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CIK: 0002018114
Total reported value
$158.1M
$158.1M
84 檔
52.3%
At the close of Q2 2026, Granite Group Advisors, LLC disclosed equity holdings valued at approximately $158.1M, spread across 84 reported holdings.
Granite Group Advisors, LLC executed strategic sector rebalancing during Q2 2026, establishing 10 new positions while fully exiting 12 holdings and trimming 29 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | Stock-Comm Services | 38.56% | +6.27% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.44% | +0.95% | +0.21% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.59% | +0.45% | -1.98% | |
| 4 | PNC | Pnc Financial Services Group | Stock-Financials | 2.32% | -0.60% | -0.23% | |
| 5 | QCOM | Qualcomm Inc | Stock-Tech | 2.07% | -0.09% | -15.23% | |
| 6 | USB | US Bancorp | Stock-Financials | 2.07% | -0.44% | -0.22% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.03% | -0.69% | -1.84% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.01% | -0.22% | -0.22% | |
| 9 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.98% | -0.41% | -0.26% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.93% | -0.50% | +16.70% | |
| 11 | AMGN | Amgen Inc | Stock-Healthcare | 1.88% | -0.30% | +4.44% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.87% | -0.15% | +107.18% | |
| 13 | AEP | American Electric Power | Stock-Utilities | 1.79% | -0.17% | +4.57% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 1.78% | -0.26% | +9.70% | |
| 15 | MS | Morgan Stanley | Stock-Financials | 1.78% | -0.36% | -11.84% | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.77% | -0.06% | +9.04% | |
| 17 | TXN | Texas Instruments Inc | Stock-Tech | 1.75% | -0.28% | -35.56% | |
| 18 | MDT | Medtronic plc | Stock-Healthcare | 1.61% | +0.02% | +10.31% | |
| 19 | MTB | M & T Bank CORP | Stock-Financials | 1.53% | -0.46% | +0.03% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.46% | -1.46% | EXIT | |
| 21 | TGT | Target CORP | Stock-Consumer Disc | 1.21% | -0.59% | -17.50% | |
| 22 | ADP | Automatic Data Processing | Stock-Tech | 1.14% | +0.01% | +90.98% | |
| 23 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.13% | -0.27% | +19.59% | |
| 24 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.07% | -0.23% | -27.34% | |
| 25 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 1.06% | +0.03% | +43.28% | |
| 26 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.94% | +0.35% | — | |
| 27 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.86% | -0.13% | +57.36% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.72% | -0.10% | -0.16% | |
| 29 | AMLP | Alerian Mlp ETF | ETF-Other | 0.69% | +0.05% | -11.72% | |
| 30 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.66% | -0.09% | -11.40% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | -0.04% | -1.22% | |
| 32 | AMD | Advanced Micro Devices | Stock-Tech | 0.59% | -0.24% | +2.40% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | -0.07% | +0.25% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | -0.02% | -42.99% | |
| 35 | ASML | ASML Holding N.V. | Stock-Tech | 0.50% | -0.15% | -1.17% | |
| 36 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-Other | 0.46% | -0.19% | — | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | -0.05% | +7.33% | |
| 38 | BX | Blackstone Inc | Stock-Financials | 0.42% | -0.03% | — | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | +0.02% | +1.60% | |
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.39% | +0.05% | -0.11% | |
| 41 | WMB | Williams Cos Inc | Stock-Energy | 0.39% | -0.01% | — | |
| 42 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.37% | -0.03% | — | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.32% | -0.01% | -20.45% | |
| 44 | OKE | Oneok Inc | Stock-Energy | 0.32% | -0.32% | EXIT | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.32% | +0.02% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | +0.01% | -2.90% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.32% | -0.01% | +299.81% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | -0.09% | +1.01% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.30% | +0.82% | — | |
| 50 | PSX | Phillips 66 | Stock-Energy | 0.28% | +0.18% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +1% | +107.18% | Add |
| 2 | ADP | Automatic Data Processing | +0.6% | +90.98% | Add |
| 3 | SOXL | Direx Dail Semi Bu 3x Et-usd | +0.5% | NEW | New buy |
| 4 | BX | Blackstone Inc | +0.4% | NEW | New buy |
| 5 | HD | Home Depot Inc | +0.4% | +16.70% | Add |
| 6 | QCOM | Qualcomm Inc | +0.4% | -15.23% | Trim |
| 7 | AMD | Advanced Micro Devices | +0.4% | +2.40% | Add |
| 8 | ABT | Abbott Laboratories | +0.3% | NEW | New buy |
| 9 | MCD | Mcdonald's CORP | +0.3% | NEW | New buy |
| 10 | STX | Seagate Technology Holdings plc | +0.3% | -11.40% | Trim |
| 11 | PNC | Pnc Financial Services Group | +0.3% | -0.23% | Trim |
| 12 | STZ | Constellation Brands Inc-a | +0.2% | +57.36% | Add |
| 13 | AIQ | Global X Art Intel & Tech | +0.2% | — | Unchanged |
| 14 | AAPL | Apple Inc | +0.2% | -1.98% | Trim |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.84% | Trim |
| 16 | TSN | Tyson Foods Inc-cl A | +0.2% | +43.28% | Add |
| 17 | TRP | Tc Energy CORP | +0.2% | NEW | New buy |
| 18 | USB | US Bancorp | +0.2% | -0.22% | Trim |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -0.16% | Trim |
| 20 | AMGN | Amgen Inc | +0.2% | +4.44% | Add |
| 21 | ASML | ASML Holding N.V. | +0.2% | -1.17% | Trim |
| 22 | AZN | AstraZeneca PLC | +0.2% | NEW | New buy |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | -0.22% | Trim |
| 24 | MTB | M & T Bank CORP | +0.1% | +0.03% | Add |
| 25 | NGG | National Grid Plc-sp Adr | +0.1% | NEW | New buy |
| 26 | IBN | Icici Bank Ltd-spon Adr | +0.1% | NEW | New buy |
| 27 | MS | Morgan Stanley | +0.1% | -11.84% | Trim |
| 28 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 29 | ORLY | O'reilly Automotive Inc | +0.1% | NEW | New buy |
| 30 | SBUX | Starbucks CORP | +0.1% | -0.26% | Trim |
| 31 | ABBV | Abbvie Inc | +0.1% | +0.25% | Add |
| 32 | AEP | American Electric Power | +0.1% | +4.57% | Add |
| 33 | AVGO | Broadcom Inc | +0.1% | +7.33% | Add |
| 34 | PWR | Quanta Services Inc | +0.1% | — | Unchanged |
| 35 | NVS | Novartis Ag-sponsored Adr | +0.1% | +38.42% | Add |
| 36 | NVDA | Nvidia CORP | +0.1% | -1.22% | Trim |
| 37 | LLY | Eli Lilly & Co | +0.1% | +1.56% | Add |
| 38 | ANET | Arista Networks Inc | +0.1% | — | Unchanged |
| 39 | GOOG | Alphabet Inc-cl C | +0.1% | +1.01% | Add |
| 40 | PM | Philip Morris International | 0% | -0.11% | Trim |
| 41 | SE | Sea Ltd-adr | 0% | — | Unchanged |
| 42 | IWF | Ishares Russell 1000 Growth | 0% | +299.81% | Add |
| 43 | CMCSA | Comcast Corp-class A | 0% | +19.59% | Add |
| 44 | IWS | Ishares Russell Mid-cap Valu | 0% | — | Unchanged |
| 45 | UBS | UBS Group AG | 0% | — | Unchanged |
| 46 | TEVA | Teva Pharmaceutical-sp Adr | 0% | — | Unchanged |
| 47 | SPOT | Spotify Technology S.A. | 0% | +17.83% | Add |
| 48 | NEE | Nextera Energy Inc | 0% | +9.70% | Add |
| 49 | CP | Canadian Pacific Kansas City | 0% | — | Unchanged |
| 50 | PH | Parker Hannifin CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Granite Group Advisors, LLC reported a total U.S. public equity portfolio value of $158.1M across 84 disclosed positions in Q2 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 52.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
SOXL
市值: $775.9K
Top Position Liquidated / Trimmed
ITT
前期市值: $3.9M
During Q2 2026, Granite Group Advisors, LLC's top holdings by market value included DIS (38.6%)、MSFT (3.4%)、AAPL (2.6%). The largest single position, DIS, represented 38.6% of total portfolio value.
In Q2 2026, Granite Group Advisors, LLC made 75 total portfolio adjustments, initiating 10 new buys, adding to 24 positions, trimming 29 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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