Granite Group Advisors
Latest statistics and disclosures from Granite Group Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DIS, MSFT, AAPL, PNC, QCOM, and represent 48.98% of Granite Group Advisors's stock portfolio.
- Added to shares of these 10 stocks: PG, ADP, SOXL, BX, ABT, TSN, STZ, MCD, HD, IWF.
- Started 10 new stock positions in IBN, NGG, NOW, SOXL, AZN, ORLY, MCD, BX, TRP, ABT.
- Reduced shares in these 10 stocks: ITT, TXN, , SMH, QQQ, AMZN, BNY, , QCOM, VYM.
- Sold out of its positions in XOM, ITT, ISRG, DVY, IJR, JPST, NFLX, XLI, SHOP, TSLA. VYM, VO.
- Granite Group Advisors was a net seller of stock by $-6.1M.
- Granite Group Advisors has $169M in assets under management (AUM), dropping by 2.02%.
- Central Index Key (CIK): 0002018114
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Portfolio Holdings for Granite Group Advisors
Granite Group Advisors holds 84 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Walt Disney Company (DIS) | 38.6 | $65M | 676k | 96.25 |
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| Microsoft Corporation (MSFT) | 3.4 | $5.8M | 16k | 373.03 |
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| Apple (AAPL) | 2.6 | $4.4M | 15k | 289.36 |
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| PNC Financial Services (PNC) | 2.3 | $3.9M | 16k | 246.23 |
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| Qualcomm (QCOM) | 2.1 | $3.5M | -15% | 19k | 184.79 |
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| Us Bancorp Com New (USB) | 2.1 | $3.5M | 58k | 60.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $3.4M | 9.6k | 357.37 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $3.4M | 10k | 327.32 |
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| Starbucks Corporation (SBUX) | 2.0 | $3.3M | 33k | 102.19 |
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| Home Depot (HD) | 1.9 | $3.3M | +16% | 9.3k | 352.68 |
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| Amgen (AMGN) | 1.9 | $3.2M | +4% | 8.8k | 362.12 |
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| Procter & Gamble Company (PG) | 1.9 | $3.2M | +107% | 22k | 146.64 |
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| American Electric Power Company (AEP) | 1.8 | $3.0M | +4% | 22k | 136.81 |
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| Nextera Energy (NEE) | 1.8 | $3.0M | +9% | 34k | 87.77 |
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| Morgan Stanley Com New (MS) | 1.8 | $3.0M | -11% | 14k | 209.04 |
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| Pepsi (PEP) | 1.8 | $3.0M | +9% | 22k | 135.40 |
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| Texas Instruments Incorporated (TXN) | 1.8 | $3.0M | -35% | 9.9k | 298.08 |
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| Medtronic SHS (MDT) | 1.6 | $2.7M | +10% | 35k | 78.23 |
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| M&T Bank Corporation (MTB) | 1.5 | $2.6M | 11k | 238.01 |
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| Lockheed Martin Corporation (LMT) | 1.5 | $2.5M | 4.8k | 509.46 |
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| Target Corporation (TGT) | 1.2 | $2.0M | -17% | 16k | 130.61 |
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| Automatic Data Processing (ADP) | 1.1 | $1.9M | +90% | 8.6k | 223.95 |
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| Comcast Corp Cl A (CMCSA) | 1.1 | $1.9M | +19% | 78k | 24.55 |
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| Bank of New York Mellon Corporation (BNY) | 1.1 | $1.8M | -27% | 13k | 144.61 |
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| Tyson Foods Cl A (TSN) | 1.1 | $1.8M | +43% | 31k | 57.25 |
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| Global X Fds Artificial Etf (AIQ) | 0.9 | $1.6M | 24k | 65.61 |
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| Constellation Brands Cl A (STZ) | 0.9 | $1.5M | +57% | 11k | 139.09 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.7 | $1.2M | 2.5k | 477.57 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.7 | $1.2M | -11% | 23k | 51.85 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.7 | $1.1M | -11% | 1.2k | 965.00 |
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| NVIDIA Corporation (NVDA) | 0.6 | $1.0M | 5.1k | 200.09 |
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| Advanced Micro Devices (AMD) | 0.6 | $993k | +2% | 1.7k | 580.91 |
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| Abbvie (ABBV) | 0.6 | $993k | 3.9k | 251.67 |
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| Amazon (AMZN) | 0.6 | $959k | -42% | 4.0k | 238.34 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.5 | $844k | 424.00 | 1989.44 |
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| Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL) | 0.5 | $776k | NEW | 2.9k | 266.71 |
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| Broadcom (AVGO) | 0.4 | $736k | +7% | 1.9k | 377.75 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $711k | NEW | 6.0k | 117.67 |
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| Meta Platforms Cl A (META) | 0.4 | $679k | 1.2k | 563.29 |
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| Philip Morris International (PM) | 0.4 | $657k | 3.6k | 180.93 |
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| Williams Companies (WMB) | 0.4 | $655k | 8.8k | 74.34 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.4 | $626k | 3.8k | 164.60 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $542k | -20% | 2.5k | 212.78 |
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| Oneok (OKE) | 0.3 | $542k | -8% | 6.2k | 86.94 |
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| Abbott Laboratories (ABT) | 0.3 | $540k | NEW | 5.9k | 90.74 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $537k | -2% | 1.1k | 500.39 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $533k | +299% | 4.3k | 124.17 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $532k | 1.5k | 353.33 |
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| McDonald's Corporation (MCD) | 0.3 | $509k | NEW | 1.9k | 270.31 |
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| Phillips 66 (PSX) | 0.3 | $478k | 2.8k | 169.08 |
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| Sea Sponsord Ads (SE) | 0.3 | $477k | 5.0k | 95.83 |
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| Quanta Services (PWR) | 0.3 | $468k | 650.00 | 720.04 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $409k | -12% | 21k | 19.12 |
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| Arista Networks Com Shs (ANET) | 0.2 | $408k | 2.4k | 169.88 |
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| Oracle Corporation (ORCL) | 0.2 | $399k | 2.7k | 146.55 |
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| Xylem (XYL) | 0.2 | $397k | 3.4k | 118.21 |
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| Eli Lilly & Co. (LLY) | 0.2 | $391k | 326.00 | 1199.43 |
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| Enterprise Products Partners (EPD) | 0.2 | $362k | 9.8k | 36.76 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $343k | +38% | 2.2k | 156.72 |
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| Tc Energy Corp (TRP) | 0.2 | $340k | NEW | 5.1k | 66.29 |
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| Enbridge (ENB) | 0.2 | $329k | 6.1k | 54.21 |
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| Linde SHS (LIN) | 0.2 | $328k | 631.00 | 518.94 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $314k | 321.00 | 978.22 |
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| Costco Wholesale Corporation (COST) | 0.2 | $308k | 329.00 | 935.47 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $306k | 3.5k | 86.65 |
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| Diamondback Energy (FANG) | 0.2 | $304k | -2% | 1.7k | 175.78 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $304k | +17% | 661.00 | 459.13 |
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| Ubs Group SHS (UBS) | 0.2 | $303k | 6.1k | 49.56 |
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| Pembina Pipeline Corp (PBA) | 0.2 | $277k | 6.0k | 46.25 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $275k | -76% | 419.00 | 656.06 |
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| Astrazeneca Ord (AZN) | 0.2 | $271k | NEW | 1.4k | 189.62 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $270k | -61% | 2.2k | 124.44 |
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| Arch Cap Group Ord (ACGL) | 0.2 | $270k | 2.8k | 97.06 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.2 | $254k | 7.5k | 33.88 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $251k | -77% | 341.00 | 736.64 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $229k | 963.00 | 237.33 |
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| National Grid Sponsored Adr Ne (NGG) | 0.1 | $226k | NEW | 2.7k | 82.87 |
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| Aon Shs Cl A (AON) | 0.1 | $226k | 682.00 | 331.69 |
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| Icici Bank Adr (IBN) | 0.1 | $214k | NEW | 7.4k | 29.03 |
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| Servicenow (NOW) | 0.1 | $209k | NEW | 2.1k | 99.28 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $204k | 15k | 13.36 |
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| Canadian Natural Resources (CNQ) | 0.1 | $201k | 5.1k | 39.50 |
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| O'reilly Automotive (ORLY) | 0.1 | $200k | NEW | 2.2k | 92.09 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $187k | 32k | 5.83 |
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Past Filings by Granite Group Advisors
SEC 13F filings are viewable for Granite Group Advisors going back to 2023
- Granite Group Advisors 2026 Q2 filed July 23, 2026
- Granite Group Advisors 2026 Q1 filed April 14, 2026
- Granite Group Advisors 2025 Q4 filed Jan. 13, 2026
- Granite Group Advisors 2025 Q3 filed Oct. 23, 2025
- Granite Group Advisors 2025 Q2 filed July 28, 2025
- Granite Group Advisors 2025 Q1 filed May 6, 2025
- Granite Group Advisors 2024 Q4 filed Jan. 22, 2025
- Granite Group Advisors 2024 Q3 filed Oct. 31, 2024
- Granite Group Advisors 2024 Q2 filed July 23, 2024
- Granite Group Advisors 2024 Q1 filed May 31, 2024
- Granite Group Advisors 2023 Q4 filed April 3, 2024