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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 6 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UNP UNION PAC CORP Industrials 1,209.0 $293K 0.13% +71.0 +6.2% $242.62 +11.0%
102 VLO VALERO ENERGY CORP Energy 1,181.0 $292K 0.13% NEW $247.08 -1.7%
103 BLK BLACKROCK INC Financial Services 293.0 $282K 0.12% +16.0 +5.8% $961.71 +9.2%
104 COP CONOCOPHILLIPS Energy 2,134.0 $282K 0.12% NEW $132.00 -13.1%
105 ADBE ADOBE INC Technology 1,147.0 $279K 0.12% +213.0 +22.8% $243.08 -0.6%
106 HSY HERSHEY CO Consumer Defensive 1,335.0 $278K 0.12% -115.0 -7.9% $207.89 -5.4%
107 NKE NIKE INC Consumer Cyclical 5,059.0 $267K 0.12% +730.0 +16.9% $52.82 -9.9%
108 AXP AMERICAN EXPRESS CO Financial Services 865.0 $262K 0.11% +21.0 +2.5% $302.48 +3.4%
109 AMGN AMGEN INC Healthcare 722.0 $254K 0.11% +19.0 +2.7% $351.85 -4.3%
110 BP BP PLC Energy 5,391.0 $253K 0.11% NEW $47.00 -11.9%
111 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,674.0 $251K 0.11% +124.0 +8.0% $149.98 -4.8%
112 IBDX ISHARES TR 9,837.0 $249K 0.11% NEW $25.27 -0.2%
113 ABT ABBOTT LABORATORIES Healthcare 2,365.0 $243K 0.11% +280.0 +13.4% $102.67 -16.2%
114 IBDW ISHARES TR 11,544.0 $242K 0.10% $20.93 -0.3%
115 JEPQ J P MORGAN EXCHANGE TRADED F 4,221.0 $234K 0.10% +110.0 +2.7% $55.53 +9.8%
116 ACN ACCENTURE PLC IRELAND Technology 1,170.0 $232K 0.10% +207.0 +21.5% $198.29 -10.4%
117 CRM SALESFORCE INC Technology 1,240.0 $231K 0.10% +146.0 +13.3% $186.67 -5.5%
118 CMCSA COMCAST CORP NEW Communication Services 7,849.0 $225K 0.10% +979.0 +14.2% $28.71 -12.9%
119 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,670.0 $223K 0.10% NEW $60.65 -6.0%
120 NFLX NETFLIX INC. Communication Services 2,288.0 $220K 0.10% $96.15 -10.4%
Page 6 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%