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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 6 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BLK BLACKROCK INC Financial Services 277.0 $296K 0.12% NEW $1070.34 -1.8%
102 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 491.0 $296K 0.12% NEW $603.33 +12.8%
103 CRM SALESFORCE INC Technology 1,094.0 $290K 0.12% NEW $264.91 -33.4%
104 NKE NIKE INC Consumer Cyclical 4,329.0 $276K 0.12% NEW $63.71 -25.3%
105 INTC INTEL CORP Technology 7,186.0 $265K 0.11% NEW $36.90 +227.1%
106 HSY HERSHEY CO Consumer Defensive 1,450.0 $264K 0.11% NEW $181.98 +8.1%
107 UNP UNION PAC CORP Industrials 1,138.0 $263K 0.11% NEW $231.32 +16.4%
108 ABT ABBOTT LABS Healthcare 2,085.0 $261K 0.11% NEW $125.29 -31.3%
109 ACN ACCENTURE PLC IRELAND Technology 963.0 $258K 0.11% NEW $268.30 -33.8%
110 QQQM INVESCO EXCH TRADED FD TR II 995.0 $252K 0.11% NEW $252.92 +19.8%
111 IBDW ISHARES TR 11,544.0 $244K 0.10% NEW $21.15 -1.3%
112 IBDV ISHARES TR 11,052.0 $244K 0.10% NEW $22.07 -1.1%
113 JEPQ J P MORGAN EXCHANGE TRADED F 4,111.0 $239K 0.10% NEW $58.11 +4.9%
114 AMGN AMGEN INC Healthcare 703.0 $230K 0.10% NEW $327.31 +2.9%
115 XLG INVESCO EXCHANGE TRADED FD T 3,855.0 $229K 0.10% NEW $59.28 +8.3%
116 SCZ ISHARES TR 2,939.0 $228K 0.10% NEW $77.52 +11.2%
117 DHR DANAHER CORPORATION Healthcare 973.0 $223K 0.09% NEW $228.92 -21.2%
118 C CITIGROUP INC Financial Services 1,852.0 $216K 0.09% NEW $116.69 +6.4%
119 NFLX NETFLIX INC Communication Services 2,288.0 $215K 0.09% NEW $93.76 -8.1%
120 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,550.0 $214K 0.09% NEW $137.94 +3.6%
Page 6 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%