Granite FO LLC

CIK

2034090

Location

BEDFORD, NH

Portfolio Value

Micro $87,267,410

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,959 / 8,603 ▼ 69 · as of Mar 2026

Top Industry

Asset Management 28.1%

3Y Alpha vs SPY

+5.0%

Period ended 3 months ago

Filed May 12, 2026 · 58d

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

+97.0%

SPY

+76.0%

Annualised alpha

+4.6%

Max drawdown

−18.6%

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

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

Top Position

38.5%

+3.0 pts

Top 5

75.6%

+1.5 pts

Top 10

87.1%

−1.0 pts

HHI

1,886

Moderately concentrated+176

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	52.7%	$46,033,525	7
Financial Services	25.7%	$22,463,126	31
Technology	13.1%	$11,413,128	19
Healthcare	2.3%	$1,972,927	20
Consumer Cyclical	2.3%	$1,970,016	9
Industrials	1.6%	$1,387,015	16
Consumer Defensive	1.2%	$1,087,461	8
Communication Services	0.8%	$678,543	8
Real Estate	0.1%	$127,933	3
Basic Materials	0.1%	$114,162	5
Utilities	0.0%	$16,342	4
Energy	0.0%	$3,232	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
OWL	Blue Owl Capital Inc.	+3,150	289,596	$2,644,008
APO	Apollo Global Management, Inc.	+985	1,935	$215,597
MDY	Spdr S&P Midcap 400 ETF Trust	+410	17,037	$10,507,725
SPY	Spdr S&P 500 ETF Trust	+87	51,629	$33,576,380
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
ARCC	Ares Capital Corp	−31,000	118,310	$2,131,945
GBDC	GOLUB CAPITAL BDC, Inc.	−24,210	376,295	$4,763,892
MU	Micron Technology Inc	−21,850	21,849	$7,381,466
AMZN	Amazon Com Inc	−2,700	8,759	$1,824,234
SLV	iShares Silver Trust	−450	500	$34,070
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
TTE	TotalEnergies SE	39	$2,551
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

131 positions · $87,267,410 total · as of Mar 31, 2026

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

Showing 1–50 of 131 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	51,629	+87	$33,576,380	−4.5%	38.48%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	17,037	+410	$10,507,725	+4.8%	12.04%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	20,280	0	$9,718,176	−4.7%	11.14%
MU	Micron Technology Inc Technology	Reduced	21,849	-21,850	$7,381,466	−40.8%	8.46%
GBDC	GOLUB CAPITAL BDC, Inc. Financial Services	Reduced	376,295	-24,210	$4,763,892	−12.3%	5.46%
OWL	Blue Owl Capital Inc. Financial Services	Added	289,596	+3,150	$2,644,008	−38.2%	3.03%
AAPL	Apple Inc. Technology	Held	8,911	0	$2,261,518	−6.6%	2.59%
ARCC	Ares Capital Corp Financial Services	Reduced	118,310	-31,000	$2,131,945	−29.4%	2.44%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,759	-2,700	$1,824,234	−31.0%	2.09%
GLD	Spdr Gold Trust	Held	2,800	0	$1,204,810	+8.6%	1.38%
MSFT	Microsoft Corp Technology	Held	3,232	0	$1,196,387	−23.5%	1.37%
LLY	ELI LILLY & Co Healthcare	Held	1,000	0	$919,768	−14.4%	1.05%
ARES	Ares Management Corp Financial Services	Held	7,705	0	$840,614	−32.5%	0.96%
OBDC	Blue Owl Capital Corp Financial Services	Held	67,300	0	$744,338	−11.0%	0.85%
PFE	Pfizer Inc Healthcare	Held	21,303	0	$598,188	+12.8%	0.69%
GOOGL	Alphabet Inc. Communication Services	Held	1,896	0	$545,212	−8.1%	0.62%
WMT	Walmart Inc. Consumer Defensive	Held	4,275	0	$531,295	+11.6%	0.61%
CAT	Caterpillar Inc Industrials	Held	685	0	$485,294	+23.7%	0.56%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,608	0	$473,007	−8.7%	0.54%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	855	0	$396,026	−3.6%	0.45%
JNJ	Johnson & Johnson Healthcare	Held	1,356	0	$331,460	+18.1%	0.38%
PM	Philip Morris International Inc. Consumer Defensive	Held	1,700	0	$281,078	+3.1%	0.32%
INTC	Intel Corp Technology	Held	5,265	0	$232,344	+19.6%	0.27%
IAU	Ishares Gold Trust	Held	2,565	0	$226,130	+8.6%	0.26%
APO	Apollo Global Management, Inc. Financial Services	Added	1,935	+985	$215,597	+56.8%	0.25%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Held	1,200	0	$208,140	−6.5%	0.24%
UBSI	United Bankshares Inc/Wv Financial Services	Held	4,619	0	$191,316	+7.9%	0.22%
KKR	KKR & Co. Inc. Financial Services	Held	2,000	0	$185,000	−27.4%	0.21%
WM	Waste Management Inc Industrials	Held	770	0	$176,938	+4.6%	0.20%
BA	Boeing Co Industrials	Held	874	0	$173,952	−8.3%	0.20%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,166	0	$168,414	+0.8%	0.19%
UPS	United Parcel Service Inc Industrials	Held	1,300	0	$127,894	−0.8%	0.15%
JOE	ST JOE Co Real Estate	Held	2,000	0	$125,600	+5.8%	0.14%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	976	0	$122,448	−14.4%	0.14%
GE	General Electric Co Industrials	Held	421	0	$119,466	−7.9%	0.14%
KTOS	Kratos Defense & Security Solutions, Inc. Industrials	Held	1,500	0	$105,765	−7.1%	0.12%
IBM	International Business Machines Corp Technology	Held	428	0	$103,742	−18.2%	0.12%
RPM	Rpm International Inc/De/ Basic Materials	Held	1,023	0	$101,686	−4.4%	0.12%
GEV	GE Vernova Inc. Industrials	Held	104	0	$90,780	+33.6%	0.10%
DBC	Invesco DB Commodity Index Tracking Fund	Held	3,053	0	$88,384	+29.5%	0.10%
MO	Altria Group, Inc. Consumer Defensive	Held	1,302	0	$85,918	+14.4%	0.10%
CB	Chubb Ltd Financial Services	Held	260	0	$84,741	+4.4%	0.10%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Held	1,000	0	$78,660	+6.8%	0.09%
UBER	Uber Technologies, Inc Technology	Held	1,055	0	$75,884	−12.0%	0.09%
ALTI	AlTi Global, Inc. Financial Services	Held	19,430	0	$70,336	−22.0%	0.08%
QCOM	Qualcomm Inc/De Technology	Held	533	0	$68,639	−24.7%	0.08%
NVDA	Nvidia Corp Technology	Held	350	0	$61,040	−6.5%	0.07%
TKO	TKO Group Holdings, Inc. Communication Services	Held	293	0	$59,083	−3.5%	0.07%
C	Citigroup Inc Financial Services	Held	434	0	$49,219	−2.8%	0.06%
MRK	Merck & Co., Inc. Healthcare	Held	347	0	$41,739	+14.3%	0.05%