Granite Harbor Advisors, Inc.

CIK

1967456

Location

Houston, TX

Portfolio Value

Small $122,310,403

Diversification

Diversified

Filing Date

Global Rank

#5,516 / 8,517 ▲ 148

Top Industry

Semiconductors 13.7%

3Y Alpha vs SPY

+26.7%

Period ended 46 days ago

Filed Jul 31, 2026 · 15d

15 quarters · since Dec 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+217.6%

SPY

+75.3%

Annualised alpha

+26.4%

Max drawdown

−19.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

78 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.7%

+2.9 pts

Top 5

49.7%

+4.0 pts

Top 10

64.0%

+1.0 pts

HHI

698

Diversified+102

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.2%	$33,234,813	10
Unclassified	21.2%	$25,887,922	4
Communication Services	11.3%	$13,801,399	4
Financial Services	10.2%	$12,497,358	13
Healthcare	10.1%	$12,396,641	14
Consumer Cyclical	7.7%	$9,404,103	6
Industrials	4.8%	$5,905,919	11
Consumer Defensive	3.7%	$4,469,869	7
Energy	2.0%	$2,505,421	5
Utilities	1.2%	$1,483,728	2
Basic Materials	0.4%	$515,826	1
Real Estate	0.2%	$207,404	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	+2,024	21,404	$515,408
CMCSA	Comcast Corp	+1,698	9,547	$234,378
PG	PROCTER & GAMBLE Co	+582	5,588	$819,424
NKE	NIKE, Inc.	+516	5,575	$228,853
VZ	Verizon Communications Inc	+483	8,777	$371,618
KO	Coca Cola Co	+316	8,618	$700,384
PEP	Pepsico Inc	+272	3,358	$454,673
HD	Home Depot, Inc.	+263	4,575	$1,613,511
MRK	Merck & Co., Inc.	+257	5,942	$763,547
BMY	Bristol Myers Squibb Co	+217	3,887	$223,968
XOM	ExxonMobil Holdings Corp	+191	6,783	$927,371
V	Visa Inc.	+188	3,650	$1,252,278
BRK-B	Berkshire Hathaway Inc	+161	5,258	$2,631,050
COP	Conocophillips	+146	2,280	$237,028
DHR	Danaher Corp /De/	+136	1,278	$243,433
MCD	Mcdonalds Corp	+133	2,451	$662,529
CRM	Salesforce, Inc.	+126	1,366	$213,997
ABBV	AbbVie Inc.	+119	3,130	$787,633
ADBE	Adobe Inc.	+114	1,261	$258,530
STZ	Constellation Brands, Inc.	+92	1,766	$245,632
RTX	RTX Corp	+85	2,187	$414,939
DUK	Duke Energy CORP	+82	1,734	$219,489
MA	Mastercard Inc	+80	2,085	$1,070,856
TMO	Thermo Fisher Scientific Inc.	+80	928	$465,262
LOW	Lowes Companies Inc	+80	1,366	$301,189
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−4,575	26,207	$9,365,595
HON	Honeywell International Inc	−3,489	3,388	$758,573
SLV	iShares Silver Trust	−3,322	9,671	$517,108
CSCO	Cisco Systems, Inc.	−1,513	9,489	$1,114,577
APH	Amphenol Corp /De/	−1,404	14,000	$2,468,480
BAC	Bank Of America Corp /De/	−1,302	53,843	$3,067,974
AAPL	Apple Inc.	−1,015	35,916	$10,392,653
QQQ	Invesco Qqq Trust, Series 1	−845	32,771	$24,132,564
INTC	Intel Corp	−670	6,349	$886,510
NVDA	Nvidia Corp	−577	53,289	$10,662,596
MSFT	Microsoft Corp	−250	13,850	$5,166,327
AMZN	Amazon Com Inc	−225	26,155	$6,233,782
AVGO	Broadcom Inc.	−162	4,518	$1,706,674
C	Citigroup Inc	−122	1,695	$237,232
HSY	Hershey Co	−100	1,235	$216,680
UNH	Unitedhealth Group Inc	−95	2,498	$1,038,243
MS	Morgan Stanley	−85	1,837	$384,006
JNJ	Johnson & Johnson	−67	11,040	$2,803,828
WMT	Walmart Inc.	−54	12,268	$1,389,473
CAT	Caterpillar Inc	−46	561	$597,408
GE	General Electric Co	−44	1,193	$445,859
EMR	Emerson Electric Co	−35	6,637	$950,086
EW	Edwards Lifesciences Corp	−29	4,488	$405,984
GS	Goldman Sachs Group Inc	−22	381	$385,331
WFC	Wells Fargo & Company/Mn	−16	3,934	$325,105
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	3,388	$748,070
SPCX	Space Exploration Technologies Corp	3,678	$628,423
CVS	CVS HEALTH Corp	2,260	$233,797
UPS	United Parcel Service Inc	1,989	$213,817
PLD	Prologis, Inc.	1,531	$207,404
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	72,769	$5,616,311
XLB	State Street Materials Select Sector SPDR ETF	25,509	$1,274,684
VIG	Vanguard Dividend Appreciation ETF	2,521	$542,166
VB	Vanguard Morningstar Small-Cap ETF	2,010	$526,459
BP	Bp PLC	5,391	$253,377
ACN	Accenture plc	1,170	$231,999
NFLX	Netflix Inc	2,288	$219,991
LMT	Lockheed Martin Corp	351	$212,140
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

78 tracked positions · $122,310,403 total · filing declares 132 positions · $252,907,099 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 78 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	32,771	-845	$24,132,564	+24.4%	19.73%
NVDA	Nvidia Corp Technology	Reduced	53,289	-577	$10,662,596	+13.5%	8.72%
AAPL	Apple Inc. Technology	Reduced	35,916	-1,015	$10,392,653	+10.9%	8.50%
GOOGL	Alphabet Inc. Communication Services	Reduced	26,207	-4,575	$9,365,595	+5.8%	7.66%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	26,155	-225	$6,233,782	+13.5%	5.10%
MSFT	Microsoft Corp Technology	Reduced	13,850	-250	$5,166,327	−1.0%	4.22%
META	Meta Platforms, Inc. Communication Services	Added	6,799	+73	$3,829,808	−0.5%	3.13%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	53,843	-1,302	$3,067,974	+14.1%	2.51%
JNJ	Johnson & Johnson Healthcare	Reduced	11,040	-67	$2,803,828	+3.3%	2.29%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,258	+161	$2,631,050	+7.7%	2.15%
LLY	ELI LILLY & Co Healthcare	Reduced	2,123	-9	$2,546,390	+29.9%	2.08%
APH	Amphenol Corp /De/ Technology	Reduced	14,000	-1,404	$2,468,480	—	2.02%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	6,413	-4	$2,099,167	+11.2%	1.72%
ELV	Elevance Health, Inc. Healthcare	Added	4,864	+46	$1,881,054	+33.4%	1.54%
AVGO	Broadcom Inc. Technology	Reduced	4,518	-162	$1,706,674	+17.8%	1.40%
HD	Home Depot, Inc. Consumer Cyclical	Added	4,575	+263	$1,613,511	+13.8%	1.32%
WMT	Walmart Inc. Consumer Defensive	Reduced	12,268	-54	$1,389,473	−9.3%	1.14%
NEE	Nextera Energy Inc Utilities	Added	14,404	+67	$1,264,239	−5.1%	1.03%
V	Visa Inc. Financial Services	Added	3,650	+188	$1,252,278	+19.7%	1.02%
CSCO	Cisco Systems, Inc. Technology	Reduced	9,489	-1,513	$1,114,577	+30.6%	0.91%
MA	Mastercard Inc Financial Services	Added	2,085	+80	$1,070,856	+6.9%	0.88%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,498	-95	$1,038,243	+48.0%	0.85%
EMR	Emerson Electric Co Industrials	Reduced	6,637	-35	$950,086	+8.7%	0.78%
XOM	ExxonMobil Holdings Corp Energy	Added	6,783	+191	$927,371	−17.1%	0.76%
SPY	Spdr S&P 500 ETF Trust	Held	1,207	0	$901,351	+14.8%	0.74%
INTC	Intel Corp Technology	Reduced	6,349	-670	$886,510	+186.2%	0.72%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	5,588	+582	$819,424	+13.3%	0.67%
ABBV	AbbVie Inc. Healthcare	Added	3,130	+119	$787,633	+20.3%	0.64%
MRK	Merck & Co., Inc. Healthcare	Added	5,942	+257	$763,547	+11.7%	0.62%
HON	Honeywell International Inc Industrials	Reduced	3,388	-3,489	$758,573	−51.2%	0.62%
HONA	Honeywell Aerospace Inc. Industrials	NEW	3,388	NEW	$748,070	NEW	0.61%
KO	Coca Cola Co Consumer Defensive	Added	8,618	+316	$700,384	+10.9%	0.57%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,451	+133	$662,529	−8.0%	0.54%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	688	+23	$643,603	−2.9%	0.53%
SPCX	Space Exploration Technologies Corp Industrials	NEW	3,678	NEW	$628,423	NEW	0.51%
CVX	Chevron Corp Energy	Added	3,684	+43	$610,659	−18.9%	0.50%
CAT	Caterpillar Inc Industrials	Reduced	561	-46	$597,408	+38.9%	0.49%
SLV	iShares Silver Trust	Reduced	9,671	-3,322	$517,108	−41.6%	0.42%
LIN	Linde PLC Basic Materials	Added	994	+34	$515,826	+8.4%	0.42%
PFE	Pfizer Inc Healthcare	Added	21,404	+2,024	$515,408	−5.3%	0.42%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	928	+80	$465,262	+11.6%	0.38%
PEP	Pepsico Inc Consumer Defensive	Added	3,358	+272	$454,673	−5.1%	0.37%
GE	General Electric Co Industrials	Reduced	1,193	-44	$445,859	+27.0%	0.36%
EOG	Eog Resources Inc Energy	Added	3,271	+49	$424,346	−8.9%	0.35%
DE	Deere & Co Industrials	Reduced	668	-3	$423,732	+12.1%	0.35%
RTX	RTX Corp Industrials	Added	2,187	+85	$414,939	+2.3%	0.34%
EW	Edwards Lifesciences Corp Healthcare	Reduced	4,488	-29	$405,984	+12.2%	0.33%
GS	Goldman Sachs Group Inc Financial Services	Reduced	381	-22	$385,331	+13.0%	0.32%
MS	Morgan Stanley Financial Services	Reduced	1,837	-85	$384,006	+21.4%	0.31%
AME	Ametek Inc/ Industrials	Held	1,561	0	$377,668	+12.9%	0.31%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.