Granite FO LLC

Registered adviser

CIK

2034090

Location

BEDFORD, NH

Portfolio Value

Small $174,927,502

Diversification

Diversified

Filing Date

Global Rank

#6,728 / 8,807 ▼ 272 · as of Jun 2026

Top Industry

Insurance - Diversified 39.7%

Period ended 20 days ago

Filed Oct 14, 2026 · 6d

16 quarters · since Dec 2022

Regulatory profile

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

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 323432

Roster of Oct 1, 2026

Regulatory AUM

$865,575,192

Main clients

Individuals and high net worth (95% of AUM)

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 88.1% of the book (60%+)

Turnover

Low turnover

1.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.8 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 85.6%; sector active share 56.3% against the combined 13F book's sector weights.

Over time 15 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.

View clone backtest

Portfolio Concentration

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

Top Position

19.7%

+0.6 pts

Top 5

73.8%

−0.3 pts

Top 10

88.2%

+0.1 pts

HHI

1,278

Diversified+9

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	52.1%	$91,074,486	42
Financial Services	25.7%	$44,986,815	33
Technology	16.5%	$28,916,592	19
Communication Services	1.6%	$2,728,277	9
Healthcare	1.3%	$2,262,085	20
Consumer Cyclical	1.3%	$2,196,729	9
Industrials	0.8%	$1,403,130	17
Consumer Defensive	0.6%	$1,047,348	8
Real Estate	0.1%	$133,737	3
Basic Materials	0.1%	$112,403	5
Energy	0.0%	$51,524	3
Utilities	0.0%	$14,376	4

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+1,022	55,812	$8,662,020
VIG	Vanguard Specialized Funds	+362	121,697	$28,393,104
AGG	iShares Core U.S. Aggregate Bond ETF	+260	1,163	$0
UBER	Uber Technologies, Inc	+120	1,175	$80,498
MRK	Merck & Co., Inc.	+61	408	$59,283
MNST	Monster Beverage Corp	+56	112	$4,661
SPY	Spdr S&P 500 ETF Trust	+47	45,215	$34,482,289
IWM	iShares Russell 2000 ETF	+35	192	$0
IWD	iShares Russell 1000 Value ETF	+2	919	$0
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
OWL	Blue Owl Capital Inc.	−4,361	285,969	$2,599,454
ALTI	AlTi Global, Inc.	−4,250	15,180	$45,387
IJR	iShares Core S&P Small-Cap ETF	−190	33,020	$0
VOO	VANGUARD 500 INDEX FUND	−75	3,153	$2,209,809
IVV	iShares Core S&P 500 ETF	−20	3,140	$0
MDY	Spdr S&P Midcap 400 ETF Trust	−5	14,697	$9,651,647
BRK-A	Berkshire Hathaway Inc	−1	31	$23,157,155
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
PSKY	Skydance Corp	499	$0
ACWX	iShares MSCI ACWI ex U.S. ETF	325	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
SKYD	Skydance Corp	499	$9,840
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

172 tracked positions · $174,927,502 total · filing declares 585 positions · $186,195,486 · as of Sep 30, 2026

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

Showing 1–50 of 172 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	45,215	+47	$34,482,289	+2.2%	19.71%
VIG	Vanguard Specialized Funds	Added	121,697	+362	$28,393,104	−1.1%	16.23%
MU	Micron Technology Inc Technology	Held	21,849	0	$23,271,588	−7.7%	13.30%
BRK-A	Berkshire Hathaway Inc Financial Services	Reduced	31	-1	$23,157,155	−3.4%	13.24%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	20,280	0	$10,098,424	−0.5%	5.77%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	14,697	-5	$9,651,647	−6.7%	5.52%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	55,812	+1,022	$8,662,020	+0.0%	4.95%
GBDC	GOLUB CAPITAL BDC, Inc. Financial Services	Held	374,795	0	$4,733,659	−1.9%	2.71%
AAPL	Apple Inc. Technology	Held	8,911	0	$2,967,537	+15.1%	1.70%
OWL	Blue Owl Capital Inc. Financial Services	Reduced	285,969	-4,361	$2,599,454	+2.3%	1.49%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Held	11,985	0	$2,343,426	−1.0%	1.34%
VOO	VANGUARD 500 INDEX FUND	Reduced	3,153	-75	$2,209,809	−0.3%	1.26%
AMZN	Amazon Com Inc Consumer Cyclical	Held	8,309	0	$2,070,186	+4.5%	1.18%
GOOG	Alphabet Inc. Communication Services	Held	5,735	0	$1,954,142	−3.6%	1.12%
MSFT	Microsoft Corp Technology	Held	3,232	0	$1,657,690	+37.5%	0.95%
LLY	ELI LILLY & Co Healthcare	Held	1,000	0	$1,157,077	−3.5%	0.66%
ARCC	Ares Capital Corp Financial Services	Held	57,715	0	$1,102,356	+3.1%	0.63%
GLD	Spdr Gold Trust	Held	2,800	0	$1,066,351	+3.4%	0.61%
ARES	Ares Management Corp Financial Services	Held	7,705	0	$895,087	+4.4%	0.51%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Held	14,295	0	$879,142	+15.8%	0.50%
OBDC	Blue Owl Capital Corp Financial Services	Held	67,300	0	$705,977	−3.5%	0.40%
GOOGL	Alphabet Inc. Communication Services	Held	1,896	0	$652,373	−3.7%	0.37%
INTC	Intel Corp Technology	Held	5,265	0	$633,010	−13.9%	0.36%
PFE	Pfizer Inc Healthcare	Held	21,303	0	$607,561	+18.4%	0.35%
VUG	VANGUARD GROWTH INDEX FUND	Held	6,168	0	$555,798	+4.6%	0.32%
CAT	Caterpillar Inc Industrials	Held	685	0	$555,388	−23.9%	0.32%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,608	0	$531,973	+1.1%	0.30%
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	Held	5,435	0	$471,758	−2.0%	0.27%
WMT	Walmart Inc. Consumer Defensive	Held	4,275	0	$444,256	−8.2%	0.25%
VO	VANGUARD MID-CAP INDEX FUND	Held	5,540	0	$434,446	−2.7%	0.25%
JNJ	Johnson & Johnson Healthcare	Held	1,356	0	$358,987	+4.2%	0.21%
PM	Philip Morris International Inc. Consumer Defensive	Held	1,700	0	$324,394	+5.5%	0.19%
VTV	VANGUARD VALUE INDEX FUND	Held	1,187	0	$256,486	−0.8%	0.15%
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	Held	1,550	0	$244,404	−0.4%	0.14%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Held	1,055	0	$243,734	−4.9%	0.14%
APO	Apollo Global Management, Inc. Financial Services	Held	1,935	0	$224,576	−1.9%	0.13%
UBSI	United Bankshares Inc/Wv Financial Services	Held	4,619	0	$212,195	+0.2%	0.12%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	413	0	$210,031	−2.6%	0.12%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Held	1,200	0	$204,876	+2.4%	0.12%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Held	2,628	0	$200,779	−1.9%	0.11%
IAU	Ishares Gold Trust	Held	2,565	0	$200,326	+3.4%	0.11%
KKR	KKR & Co. Inc. Financial Services	Held	2,000	0	$182,600	−0.5%	0.10%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,166	0	$169,394	−0.9%	0.10%
BA	Boeing Co Industrials	Held	874	0	$162,607	−14.1%	0.09%
WM	Waste Management Inc Industrials	Held	770	0	$157,018	−8.5%	0.09%
JOE	ST JOE Co Real Estate	Held	2,000	0	$131,560	+5.0%	0.08%
GE	General Electric Co Industrials	Held	421	0	$131,473	−16.4%	0.08%
DXJ	WisdomTree Japan Hedged Equity Fund	Held	700	0	$126,384	+4.1%	0.07%
UPS	United Parcel Service Inc Industrials	Held	1,300	0	$121,472	−13.1%	0.07%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	976	0	$104,958	+12.0%	0.06%

Showing the top 50 of 172 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.