13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001967456
Total reported value
$252.9M
$252.9M
128 檔
26.5%
According to the latest 13F quarterly dataset, Granite Harbor Advisors, Inc. managed an equity portfolio of $252.9M at the end of Q3 2025, spanning 128 distinct U.S. exchange-listed positions.
In Q3 2025, Granite Harbor Advisors, Inc. displayed an active expansion posture, initiating 15 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.55% | +1.07% | +0.64% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.23% | -0.53% | +23.93% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.74% | -0.14% | -5.94% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.47% | +0.12% | +0.78% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 4.19% | +0.79% | -0.09% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.95% | +0.02% | +1.83% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.92% | +0.97% | -26.05% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.16% | +0.11% | -0.95% | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 2.86% | -0.03% | +0.56% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.72% | -0.05% | +0.99% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.51% | +0.06% | +2.48% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.51% | -0.24% | +6.40% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 2.30% | — | +1.74% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.15% | -0.17% | -0.58% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.08% | -0.17% | +5.66% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-Other | 2.00% | +0.04% | +1.07% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.53% | — | -18.60% | |
| 18 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 1.52% | +0.24% | -0.73% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.37% | -0.05% | — | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.26% | -0.09% | +1.18% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 1.25% | +0.04% | -1.05% | |
| 22 | HYGV | Flexshares High Yield Value | ETF-High Yield | 1.05% | -0.09% | -4.27% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.05% | -0.03% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | -0.03% | +6.27% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.90% | -0.08% | +12.25% | |
| 26 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.87% | -0.12% | +7.79% | |
| 27 | APH | Amphenol Corp-cl A | Stock-Tech | 0.86% | +0.13% | -3.25% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | +0.01% | +3.01% | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 0.79% | -0.26% | +1.37% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | +0.02% | +0.48% | |
| 31 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.69% | — | +101.76% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | +0.04% | +2.34% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.15% | +0.19% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.63% | -0.05% | — | |
| 35 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.63% | +0.02% | +30.08% | |
| 36 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.63% | -0.07% | +30.15% | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.62% | -0.68% | EXIT | |
| 38 | ELV | Elevance Health Inc | Stock-Healthcare | 0.60% | +0.12% | +6.06% | |
| 39 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.59% | +0.02% | +32.98% | |
| 40 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.57% | — | +29.21% | |
| 41 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.53% | -0.13% | +0.61% | |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.52% | -0.06% | -4.42% | |
| 43 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.52% | -0.13% | — | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.12% | +7.85% | |
| 45 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.50% | -0.09% | +0.65% | |
| 46 | XLB | Ss Materials Select Sector | ETF-Other | 0.47% | -0.04% | +1.96% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.47% | -0.02% | +6.27% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | +0.04% | +7.09% | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.46% | -0.08% | +3.32% | |
| 50 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-Other | 0.45% | +0.02% | +36.40% |
According to official SEC Form 13F filings, Granite Harbor Advisors, Inc. reported a total U.S. public equity portfolio value of $252.9M across 128 disclosed positions in Q3 2025.
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 QQQ, AGG, IVV) accounted for 26.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
IWF
市值: $3.3M
Top Position Liquidated / Trimmed
VTV
前期市值: $2.5M
During Q3 2025, Granite Harbor Advisors, Inc.'s top holdings by market value included QQQ (8.6%)、AGG (6.2%)、IVV (4.7%). The largest single position, QQQ, represented 8.6% of total portfolio value.
In Q3 2025, Granite Harbor Advisors, Inc. made 50 total portfolio adjustments, initiating 15 new buys, adding to 25 positions, trimming 8 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.