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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 1 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 34,312.0 $21.1M 8.90% NEW $614.31 +18.7%
2 AGG ISHARES TR 158,515.0 $15.8M 6.69% NEW $99.88 -1.1%
3 IVV ISHARES TR 16,120.0 $11.0M 4.66% NEW $684.94 +10.1%
4 NVDA NVIDIA CORPORATION Technology 55,295.0 $10.3M 4.36% NEW $186.50 +14.0%
5 AAPL APPLE INC Technology 37,275.0 $10.1M 4.28% NEW $271.86 +14.3%
6 DFAS DIMENSIONAL ETF TRUST 139,979.0 $9.8M 4.12% NEW $69.67 +12.9%
7 GOOGL ALPHABET INC Communication Services 29,527.0 $9.2M 3.90% NEW $313.00 +24.2%
8 XLF SELECT SECTOR SPDR TR 128,011.0 $7.0M 2.96% NEW $54.77 -6.1%
9 XLY SELECT SECTOR SPDR TR 55,003.0 $6.6M 2.77% NEW $119.41 +1.8%
10 MSFT MICROSOFT CORP Technology 13,416.0 $6.5M 2.74% NEW $483.63 -14.7%
11 XLV SELECT SECTOR SPDR TR 41,093.0 $6.4M 2.69% NEW $154.80 -3.9%
12 AMZN AMAZON COM INC Consumer Cyclical 26,970.0 $6.2M 2.63% NEW $230.82 +17.8%
13 MUB ISHARES TR 54,690.0 $5.9M 2.47% NEW $107.11 -0.2%
14 BIV VANGUARD BD INDEX FDS 69,255.0 $5.4M 2.28% NEW $77.88 -1.6%
15 XLI SELECT SECTOR SPDR TR 31,398.0 $4.9M 2.06% NEW $155.12 +12.4%
16 META META PLATFORMS INC Communication Services 6,942.0 $4.6M 1.94% NEW $660.09 -3.8%
17 VWO VANGUARD INTL EQUITY INDEX F 67,674.0 $3.6M 1.54% NEW $53.76 +12.1%
18 IWF ISHARES TR 7,008.0 $3.3M 1.40% NEW $473.30 -73.4%
19 BAC BANK AMERICA CORP Financial Services 57,832.0 $3.2M 1.34% NEW $55.00 -7.1%
20 XLP SELECT SECTOR SPDR TR 40,212.0 $3.1M 1.32% NEW $77.68 +8.9%
Page 1 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%