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Portfolio (Quarterly) Guide ↗

Granite Group Advisors, LLC

· CIK 0002018114
13F Portfolio $165M AUM 86 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 20 Added 20 Reduced 12 Exited
Page 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 7,489.0 $220K 0.13% NEW $29.33 +18.0%
82 NU NU HLDGS LTD Financial Services 15,299.0 $216K 0.13% $14.15 -8.3%
83 XLI SELECT SECTOR SPDR TR 1,263.0 $208K 0.13% NEW $164.34 +6.1%
84 DVY ISHARES TR 1,358.0 $206K 0.12% NEW $151.70 +2.3%
85 ISRG INTUITIVE SURGICAL INC Healthcare 443.0 $201K 0.12% $452.95 -3.6%
86 LYG LLOYDS BANKING GROUP PLC Financial Services 32,018.0 $166K 0.10% NEW $5.20 +5.8%
Page 5 of 5  ·  86 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
Communication Services 45.1%
Technology 13.7%
Financial Services 11.9%
Consumer Defensive 6.4%
Consumer Cyclical 5.8%
Industrials 5.8%
Healthcare 4.7%
Utilities 3.6%
Energy 2.8%
Basic Materials 0.2%