrials | 0.09% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +9% | — | Unchanged |
| 2 | INTC | Intel CORP | +0.3% | — | Unchanged |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.2% | +1.97% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 5 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 6 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 7 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 8 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 9 | AAPL | Apple Inc | 0% | — | Unchanged |
| 10 | VOO | Vanguard S&p 500 ETF | 0% | -1.07% | Trim |
| 11 | VUG | Vanguard Growth ETF | 0% | +500.00% | Add |
| 12 | XBI | Ss Spdr S&p Biotech ETF | 0% | — | Unchanged |
| 13 | GE | General Electric | 0% | — | Unchanged |
| 14 | IWV | Ishares Russell 3000 ETF | 0% | — | Unchanged |
| 15 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 16 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 17 | SLV | Ishares Silver Trust | 0% | +120.00% | Add |
| 18 | NVO | Novo-nordisk A/s-spons Adr | 0% | — | Unchanged |
| 19 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 20 | VO | Vanguard Mid-cap ETF | — | +300.00% | Add |
| 21 | VBR | Vanguard Small-cap Value ETF | — | — | Unchanged |
| 22 | IWD | Ishares Russell 1000 Value E | — | +0.22% | Add |
| 23 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 24 | UBSI | United Bankshares Inc | — | — | Unchanged |
| 25 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 26 | BA | Boeing Co/the | — | — | Unchanged |
| 27 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 28 | ACWI | Ishares Msci Acwi ETF | — | — | Unchanged |
| 29 | RPM | Rpm International Inc | — | — | Unchanged |
| 30 | XLI | Ss Industrial Select Sector | — | — | Unchanged |
| 31 | C | Citigroup Inc | — | — | Unchanged |
| 32 | VV | Vanguard Large-cap ETF | — | — | Unchanged |
| 33 | NVDA | Nvidia CORP | — | — | Unchanged |
| 34 | IWM | Ishares Russell 2000 ETF | — | — | Unchanged |
| 35 | CP | Canadian Pacific Kansas City | — | — | Unchanged |
| 36 | BSX | Boston Scientific CORP | — | — | Unchanged |
| 37 | MO | Altria Group Inc | — | — | Unchanged |
| 38 | BAC | Bank Of America CORP | — | — | Unchanged |
| 39 | T | At&t Inc | — | — | Unchanged |
| 40 | CB | Chubb Limited | — | — | Unchanged |
| 41 | AXP | American Express Co | — | — | Unchanged |
| 42 | CTRA | Coterra Energy Inc | — | EXIT | Sold out |
| 43 | MRK | Merck & Co. Inc. | — | — | Unchanged |
| 44 | HON | Honeywell International Inc | — | EXIT | Sold out |
| 45 | DVN | Devon Energy CORP | — | NEW | New buy |
| 46 | IYR | Ishares US Real Estate ETF | — | — | Unchanged |
| 47 | TSLA | Tesla Inc | — | — | Unchanged |
| 48 | EFA | Ishares Msci Eafe ETF | — | — | Unchanged |
| 49 | KMB | Kimberly-clark CORP | — | — | Unchanged |
| 50 | EEM | Ishares Msci Emerging Market | — | — | Unchanged |
According to official SEC Form 13F filings, Granite FO LLC reported a total U.S. public equity portfolio value of $186.2M across 171 disclosed positions in Q2 2026.
During Q2 2026, Granite FO LLC's top holdings by market value included SPY (17.8%)、VIG (15.2%)、MU (13.3%). The largest single position, SPY, represented 17.8% of total portfolio value.
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Top New Position Initiated
DVN
市值: $2.6K
Top Position Liquidated / Trimmed
CTRA
前期市值: $3.2K
In Q2 2026, Granite FO LLC made 24 total portfolio adjustments, initiating 3 new buys, adding to 7 positions, trimming 12 holdings, and fully liquidating 2 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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