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CIK: 0002018114
Total reported value
$168.7M
$168.7M
90 檔
55.8%
As reported in its official Q4 2025 Form 13F filing, Granite Group Advisors, LLC's tracked investment portfolio stood at $168.7M with 90 total positions.
In Q4 2025, Granite Group Advisors, LLC displayed an active expansion posture, initiating 13 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | Stock-Comm Services | 43.54% | -0.58% | -0.00% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.62% | -0.06% | +0.88% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.37% | +0.23% | -3.61% | |
| 4 | ITT | Itt Inc | Stock-Industrials | 1.95% | -2.35% | EXIT | |
| 5 | PNC | Pnc Financial Services Group | Stock-Financials | 1.87% | +0.26% | +1.54% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.83% | +0.14% | -3.01% | |
| 7 | MS | Morgan Stanley | Stock-Financials | 1.78% | +0.12% | -2.89% | |
| 8 | NEE | Nextera Energy Inc | Stock-Utilities | 1.75% | +0.01% | +0.40% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.73% | +0.23% | +3.21% | |
| 10 | USB | US Bancorp | Stock-Financials | 1.72% | +0.19% | +0.94% | |
| 11 | AEP | American Electric Power | Stock-Utilities | 1.71% | +0.09% | -1.48% | |
| 12 | QCOM | Qualcomm Inc | Stock-Tech | 1.69% | +0.39% | +2.72% | |
| 13 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.68% | -0.10% | +3.96% | |
| 14 | AMGN | Amgen Inc | Stock-Healthcare | 1.67% | +0.16% | -1.60% | |
| 15 | MDT | Medtronic plc | Stock-Healthcare | 1.57% | -0.04% | +1.09% | |
| 16 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.56% | +0.10% | +4.54% | |
| 17 | TXN | Texas Instruments Inc | Stock-Tech | 1.50% | -0.11% | +9.23% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.36% | +0.40% | +6.71% | |
| 19 | MTB | M & T Bank CORP | Stock-Financials | 1.34% | +0.14% | -0.14% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.33% | -0.37% | +51.82% | |
| 21 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.28% | -0.23% | -3.18% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.16% | -0.95% | EXIT | |
| 23 | TGT | Target CORP | Stock-Consumer Disc | 1.05% | -0.16% | -24.94% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | -0.34% | -1.11% | |
| 25 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.92% | +0.03% | -11.87% | |
| 26 | GD | General Dynamics CORP | Stock-Industrials | 0.83% | — | -1.77% | |
| 27 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.69% | +0.21% | +2.54% | |
| 28 | AMLP | Alerian Mlp ETF | ETF-Other | 0.68% | -0.13% | +0.39% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.05% | -1.03% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | -0.39% | — | |
| 31 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.51% | +0.24% | +16.23% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.01% | -24.80% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | +0.10% | -3.48% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.48% | — | -1.19% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.43% | +0.19% | -1.72% | |
| 36 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.36% | -0.27% | — | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | +0.07% | -3.76% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.35% | -0.05% | +41.50% | |
| 39 | ACN | Accenture plc | Stock-Tech | 0.34% | -0.52% | — | |
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.33% | +0.04% | -0.19% | |
| 41 | MPLX | Mplx LP | Stock-Energy | 0.32% | — | +0.04% | |
| 42 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.30% | +0.03% | — | |
| 43 | OKE | Oneok Inc | Stock-Energy | 0.30% | -0.06% | +28.33% | |
| 44 | WMB | Williams Cos Inc | Stock-Energy | 0.30% | — | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | — | -0.58% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.29% | -0.32% | EXIT | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.29% | — | -4.07% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.29% | +0.04% | — | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | +0.05% | -7.59% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | -0.39% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LMT | Lockheed Martin CORP | +0.4% | +51.82% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | +3.21% | Add |
| 3 | AMGN | Amgen Inc | +0.1% | -1.60% | Trim |
| 4 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +41.50% | Add |
| 5 | ET | Energy Transfer LP | +0.1% | +61.53% | Add |
| 6 | USB | US Bancorp | +0.1% | +0.94% | Add |
| 7 | STZ | Constellation Brands Inc-a | +0.1% | +16.23% | Add |
| 8 | OKE | Oneok Inc | +0.1% | +28.33% | Add |
| 9 | LLY | Eli Lilly & Co | 0% | -0.99% | Trim |
| 10 | MS | Morgan Stanley | 0% | -2.89% | Trim |
| 11 | GOOG | Alphabet Inc-cl C | 0% | -7.59% | Trim |
| 12 | TSN | Tyson Foods Inc-cl A | 0% | +2.54% | Add |
| 13 | CSCO | Cisco Systems Inc | 0% | -1.19% | Trim |
| 14 | STX | Seagate Technology Holdings plc | 0% | -0.15% | Trim |
| 15 | NEE | Nextera Energy Inc | 0% | +0.40% | Add |
| 16 | PEP | Pepsico Inc | 0% | +3.96% | Add |
| 17 | PNC | Pnc Financial Services Group | 0% | +1.54% | Add |
| 18 | QCOM | Qualcomm Inc | 0% | +2.72% | Add |
| 19 | AMZN | Amazon.com Inc | 0% | -1.11% | Trim |
| 20 | SBUX | Starbucks CORP | 0% | +4.54% | Add |
| 21 | BNY | Bank Of New York Mellon CORP | -0.1% | -3.18% | Trim |
| 22 | TXN | Texas Instruments Inc | -0.1% | +9.23% | Add |
| 23 | MDT | Medtronic plc | -0.1% | +1.09% | Add |
| 24 | NOW | Servicenow Inc | -0.1% | +320.05% | Add |
| 25 | CPNG | Coupang Inc | -0.1% | -5.73% | Trim |
| 26 | AAPL | Apple Inc | -0.1% | -3.61% | Trim |
| 27 | SPOT | Spotify Technology S.A. | -0.1% | -24.21% | Trim |
| 28 | SE | Sea Ltd-adr | -0.2% | -6.44% | Trim |
| 29 | ORCL | Oracle CORP | -0.2% | -4.07% | Trim |
| 30 | HD | Home Depot Inc | -0.3% | +6.71% | Add |
| 31 | CMCSA | Comcast Corp-class A | -0.3% | -11.87% | Trim |
| 32 | META | Meta Platforms Inc-class A | -0.3% | -24.80% | Trim |
| 33 | TGT | Target CORP | -0.3% | -24.94% | Trim |
| 34 | MSFT | Microsoft CORP | -0.5% | +0.88% | Add |
| 35 | DIS | Walt Disney Co/the | -3.3% | -0.00% | Trim |
| 36 | ITT | Itt Inc | — | NEW | New buy |
| 37 | TSLA | Tesla Inc | — | NEW | New buy |
| 38 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 39 | SMH | Vaneck Semiconductor ETF | — | NEW | New buy |
| 40 | ACN | Accenture plc | — | NEW | New buy |
| 41 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 42 | XYL | Xylem Inc | — | NEW | New buy |
| 43 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 44 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
| 45 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 46 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 47 | ORLY | O'reilly Automotive Inc | — | EXIT | Sold out |
| 48 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 49 | RACE | Ferrari N.V. | — | EXIT | Sold out |
| 50 | FERG | Ferguson Enterprises Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Granite Group Advisors, LLC reported a total U.S. public equity portfolio value of $168.7M across 90 disclosed positions in Q4 2025.
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 55.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
ITT
市值: $3.4M
Top Position Liquidated / Trimmed
ORLY
前期市值: $301.2K
During Q4 2025, Granite Group Advisors, LLC's top holdings by market value included DIS (43.5%)、MSFT (3.6%)、AAPL (2.4%). The largest single position, DIS, represented 43.5% of total portfolio value.
In Q4 2025, Granite Group Advisors, LLC made 50 total portfolio adjustments, initiating 13 new buys, adding to 18 positions, trimming 17 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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