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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 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 4,818.0 $1.4M 0.62% -26.0 -0.5% $292.75 +33.2%
42 NEE NEXTERA ENERGY INC Utilities 14,337.0 $1.3M 0.58% -701.0 -4.7% $92.88 -4.9%
43 XLU SELECT SECTOR SPDR TR 28,217.0 $1.3M 0.56% -864.0 -3.0% $45.89 -1.6%
44 XLB SELECT SECTOR SPDR TR 25,509.0 $1.3M 0.56% -460.0 -1.8% $49.97 +1.4%
45 XOM EXXON MOBIL CORP Energy 6,592.0 $1.1M 0.49% -3K -29.2% $169.67 -12.0%
46 IBDT ISHARES TR 43,185.0 $1.1M 0.48% +18K +71.8% $25.33 -0.2%
47 V VISA INC Financial Services 3,462.0 $1.0M 0.46% +217.0 +6.7% $302.28 +7.4%
48 MA MASTERCARD INCORPORATED Financial Services 2,005.0 $1.0M 0.44% +93.0 +4.9% $499.66 -1.6%
49 IBDR ISHARES TR 41,092.0 $996K 0.43% +18K +76.6% $24.24 +0.0%
50 ISHARES TR 43,727.0 $955K 0.42% +17K +66.0% $21.84
51 ISHARES TR 41,264.0 $919K 0.40% +608.0 +1.5% $22.28
52 ISHARES TR 40,855.0 $916K 0.40% +611.0 +1.5% $22.43
53 IBDU ISHARES TR 38,444.0 $894K 0.39% +20K +113.9% $23.26 -0.3%
54 SLV ISHARES SILVER TR Financial Services 12,993.0 $885K 0.39% -4K -24.0% $68.14 -2.6%
55 EMR EMERSON ELEC CO Industrials 6,672.0 $874K 0.38% $131.02 +6.0%
56 IBDV ISHARES TR 39,311.0 $861K 0.38% +28K +255.7% $21.89 -0.4%
57 CSCO CISCO SYS INC Technology 11,002.0 $854K 0.37% -383.0 -3.4% $77.59 +53.1%
58 ISHARES TR 37,121.0 $851K 0.37% -525.0 -1.4% $22.92
59 ACWV ISHARES INC 6,962.0 $832K 0.36% $119.50 +2.0%
60 ISHARES TR 41,270.0 $814K 0.35% +23K +120.5% $19.72
Page 3 of 7  ·  129 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%