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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 3 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADSK AUTODESK INC Technology 5,983.0 $1.2M 0.85% NEW $193.16 +30.1%
42 CRM SALESFORCE INC Technology 6,620.0 $1.0M 0.76% NEW $155.69 +32.4%
43 IJR ISHARES TR 6,949.0 $1.0M 0.76% NEW $148.25 -0.2%
44 KO COCA COLA CO Consumer Defensive 12,245.0 $995K 0.74% NEW $81.27 +11.2%
45 VCIT VANGUARD SCOTTSDALE FDS 11,912.0 $985K 0.73% NEW $82.65 -1.5%
46 NEE NEXTERA ENERGY INC Utilities 10,702.0 $937K 0.69% NEW $87.55 -1.9%
47 T AT&T INC Communication Services 43,880.0 $906K 0.67% NEW $20.64 +21.7%
48 TSLA TESLA INC Consumer Cyclical 2,151.0 $901K 0.67% NEW $419.08 -16.2%
49 VGIT VANGUARD SCOTTSDALE FDS 14,511.0 $856K 0.63% NEW $58.98 -0.7%
50 CELH CELSIUS HLDGS INC Consumer Defensive 29,014.0 $844K 0.62% NEW $29.09 +10.9%
51 BMY BRISTOL-MYERS SQUIBB CO Healthcare 14,380.0 $829K 0.61% NEW $57.62 +17.3%
52 UBER UBER TECHNOLOGIES INC Technology 10,234.0 $738K 0.55% NEW $72.16 +8.1%
53 CEG CONSTELLATION ENERGY CORP Utilities 2,906.0 $718K 0.53% NEW $247.16 +10.9%
54 SCHE SCHWAB STRATEGIC TR 17,617.0 $639K 0.47% NEW $36.26 +1.2%
55 BAC BANK OF AMER CORP Financial Services 10,366.0 $590K 0.44% NEW $56.89 +11.0%
56 IWR ISHARES TR 5,214.0 $575K 0.42% NEW $110.32 +3.0%
57 HUBB HUBBELL INC Industrials 1,093.0 $572K 0.42% NEW $523.20 -9.1%
58 IWY ISHARES TR 1,917.0 $556K 0.41% NEW $290.11 -1.3%
59 C CITIGROUP INC Financial Services 3,897.0 $544K 0.40% NEW $139.67 -4.9%
60 AXP AMERICAN EXPRESS CO Financial Services 1,557.0 $527K 0.39% NEW $338.25 +0.5%
Page 3 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%