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CIK: 0001967456
Total reported value
$252.9M
$252.9M
91 檔
22.8%
During the Q3 2024 filing period, Granite Harbor Advisors, Inc. (CIK: 0001967456) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $252.9M across 91 reported positions.
During Q3 2024, Granite Harbor Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.54% | +1.07% | +7.64% | |
| 2 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 7.30% | +0.97% | +22.31% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.00% | -0.14% | -6.92% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.29% | -0.53% | +5.30% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 4.27% | +0.79% | +16.59% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.22% | +0.02% | +13.39% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.40% | +0.12% | +7.75% | |
| 8 | XLF | Ss Financial Select Sector | ETF-Other | 3.38% | -0.03% | -0.04% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-Other | 3.16% | — | +6.36% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 3.05% | -0.05% | +2.77% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.80% | +0.11% | +8.46% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.54% | +0.06% | +10.18% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.46% | -0.17% | +5.79% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 2.37% | +0.04% | +1.24% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.37% | — | +0.11% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.21% | -0.17% | +1.12% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.86% | -0.24% | +24.72% | |
| 18 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.71% | -0.09% | +4.08% | |
| 19 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 1.56% | +0.24% | +10.04% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.48% | — | — | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 1.39% | +0.04% | +0.54% | |
| 22 | ELV | Elevance Health Inc | Stock-Healthcare | 1.20% | +0.12% | +1.22% | |
| 23 | XLE | Ss Energy Select Sector | ETF-Other | 1.03% | -0.26% | +0.74% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.02% | -0.03% | +17.96% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.93% | +0.02% | +3.92% | |
| 26 | HON | Honeywell International Inc | Stock-Industrials | 0.83% | -0.68% | EXIT | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | -0.08% | +10.74% | |
| 28 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.79% | -0.12% | +8.07% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | +0.01% | +3.43% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.69% | -0.06% | +4.06% | |
| 31 | APH | Amphenol Corp-cl A | Stock-Tech | 0.67% | +0.13% | -4.55% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.67% | -0.08% | -0.44% | |
| 33 | XLB | Ss Materials Select Sector | ETF-Other | 0.65% | -0.04% | +2.10% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | +0.15% | +115.33% | |
| 35 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.51% | — | — | |
| 36 | EMR | Emerson Electric Co | Stock-Industrials | 0.47% | — | -11.35% | |
| 37 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.46% | -0.03% | — | |
| 38 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.46% | -0.13% | +2.90% | |
| 39 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.46% | — | +2.92% | |
| 40 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.45% | — | — | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.44% | -0.05% | -89.38% | |
| 42 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.42% | — | +1.87% | |
| 43 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.42% | -0.09% | +3.20% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | +0.02% | — | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | -0.02% | +14.34% | |
| 46 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.39% | -0.07% | — | |
| 47 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.39% | +0.02% | — | |
| 48 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.38% | — | — | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.12% | +29.04% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.37% | +0.07% | -6.40% |
According to official SEC Form 13F filings, Granite Harbor Advisors, Inc. reported a total U.S. public equity portfolio value of $252.9M across 91 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, DFAS, IVV) accounted for 22.8% of total reported equity market value during Q3 2024.
During Q3 2024, Granite Harbor Advisors, Inc.'s top holdings by market value included QQQ (8.5%)、DFAS (7.3%)、IVV (7.0%). The largest single position, QQQ, represented 8.5% of total portfolio value.
In Q3 2024, Granite Harbor Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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