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Portfolio (Quarterly) Guide ↗

GRANITE ISLANDS PRIVATE WEALTH, LLC

· CIK 0002111372
13F Portfolio $135M AUM 78 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 78 New
Page 2 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 USFR WISDOMTREE TR 39,523.0 $2.0M 1.47% NEW $50.35 +0.3%
22 CRWD CROWDSTRIKE HLDGS INC Technology 2,567.0 $2.0M 1.45% NEW $190.37 +5.9%
23 SCHF SCHWAB STRATEGIC TR 66,279.0 $1.8M 1.36% NEW $27.70 +1.8%
24 META META PLATFORMS INC Communication Services 3,173.0 $1.8M 1.32% NEW $562.14 -2.9%
25 ISRG INTUITIVE SURGICAL INC Healthcare 4,468.0 $1.8M 1.31% NEW $396.02 +0.4%
26 IJH ISHARES TR 22,611.0 $1.7M 1.29% NEW $77.09 -0.1%
27 DE DEERE & CO Industrials 2,700.0 $1.7M 1.27% NEW $634.33 -8.5%
28 AMGN AMGEN INC Healthcare 4,737.0 $1.7M 1.26% NEW $360.48 +22.7%
29 CSCO CISCO SYS INC Technology 13,793.0 $1.6M 1.19% NEW $116.74 -5.3%
30 SO SOUTHERN CO Utilities 16,615.0 $1.6M 1.17% NEW $95.19 -3.1%
31 HD HOME DEPOT INC Consumer Cyclical 4,434.0 $1.6M 1.15% NEW $350.69 -1.8%
32 PG PROCTER & GAMBLE CO Consumer Defensive 10,527.0 $1.5M 1.14% NEW $146.04 -1.1%
33 OMC OMNICOM GROUP INC Communication Services 18,820.0 $1.4M 1.01% NEW $72.57 +20.5%
34 UPS UNITED PARCEL SVCS INC Industrials 12,660.0 $1.4M 1.00% NEW $106.93 -3.8%
35 NOW SERVICENOW INC Technology 13,462.0 $1.3M 0.98% NEW $98.63 +29.0%
36 PFE PFIZER INC Healthcare 52,397.0 $1.3M 0.93% NEW $24.00 +17.7%
37 XOM EXXON MOBIL CORP Energy 9,183.0 $1.3M 0.93% NEW $136.59 +20.6%
38 QXO QXO INC Industrials 69,957.0 $1.2M 0.89% NEW $17.18 -17.9%
39 CVX CHEVRON CORPORATION Energy 7,266.0 $1.2M 0.89% NEW $164.80 +24.9%
40 MCD MCDONALDS CORP Consumer Cyclical 4,371.0 $1.2M 0.87% NEW $268.57 -0.4%
Page 2 of 4  ·  78 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 43.6%
Communication Services 13.5%
Healthcare 10.8%
Consumer Cyclical 7.7%
Financial Services 7.7%
Industrials 6.3%
Consumer Defensive 5.2%
Utilities 3.0%
Energy 2.2%