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CIK: 0001967456
Total reported value
$252.9M
$252.9M
86 檔
23.9%
According to the latest 13F quarterly dataset, Granite Harbor Advisors, Inc. managed an equity portfolio of $252.9M at the end of Q4 2024, spanning 86 distinct U.S. exchange-listed positions.
During Q4 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 | 9.18% | +1.07% | +7.35% | |
| 2 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 7.11% | +0.97% | +1.64% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.65% | -0.14% | -2.54% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.94% | -0.53% | +3.24% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 4.60% | +0.79% | +14.92% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.35% | +0.02% | +0.33% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.57% | +0.12% | -0.64% | |
| 8 | XLF | Ss Financial Select Sector | ETF-Other | 3.55% | -0.03% | +3.23% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 3.39% | -0.05% | +3.86% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.07% | +0.11% | +0.53% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-Other | 2.90% | — | +7.60% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.82% | +0.06% | -1.19% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.32% | -0.17% | +3.54% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 2.31% | +0.04% | +4.85% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.14% | -0.17% | -0.91% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.07% | — | -0.41% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.78% | -0.24% | +2.02% | |
| 18 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 1.71% | +0.24% | +17.05% | |
| 19 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.66% | -0.09% | +7.00% | |
| 20 | BAC | Bank Of America CORP | Stock-Financials | 1.44% | +0.04% | -1.95% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 1.37% | — | — | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 1.00% | -0.26% | +4.07% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.98% | -0.03% | +1.78% | |
| 24 | HON | Honeywell International Inc | Stock-Industrials | 0.87% | -0.68% | EXIT | |
| 25 | ELV | Elevance Health Inc | Stock-Healthcare | 0.86% | +0.12% | +5.72% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | +0.02% | -1.17% | |
| 27 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.83% | -0.12% | +10.67% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | +0.01% | -4.14% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.08% | +5.01% | |
| 30 | APH | Amphenol Corp-cl A | Stock-Tech | 0.66% | +0.13% | -3.91% | |
| 31 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.65% | +0.02% | +77.76% | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.65% | -0.06% | +4.27% | |
| 33 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.64% | -0.07% | +74.08% | |
| 34 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.59% | +0.02% | +223.68% | |
| 35 | XLB | Ss Materials Select Sector | ETF-Other | 0.58% | -0.04% | +6.21% | |
| 36 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.56% | — | +53.32% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.55% | -0.08% | +0.23% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.15% | +0.40% | |
| 39 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.51% | — | +16.91% | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.50% | — | -1.06% | |
| 41 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.50% | -0.13% | +16.31% | |
| 42 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.46% | -0.09% | +17.27% | |
| 43 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.46% | — | — | |
| 44 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.46% | — | +39.97% | |
| 45 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.46% | -0.15% | +42.03% | |
| 46 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.46% | -0.15% | +40.41% | |
| 47 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.45% | -0.15% | +42.53% | |
| 48 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.42% | -0.03% | -0.14% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.12% | +2.52% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | -0.05% | +0.72% |
According to official SEC Form 13F filings, Granite Harbor Advisors, Inc. reported a total U.S. public equity portfolio value of $252.9M across 86 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, DFAS, IVV) accounted for 23.9% of total reported equity market value during Q4 2024.
During Q4 2024, Granite Harbor Advisors, Inc.'s top holdings by market value included QQQ (9.2%)、DFAS (7.1%)、IVV (6.7%). The largest single position, QQQ, represented 9.2% of total portfolio value.
In Q4 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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