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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 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HYGV FLEXSHARES TR 54,438.0 $2.2M 0.95% -6K -10.5% $40.06 +0.8%
22 APH AMPHENOL CORP Technology 15,404.0 $1.9M 0.85% -523.0 -3.3% $126.35 +16.4%
23 HON HONEYWELL INTL INC Industrials 6,877.0 $1.6M 0.68% -597.0 -8.0% $226.02 +3.0%
24 AVGO BROADCOM INC Technology 4,680.0 $1.4M 0.63% -237.0 -4.8% $309.51 +38.6%
25 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 4,818.0 $1.4M 0.62% -26.0 -0.5% $292.75 +32.5%
26 NEE NEXTERA ENERGY INC Utilities 14,337.0 $1.3M 0.58% -701.0 -4.7% $92.88 -5.3%
27 XLU SELECT SECTOR SPDR TR 28,217.0 $1.3M 0.56% -864.0 -3.0% $45.89 -2.3%
28 XLB SELECT SECTOR SPDR TR 25,509.0 $1.3M 0.56% -460.0 -1.8% $49.97 +2.7%
29 XOM EXXON MOBIL CORP Energy 6,592.0 $1.1M 0.49% -3K -29.2% $169.67 -13.1%
30 SLV ISHARES SILVER TR Financial Services 12,993.0 $885K 0.39% -4K -24.0% $68.14 +0.6%
31 CSCO CISCO SYS INC Technology 11,002.0 $854K 0.37% -383.0 -3.4% $77.59 +53.7%
32 ISHARES TR 37,121.0 $851K 0.37% -525.0 -1.4% $22.92
33 MCD MCDONALDS CORP Consumer Cyclical 2,318.0 $720K 0.32% -399.0 -14.7% $310.83 -10.6%
34 IWP ISHARES TR 4,171.0 $534K 0.23% -21.0 -0.5% $128.12 +11.1%
35 IWS ISHARES TR 2,999.0 $437K 0.19% -20.0 -0.7% $145.74 +10.2%
36 CAT CATERPILLAR INC Industrials 607.0 $430K 0.19% -16.0 -2.6% $708.46 +26.5%
37 IWO ISHARES TR 1,314.0 $412K 0.18% -207.0 -13.6% $313.81 +22.2%
38 RTX RTX CORPORATION Industrials 2,102.0 $405K 0.18% -32.0 -1.5% $192.90 -6.8%
39 EW EDWARDS LIFESCIENCES CORP Healthcare 4,517.0 $362K 0.16% -304.0 -6.3% $80.08 +8.7%
40 GS GOLDMAN SACHS GROUP INC Financial Services 403.0 $341K 0.15% -8.0 -1.9% $845.99 +18.7%
Page 2 of 3  ·  46 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%