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Portfolio (Quarterly) Guide ↗

Granite Harbor Advisors, Inc.

· CIK 0001967456
13F Portfolio $229M AUM 129 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 49 Added 46 Reduced 6 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMGN AMGEN INC Healthcare 722.0 $254K 0.11% +19.0 +2.7% $351.85 -4.3%
42 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,674.0 $251K 0.11% +124.0 +8.0% $149.98 -4.8%
43 ABT ABBOTT LABORATORIES Healthcare 2,365.0 $243K 0.11% +280.0 +13.4% $102.67 -16.2%
44 JEPQ J P MORGAN EXCHANGE TRADED F 4,221.0 $234K 0.10% +110.0 +2.7% $55.53 +9.8%
45 ACN ACCENTURE PLC IRELAND Technology 1,170.0 $232K 0.10% +207.0 +21.5% $198.29 -10.4%
46 CRM SALESFORCE INC Technology 1,240.0 $231K 0.10% +146.0 +13.3% $186.67 -5.5%
47 CMCSA COMCAST CORP NEW Communication Services 7,849.0 $225K 0.10% +979.0 +14.2% $28.71 -12.9%
48 DHR DANAHER CORP DEL Healthcare 1,142.0 $217K 0.10% +169.0 +17.4% $189.60 -4.8%
49 SCHW SCHWAB CHARLES CORP Financial Services 2,199.0 $207K 0.09% +66.0 +3.1% $93.98 -9.6%
Page 3 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 28.2%
Technology 27.8%
Communication Services 12.7%
Healthcare 9.7%
Consumer Cyclical 8.0%
Industrials 4.5%
Consumer Defensive 4.3%
Energy 3.0%
Utilities 1.4%
Basic Materials 0.4%