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Portfolio (Quarterly) Guide ↗

Granite Harbor Advisors, Inc.

· CIK 0001967456
13F Portfolio $237M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 125 New
Page 2 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ITM VANECK ETF TRUST 61,563.0 $2.9M 1.23% NEW $47.16 -0.9%
22 IWD ISHARES TR 12,407.0 $2.6M 1.10% NEW $210.34 +12.7%
23 HYGV FLEXSHARES TR 60,848.0 $2.5M 1.05% NEW $40.73 -1.1%
24 JNJ JOHNSON & JOHNSON Healthcare 11,888.0 $2.5M 1.04% NEW $206.95 +11.3%
25 BERKSHIRE HATHAWAY INC DEL 4,855.0 $2.4M 1.03% NEW $502.65
26 LLY ELI LILLY & CO Healthcare 2,123.0 $2.3M 0.96% NEW $1074.68 +4.1%
27 APH AMPHENOL CORP NEW Technology 15,927.0 $2.2M 0.91% NEW $135.14 +4.4%
28 JPM JPMORGAN CHASE & CO. Financial Services 6,341.0 $2.0M 0.86% NEW $322.21 -7.1%
29 XLE SELECT SECTOR SPDR TR 43,914.0 $2.0M 0.83% NEW $44.71 +28.2%
30 IBMO ISHARES TR 67,346.0 $1.7M 0.73% NEW $25.64 +0.1%
31 IBMP ISHARES TR 67,891.0 $1.7M 0.73% NEW $25.39 -0.0%
32 AVGO BROADCOM INC Technology 4,917.0 $1.7M 0.72% NEW $346.10 +21.4%
33 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 4,844.0 $1.7M 0.72% NEW $350.55 +11.3%
34 IBMQ ISHARES TR 63,646.0 $1.6M 0.69% NEW $25.57 -0.3%
35 EFA ISHARES TR 16,216.0 $1.6M 0.66% NEW $96.03 +8.4%
36 IBMR ISHARES TR 61,038.0 $1.6M 0.66% NEW $25.43 -0.4%
37 HD HOME DEPOT INC Consumer Cyclical 4,310.0 $1.5M 0.63% NEW $344.10 -7.6%
38 IBDS ISHARES TR 60,646.0 $1.5M 0.62% NEW $24.28 -0.2%
39 HON HONEYWELL INTL INC Industrials 7,474.0 $1.5M 0.62% NEW $195.08 +18.3%
40 DHI D R HORTON INC Consumer Cyclical 9,737.0 $1.4M 0.59% NEW $144.03 +0.6%
Page 2 of 7  ·  125 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
Technology 29.0%
Financial Services 28.5%
Communication Services 13.2%
Healthcare 9.5%
Consumer Cyclical 9.5%
Industrials 3.8%
Consumer Defensive 3.4%
Energy 1.7%
Utilities 1.0%
Basic Materials 0.3%