HolderBook

Granite Group Advisors, LLC

Reported holdings as of Q2 2026, from 11 quarterly filings.

CIK
2018114
Reported value
$168.7M
Positions
84
Top 10 weight
59.0%
Filed
2026-07-23
Days after quarter end
23

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
DISNEY WALT CODIS$65.0M675,65138.56%-0.59pp11qHELD
MICROSOFT CORPMSFT$5.8M15,5583.44%-0.06pp11qHELD
APPLE INCAAPL$4.4M15,0822.59%+0.23pp11q-2.0%-$88.0K
PNC FINL SVCS GROUP INCPNC$3.9M15,8842.32%+0.26pp11qHELD
QUALCOMM INCQCOM$3.5M18,9312.07%+0.40pp11q-15.2%-$628.5K
US BANCORPUSB$3.5M57,7022.07%+0.19pp11qHELD
ALPHABET INCGOOGL$3.4M9,5882.03%+0.23pp11q-1.8%-$64.3K
JPMORGAN CHASE & COJPM$3.4M10,3522.01%+0.14pp11qHELD
STARBUCKS CORPSBUX$3.3M32,6031.98%+0.09pp11qHELD
HOME DEPOT INCHD$3.3M9,2511.93%+0.41pp11q+16.7%+$466.9K
AMGEN INCAMGN$3.2M8,7541.88%+0.16pp11q+4.4%+$134.7K
PROCTER & GAMBLE COPG$3.2M21,5531.87%+0.98pp2q+107.2%+$1.6M
AMERICAN ELEC PWR CO INCAEP$3.0M22,0471.79%+0.09pp11q+4.6%+$131.7K
NEXTERA ENERGY INCNEE$3.0M34,1821.78%+0.01pp11q+9.7%+$265.2K
MORGAN STANLEYMS$3.0M14,3351.78%+0.12pp11q-11.8%-$402.6K
PEPSICO INCPEP$3.0M22,0521.77%-0.10pp11q+9.0%+$247.6K
TEXAS INSTRS INCTXN$3.0M9,9221.75%-0.11pp11q-35.6%-$1.6M
MEDTRONIC PLCMDT$2.7M34,7981.61%-0.04pp11q+10.3%+$254.3K
M & T BK CORPMTB$2.6M10,8481.53%+0.14pp11qHELD
LOCKHEED MARTIN CORPLMT$2.5M4,8191.46%-0.37pp4qHELD
TARGET CORPTGT$2.0M15,6531.21%-0.16pp6q-17.5%-$433.8K
AUTOMATIC DATA PROCESSING INADP$1.9M8,5581.14%+0.58pp2q+91.0%+$913.0K
COMCAST CORP NEWCMCSA$1.9M77,9441.13%+0.04pp11q+19.6%+$313.5K
BANK OF NY MELLON CORPBNY$1.8M12,4961.07%-0.23pp11q-27.3%-$680.1K
TYSON FOODS INCTSN$1.8M31,1891.06%+0.21pp4q+43.3%+$539.4K
GLOBAL X FDSAIQ$1.6M24,2000.94%+0.24pp5qHELD
CONSTELLATION BRANDS INCSTZ$1.5M10,4770.86%+0.24pp4q+57.4%+$531.2K
TAIWAN SEMICONDUCTOR MANUFACTSM$1.2M2,5280.72%+0.19pp9qHELD
ALPS ETF TRAMLP$1.2M22,5930.69%-0.12pp11q-11.7%-$155.5K
SEAGATE TECHNOLOGY HLDNGS PLSTX$1.1M1,1580.66%+0.29pp4q-11.4%-$143.8K
NVIDIA CORPORATIONNVDA$1.0M5,1220.61%+0.05pp11q-1.2%-$12.6K
ADVANCED MICRO DEVICES INCAMD$993.4K1,7100.59%+0.37pp3q+2.4%+$23.2K
ABBVIE INCABBV$993.3K3,9470.59%+0.10pp11qHELD
AMAZON COM INCAMZN$958.6K4,0220.57%-0.34pp11q-43.0%-$722.9K
ASML HLDG NVASML$843.5K4240.50%+0.16pp11q-1.2%-$9.9K
DIREXION SHARES ETF TRUSTSOXL$775.9K2,9090.46%-newNEW
BROADCOM INCAVGO$735.9K1,9480.44%+0.07pp11q+7.3%+$50.2K
BLACKSTONE INCBX$710.8K6,0410.42%-newNEW
META PLATFORMS INCMETA$679.3K1,2060.40%-0.01pp11q+1.6%+$10.7K
PHILIP MORRIS INTL INCPM$656.6K3,6290.39%+0.04pp5qHELD
WILLIAMS COS INCWMB$654.9K8,8100.39%-0.01pp11qHELD
ISHARES TRIWS$625.5K3,8000.37%+0.03pp11qHELD
INVESCO EXCHANGE TRADED FD TRSP$542.2K2,5480.32%-0.05pp6q-20.4%-$139.4K
ONEOK INC NEWOKE$541.9K6,2330.32%-0.05pp11q-8.9%-$53.1K
ABBOTT LABORATORIESABT$539.8K5,9490.32%-newNEW
BERKSHIRE HATHAWAY INC DELBRKB$536.9K1,0730.32%flat11q-2.9%-$16.0K
ISHARES TRIWF$533.2K4,2940.32%+0.04pp6q+299.8%+$399.8K
ALPHABET INCGOOG$532.1K1,5060.32%+0.04pp11q+1.0%+$5.3K
MCDONALDS CORPMCD$508.7K1,8820.30%-newNEW
PHILLIPS 66PSX$478.1K2,8280.28%-0.02pp11qHELD
SEA LTDSE$476.8K4,9750.28%+0.04pp8qHELD
QUANTA SVCS INCPWR$468.0K6500.28%+0.06pp5qHELD
ENERGY TRANSFER L PET$408.9K21,3880.24%-0.04pp11q-12.9%-$60.7K
ARISTA NETWORKS INCANET$407.7K2,4000.24%+0.05pp5qHELD
ORACLE CORPORCL$398.5K2,7190.24%flat11qHELD
XYLEM INCXYL$396.7K3,3560.24%-0.02pp3qHELD
ELI LILLY & COLLY$391.0K3260.23%+0.05pp11q+1.6%+$6.0K
ENTERPRISE PRODS PARTNERS LEPD$361.5K9,8340.21%-0.01pp11qHELD
NOVARTIS AGNVS$342.7K2,1870.20%+0.06pp2q+38.4%+$95.1K
TC ENERGY CORPTRP$339.5K5,1210.20%-newNEW
ENBRIDGE INCENB$328.8K6,0660.19%-0.01pp11q-0.9%-$2.9K
LINDE PLCLIN$327.5K6310.19%+0.01pp11qHELD
PARKER-HANNIFIN CORPPH$314.0K3210.19%+0.01pp5qHELD
COSTCO WHOLESALE CORPORATIONCOST$307.8K3290.18%-0.02pp11q+1.5%+$4.7K
CANADIAN PACIFIC KANSAS CITYCP$305.8K3,5290.18%+0.01pp11qHELD
DIAMONDBACK ENERGY INCFANG$304.1K1,7300.18%-0.03pp11q-2.5%-$7.9K
SPOTIFY TECHNOLOGY S ASPOT$303.5K6610.18%+0.02pp9q+17.8%+$45.9K
UBS GROUP AGUBS$302.5K6,1040.18%+0.03pp5qHELD
PEMBINA PIPELINE CORPPBA$277.3K5,9970.16%flat11q-0.8%-$2.4K
VANECK ETF TRUSTSMH$274.9K4190.16%-0.26pp3q-76.2%-$881.1K
ASTRAZENECA PLCAZN$271.2K1,4300.16%-newNEW
ACCENTURE PLC IRELANDACN$269.7K2,1670.16%-0.52pp3q-61.9%-$438.7K
ARCH CAP GROUP LTDACGL$269.5K2,7770.16%flat11qHELD
TEVA PHARMACEUTICAL INDS LTDTEVA$253.7K7,4890.15%+0.02pp2qHELD
INVESCO QQQ TRQQQ$251.2K3410.15%-0.39pp3q-77.4%-$861.9K
FERGUSON ENTERPRISES INCFERG$228.5K9630.14%flat3qHELD
NATIONAL GRID PLCNGG$226.4K2,7320.13%-newNEW
AON PLCAON$226.2K6820.13%flat11qHELD
ICICI BANK LIMITEDIBN$214.4K7,3840.13%-newNEW
SERVICENOW INCNOW$208.5K2,1000.12%-newNEW
NU HLDGS LTDNU$204.4K15,2990.12%-0.01pp11qHELD
CANADIAN NAT RES LTD MED TERCNQ$200.5K5,0770.12%-0.03pp2qHELD
OREILLY AUTOMOTIVE INCORLY$200.3K2,1750.12%-newNEW
LLOYDS BANKING GROUP PLCLYG$186.7K32,0180.11%+0.01pp2qHELD

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Telecom & Media 39.9%Banks & Lending 9.5%Software & IT Services 7.7%Retail & Consumer 6.3%Semiconductors & Electronics 6.2%Food, Drink & Tobacco 4.1%Biotech & Pharma 3.5%Computer Hardware 3.5%Energy 2.2%Capital Markets 2.2%Chemicals 2.1%Utilities 1.8%Other sectors 6.0%Not classified 5.1%
 
SectorValueShare
Telecom & Media$67.2M39.9%
Banks & Lending$16.1M9.5%
Software & IT Services$13.0M7.7%
Retail & Consumer$10.6M6.3%
Semiconductors & Electronics$10.4M6.2%
Food, Drink & Tobacco$6.9M4.1%
Biotech & Pharma$6.0M3.5%
Computer Hardware$5.9M3.5%
Energy$3.8M2.2%
Capital Markets$3.7M2.2%
Chemicals$3.5M2.1%
Utilities$3.0M1.8%
Other sectors$10.1M6.0%
Not classified$8.5M5.1%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$168.7M841020221259.0%23
Q1 2026$165.3M86820201258.8%14
Q4 2025$176.6M90131934262.1%13
Q3 2025$165.1M7962711466.0%23
Q2 2025$166.1M7762013668.4%28
Q1 2025$144.1M7761217765.8%36
Q4 2024$156.9M784547866.9%22
Q3 2024$155.6M822940765.6%31
Q2 2024$132.0M87513361259.2%23
Q1 2024$148.5M9411226059.7%61
Q4 2023$141.4M93000058.7%94

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.