Granite Harbor Advisors, Inc.

CIK

1967456

Location

Houston, TX

Portfolio Value

Small $108,640,689

Diversification

Diversified

Filing Date

Global Rank

#5,182 / 8,232 ▲ 136

Top Industry

Internet Content & Information 13.8%

3Y Alpha vs SPY

+0.1%

Period ended 2 months ago

Filed Apr 23, 2026 · 52d

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+76.9%

SPY

+76.3%

Annualised alpha

+0.1%

Max drawdown

−20.5%

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

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

Top Position

17.9%

−0.1 pts

Top 5

47.8%

−1.1 pts

Top 10

63.3%

−1.7 pts

HHI

636

Diversified−25

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.3%	$29,651,505	11
Unclassified	19.7%	$21,368,213	4
Communication Services	11.9%	$12,924,565	5
Financial Services	10.3%	$11,203,039	13
Healthcare	9.6%	$10,385,447	13
Consumer Cyclical	7.9%	$8,530,214	6
Industrials	4.4%	$4,833,162	9
Consumer Defensive	4.2%	$4,556,293	7
Energy	2.9%	$3,164,390	6
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
XOM	Exxon Mobil Corp	−2,717	6,592	$1,118,398
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	$1,554,408
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
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

77 positions · $108,640,689 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 77 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
C	Citigroup Inc Financial Services	Reduced	1,817	-35	$206,065	−4.6%	0.19%
SCHW	Schwab Charles Corp Financial Services	Added	2,199	+66	$206,662	−3.0%	0.19%
CB	Chubb Ltd Financial Services	NEW	640	NEW	$208,595	NEW	0.19%
LMT	Lockheed Martin Corp Industrials	NEW	351	NEW	$212,140	NEW	0.20%
DUK	Duke Energy CORP Utilities	NEW	1,652	NEW	$216,312	NEW	0.20%
DHR	Danaher Corp /De/ Healthcare	Added	1,142	+169	$216,523	−2.8%	0.20%
NFLX	Netflix Inc Communication Services	Held	2,288	0	$219,991	+2.5%	0.20%
BMY	Bristol Myers Squibb Co Healthcare	NEW	3,670	NEW	$222,585	NEW	0.20%
CMCSA	Comcast Corp Communication Services	Added	7,849	+979	$225,344	+17.1%	0.21%
CRM	Salesforce, Inc. Technology	Added	1,240	+146	$231,470	−20.1%	0.21%
ACN	Accenture plc Technology	Added	1,170	+207	$231,999	−10.2%	0.21%
ABT	Abbott Laboratories Healthcare	Added	2,365	+280	$242,814	−7.0%	0.22%
STZ	Constellation Brands, Inc. Consumer Defensive	Added	1,674	+124	$251,100	+17.4%	0.23%
BP	Bp PLC Energy	NEW	5,391	NEW	$253,377	NEW	0.23%
AMGN	Amgen Inc Healthcare	Added	722	+19	$254,035	+10.4%	0.23%
AXP	American Express Co Financial Services	Added	865	+21	$261,645	−16.2%	0.24%
NKE	NIKE, Inc. Consumer Cyclical	Added	5,059	+730	$267,216	−3.1%	0.25%
HSY	Hershey Co Consumer Defensive	Reduced	1,335	-115	$277,533	+5.2%	0.26%
ADBE	Adobe Inc. Technology	Added	1,147	+213	$278,812	−14.7%	0.26%
COP	Conocophillips Energy	NEW	2,134	NEW	$281,688	NEW	0.26%
BLK	BlackRock, Inc. Financial Services	Added	293	+16	$281,781	−5.0%	0.26%
VLO	Valero Energy Corp/Tx Energy	NEW	1,181	NEW	$291,801	NEW	0.27%
UNP	Union Pacific Corp Industrials	Added	1,209	+71	$293,327	+11.4%	0.27%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	479	-12	$295,428	−0.3%	0.27%
LOW	Lowes Companies Inc Consumer Cyclical	Added	1,286	+25	$303,856	−0.1%	0.28%
INTC	Intel Corp Technology	Reduced	7,019	-167	$309,748	+16.8%	0.29%
WFC	Wells Fargo & Company/Mn Financial Services	Added	3,950	+116	$314,459	−12.0%	0.29%
MS	Morgan Stanley Financial Services	Reduced	1,922	-32	$316,303	−8.8%	0.29%
TSLA	Tesla, Inc. Consumer Cyclical	Held	878	0	$326,396	−17.3%	0.30%
AME	Ametek Inc/ Industrials	Held	1,561	0	$334,615	+4.4%	0.31%
GS	Goldman Sachs Group Inc Financial Services	Reduced	403	-8	$340,933	−5.6%	0.31%
GE	General Electric Co Industrials	Reduced	1,237	-3	$351,023	−8.1%	0.32%
EW	Edwards Lifesciences Corp Healthcare	Reduced	4,517	-304	$361,721	−12.0%	0.33%
ORCL	Oracle Corp Technology	Added	2,479	+212	$364,685	−17.5%	0.34%
DE	Deere & Co Industrials	Added	671	+6	$377,974	+22.1%	0.35%
RTX	RTX Corp Industrials	Reduced	2,102	-32	$405,475	+3.6%	0.37%
VZ	Verizon Communications Inc Communication Services	Added	8,294	+582	$416,358	+32.6%	0.38%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	848	+97	$416,817	−4.2%	0.38%
CAT	Caterpillar Inc Industrials	Reduced	607	-16	$430,035	+20.5%	0.40%
EOG	Eog Resources Inc Energy	Added	3,222	+58	$465,804	+40.2%	0.43%
LIN	Linde PLC Basic Materials	Added	960	+38	$475,929	+21.1%	0.44%
PEP	Pepsico Inc Consumer Defensive	Added	3,086	+253	$479,224	+17.9%	0.44%
PFE	Pfizer Inc Healthcare	Added	19,380	+2,092	$544,190	+26.4%	0.50%
KO	Coca Cola Co Consumer Defensive	Added	8,302	+578	$631,367	+16.9%	0.58%
ABBV	AbbVie Inc. Healthcare	Added	3,011	+216	$654,862	+2.5%	0.60%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	665	+39	$662,625	+22.7%	0.61%
MRK	Merck & Co., Inc. Healthcare	Added	5,685	+148	$683,848	+17.3%	0.63%
UNH	Unitedhealth Group Inc Healthcare	Added	2,593	+413	$701,639	−2.5%	0.65%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,318	-399	$720,411	−13.2%	0.66%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	5,006	+453	$723,066	+10.8%	0.67%