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CIK: 0002018114
Total reported value
$168.7M
$168.7M
86 檔
48.4%
According to the latest 13F quarterly dataset, Granite Group Advisors, LLC managed an equity portfolio of $168.7M at the end of Q1 2026, spanning 86 distinct U.S. exchange-listed positions.
Granite Group Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 8 new positions while fully exiting 12 holdings and trimming 26 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | Stock-Comm Services | 39.14% | -0.58% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.50% | -0.06% | +17.38% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.36% | +0.23% | +0.16% | |
| 4 | ITT | Itt Inc | Stock-Industrials | 2.35% | -2.35% | EXIT | |
| 5 | PNC | Pnc Financial Services Group | Stock-Financials | 2.06% | +0.26% | +0.76% | |
| 6 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.88% | +0.10% | +0.15% | |
| 7 | USB | US Bancorp | Stock-Financials | 1.88% | +0.19% | +1.62% | |
| 8 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.87% | -0.10% | -1.95% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.87% | +0.14% | +3.72% | |
| 10 | TXN | Texas Instruments Inc | Stock-Tech | 1.86% | -0.11% | +0.59% | |
| 11 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.83% | -0.37% | -0.43% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.80% | +0.23% | — | |
| 13 | NEE | Nextera Energy Inc | Stock-Utilities | 1.77% | +0.01% | -19.16% | |
| 14 | AMGN | Amgen Inc | Stock-Healthcare | 1.72% | +0.16% | -7.19% | |
| 15 | AEP | American Electric Power | Stock-Utilities | 1.70% | +0.09% | -19.55% | |
| 16 | QCOM | Qualcomm Inc | Stock-Tech | 1.68% | +0.39% | +27.67% | |
| 17 | MS | Morgan Stanley | Stock-Financials | 1.66% | +0.12% | -7.90% | |
| 18 | MDT | Medtronic plc | Stock-Healthcare | 1.65% | -0.04% | +9.66% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.53% | +0.40% | +13.53% | |
| 20 | MTB | M & T Bank CORP | Stock-Financials | 1.39% | +0.14% | -7.35% | |
| 21 | TGT | Target CORP | Stock-Consumer Disc | 1.37% | -0.16% | +0.13% | |
| 22 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.30% | -0.23% | -11.79% | |
| 23 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.10% | +0.03% | +19.43% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.95% | -0.95% | EXIT | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | -0.34% | -0.73% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.89% | +0.98% | — | |
| 27 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.85% | +0.21% | +4.39% | |
| 28 | AMLP | Alerian Mlp ETF | ETF-Other | 0.82% | -0.13% | — | |
| 29 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.70% | +0.24% | +450.00% | |
| 30 | ACN | Accenture plc | Stock-Tech | 0.68% | -0.52% | +156.17% | |
| 31 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.62% | +0.24% | +1.74% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.05% | — | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.55% | +0.59% | — | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.54% | -0.39% | — | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.53% | +0.19% | +0.60% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | +0.10% | +4.26% | |
| 37 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.43% | -0.27% | — | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | -0.01% | -9.39% | |
| 39 | WMB | Williams Cos Inc | Stock-Energy | 0.39% | — | — | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.39% | EXIT | |
| 41 | OKE | Oneok Inc | Stock-Energy | 0.38% | -0.06% | -5.56% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.37% | -0.05% | -0.28% | |
| 43 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.37% | +0.29% | — | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | +0.07% | -0.11% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.35% | +0.04% | -0.25% | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.34% | +0.03% | — | |
| 47 | ASML | ASML Holding N.V. | Stock-Tech | 0.34% | +0.16% | -0.46% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.32% | -0.32% | EXIT | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | — | +6.97% | |
| 50 | PSX | Phillips 66 | Stock-Energy | 0.30% | -0.02% | -10.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AIQ | Global X Art Intel & Tech | +0.6% | +450.00% | Add |
| 2 | LMT | Lockheed Martin CORP | +0.5% | -0.43% | Trim |
| 3 | ITT | Itt Inc | +0.4% | — | Unchanged |
| 4 | TXN | Texas Instruments Inc | +0.4% | +0.59% | Add |
| 5 | ACN | Accenture plc | +0.3% | +156.17% | Add |
| 6 | TGT | Target CORP | +0.3% | +0.13% | Add |
| 7 | SBUX | Starbucks CORP | +0.3% | +0.15% | Add |
| 8 | PEP | Pepsico Inc | +0.2% | -1.95% | Trim |
| 9 | PNC | Pnc Financial Services Group | +0.2% | +0.76% | Add |
| 10 | CMCSA | Comcast Corp-class A | +0.2% | +19.43% | Add |
| 11 | STX | Seagate Technology Holdings plc | +0.2% | — | Unchanged |
| 12 | HD | Home Depot Inc | +0.2% | +13.53% | Add |
| 13 | TSN | Tyson Foods Inc-cl A | +0.2% | +4.39% | Add |
| 14 | USB | US Bancorp | +0.2% | +1.62% | Add |
| 15 | AMLP | Alerian Mlp ETF | +0.1% | — | Unchanged |
| 16 | XOM | Exxon Mobil CORP | +0.1% | -0.23% | Trim |
| 17 | STZ | Constellation Brands Inc-a | +0.1% | +1.74% | Add |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.60% | Add |
| 19 | WMB | Williams Cos Inc | +0.1% | — | Unchanged |
| 20 | ASML | ASML Holding N.V. | +0.1% | -0.46% | Trim |
| 21 | OKE | Oneok Inc | +0.1% | -5.56% | Trim |
| 22 | MDT | Medtronic plc | +0.1% | +9.66% | Add |
| 23 | PSX | Phillips 66 | +0.1% | -10.17% | Trim |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 25 | SMH | Vaneck Semiconductor ETF | +0.1% | — | Unchanged |
| 26 | PWR | Quanta Services Inc | +0.1% | — | Unchanged |
| 27 | FANG | Diamondback Energy Inc | +0.1% | — | Unchanged |
| 28 | AMGN | Amgen Inc | +0.1% | -7.19% | Trim |
| 29 | EPD | Enterprise Products Partners | +0.1% | +0.04% | Add |
| 30 | MTB | M & T Bank CORP | +0.1% | -7.35% | Trim |
| 31 | JPM | Jpmorgan Chase & Co | 0% | +3.72% | Add |
| 32 | ET | Energy Transfer LP | 0% | -3.82% | Trim |
| 33 | IWS | Ishares Russell Mid-cap Valu | 0% | — | Unchanged |
| 34 | ENB | Enbridge Inc | 0% | — | Unchanged |
| 35 | LIN | Linde plc | 0% | -5.54% | Trim |
| 36 | VYM | Vanguard High Dvd Yield ETF | 0% | -0.78% | Trim |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +6.97% | Add |
| 38 | NEE | Nextera Energy Inc | 0% | -19.16% | Trim |
| 39 | BNY | Bank Of New York Mellon CORP | 0% | -11.79% | Trim |
| 40 | NFLX | Netflix Inc | 0% | +6.67% | Add |
| 41 | CP | Canadian Pacific Kansas City | 0% | — | Unchanged |
| 42 | PBA | Pembina Pipeline CORP | 0% | -7.72% | Trim |
| 43 | FERG | Ferguson Enterprises Inc | 0% | — | Unchanged |
| 44 | AMD | Advanced Micro Devices | 0% | — | Unchanged |
| 45 | PM | Philip Morris International | 0% | -0.25% | Trim |
| 46 | PH | Parker Hannifin CORP | 0% | — | Unchanged |
| 47 | RSP | Invesco S&p 500 Equal Weight | 0% | -0.28% | Trim |
| 48 | COST | Costco Wholesale CORP | 0% | -14.06% | Trim |
| 49 | JPST | Jpmorgan Ultra-short Income | 0% | +0.18% | Add |
| 50 | NVDA | Nvidia CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Granite Group Advisors, LLC reported a total U.S. public equity portfolio value of $168.7M across 86 disclosed positions in Q1 2026.
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 48.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
PG
市值: $1.5M
Top Position Liquidated / Trimmed
GD
前期市值: $1.5M
During Q1 2026, Granite Group Advisors, LLC's top holdings by market value included DIS (39.1%)、MSFT (3.5%)、AAPL (2.4%). The largest single position, DIS, represented 39.1% of total portfolio value.
In Q1 2026, Granite Group Advisors, LLC made 72 total portfolio adjustments, initiating 8 new buys, adding to 26 positions, trimming 26 holdings, and fully liquidating 12 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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