Granite Harbor Advisors, Inc.
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 27.3% | $29,651,505 |
| Unclassified | 19.7% | $21,368,213 |
| Communication Services | 11.9% | $12,924,565 |
| Financial Services | 10.3% | $11,203,039 |
| Healthcare | 9.6% | $10,385,447 |
| Consumer Cyclical | 7.9% | $8,530,214 |
| Industrials | 4.4% | $4,833,162 |
| Consumer Defensive | 4.2% | $4,556,293 |
| Energy | 2.9% | $3,164,390 |
| Utilities | 1.4% | $1,547,932 |
| Basic Materials | 0.4% | $475,929 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
7 positions ·
$4,556,293 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 12,322 | $1,531,378 | 33.61% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 5,006 | $723,066 | 15.87% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 665 | $662,625 | 14.54% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 8,302 | $631,367 | 13.86% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 3,086 | $479,224 | 10.52% | |
| HSY |
Hershey Co
Consumer Defensive
|
Reduced | 1,335 | $277,533 | 6.09% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
Added | 1,674 | $251,100 | 5.51% |