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CIK: 0001967456
Total reported value
$252.9M
$252.9M
129 檔
25.0%
At the close of Q1 2026, Granite Harbor Advisors, Inc. disclosed equity holdings valued at approximately $252.9M, spread across 129 reported holdings.
Granite Harbor Advisors, Inc. executed strategic sector rebalancing during Q1 2026, establishing 10 new positions while fully exiting 6 holdings and trimming 50 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.47% | +1.07% | -2.03% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.64% | -0.53% | -3.28% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.22% | -0.14% | -8.26% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.21% | +0.97% | -3.13% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.10% | +0.12% | -2.58% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.09% | +0.02% | -0.92% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.59% | +0.11% | -3.25% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 3.06% | +0.79% | +20.79% | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 2.68% | -0.03% | -2.83% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 2.59% | — | -1.69% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.54% | -0.05% | -2.86% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.45% | -0.17% | +5.07% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.40% | +0.06% | -2.19% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.28% | -0.24% | +5.10% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-Other | 2.12% | +0.04% | -4.48% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.68% | -0.17% | -3.11% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.57% | — | -1.51% | |
| 18 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.41% | -0.09% | -1.75% | |
| 19 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 1.36% | +0.24% | +9.19% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.26% | -0.05% | -3.75% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | -0.08% | -6.57% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 1.17% | +0.04% | -4.65% | |
| 23 | XLE | Ss Energy Select Sector | ETF-Other | 1.13% | -0.26% | -3.95% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.07% | -0.03% | +4.98% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.96% | -0.03% | -16.89% | |
| 26 | HYGV | Flexshares High Yield Value | ETF-High Yield | 0.95% | -0.09% | -10.53% | |
| 27 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.90% | -0.12% | +40.38% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.15% | +0.42% | |
| 29 | APH | Amphenol Corp-cl A | Stock-Tech | 0.85% | +0.13% | -3.28% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | +0.01% | +1.20% | |
| 31 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.75% | +0.02% | — | |
| 32 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.75% | -0.07% | — | |
| 33 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.71% | +0.02% | — | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.68% | -0.05% | -0.48% | |
| 35 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.68% | -0.13% | — | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.68% | -0.68% | EXIT | |
| 37 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-Other | 0.68% | +0.02% | — | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.12% | +1.20% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.04% | -4.82% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | +0.02% | +0.05% | |
| 41 | ELV | Elevance Health Inc | Stock-Healthcare | 0.62% | +0.12% | -0.54% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.58% | -0.08% | -4.66% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.57% | -0.06% | -2.97% | |
| 44 | XLB | Ss Materials Select Sector | ETF-Other | 0.56% | -0.04% | -1.77% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.12% | -29.19% | |
| 46 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.48% | -0.13% | +71.81% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | +0.04% | +6.69% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.44% | -0.02% | +4.86% | |
| 49 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.43% | -0.09% | +76.64% | |
| 50 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.42% | -0.17% | +66.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MUB | Ishares National Muni Bond E | +0.6% | +20.79% | Add |
| 2 | XLE | Ss Energy Select Sector | +0.3% | -3.95% | Trim |
| 3 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.3% | +255.69% | Add |
| 4 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.3% | +40.38% | Add |
| 5 | IBDU | Ishares Ibonds Dec 2029 Term | +0.2% | +113.93% | Add |
| 6 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.2% | +71.81% | Add |
| 7 | IBTK | Ishares Ibonds Dec 2030 Trea | +0.2% | +120.45% | Add |
| 8 | IBDR | Ishares Ibonds Dec 2026 Term | +0.2% | +76.64% | Add |
| 9 | IBTJ | Ishares Ibonds Dec 2029 Term | +0.2% | +66.00% | Add |
| 10 | BIV | Vanguard Intermediate-term B | +0.2% | +5.07% | Add |
| 11 | JNJ | Johnson & Johnson | +0.2% | -6.57% | Trim |
| 12 | GUNR | Flexshares Global Upstream N | +0.1% | — | Unchanged |
| 13 | ITM | Vaneck Intermediate Muni ETF | +0.1% | +9.19% | Add |
| 14 | CVX | Chevron CORP | +0.1% | +0.52% | Add |
| 15 | WMT | Walmart Inc | +0.1% | +1.20% | Add |
| 16 | XLP | Ss Consumer Staples Sel Sect | +0.1% | -1.75% | Trim |
| 17 | DFAS | Dimensional US Small Cap ETF | +0.1% | -3.13% | Trim |
| 18 | NEE | Nextera Energy Inc | +0.1% | -4.66% | Trim |
| 19 | EOG | Eog Resources Inc | +0.1% | +1.83% | Add |
| 20 | COST | Costco Wholesale CORP | +0.1% | +6.23% | Add |
| 21 | PFE | Pfizer Inc | +0.1% | +12.10% | Add |
| 22 | XLB | Ss Materials Select Sector | +0.1% | -1.77% | Trim |
| 23 | HON | Honeywell International Inc | +0.1% | -7.99% | Trim |
| 24 | XLI | Ss Industrial Select Sector | +0.1% | -4.48% | Trim |
| 25 | VZ | Verizon Communications Inc | +0.1% | +7.55% | Add |
| 26 | MRK | Merck & Co. Inc. | +0.1% | +2.67% | Add |
| 27 | KO | Coca-cola Co/the | +0.1% | +7.48% | Add |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | -2.97% | Trim |
| 29 | LIN | Linde plc | 0% | +4.12% | Add |
| 30 | CAT | Caterpillar Inc | 0% | -2.57% | Trim |
| 31 | PEP | Pepsico Inc | 0% | +8.93% | Add |
| 32 | PG | Procter & Gamble Co/the | 0% | +9.95% | Add |
| 33 | DE | Deere & Co | 0% | +0.90% | Add |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +4.98% | Add |
| 35 | INTC | Intel CORP | 0% | -2.32% | Trim |
| 36 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.51% | Trim |
| 37 | STZ | Constellation Brands Inc-a | 0% | +8.00% | Add |
| 38 | UNP | Union Pacific CORP | 0% | +6.24% | Add |
| 39 | ABBV | Abbvie Inc | 0% | +7.73% | Add |
| 40 | IBTH | Ishares Ibonds Dec 2027 Term | 0% | +1.52% | Add |
| 41 | EFA | Ishares Msci Eafe ETF | 0% | -0.48% | Trim |
| 42 | IBTI | Ishares Ibonds Dec 2028 Term | 0% | +1.50% | Add |
| 43 | IBMR | Ishares Ibonds Dec 2029 M Bd | 0% | — | Unchanged |
| 44 | IBMP | Ishares Ibonds Dec 2027 Term | 0% | — | Unchanged |
| 45 | IBMQ | Ishares Ibonds Dec 2028 Muni | 0% | — | Unchanged |
| 46 | XOM | Exxon Mobil CORP | 0% | -29.19% | Trim |
| 47 | IBMO | Ishares Ibonds Dec 2026 Term | 0% | — | Unchanged |
| 48 | AMGN | Amgen Inc | 0% | +2.70% | Add |
| 49 | CMCSA | Comcast Corp-class A | 0% | +14.25% | Add |
| 50 | UNH | Unitedhealth Group Inc | 0% | +18.95% | Add |
According to official SEC Form 13F filings, Granite Harbor Advisors, Inc. reported a total U.S. public equity portfolio value of $252.9M across 129 disclosed positions in Q1 2026.
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 25.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
IBTL
市值: $420.0K
Top Position Liquidated / Trimmed
DHI
前期市值: $1.4M
During Q1 2026, Granite Harbor Advisors, Inc.'s top holdings by market value included QQQ (8.5%)、AGG (6.6%)、IVV (4.2%). The largest single position, QQQ, represented 8.5% of total portfolio value.
In Q1 2026, Granite Harbor Advisors, Inc. made 118 total portfolio adjustments, initiating 10 new buys, adding to 52 positions, trimming 50 holdings, and fully liquidating 6 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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