Institutional
Granite FO LLC
CIK 0002034090
$189.1M
Reported AUM
171
Positions
Q2 2026
Period
2026-07-15
Filed
Editorial summary
Summary for Granite FO LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $735.40 | 0.81% | 18.63% | 72.84% | $33.7M | 17.84% | — | HELD |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $240.06 | 0.63% | 19.72% | 62.38% | $28.7M | 15.18% | — | HELD |
| 3 | MU | MICRON TECHNOLOGY INC | $791.93 | 7.16% | 662.58% | 1011.70% | $25.2M | 13.34% | — | HELD |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $24.0M | 12.67% | — | HELD |
| 5 | MDY | STATE STR SPDR S&P MIDCAP 40 | $686.78 | 0.83% | 21.47% | 44.20% | $10.3M | 5.47% | — | HELD |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $10.1M | 5.37% | — | HELD |
| 7 | VYM | VANGUARD WHITEHALL FDS | $161.43 | -0.15% | 25.58% | 75.14% | $8.7M | 4.58% | — | HELD |
| 8 | IJR | ISHARES TR | $145.70 | 0.96% | 34.80% | 39.06% | $4.9M | 2.60% | — | HELD |
| 9 | GBDC | GOLUB CAP BDC INC | $12.90 | 0.78% | -2.06% | 37.86% | $4.8M | 2.55% | — | HELD |
| 10 | AAPL | APPLE INC | $333.11 | -1.50% | 67.77% | 128.17% | $2.6M | 1.36% | — | HELD |
| 11 | OWL | BLUE OWL CAPITAL INC | $9.56 | 0.10% | -45.35% | -13.70% | $2.5M | 1.34% | — | HELD |
| 12 | DVY | ISHARES TR | $161.95 | -1.08% | 26.68% | 64.84% | $2.4M | 1.29% | — | HELD |
| 13 | VOE | VANGUARD INDEX FDS | $205.80 | -0.06% | 26.79% | 57.85% | $2.4M | 1.25% | — | HELD |
| 14 | IVV | ISHARES TR | $739.09 | 0.81% | 20.42% | 75.78% | $2.4M | 1.25% | — | HELD |
| 15 | VOO | VANGUARD INDEX FDS | $676.22 | 0.83% | 18.74% | 73.44% | $2.2M | 1.17% | — | HELD |
| 16 | GOOG | ALPHABET INC | $334.00 | -0.52% | 77.27% | 132.86% | $2.0M | 1.07% | — | HELD |
| 17 | AMZN | AMAZON COM INC | $233.09 | 2.84% | 5.54% | 30.60% | $2.0M | 1.05% | — | HELD |
| 18 | MSFT | MICROSOFT CORP | $435.17 | 11.43% | -24.89% | 34.54% | $1.2M | 0.64% | — | HELD |
| 19 | LLY | ELI LILLY & CO | $1210.02 | -0.87% | 54.61% | 373.33% | $1.2M | 0.63% | — | HELD |
| 20 | ARCC | ARES CAPITAL CORP | $18.60 | -0.59% | -6.50% | 53.25% | $1.1M | 0.57% | — | HELD |
| 21 | XLF | SELECT SECTOR SPDR TR | $56.83 | 0.26% | 12.30% | 61.42% | $1.0M | 0.55% | — | HELD |
| 22 | GLD | SPDR GOLD TR | $374.27 | 0.86% | 20.05% | 118.68% | $1.0M | 0.55% | — | HELD |
| 23 | ARES | ARES MANAGEMENT CORPORATION | $124.40 | -0.16% | -29.45% | 88.43% | $858K | 0.45% | — | HELD |
| 24 | XLE | SELECT SECTOR SPDR TR | $58.28 | -0.63% | 41.32% | 190.72% | $759K | 0.40% | — | HELD |
| 25 | INTC | INTEL CORP | $87.57 | 6.95% | 324.03% | 64.44% | $735K | 0.39% | — | HELD |
| 26 | OBDC | BLUE OWL CAPITAL CORPORATION | $10.85 | 0.65% | -12.26% | 30.23% | $732K | 0.39% | — | HELD |
| 27 | CAT | CATERPILLAR INC | $808.80 | 3.33% | 84.23% | 304.51% | $729K | 0.39% | — | HELD |
| 28 | GOOGL | ALPHABET INC | $335.21 | -0.45% | 76.51% | 132.04% | $678K | 0.36% | — | HELD |
| 29 | VUG | VANGUARD INDEX FDS | $83.34 | 1.55% | 11.12% | 64.94% | $531K | 0.28% | — | HELD |
| 30 | JPM | JPMORGAN CHASE & CO | $348.31 | 1.04% | 21.40% | 144.23% | $526K | 0.28% | — | HELD |
| 31 | PFE | PFIZER INC | $24.73 | -1.67% | — | — | $513K | 0.27% | — | HELD |
| 32 | WMT | WALMART INC | $112.44 | -1.55% | — | — | $484K | 0.26% | — | HELD |
| 33 | VGK | VANGUARD INTL EQUITY INDEX F | $90.31 | 1.64% | — | — | $481K | 0.25% | — | HELD |
| 34 | VO | VANGUARD INDEX FDS | $81.08 | 0.57% | — | — | $446K | 0.24% | — | HELD |
| 35 | JNJ | JOHNSON & JOHNSON | $258.72 | -2.56% | — | — | $344K | 0.18% | — | HELD |
| 36 | PM | PHILIP MORRIS INTL INC | $195.15 | -1.66% | — | — | $308K | 0.16% | — | HELD |
| 37 | IWV | ISHARES TR | $415.81 | -1.46% | — | — | $261K | 0.14% | — | HELD |
| 38 | VTV | VANGUARD INDEX FDS | $219.43 | -0.17% | — | — | $259K | 0.14% | — | HELD |
| 39 | VBR | VANGUARD INDEX FDS | $246.99 | 0.81% | — | — | $256K | 0.14% | — | HELD |
| 40 | XBI | SPDR SERIES TRUST | $147.22 | -0.47% | — | — | $245K | 0.13% | — | HELD |
| 41 | APO | APOLLO GLOBAL MGMT INC | $118.82 | -0.79% | — | — | $229K | 0.12% | — | HELD |
| 42 | IWD | ISHARES TR | $249.65 | 0.05% | — | — | $222K | 0.12% | — | HELD |
| 43 | DIA | STATE STR SPDR DOW JONES IND | $518.57 | 0.61% | — | — | $216K | 0.11% | — | HELD |
| 44 | UBSI | UNITED BANKSHARES INC WEST V | $49.15 | 0.55% | — | — | $212K | 0.11% | — | HELD |
| 45 | BSV | VANGUARD BD INDEX FDS | $77.65 | 0.05% | — | — | $205K | 0.11% | — | HELD |
| 46 | MRSH | MARSH & MCLENNAN COS INC | $194.74 | -1.44% | — | — | $200K | 0.11% | — | HELD |
| 47 | IAU | ISHARES GOLD TR | $76.62 | 0.76% | — | — | $194K | 0.10% | — | HELD |
| 48 | BA | BOEING CO | $213.66 | -0.16% | — | — | $189K | 0.10% | — | HELD |
| 49 | KKR | KKR & CO INC | $98.07 | -1.22% | — | — | $184K | 0.10% | — | HELD |
| 50 | WM | WASTE MGMT INC DEL | $230.82 | -2.45% | — | — | $172K | 0.09% | — | HELD |
| 51 | PG | PROCTER & GAMBLE CO | $144.20 | -1.30% | — | — | $171K | 0.09% | — | HELD |
| 52 | GE | GE AEROSPACE | $350.51 | -0.03% | — | — | $157K | 0.08% | — | HELD |
| 53 | UPS | UNITED PARCEL SVCS INC | $104.71 | 0.15% | — | — | $140K | 0.07% | — | HELD |
| 54 | JOE | ST JOE CO | $61.92 | -0.55% | — | — | $125K | 0.07% | — | HELD |
| 55 | GEV | GE VERNOVA INC | $959.56 | 6.58% | — | — | $122K | 0.06% | — | HELD |
| 56 | DXJ | WISDOMTREE TR | $173.07 | -0.18% | — | — | $121K | 0.06% | — | HELD |
| 57 | IBM | INTERNATIONAL BUSINESS MACHS | $222.71 | -1.65% | — | — | $120K | 0.06% | — | HELD |
| 58 | RPM | RPM INTL INC | $107.75 | -0.58% | — | — | $114K | 0.06% | — | HELD |
| 59 | USMV | ISHARES TR | $97.98 | -0.38% | — | — | $110K | 0.06% | — | HELD |
| 60 | ACWI | ISHARES TR | $154.11 | 1.08% | — | — | $102K | 0.05% | — | HELD |
| 61 | VB | VANGUARD INDEX FDS | $295.02 | 0.69% | — | — | $99K | 0.05% | — | HELD |
| 62 | QCOM | QUALCOMM INC | $149.08 | -4.24% | — | — | $98K | 0.05% | — | HELD |
| 63 | MO | ALTRIA GROUP INC | $68.89 | -8.05% | — | — | $94K | 0.05% | — | HELD |
| 64 | BABA | ALIBABA GROUP HLDG LTD | $113.50 | -1.33% | — | — | $94K | 0.05% | — | HELD |
| 65 | XLI | SELECT SECTOR SPDR TR | $178.54 | 1.06% | — | — | $93K | 0.05% | — | HELD |
| 66 | AGG | ISHARES TR | $97.65 | 0.11% | — | — | $89K | 0.05% | — | HELD |
| 67 | CB | CHUBB LIMITED | $358.42 | -0.96% | — | — | $89K | 0.05% | — | HELD |
| 68 | CP | CANADIAN PACIFIC KANSAS CITY | $91.94 | 0.71% | — | — | $87K | 0.05% | — | HELD |
| 69 | VV | VANGUARD INDEX FDS | $338.77 | 0.99% | — | — | $84K | 0.04% | — | HELD |
| 70 | DBC | INVESCO DB COMMDY INDX TRCK | $29.30 | -0.42% | — | — | $81K | 0.04% | — | HELD |
| 71 | UBER | UBER TECHNOLOGIES INC | $69.67 | -2.15% | — | — | $76K | 0.04% | — | HELD |
| 72 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | $43.25 | -1.44% | — | — | $75K | 0.04% | — | HELD |
| 73 | ALTI | ALTI GLOBAL INC | $3.57 | 0.00% | — | — | $70K | 0.04% | — | HELD |
| 74 | NVDA | NVIDIA CORPORATION | $192.21 | 1.16% | — | — | $70K | 0.04% | — | HELD |
| 75 | C | CITIGROUP INC | $130.10 | 2.34% | — | — | $61K | 0.03% | — | HELD |
| 76 | TKO | TKO GROUP HOLDINGS INC | $184.76 | -1.39% | — | — | $59K | 0.03% | — | HELD |
| 77 | SLV | ISHARES SILVER TR | $52.29 | 1.00% | — | — | $59K | 0.03% | — | HELD |
| 78 | IWM | ISHARES TR | $291.34 | 0.96% | — | — | $47K | 0.02% | — | HELD |
| 79 | MRK | MERCK & CO INC | $127.67 | -2.06% | — | — | $45K | 0.02% | — | HELD |
| 80 | BAC | BANK OF AMER CORP | $61.56 | 0.80% | — | — | $44K | 0.02% | — | HELD |
| 81 | XOM | EXXON MOBIL CORP | $155.24 | -0.96% | — | — | $38K | 0.02% | — | HELD |
| 82 | AXP | AMERICAN EXPRESS CO | $331.86 | 0.11% | — | — | $35K | 0.02% | — | HELD |
| 83 | IYR | ISHARES TR | $106.22 | -0.74% | — | — | $31K | 0.02% | — | HELD |
| 84 | AIG | AMERICAN INTL GROUP INC | $79.07 | -1.41% | — | — | $29K | 0.02% | — | HELD |
| 85 | NVO | NOVO-NORDISK A S | $50.74 | -1.64% | — | — | $28K | 0.01% | — | HELD |
| 86 | EFA | ISHARES TR | $104.95 | 1.53% | — | — | $26K | 0.01% | — | HELD |
| 87 | DIS | DISNEY WALT CO | $98.48 | -0.41% | — | — | $23K | 0.01% | — | HELD |
| 88 | BSX | BOSTON SCIENTIFIC CORP | $44.63 | -3.06% | — | — | $17K | 0.01% | — | HELD |
| 89 | IEI | ISHARES TR | $116.70 | 0.11% | — | — | $16K | 0.01% | — | HELD |
| 90 | TSLA | TESLA INC | $302.46 | 1.39% | — | — | $16K | 0.01% | — | HELD |
| 91 | T | AT&T INC | $23.44 | -2.09% | — | — | $15K | 0.01% | — | HELD |
| 92 | KMB | KIMBERLY-CLARK CORP | $110.57 | -2.33% | — | — | $14K | 0.01% | — | HELD |
| 93 | META | META PLATFORMS INC | $532.52 | -9.07% | — | — | $10K | 0.01% | — | HELD |
| 94 | EEM | ISHARES TR | $62.46 | 2.28% | — | — | $9K | 0.00% | — | HELD |
| 95 | WMT2 | WELLS FARGO & CO | — | — | — | — | $9K | 0.00% | — | HELD |
| 96 | PH | PARKER-HANNIFIN CORP | $968.04 | 1.78% | — | — | $9K | 0.00% | — | HELD |
| 97 | V | VISA INC | $365.00 | -1.01% | — | — | $8K | 0.00% | — | HELD |
| 98 | NFLX | NETFLIX INC. | $71.16 | -3.35% | — | — | $7K | 0.00% | — | HELD |
| 99 | ABT | ABBOTT LABORATORIES | $105.50 | -2.31% | — | — | $7K | 0.00% | — | HELD |
| 100 | DUK | DUKE ENERGY CORP NEW | $128.91 | -0.13% | — | — | $6K | 0.00% | — | HELD |
| 101 | ORCL | ORACLE CORP | — | — | — | — | $6K | 0.00% | — | HELD |
| 102 | CTVA | CORTEVA INC | — | — | — | — | $6K | 0.00% | — | HELD |
| 103 | XLRE | SELECT SECTOR SPDR TR | — | — | — | — | $6K | 0.00% | — | HELD |
| 104 | MNST | MONSTER BEVERAGE CORP NEW | — | — | — | — | $5K | 0.00% | — | HELD |
| 105 | LMT | LOCKHEED MARTIN CORP | — | — | — | — | $5K | 0.00% | — | HELD |
| 106 | PSKY | PARAMOUNT SKYDANCE CORP | — | — | — | — | $5K | 0.00% | — | HELD |
| 107 | ADSK | AUTODESK INC | — | — | — | — | $5K | 0.00% | — | HELD |
| 108 | WBD | WARNER BROS DISCOVERY INC | — | — | — | — | $5K | 0.00% | — | HELD |
| 109 | BAX | BAXTER INTL INC | — | — | — | — | $4K | 0.00% | — | HELD |
| 110 | COF | CAPITAL ONE FINL CORP | — | — | — | — | $4K | 0.00% | — | HELD |
| 111 | AMP | AMERIPRISE FINL INC | — | — | — | — | $4K | 0.00% | — | HELD |
| 112 | VRTX | VERTEX PHARMACEUTICALS INC | — | — | — | — | $4K | 0.00% | — | HELD |
| 113 | ATO | ATMOS ENERGY CORP | — | — | — | — | $4K | 0.00% | — | HELD |
| 114 | VWOB | VANGUARD WHITEHALL FDS | — | — | — | — | $4K | 0.00% | — | HELD |
| 115 | USB | US BANCORP | — | — | — | — | $4K | 0.00% | — | HELD |
| 116 | SHOP | SHOPIFY INC | — | — | — | — | $4K | 0.00% | — | HELD |
| 117 | MUFG | MITSUBISHI UFJ FINANCIAL GRO | — | — | — | — | $4K | 0.00% | — | HELD |
| 118 | AMGN | AMGEN INC | — | — | — | — | $4K | 0.00% | — | HELD |
| 119 | KO | COCA COLA CO | — | — | — | — | $4K | 0.00% | — | HELD |
| 120 | MCHP | MICROCHIP TECHNOLOGY INC. | — | — | — | — | $4K | 0.00% | — | HELD |
| 121 | MLM | MARTIN MARIETTA MATLS INC | — | — | — | — | $3K | 0.00% | — | HELD |
| 122 | PNC | PNC FINL SVCS GROUP INC | — | — | — | — | $3K | 0.00% | — | HELD |
| 123 | ECL | ECOLAB INC | — | — | — | — | $3K | 0.00% | — | HELD |
| 124 | TDY | TELEDYNE TECHNOLOGIES INC | — | — | — | — | $3K | 0.00% | — | HELD |
| 125 | SONY | SONY GROUP CORP | — | — | — | — | $3K | 0.00% | — | HELD |
| 126 | GD | GENERAL DYNAMICS CORP | — | — | — | — | $3K | 0.00% | — | HELD |
| 127 | XEL | XCEL ENERGY INC | — | — | — | — | $3K | 0.00% | — | HELD |
| 128 | TTE | TOTALENERGIES SE | — | — | — | — | $3K | 0.00% | — | HELD |
| 129 | XYL | XYLEM INC | — | — | — | — | $3K | 0.00% | — | HELD |
| 130 | DVN | DEVON ENERGY CORP NEW | — | — | — | — | $3K | 0.00% | — | HELD |
| 131 | CFR | CULLEN FROST BANKERS INC | — | — | — | — | $3K | 0.00% | — | HELD |
| 132 | WF | WOORI FINL GROUP INC | — | — | — | — | $2K | 0.00% | — | HELD |
| 133 | OSK | OSHKOSH CORP | — | — | — | — | $2K | 0.00% | — | HELD |
| 134 | AWK | AMERICAN WTR WKS CO INC NEW | — | — | — | — | $2K | 0.00% | — | HELD |
| 135 | SBUX | STARBUCKS CORP | — | — | — | — | $2K | 0.00% | — | HELD |
| 136 | EXPD | EXPEDITORS INTL WASH INC | — | — | — | — | $2K | 0.00% | — | HELD |
| 137 | LEN | LENNAR CORP | — | — | — | — | $2K | 0.00% | — | HELD |
| 138 | LOW | LOWES COS INC | — | — | — | — | $2K | 0.00% | — | HELD |
| 139 | NVS | NOVARTIS AG | — | — | — | — | $2K | 0.00% | — | HELD |
| 140 | CRM | SALESFORCE INC | — | — | — | — | $2K | 0.00% | — | HELD |
| 141 | BX | BLACKSTONE INC | — | — | — | — | $2K | 0.00% | — | HELD |
| 142 | DHR | DANAHER CORP DEL | — | — | — | — | $2K | 0.00% | — | HELD |
| 143 | ALC | ALCON AG | — | — | — | — | $2K | 0.00% | — | HELD |
| 144 | ELS | EQUITY LIFESTYLE PROPERTIES | — | — | — | — | $2K | 0.00% | — | HELD |
| 145 | ILMN | ILLUMINA INC | — | — | — | — | $2K | 0.00% | — | HELD |
| 146 | REGN | REGENERON PHARMACEUTICALS | — | — | — | — | $2K | 0.00% | — | HELD |
| 147 | SEIC | SEI INVTS CO | — | — | — | — | $2K | 0.00% | — | HELD |
| 148 | BBJP | J P MORGAN EXCHANGE TRADED F | — | — | — | — | $2K | 0.00% | — | HELD |
| 149 | MDT | MEDTRONIC PLC | — | — | — | — | $2K | 0.00% | — | HELD |
| 150 | YUM | YUM BRANDS INC | — | — | — | — | $2K | 0.00% | — | HELD |
| 151 | ISRG | INTUITIVE SURGICAL INC | — | — | — | — | $2K | 0.00% | — | HELD |
| 152 | TMO | THERMO FISHER SCIENTIFIC INC | — | — | — | — | $2K | 0.00% | — | HELD |
| 153 | CBSH | COMMERCE BANCSHARES INC | — | — | — | — | $2K | 0.00% | — | HELD |
| 154 | ADBE | ADOBE INC | — | — | — | — | $1K | 0.00% | — | HELD |
| 155 | HON | HONEYWELL INTL INC | — | — | — | — | $1K | 0.00% | — | HELD |
| 156 | SNPS | SYNOPSYS INC | — | — | — | — | $1K | 0.00% | — | HELD |
| 157 | HONA | HONEYWELL AEROSPACE INC | — | — | — | — | $1K | 0.00% | — | HELD |
| 158 | XYZ | BLOCK INC | — | — | — | — | $1K | 0.00% | — | HELD |
| 159 | DE | DEERE & CO | — | — | — | — | $1K | 0.00% | — | HELD |
| 160 | STZ | CONSTELLATION BRANDS INC | — | — | — | — | $1K | 0.00% | — | HELD |
| 161 | BBCA | J P MORGAN EXCHANGE TRADED F | — | — | — | — | $994 | 0.00% | — | HELD |
| 162 | GEHC | GE HEALTHCARE TECHNOLOGIES I | — | — | — | — | $960 | 0.00% | — | HELD |
| 163 | FDS | FACTSET RESH SYS INC | — | — | — | — | $920 | 0.00% | — | HELD |
| 164 | BBAX | J P MORGAN EXCHANGE TRADED F | — | — | — | — | $718 | 0.00% | — | HELD |
| 165 | NKE | NIKE INC | — | — | — | — | $698 | 0.00% | — | HELD |
| 166 | PYPL | PAYPAL HLDGS INC | — | — | — | — | $691 | 0.00% | — | HELD |
| 167 | WDAY | WORKDAY INC | — | — | — | — | $612 | 0.00% | — | HELD |
| 168 | YUMC | YUM CHINA HLDGS INC | — | — | — | — | $450 | 0.00% | — | HELD |
| 169 | MRP | MILLROSE PPTYS INC | — | — | — | — | $361 | 0.00% | — | HELD |
| 170 | SOLS | SOLSTICE ADVANCED MATLS INC | — | — | — | — | $266 | 0.00% | — | HELD |
| 171 | GRAL | GRAIL INC | — | — | — | — | $68 | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0001420506-26-001224. 13F discloses long positions only — shorts, foreign equities, and options are excluded.