Granite Harbor Advisors, Inc.

CIK

1967456

Location

Houston, TX

Portfolio Value

Small $107,598,096

Diversification

Diversified

Filing Date

Global Rank

#5,531 / 8,603 ▲ 18 · as of Mar 2026

Top Industry

Internet Content & Information 14.0%

3Y Alpha vs SPY

+0.4%

Period ended 3 months ago

Filed Apr 23, 2026 · 3mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+77.6%

SPY

+76.0%

Annualised alpha

+0.4%

Max drawdown

−20.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

76 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.0%

−0.1 pts

Top 5

48.2%

−1.1 pts

Top 10

63.9%

−1.7 pts

HHI

648

Diversified−25

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.6%	$29,651,505	11
Unclassified	19.9%	$21,368,213	4
Communication Services	12.0%	$12,924,565	5
Financial Services	10.4%	$11,203,039	13
Healthcare	9.7%	$10,385,447	13
Consumer Cyclical	7.9%	$8,530,214	6
Industrials	4.6%	$4,908,967	9
Consumer Defensive	4.2%	$4,556,293	7
Energy	1.9%	$2,045,992	5
Utilities	1.4%	$1,547,932	2
Basic Materials	0.4%	$475,929	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	+2,092	19,380	$544,190
CMCSA	Comcast Corp	+979	7,849	$225,344
NKE	NIKE, Inc.	+730	5,059	$267,216
MSFT	Microsoft Corp	+684	14,100	$5,219,397
VZ	Verizon Communications Inc	+582	8,294	$416,358
KO	Coca Cola Co	+578	8,302	$631,367
PG	PROCTER & GAMBLE Co	+453	5,006	$723,066
UNH	Unitedhealth Group Inc	+413	2,593	$701,639
ABT	Abbott Laboratories	+280	2,365	$242,814
PEP	Pepsico Inc	+253	3,086	$479,224
BRK-B	Berkshire Hathaway Inc	+242	5,097	$2,442,482
V	Visa Inc.	+217	3,462	$1,046,354
ABBV	AbbVie Inc.	+216	3,011	$654,862
ADBE	Adobe Inc.	+213	1,147	$278,812
ORCL	Oracle Corp	+212	2,479	$364,685
ACN	Accenture plc	+207	1,170	$231,999
DHR	Danaher Corp /De/	+169	1,142	$216,523
MRK	Merck & Co., Inc.	+148	5,685	$683,848
CRM	Salesforce, Inc.	+146	1,240	$231,470
WMT	Walmart Inc.	+146	12,322	$1,531,378
STZ	Constellation Brands, Inc.	+124	1,674	$251,100
WFC	Wells Fargo & Company/Mn	+116	3,950	$314,459
TMO	Thermo Fisher Scientific Inc.	+97	848	$416,817
MA	Mastercard Inc	+93	2,005	$1,001,818
JPM	Jpmorgan Chase & Co	+76	6,417	$1,887,624
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	−4,094	12,993	$885,343
BAC	Bank Of America Corp /De/	−2,687	55,145	$2,688,318
NVDA	Nvidia Corp	−1,429	53,866	$9,394,230
GOOGL	Alphabet Inc.	−960	28,567	$8,214,726
JNJ	Johnson & Johnson	−781	11,107	$2,714,995
NEE	Nextera Energy Inc	−701	14,337	$1,331,620
QQQ	Invesco Qqq Trust, Series 1	−696	33,616	$19,402,482
HON	Honeywell International Inc	−597	6,877	$1,630,213
AMZN	Amazon Com Inc	−590	26,380	$5,494,162
APH	Amphenol Corp /De/	−523	15,404	$1,946,295
MCD	Mcdonalds Corp	−399	2,318	$720,411
CSCO	Cisco Systems, Inc.	−383	11,002	$853,645
AAPL	Apple Inc.	−344	36,931	$9,372,718
EW	Edwards Lifesciences Corp	−304	4,517	$361,721
AVGO	Broadcom Inc.	−237	4,680	$1,448,506
META	Meta Platforms, Inc.	−216	6,726	$3,848,146
INTC	Intel Corp	−167	7,019	$309,748
HSY	Hershey Co	−115	1,335	$277,533
C	Citigroup Inc	−35	1,817	$206,065
RTX	RTX Corp	−32	2,102	$405,475
MS	Morgan Stanley	−32	1,922	$316,303
ELV	Elevance Health, Inc.	−26	4,818	$1,410,469
CAT	Caterpillar Inc	−16	607	$430,035
MDY	Spdr S&P Midcap 400 ETF Trust	−12	479	$295,428
GS	Goldman Sachs Group Inc	−8	403	$340,933
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
VLO	Valero Energy Corp/Tx	1,181	$291,801
COP	Conocophillips	2,134	$281,688
BP	Bp PLC	5,391	$253,377
BMY	Bristol Myers Squibb Co	3,670	$222,585
DUK	Duke Energy CORP	1,652	$216,312
LMT	Lockheed Martin Corp	351	$212,140
CB	Chubb Ltd	640	$208,595
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
DHI	Horton D R Inc /De/	9,737	$1,402,420
STE	STERIS plc	2,209	$560,025
TTD	Trade Desk, Inc.	5,331	$202,364
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

76 positions · $107,598,096 total · as of Mar 31, 2026

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

Showing 1–50 of 76 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	33,616	-696	$19,402,482	−8.0%	18.03%
NVDA	Nvidia Corp Technology	Reduced	53,866	-1,429	$9,394,230	−8.9%	8.73%
AAPL	Apple Inc. Technology	Reduced	36,931	-344	$9,372,718	−7.5%	8.71%
GOOGL	Alphabet Inc. Communication Services	Reduced	28,567	-960	$8,214,726	−11.1%	7.63%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	26,380	-590	$5,494,162	−11.7%	5.11%
MSFT	Microsoft Corp Technology	Added	14,100	+684	$5,219,397	−19.6%	4.85%
META	Meta Platforms, Inc. Communication Services	Reduced	6,726	-216	$3,848,146	−16.0%	3.58%
JNJ	Johnson & Johnson Healthcare	Reduced	11,107	-781	$2,714,995	+10.4%	2.52%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	55,145	-2,687	$2,688,318	−15.5%	2.50%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,097	+242	$2,442,482	+0.1%	2.27%
LLY	ELI LILLY & Co Healthcare	Added	2,132	+9	$1,960,949	−14.1%	1.82%
APH	Amphenol Corp /De/ Technology	Reduced	15,404	-523	$1,946,295	−9.6%	1.81%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,417	+76	$1,887,624	−7.6%	1.75%
HON	Honeywell International Inc Industrials	Reduced	6,877	-597	$1,630,213	+6.6%	1.52%
WMT	Walmart Inc. Consumer Defensive	Added	12,322	+146	$1,531,378	+12.9%	1.42%
AVGO	Broadcom Inc. Technology	Reduced	4,680	-237	$1,448,506	−14.9%	1.35%
HD	Home Depot, Inc. Consumer Cyclical	Added	4,312	+2	$1,418,173	−4.4%	1.32%
ELV	Elevance Health, Inc. Healthcare	Reduced	4,818	-26	$1,410,469	−16.9%	1.31%
NEE	Nextera Energy Inc Utilities	Reduced	14,337	-701	$1,331,620	+10.3%	1.24%
V	Visa Inc. Financial Services	Added	3,462	+217	$1,046,354	−8.1%	0.97%
MA	Mastercard Inc Financial Services	Added	2,005	+93	$1,001,818	−8.2%	0.93%
SLV	iShares Silver Trust	Reduced	12,993	-4,094	$885,343	−19.6%	0.82%
EMR	Emerson Electric Co Industrials	Held	6,672	0	$874,165	−1.3%	0.81%
CSCO	Cisco Systems, Inc. Technology	Reduced	11,002	-383	$853,645	−2.7%	0.79%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,207	-1	$784,960	−4.7%	0.73%
CVX	Chevron Corp Energy	Added	3,641	+19	$753,322	+36.5%	0.70%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	5,006	+453	$723,066	+10.8%	0.67%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,318	-399	$720,411	−13.2%	0.67%
UNH	Unitedhealth Group Inc Healthcare	Added	2,593	+413	$701,639	−2.5%	0.65%
MRK	Merck & Co., Inc. Healthcare	Added	5,685	+148	$683,848	+17.3%	0.64%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	665	+39	$662,625	+22.7%	0.62%
ABBV	AbbVie Inc. Healthcare	Added	3,011	+216	$654,862	+2.5%	0.61%
KO	Coca Cola Co Consumer Defensive	Added	8,302	+578	$631,367	+16.9%	0.59%
PFE	Pfizer Inc Healthcare	Added	19,380	+2,092	$544,190	+26.4%	0.51%
PEP	Pepsico Inc Consumer Defensive	Added	3,086	+253	$479,224	+17.9%	0.45%
LIN	Linde PLC Basic Materials	Added	960	+38	$475,929	+21.1%	0.44%
EOG	Eog Resources Inc Energy	Added	3,222	+58	$465,804	+40.2%	0.43%
CAT	Caterpillar Inc Industrials	Reduced	607	-16	$430,035	+20.5%	0.40%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	848	+97	$416,817	−4.2%	0.39%
VZ	Verizon Communications Inc Communication Services	Added	8,294	+582	$416,358	+32.6%	0.39%
RTX	RTX Corp Industrials	Reduced	2,102	-32	$405,475	+3.6%	0.38%
DE	Deere & Co Industrials	Added	671	+6	$377,974	+22.1%	0.35%
ORCL	Oracle Corp Technology	Added	2,479	+212	$364,685	−17.5%	0.34%
EW	Edwards Lifesciences Corp Healthcare	Reduced	4,517	-304	$361,721	−12.0%	0.34%
GE	General Electric Co Industrials	Reduced	1,237	-3	$351,023	−8.1%	0.33%
GS	Goldman Sachs Group Inc Financial Services	Reduced	403	-8	$340,933	−5.6%	0.32%
AME	Ametek Inc/ Industrials	Held	1,561	0	$334,615	+4.4%	0.31%
TSLA	Tesla, Inc. Consumer Cyclical	Held	878	0	$326,396	−17.3%	0.30%
MS	Morgan Stanley Financial Services	Reduced	1,922	-32	$316,303	−8.8%	0.29%
WFC	Wells Fargo & Company/Mn Financial Services	Added	3,950	+116	$314,459	−12.0%	0.29%