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, ITT, PNC, and represent 49.41% of Granite Group Advisors's stock portfolio.
- Added to shares of these 10 stocks: PG, AIQ, ADP, MSFT, ACN, QCOM, HD, CMCSA, CNQ, MDT.
- Started 8 new stock positions in DVY, PG, ADP, XLI, NVS, TEVA, CNQ, LYG.
- Reduced shares in these 10 stocks: GD, , NEE, AEP, , SAP, BK, , AstraZeneca, .
- Sold out of its positions in AstraZeneca, CQP, CSCO, CPNG, GD, HESM, IBN, MPLX, MELI, SAP. NOW, TRP.
- Granite Group Advisors was a net buyer of stock by $317k.
- Granite Group Advisors has $165M in assets under management (AUM), dropping by -6.36%.
- Central Index Key (CIK): 0002018114
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Portfolio Holdings for Granite Group Advisors
Granite Group Advisors holds 86 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Walt Disney Company (DIS) | 39.1 | $65M | 676k | 95.78 |
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| Microsoft Corporation (MSFT) | 3.5 | $5.8M | +17% | 16k | 372.29 |
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| Apple (AAPL) | 2.4 | $3.9M | 15k | 253.50 |
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| Itt (ITT) | 2.4 | $3.9M | 20k | 196.25 |
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| PNC Financial Services (PNC) | 2.1 | $3.4M | 16k | 213.92 |
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| Starbucks Corporation (SBUX) | 1.9 | $3.1M | 33k | 95.21 |
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| Us Bancorp Com New (USB) | 1.9 | $3.1M | 58k | 53.70 |
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| Pepsi (PEP) | 1.9 | $3.1M | 20k | 153.21 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $3.1M | +3% | 10k | 297.41 |
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| Texas Instruments Incorporated (TXN) | 1.9 | $3.1M | 15k | 199.74 |
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| Lockheed Martin Corporation (LMT) | 1.8 | $3.0M | 4.8k | 627.70 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $3.0M | 9.8k | 305.46 |
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| Nextera Energy (NEE) | 1.8 | $2.9M | -19% | 31k | 93.67 |
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| Amgen (AMGN) | 1.7 | $2.8M | -7% | 8.4k | 340.00 |
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| American Electric Power Company (AEP) | 1.7 | $2.8M | -19% | 21k | 132.92 |
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| Qualcomm (QCOM) | 1.7 | $2.8M | +27% | 22k | 124.07 |
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| Morgan Stanley Com New (MS) | 1.7 | $2.7M | -7% | 16k | 168.43 |
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| Medtronic SHS (MDT) | 1.6 | $2.7M | +9% | 32k | 86.42 |
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| Home Depot (HD) | 1.5 | $2.5M | +13% | 7.9k | 318.77 |
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| M&T Bank Corporation (MTB) | 1.4 | $2.3M | -7% | 11k | 212.11 |
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| Target Corporation (TGT) | 1.4 | $2.3M | 19k | 119.52 |
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| Bank of New York Mellon Corporation (BK) | 1.3 | $2.1M | -11% | 17k | 124.62 |
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| Comcast Corp Cl A (CMCSA) | 1.1 | $1.8M | +19% | 65k | 27.79 |
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| Tesla Motors (TSLA) | 1.0 | $1.6M | 4.5k | 346.65 |
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| Amazon (AMZN) | 0.9 | $1.5M | 7.1k | 213.77 |
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| Procter & Gamble Company (PG) | 0.9 | $1.5M | NEW | 10k | 141.31 |
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| Tyson Foods Cl A (TSN) | 0.8 | $1.4M | +4% | 22k | 64.19 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.8 | $1.3M | 26k | 52.73 |
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| Global X Fds Artificial Etf (AIQ) | 0.7 | $1.2M | +450% | 24k | 47.85 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $1.1M | +156% | 5.7k | 197.30 |
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| Constellation Brands Cl A (STZ) | 0.6 | $1.0M | 6.7k | 153.83 |
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| NVIDIA Corporation (NVDA) | 0.6 | $924k | 5.2k | 178.10 |
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| Automatic Data Processing (ADP) | 0.6 | $912k | NEW | 4.5k | 203.61 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $890k | 1.5k | 588.70 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $874k | 2.5k | 345.32 |
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| Abbvie (ABBV) | 0.5 | $813k | +4% | 3.9k | 206.38 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.4 | $705k | 1.8k | 399.92 |
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| Meta Platforms Cl A (META) | 0.4 | $683k | -9% | 1.2k | 575.05 |
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| Williams Companies (WMB) | 0.4 | $652k | 8.8k | 74.04 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $646k | 3.9k | 163.93 |
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| Oneok (OKE) | 0.4 | $620k | -5% | 6.8k | 90.63 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $620k | 3.2k | 193.48 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $613k | 1.3k | 468.72 |
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| Broadcom (AVGO) | 0.4 | $606k | 1.8k | 333.97 |
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| Philip Morris International (PM) | 0.3 | $572k | 3.6k | 157.48 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $563k | 3.8k | 148.03 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $561k | 429.00 | 1306.45 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $531k | 3.6k | 149.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $528k | +6% | 1.1k | 478.08 |
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| Phillips 66 (PSX) | 0.3 | $494k | -10% | 2.8k | 174.70 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $470k | -3% | 25k | 19.12 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $464k | 1.1k | 431.77 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $453k | -2% | 1.5k | 303.93 |
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| Xylem (XYL) | 0.3 | $417k | 3.4k | 124.27 |
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| Sea Sponsord Ads (SE) | 0.2 | $405k | +45% | 5.0k | 81.36 |
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| Oracle Corporation (ORCL) | 0.2 | $390k | +3% | 2.7k | 143.17 |
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| Enterprise Products Partners (EPD) | 0.2 | $378k | 9.8k | 38.41 |
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| Advanced Micro Devices (AMD) | 0.2 | $370k | 1.7k | 221.53 |
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| Quanta Services (PWR) | 0.2 | $361k | 650.00 | 555.57 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $359k | 7.1k | 50.48 |
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| Diamondback Energy (FANG) | 0.2 | $347k | 1.8k | 195.50 |
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| Enbridge (ENB) | 0.2 | $333k | 6.1k | 54.38 |
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| Costco Wholesale Corporation (COST) | 0.2 | $328k | -14% | 324.00 | 1013.21 |
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| Arista Networks Com Shs (ANET) | 0.2 | $321k | 2.4k | 133.64 |
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| Linde SHS (LIN) | 0.2 | $312k | -5% | 631.00 | 494.59 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $310k | 1.1k | 291.20 |
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| Eli Lilly & Co. (LLY) | 0.2 | $299k | +7% | 321.00 | 931.09 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $293k | 321.00 | 913.02 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $284k | 2.4k | 117.06 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $283k | 3.5k | 80.08 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $271k | -2% | 561.00 | 483.18 |
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| Pembina Pipeline Corp (PBA) | 0.2 | $270k | -7% | 6.0k | 44.62 |
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| Arch Cap Group Ord (ACGL) | 0.2 | $269k | 2.8k | 96.92 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $268k | 2.1k | 126.50 |
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| Canadian Natural Resources (CNQ) | 0.2 | $250k | NEW | 5.1k | 49.16 |
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| Ubs Group SHS (UBS) | 0.1 | $242k | 6.1k | 39.57 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $239k | NEW | 1.6k | 151.22 |
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| Netflix (NFLX) | 0.1 | $237k | +6% | 2.4k | 98.82 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $227k | 963.00 | 235.92 |
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| Aon Shs Cl A (AON) | 0.1 | $220k | 682.00 | 322.47 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.1 | $220k | NEW | 7.5k | 29.33 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $217k | 15k | 14.15 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $208k | NEW | 1.3k | 164.34 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $206k | NEW | 1.4k | 151.70 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $201k | 443.00 | 452.95 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $167k | NEW | 32k | 5.20 |
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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 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