MondegarAI
Granite FO LLC

Q4 2024 · 13F-HR

Granite FO LLCholdings as filed

Filed 2025-02-06 · accession 0001420506-25-000176

$175.0M
Reported value
186
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$32.6M18.6%55,566CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$25.8M14.7%131,830CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$23.8M13.6%35CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$10.0M5.72%78,528CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$9.2M5.25%20,280CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$8.5M4.88%14,986CommonNONE
38173M102GBDCGOLUB CAP BDC INC$8.1M4.62%534,030CommonNONE
09581B103OWLBLUE OWL CAPITAL INC$5.6M3.18%239,108CommonNONE
595112103MUMICRON TECHNOLOGY INC$4.4M2.54%52,734CommonNONE
04010L103ARCCARES CAPITAL CORP$3.9M2.21%176,965CommonNONE
464287168DVYISHARES TR$3.9M2.20%29,337CommonNONE
023135106AMZNAMAZON COM INC$3.6M2.03%16,224CommonNONE
464287804IJRISHARES TR$2.7M1.52%23,150CommonNONE
037833100AAPLAPPLE INC$2.3M1.32%9,219CommonNONE
922908512VOEVANGUARD INDEX FDS$2.0M1.15%12,460CommonNONE
464287200IVVISHARES TR$2.0M1.15%3,413CommonNONE
46429B697USMVISHARES TR$1.9M1.10%21,735CommonNONE
464286525ACWVISHARES INC$1.8M1.05%16,803CommonNONE
594918104MSFTMICROSOFT CORP$1.6M0.93%3,846CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$1.4M0.78%7,705CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.3M0.72%25,920CommonNONE
922908363VOOVANGUARD INDEX FDS$1.2M0.70%2,289CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$1.2M0.67%77,300CommonNONE
02079K107GOOGALPHABET INC$1.0M0.59%5,423CommonNONE
532457108LLYELI LILLY & CO$965,0000.55%1,250CommonNONE
922908611VBRVANGUARD INDEX FDS$736,2480.42%3,714CommonNONE
78463V107GLDSPDR GOLD TR$677,9640.39%2,800CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$648,4470.37%7,570CommonNONE
717081103PFEPFIZER INC$643,1420.37%24,242CommonNONE
464287762IYHISHARES TR$569,1620.33%9,767CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$536,4710.31%2,238CommonNONE
464287473IWSISHARES TR$522,8590.30%4,043CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$495,7020.28%7,810CommonNONE
02079K305GOOGLALPHABET INC$472,4930.27%2,496CommonNONE
922908736VUGVANGUARD INDEX FDS$421,9320.24%1,028CommonNONE
931142103WMTWALMART INC$396,5460.23%4,389CommonNONE
922908629VOVANGUARD INDEX FDS$365,8200.21%1,385CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$363,8030.21%855CommonNONE
78464A359CWBSPDR SER TR$354,8300.20%4,556CommonNONE
48251W104KKRKKR & CO INC$295,8200.17%2,000CommonNONE
922908553VNQVANGUARD INDEX FDS$260,4490.15%2,924CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$254,8920.15%1,200CommonNONE
149123101CATCATERPILLAR INC$248,4920.14%685CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$226,9800.13%1,800CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$214,3680.12%2,400CommonNONE
718172109PMPHILIP MORRIS INTL INC$204,5950.12%1,700CommonNONE
464287689IWVISHARES TR$204,5610.12%612CommonNONE
742718109PGPROCTER AND GAMBLE CO$201,8520.12%1,204CommonNONE
478160104JNJJOHNSON & JOHNSON$201,7450.12%1,395CommonNONE
921937827BSVVANGUARD BD INDEX FDS$201,1780.11%2,604CommonNONE
922908744VTVVANGUARD INDEX FDS$200,9590.11%1,187CommonNONE
464285204IAUISHARES GOLD TR$176,5030.10%3,565CommonNONE
909907107UBSIUNITED BANKSHARES INC WEST V$173,4420.10%4,619CommonNONE
464287598IWDISHARES TR$167,4120.10%904CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$156,9020.09%950CommonNONE
097023105BABOEING CO$156,4680.09%884CommonNONE
94106L109WMWASTE MGMT INC DEL$155,3780.09%770CommonNONE
546347105LPXLOUISIANA PAC CORP$155,3250.09%1,500CommonNONE
464288257ACWIISHARES TR$152,1630.09%1,295CommonNONE
78464A870XBISPDR SER TR$139,5930.08%1,550CommonNONE
58933Y105MRKMERCK & CO INC$131,3130.08%1,320CommonNONE
749685103RPMRPM INTL INC$125,8900.07%1,023CommonNONE
458140100INTCINTEL CORP$105,3230.06%5,253CommonNONE
20030N101CMCSACOMCAST CORP NEW$100,0170.06%2,665CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$94,0870.05%428CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$92,3300.05%3,500CommonNONE
790148100JOEST JOE CO$89,8600.05%2,000CommonNONE
464287226AGGISHARES TR$86,6880.05%895CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$82,7550.05%976CommonNONE
747525103QCOMQUALCOMM INC$81,8790.05%533CommonNONE
281020107EIXEDISON INTL$79,8400.05%1,000CommonNONE
922908751VBVANGUARD INDEX FDS$78,8120.05%328CommonNONE
97717W851DXJWISDOMTREE TR$77,2030.04%700CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$72,3780.04%1,000CommonNONE
H1467J104CBCHUBB LIMITED$71,8380.04%260CommonNONE
369604301GEGE AEROSPACE$70,2180.04%421CommonNONE
02157E106ALTIALTI GLOBAL INC$69,8100.04%15,830CommonNONE
02209S103MOALTRIA GROUP INC$68,0820.04%1,302CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$65,8800.04%500CommonNONE
922908637VVVANGUARD INDEX FDS$65,5370.04%243CommonNONE
46138B103DBCINVESCO DB COMMDY INDX TRCK$65,2730.04%3,053CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$63,6370.04%1,055CommonNONE
30040W108ESEVERSOURCE ENERGY$57,4300.03%1,000CommonNONE
670100205NVONOVO-NORDISK A S$50,7520.03%590CommonNONE
345370860FFORD MTR CO$49,5000.03%5,000CommonNONE
002824100ABTABBOTT LABS$48,0720.03%425CommonNONE
464287457SHYISHARES TR$47,5480.03%580CommonNONE
67066G104NVDANVIDIA CORPORATION$47,0020.03%350CommonNONE
291011104EMREMERSON ELEC CO$41,7640.02%337CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$41,6380.02%293CommonNONE
78349D107RXSTRXSIGHT INC$37,0620.02%1,078CommonNONE
79466L302CRMSALESFORCE INC$34,4360.02%103CommonNONE
36828A101GEVGE VERNOVA INC$34,2080.02%104CommonNONE
060505104BACBANK AMERICA CORP$33,9290.02%772CommonNONE
025816109AXPAMERICAN EXPRESS CO$30,8660.02%104CommonNONE
69331C108PCGPG&E CORP$30,2700.02%1,500CommonNONE
30231G102XOMEXXON MOBIL CORP$29,9040.02%278CommonNONE
026874784AIGAMERICAN INTL GROUP INC$28,0280.02%385CommonNONE
464287739IYRISHARES TR$27,9180.02%300CommonNONE
G25508105CRHCRH PLC$27,7560.02%300CommonNONE
406216101HALHALLIBURTON CO$27,1900.02%1,000CommonNONE
464287655IWMISHARES TR$25,8520.01%117CommonNONE
46428Q109SLVISHARES SILVER TR$25,0140.01%950CommonNONE
09290D101BLKBLACKROCK INC$20,5020.01%20CommonNONE
464287465EFAISHARES TR$19,0540.01%252CommonNONE
494368103KMBKIMBERLY-CLARK CORP$16,5120.01%126CommonNONE
126650100CVSCVS HEALTH CORP$15,7120.01%350CommonNONE
464288661IEIISHARES TR$15,3690.01%133CommonNONE
88160R101TSLATESLA INC$14,9420.01%37CommonNONE
30303M102METAMETA PLATFORMS INC$10,5390.01%18CommonNONE
64110L106NFLXNETFLIX INC$8,9130.01%10CommonNONE
949746101WMT2WELLS FARGO CO NEW$7,5860.00%108CommonNONE
052769106ADSKAUTODESK INC$7,3890.00%25CommonNONE
92826C839VVISA INC$7,2690.00%23CommonNONE
00206R102TAT&T INC$7,1040.00%312CommonNONE
68389X105ORCLORACLE CORP$6,9990.00%42CommonNONE
071813109BAXBAXTER INTL INC$6,1530.00%211CommonNONE
464287234EEMISHARES TR$5,7710.00%138CommonNONE
701094104PHPARKER-HANNIFIN CORP$5,7240.00%9CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$5,3870.00%50CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$5,0840.00%125CommonNONE
539830109LMTLOCKHEED MARTIN CORP$4,8590.00%10CommonNONE
03076C106AMPAMERIPRISE FINL INC$4,7920.00%9CommonNONE
14040H105COFCAPITAL ONE FINL CORP$3,9230.00%22CommonNONE
254687106DISDISNEY WALT CO$3,7860.00%34CommonNONE
22052L104CTVACORTEVA INC$3,7590.00%66CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$3,6630.00%58CommonNONE
82509L107SHOPSHOPIFY INC$3,5090.00%33CommonNONE
526057104LENLENNAR CORP$3,4090.00%25CommonNONE
835699307SONYSONY GROUP CORP$3,3860.00%160CommonNONE
03662Q105AKXANSYS INC$3,3730.00%10CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$3,2220.00%8CommonNONE
049560105ATOATMOS ENERGY CORP$3,2030.00%23CommonNONE
00724F101ADBEADOBE INC$3,1130.00%7CommonNONE
09260D107BXBLACKSTONE INC$3,1040.00%18CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$3,0990.00%6CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$3,0790.00%77CommonNONE
902973304USBUS BANCORP DEL$3,0610.00%64CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2,9430.00%56CommonNONE
278865100ECLECOLAB INC$2,8120.00%12CommonNONE
191216100KOCOCA COLA CO$2,7390.00%44CommonNONE
438516106HONHONEYWELL INTL INC$2,7110.00%12CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$2,7000.00%14CommonNONE
98419M100XYLXYLEM INC$2,6680.00%23CommonNONE
98389B100XELXCEL ENERGY INC$2,6330.00%39CommonNONE
H01301128ALCALCON AG$2,6310.00%31CommonNONE
031162100AMGNAMGEN INC$2,6060.00%10CommonNONE
235851102DHRDANAHER CORPORATION$2,5250.00%11CommonNONE
548661107LOWLOWES COS INC$2,4680.00%10CommonNONE
369550108GDGENERAL DYNAMICS CORP$2,3710.00%9CommonNONE
127097103CTRACOTERRA ENERGY INC$2,3500.00%92CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$2,3210.00%5CommonNONE
229899109CFRCULLEN FROST BANKERS INC$2,2820.00%17CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$2,2410.00%18CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$2,2370.00%39CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$2,1800.00%186CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$2,1370.00%3CommonNONE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$2,1310.00%32CommonNONE
89151E109TTENTOTALENERGIES SE$2,1260.00%39CommonNONE
855244109SBUXSTARBUCKS CORP$2,0990.00%23CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$2,0880.00%4CommonNONE
303075105FDSFACTSET RESH SYS INC$1,9210.00%4CommonNONE
26614N102DDDUPONT DE NEMOURS INC$1,9060.00%25CommonNONE
G5960L103MDTMEDTRONIC PLC$1,8370.00%23CommonNONE
21036P108STZCONSTELLATION BRANDS INC$1,7680.00%8CommonNONE
784117103SEICSEI INVTS CO$1,7320.00%21CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1,5610.00%3CommonNONE
200525103CBSHCOMMERCE BANCSHARES INC$1,5580.00%25CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$1,5510.00%14CommonNONE
688239201OSKOSHKOSH CORP$1,5210.00%16CommonNONE
452327109ILMNILLUMINA INC$1,4700.00%11CommonNONE
852234103XYZBLOCK INC$1,4450.00%17CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$1,3660.00%16CommonNONE
66987V109NVSNOVARTIS AG$1,3620.00%14CommonNONE
981064108WFWOORI FINL GROUP INC$1,3440.00%43CommonNONE
988498101YUMYUM BRANDS INC$1,3420.00%10CommonNONE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$1,3170.00%24CommonNONE
98138H101WDAYWORKDAY INC$1,2900.00%5CommonNONE
654106103NKENIKE INC$1,2860.00%17CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1,1730.00%15CommonNONE
244199105DEDEERE & CO$8470.00%2CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$7930.00%75CommonNONE
46641Q225BBCAJ P MORGAN EXCHANGE TRADED F$7060.00%10CommonNONE
46641Q233BBAXJ P MORGAN EXCHANGE TRADED F$5850.00%12CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$5300.00%11CommonNONE
384747101GRALGRAIL INC$180.00%1CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.