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CIK: 0001967456
Total reported value
$252.9M
$252.9M
108 檔
22.9%
As reported in its official Q1 2025 Form 13F filing, Granite Harbor Advisors, Inc.'s tracked investment portfolio stood at $252.9M with 108 total positions.
During Q1 2025, 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 | 8.41% | +1.07% | +4.03% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.26% | -0.53% | +7.60% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.79% | -0.14% | -5.10% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.56% | +0.97% | -11.30% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 4.76% | +0.79% | +8.82% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.03% | +0.02% | +8.83% | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 3.44% | -0.03% | -2.09% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.12% | +0.12% | +12.81% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-Other | 3.04% | — | +2.66% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.87% | -0.05% | +0.33% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.63% | +0.06% | +12.05% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.46% | -0.17% | +7.83% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.44% | +0.11% | +1.06% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 2.21% | +0.04% | +0.26% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.15% | -0.17% | +6.07% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.04% | — | -0.40% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.91% | -0.24% | +25.88% | |
| 18 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 1.68% | +0.24% | +3.61% | |
| 19 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.68% | -0.09% | +1.48% | |
| 20 | HYGV | Flexshares High Yield Value | ETF-High Yield | 1.36% | -0.09% | — | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 1.34% | — | — | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 1.31% | +0.04% | -0.57% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | -0.03% | +9.12% | |
| 24 | XLE | Ss Energy Select Sector | ETF-Other | 1.05% | -0.26% | +0.03% | |
| 25 | ELV | Elevance Health Inc | Stock-Healthcare | 0.98% | +0.12% | +1.36% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.91% | +0.15% | +67.93% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | -0.08% | +7.71% | |
| 28 | HON | Honeywell International Inc | Stock-Industrials | 0.80% | -0.68% | EXIT | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.79% | +0.02% | +3.84% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | +0.01% | +6.16% | |
| 31 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.66% | +0.02% | +5.56% | |
| 32 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.66% | -0.12% | -17.72% | |
| 33 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.66% | -0.07% | +5.63% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.65% | -0.06% | +0.06% | |
| 35 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.61% | +0.02% | +6.10% | |
| 36 | APH | Amphenol Corp-cl A | Stock-Tech | 0.60% | +0.13% | -0.22% | |
| 37 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.59% | -0.13% | — | |
| 38 | XLB | Ss Materials Select Sector | ETF-Other | 0.57% | -0.04% | +0.73% | |
| 39 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.57% | — | +6.49% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.53% | -0.08% | +1.84% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | +0.04% | +30.00% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | -0.02% | +24.60% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.12% | +19.85% | |
| 44 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 0.45% | -0.06% | — | |
| 45 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.44% | -0.15% | — | |
| 46 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.44% | -0.15% | — | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.44% | -0.05% | +4.11% | |
| 48 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.43% | — | -1.17% | |
| 49 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.43% | -0.03% | — | |
| 50 | EMR | Emerson Electric Co | Stock-Industrials | 0.43% | — | +0.65% |
According to official SEC Form 13F filings, Granite Harbor Advisors, Inc. reported a total U.S. public equity portfolio value of $252.9M across 108 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, AGG, IVV) accounted for 22.9% of total reported equity market value during Q1 2025.
During Q1 2025, Granite Harbor Advisors, Inc.'s top holdings by market value included QQQ (8.4%)、AGG (6.3%)、IVV (5.8%). The largest single position, QQQ, represented 8.4% of total portfolio value.
In Q1 2025, 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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