Granite Group Advisors, LLC

CIK

2018114

Location

Stamford, CT

Portfolio Value

Small $154,130,254

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,020 / 8,814 ▼ 714 · as of Jun 2026

Top Industry

Entertainment 46.5%

Period ended 22 days ago

Filed Oct 14, 2026 · 8d

12 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 61.2% of the book (60%+)

Turnover

Low turnover

14.4% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 9.9 quarters (4 to under 12)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 77.7%; sector active share 43.1% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

46.0%

+6.2 pts

Top 5

57.5%

+6.7 pts

Top 10

66.1%

+4.9 pts

HHI

2,199

Moderately concentrated+521

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Communication Services	49.1%	$75,663,277	6
Technology	16.2%	$24,971,946	15
Financial Services	10.0%	$15,395,991	12
Consumer Defensive	6.8%	$10,494,239	8
Consumer Cyclical	5.1%	$7,863,396	5
Healthcare	4.6%	$7,079,620	6
Utilities	3.4%	$5,169,567	3
Energy	2.7%	$4,201,100	11
Unclassified	1.2%	$1,818,914	7
Industrials	0.8%	$1,172,700	4
Basic Materials	0.2%	$299,504	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
AIQ	Global X Artificial Intelligence & Technology ETF	+7,000	31,200	$0
MCD	Mcdonalds Corp	+5,819	7,701	$1,778,468
TSN	Tyson Foods, Inc.	+2,795	33,984	$1,717,211
ACN	Accenture plc	+526	2,693	$493,815
ET	Energy Transfer LP	+23	21,411	$0
PSX	Phillips 66	+1	2,829	$722,271
SOXL	Direxion Daily Semiconductor Bull 3X Shares	+1	2,910	$430,272
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	−15,280	62,664	$1,363,568
USB	US Bancorp De	−13,007	44,695	$2,581,583
TGT	Target Corp	−9,360	6,293	$986,050
SBUX	Starbucks Corp	−6,253	26,350	$2,475,846
MDT	Medtronic plc	−4,852	29,946	$2,584,040
PNC	Pnc Financial Services Group, Inc.	−3,648	12,236	$2,719,573
GOOGL	Alphabet Inc.	−3,421	6,167	$2,121,941
BNY	Bank of New York Mellon Corp	−3,313	9,183	$1,328,137
MTB	M&T Bank Corp	−3,069	7,779	$1,692,710
PG	PROCTER & GAMBLE Co	−2,885	18,668	$2,712,087
AMGN	Amgen Inc	−2,818	5,936	$2,502,083
NEE	Nextera Energy Inc	−2,527	31,655	$2,397,549
MS	Morgan Stanley	−2,381	11,954	$2,248,308
MSFT	Microsoft Corp	−2,031	13,527	$6,937,998
QCOM	Qualcomm Inc	−1,934	16,997	$3,128,127
JPM	Jpmorgan Chase & Co	−1,803	8,549	$2,828,265
TXN	Texas Instruments Inc	−1,625	8,297	$2,323,906
ADP	Automatic Data Processing Inc	−1,537	7,021	$1,811,839
HD	Home Depot, Inc.	−1,309	7,942	$2,259,419
NVDA	Nvidia Corp	−1,143	3,979	$908,724
ABBV	AbbVie Inc.	−832	3,115	$814,852
AMD	Advanced Micro Devices Inc	−812	898	$549,360
PEP	Pepsico Inc	−753	21,299	$2,699,009
AAPL	Apple Inc.	−661	14,421	$4,802,481
BX	Blackstone Inc.	−600	5,441	$609,881
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	3,808	$619,752
BTI	British American Tobacco p.l.c.	4,843	$263,459
VIG	Vanguard Specialized Funds	929	$216,744
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
LMT	Lockheed Martin Corp	4,819	$2,455,087
XYL	Xylem Inc.	3,356	$396,712
SMH	VanEck Semiconductor ETF	419	$274,817
AZN	Astrazeneca PLC	1,430	$271,156
ACGL	Arch Capital Group Ltd.	2,777	$269,535
TEVA	Teva Pharmaceutical Industries Ltd	7,489	$253,727
QQQ	Invesco Qqq Trust, Series 1	341	$251,112
AON	Aon plc	682	$226,212
ORLY	O Reilly Automotive Inc	2,175	$200,295
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

78 tracked positions · $154,130,254 total · filing declares 78 positions · $158,100,369 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials 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
DIS	Walt Disney Co Communication Services	Reduced	675,601	-50	$70,870,544	+9.0%	45.98%
MSFT	Microsoft Corp Technology	Reduced	13,527	-2,031	$6,937,998	+19.5%	4.50%
AAPL	Apple Inc. Technology	Reduced	14,421	-661	$4,802,481	+10.0%	3.12%
QCOM	Qualcomm Inc Technology	Reduced	16,997	-1,934	$3,128,127	−10.6%	2.03%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,549	-1,803	$2,828,265	−16.5%	1.83%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	12,236	-3,648	$2,719,573	−30.5%	1.76%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	18,668	-2,885	$2,712,087	−14.2%	1.76%
PEP	Pepsico Inc Consumer Defensive	Reduced	21,299	-753	$2,699,009	−9.6%	1.75%
MDT	Medtronic plc Healthcare	Reduced	29,946	-4,852	$2,584,040	−5.1%	1.68%
USB	US Bancorp De Financial Services	Reduced	44,695	-13,007	$2,581,583	−25.9%	1.67%
AEP	American Electric Power Co Inc Utilities	Reduced	21,619	-428	$2,564,878	−15.0%	1.66%
AMGN	Amgen Inc Healthcare	Reduced	5,936	-2,818	$2,502,083	−21.1%	1.62%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	26,350	-6,253	$2,475,846	−25.7%	1.61%
NEE	Nextera Energy Inc Utilities	Reduced	31,655	-2,527	$2,397,549	−20.1%	1.56%
TXN	Texas Instruments Inc Technology	Reduced	8,297	-1,625	$2,323,906	−21.4%	1.51%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	7,942	-1,309	$2,259,419	−30.7%	1.47%
MS	Morgan Stanley Financial Services	Reduced	11,954	-2,381	$2,248,308	−25.0%	1.46%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,167	-3,421	$2,121,941	−38.1%	1.38%
ADP	Automatic Data Processing Inc Technology	Reduced	7,021	-1,537	$1,811,839	−5.5%	1.18%
MCD	Mcdonalds Corp Consumer Cyclical	Added	7,701	+5,819	$1,778,468	+249.6%	1.15%
TSN	Tyson Foods, Inc. Consumer Defensive	Added	33,984	+2,795	$1,717,211	−3.8%	1.11%
MTB	M&T Bank Corp Financial Services	Reduced	7,779	-3,069	$1,692,710	−34.4%	1.10%
CMCSA	Comcast Corp Communication Services	Reduced	62,664	-15,280	$1,363,568	−28.7%	0.88%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	9,183	-3,313	$1,328,137	−26.5%	0.86%
AMLP	Alerian MLP ETF	Held	22,593	0	$1,171,898	—	0.76%
STZ	Constellation Brands, Inc. Consumer Defensive	Reduced	10,229	-248	$1,156,490	−20.6%	0.75%
TGT	Target Corp Consumer Defensive	Reduced	6,293	-9,360	$986,050	−51.8%	0.64%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,154	-374	$982,633	−18.6%	0.64%
NVDA	Nvidia Corp Technology	Reduced	3,979	-1,143	$908,724	−11.3%	0.59%
STX	Seagate Technology Holdings plc Technology	Reduced	981	-177	$904,815	−19.0%	0.59%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,473	-549	$865,297	−9.7%	0.56%
ABBV	AbbVie Inc. Healthcare	Reduced	3,115	-832	$814,852	−18.0%	0.53%
PSX	Phillips 66 Energy	Added	2,829	+1	$722,271	+51.1%	0.47%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	3,628	-1	$692,294	+5.4%	0.45%
META	Meta Platforms, Inc. Communication Services	Reduced	905	-301	$656,287	−3.4%	0.43%
XOM	ExxonMobil Holdings Corp Energy	NEW	3,808	NEW	$619,752	NEW	0.40%
AVGO	Broadcom Inc. Technology	Reduced	1,740	-208	$611,070	−17.0%	0.40%
BX	Blackstone Inc. Financial Services	Reduced	5,441	-600	$609,881	−14.2%	0.40%
WMB	Williams Companies, Inc. Energy	Reduced	8,741	-69	$594,125	−9.3%	0.39%
ASML	Asml Holding NV Technology	Reduced	304	-120	$550,747	−34.7%	0.36%
AMD	Advanced Micro Devices Inc Technology	Reduced	898	-812	$549,360	−44.7%	0.36%
ABT	Abbott Laboratories Healthcare	Reduced	5,405	-544	$534,176	−1.0%	0.35%
OKE	Oneok Inc Energy	Reduced	6,159	-74	$525,177	−3.1%	0.34%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,037	-36	$516,374	−3.8%	0.34%
ACN	Accenture plc Technology	Added	2,693	+526	$493,815	+83.1%	0.32%
SE	Sea Ltd Consumer Cyclical	Held	4,975	0	$484,366	+1.6%	0.31%
SOXL	Direxion Daily Semiconductor Bull 3X Shares	Added	2,910	+1	$430,272	—	0.28%
PWR	Quanta Services, Inc. Industrials	Reduced	636	-14	$408,636	−12.7%	0.27%
ANET	Arista Networks, Inc. Technology	Reduced	1,920	-480	$390,892	−4.1%	0.25%
ORCL	Oracle Corp Technology	Held	2,719	0	$373,318	−6.3%	0.24%

Showing the top 50 of 78 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.