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CIK: 0001967456
Total reported value
$252.9M
$252.9M
118 檔
24.9%
In Q2 2025, Granite Harbor Advisors, Inc.'s U.S. equity holdings reached a combined market value of $252.9M, distributed across 118 disclosed stock positions.
During Q2 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 | 8.71% | +1.07% | -0.40% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.56% | -0.53% | +0.01% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.50% | +0.97% | +4.95% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.22% | -0.14% | -7.69% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 4.59% | +0.79% | +10.11% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.19% | +0.12% | +4.18% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.49% | +0.02% | +6.09% | |
| 8 | XLF | Ss Financial Select Sector | ETF-Other | 3.09% | -0.03% | -3.49% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.74% | +0.06% | +2.03% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.73% | -0.05% | -2.35% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.58% | +0.11% | +5.08% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.53% | -0.24% | +12.90% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 2.45% | — | -1.20% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.43% | -0.17% | +0.03% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.18% | -0.17% | -1.15% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-Other | 2.12% | +0.04% | -3.78% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.92% | — | -2.45% | |
| 18 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 1.67% | +0.24% | +11.96% | |
| 19 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.44% | -0.09% | -2.30% | |
| 20 | BAC | Bank Of America CORP | Stock-Financials | 1.30% | +0.04% | -0.99% | |
| 21 | HYGV | Flexshares High Yield Value | ETF-High Yield | 1.22% | -0.09% | — | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 1.21% | — | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.01% | -0.03% | +4.38% | |
| 24 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.90% | -0.12% | +54.37% | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 0.83% | -0.26% | -1.85% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | +0.01% | +1.46% | |
| 27 | APH | Amphenol Corp-cl A | Stock-Tech | 0.79% | +0.13% | -0.15% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.15% | +2.93% | |
| 29 | HON | Honeywell International Inc | Stock-Industrials | 0.78% | -0.68% | EXIT | |
| 30 | ELV | Elevance Health Inc | Stock-Healthcare | 0.77% | +0.12% | -1.55% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.08% | +5.57% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | +0.02% | +3.50% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.04% | +4.42% | |
| 34 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.59% | -0.13% | +111.56% | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.57% | -0.06% | -3.47% | |
| 36 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.55% | -0.09% | +127.11% | |
| 37 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.54% | -0.07% | -7.30% | |
| 38 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.54% | +0.02% | -8.67% | |
| 39 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.53% | -0.13% | -1.87% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | +0.04% | +9.40% | |
| 41 | XLB | Ss Materials Select Sector | ETF-Other | 0.51% | -0.04% | -2.44% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.12% | +8.22% | |
| 43 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.50% | — | -2.32% | |
| 44 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.49% | +0.02% | -9.39% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.49% | -0.02% | +7.12% | |
| 46 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.48% | -0.03% | +186.40% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.46% | -0.08% | +0.85% | |
| 48 | EMR | Emerson Electric Co | Stock-Industrials | 0.44% | — | -3.93% | |
| 49 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.42% | -0.01% | +269.24% | |
| 50 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.42% | -0.04% | +268.55% |
According to official SEC Form 13F filings, Granite Harbor Advisors, Inc. reported a total U.S. public equity portfolio value of $252.9M across 118 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, AGG, DFAS) accounted for 24.9% of total reported equity market value during Q2 2025.
During Q2 2025, Granite Harbor Advisors, Inc.'s top holdings by market value included QQQ (8.7%)、AGG (5.6%)、DFAS (5.5%). The largest single position, QQQ, represented 8.7% of total portfolio value.
In Q2 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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