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CIK: 0002018114
Total reported value
$168.7M
$168.7M
78 檔
54.5%
At the close of Q4 2024, Granite Group Advisors, LLC disclosed equity holdings valued at approximately $168.7M, spread across 78 reported holdings.
In Q4 2024, Granite Group Advisors, LLC adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | Stock-Comm Services | 48.06% | -0.58% | -8.45% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.97% | -0.06% | -1.57% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.85% | +0.23% | -0.80% | |
| 4 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.90% | -0.23% | -10.99% | |
| 5 | PNC | Pnc Financial Services Group | Stock-Financials | 1.77% | +0.26% | -6.84% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.77% | +0.14% | -7.97% | |
| 7 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.74% | +0.10% | -4.86% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 1.62% | +0.40% | -2.45% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 1.62% | — | -9.44% | |
| 10 | USB | US Bancorp | Stock-Financials | 1.60% | +0.19% | -1.42% | |
| 11 | AEP | American Electric Power | Stock-Utilities | 1.59% | +0.09% | -2.25% | |
| 12 | NEE | Nextera Energy Inc | Stock-Utilities | 1.55% | +0.01% | -1.67% | |
| 13 | TXN | Texas Instruments Inc | Stock-Tech | 1.51% | -0.11% | -3.56% | |
| 14 | MS | Morgan Stanley | Stock-Financials | 1.49% | +0.12% | -12.02% | |
| 15 | AMGN | Amgen Inc | Stock-Healthcare | 1.46% | +0.16% | +31.66% | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 1.45% | — | +0.36% | |
| 17 | MDT | Medtronic plc | Stock-Healthcare | 1.44% | -0.04% | +4.03% | |
| 18 | MTB | M & T Bank CORP | Stock-Financials | 1.41% | +0.14% | -4.87% | |
| 19 | QCOM | Qualcomm Inc | Stock-Tech | 1.39% | +0.39% | +3.83% | |
| 20 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.39% | — | -7.59% | |
| 21 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.27% | +0.03% | -1.64% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | +0.23% | -0.63% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.13% | -0.10% | +99.95% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | -0.34% | -0.29% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.92% | +0.10% | +0.42% | |
| 26 | AMLP | Alerian Mlp ETF | ETF-Other | 0.85% | -0.13% | -0.40% | |
| 27 | GD | General Dynamics CORP | Stock-Industrials | 0.65% | — | -2.31% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.01% | -24.23% | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 0.58% | — | -22.19% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.05% | -0.82% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.38% | +0.07% | -0.66% | |
| 32 | MPLX | Mplx LP | Stock-Energy | 0.36% | — | -3.44% | |
| 33 | OKE | Oneok Inc | Stock-Energy | 0.35% | -0.06% | -3.88% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.32% | +0.19% | — | |
| 35 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.31% | +0.03% | — | |
| 36 | WMB | Williams Cos Inc | Stock-Energy | 0.30% | — | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | — | — | |
| 38 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.26% | — | -0.30% | |
| 39 | SE | Sea Ltd-adr | Stock-Comm Services | 0.25% | +0.04% | — | |
| 40 | NOW | Servicenow Inc | Stock-Tech | 0.24% | +0.12% | NEW | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.24% | -0.14% | EXIT | |
| 42 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.23% | — | -17.40% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.23% | — | — | |
| 44 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.22% | — | — | |
| 45 | PSX | Phillips 66 | Stock-Energy | 0.22% | -0.02% | -3.74% | |
| 46 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.22% | +0.02% | — | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | -0.39% | EXIT | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | -0.02% | — | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | +0.05% | +6.17% | |
| 50 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.21% | -0.12% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | +2.3% | -8.45% | Trim |
| 2 | PEP | Pepsico Inc | +0.5% | +99.95% | Add |
| 3 | SAP | Sap Se-sponsored Adr | +0.2% | NEW | New buy |
| 4 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 5 | AAPL | Apple Inc | +0.2% | -0.80% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.1% | -0.29% | Trim |
| 7 | TEAM | Atlassian Corp-cl A | +0.1% | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.63% | Trim |
| 9 | PWR | Quanta Services Inc | +0.1% | NEW | New buy |
| 10 | AVGO | Broadcom Inc | +0.1% | -0.66% | Trim |
| 11 | AMGN | Amgen Inc | +0.1% | +31.66% | Add |
| 12 | MS | Morgan Stanley | +0.1% | -12.02% | Trim |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | -7.97% | Trim |
| 14 | NFLX | Netflix Inc | +0.1% | — | Unchanged |
| 15 | USB | US Bancorp | 0% | -1.42% | Trim |
| 16 | WMB | Williams Cos Inc | 0% | — | Unchanged |
| 17 | NVDA | Nvidia CORP | 0% | -0.82% | Trim |
| 18 | SPOT | Spotify Technology S.A. | 0% | — | Unchanged |
| 19 | CP | Canadian Pacific Kansas City | -0.1% | -11.71% | Trim |
| 20 | ASML | ASML Holding N.V. | -0.1% | -6.94% | Trim |
| 21 | PSX | Phillips 66 | -0.1% | -3.74% | Trim |
| 22 | AON | Aon plc | -0.1% | -30.12% | Trim |
| 23 | PNC | Pnc Financial Services Group | -0.1% | -6.84% | Trim |
| 24 | ICLR | ICON Public Limited Company | -0.1% | — | Unchanged |
| 25 | NU | Nu Holdings Ltd. | -0.1% | -21.40% | Trim |
| 26 | LIN | Linde plc | -0.1% | -19.77% | Trim |
| 27 | RACE | Ferrari N.V. | -0.1% | -17.40% | Trim |
| 28 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -0.30% | Trim |
| 29 | ABBV | Abbvie Inc | -0.1% | +0.42% | Add |
| 30 | GD | General Dynamics CORP | -0.1% | -2.31% | Trim |
| 31 | QCOM | Qualcomm Inc | -0.1% | +3.83% | Add |
| 32 | HD | Home Depot Inc | -0.1% | -2.45% | Trim |
| 33 | BNY | Bank Of New York Mellon CORP | -0.1% | -10.99% | Trim |
| 34 | WCN | Waste Connections Inc | -0.1% | EXIT | Sold out |
| 35 | MDT | Medtronic plc | -0.1% | +4.03% | Add |
| 36 | UNP | Union Pacific CORP | -0.1% | +0.36% | Add |
| 37 | UBER | Uber Technologies Inc | -0.1% | EXIT | Sold out |
| 38 | NXST | Nexstar Media Group Inc | -0.1% | EXIT | Sold out |
| 39 | MNDY | monday.com Ltd. | -0.2% | EXIT | Sold out |
| 40 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | Sold out |
| 41 | RSP | Invesco S&p 500 Equal Weight | -0.2% | EXIT | Sold out |
| 42 | MELI | Mercadolibre Inc | -0.2% | EXIT | Sold out |
| 43 | CMCSA | Comcast Corp-class A | -0.2% | -1.64% | Trim |
| 44 | MSFT | Microsoft CORP | -0.2% | -1.57% | Trim |
| 45 | META | Meta Platforms Inc-class A | -0.2% | -24.23% | Trim |
| 46 | AEP | American Electric Power | -0.2% | -2.25% | Trim |
| 47 | TXN | Texas Instruments Inc | -0.2% | -3.56% | Trim |
| 48 | SBUX | Starbucks CORP | -0.2% | -4.86% | Trim |
| 49 | PFE | Pfizer Inc | -0.2% | -22.19% | Trim |
| 50 | NEE | Nextera Energy Inc | -0.3% | -1.67% | Trim |
According to official SEC Form 13F filings, Granite Group Advisors, LLC reported a total U.S. public equity portfolio value of $168.7M across 78 disclosed positions in Q4 2024.
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 DIS, MSFT, AAPL) accounted for 54.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
SAP
市值: $352.8K
Top Position Liquidated / Trimmed
RSP
前期市值: $256.2K
During Q4 2024, Granite Group Advisors, LLC's top holdings by market value included DIS (48.1%)、MSFT (4.0%)、AAPL (2.9%). The largest single position, DIS, represented 48.1% of total portfolio value.
In Q4 2024, Granite Group Advisors, LLC made 46 total portfolio adjustments, initiating 4 new buys, adding to 6 positions, trimming 29 holdings, and fully liquidating 7 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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