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GRANITE ISLANDS PRIVATE WEALTH, LLC

Location
GUILFORD, CT
Portfolio Value
Micro $93,872,881
Diversification
Diversified
Filing Date
Global Rank
#5,481 / 8,232 ▲ 295
Top Industry
Semiconductors 15.4%
3Y Alpha vs SPY
+4.1%
Period ended 2 months ago
Filed Apr 21, 2026 · 54d
2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

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

Cloned portfolio
+10.2%
SPY
+9.1%
Annualised alpha
+4.1%
Max drawdown
−7.5%

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

58 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
9.3%
−0.6 pts
Top 5
34.2%
−2.4 pts
Top 10
49.1%
−1.3 pts
HHI
373
Dec 2025 → Mar 2026 · range 373 – 393
Diversified−21

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 41.5% $38,995,594
Communication Services 14.7% $13,811,902
Healthcare 11.6% $10,898,363
Consumer Cyclical 8.5% $7,999,589
Financial Services 7.3% $6,830,154
Consumer Defensive 5.9% $5,522,385
Industrials 4.0% $3,787,001
Utilities 3.1% $2,953,026
Energy 2.9% $2,719,878
Unclassified 0.4% $354,989

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
4 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
7 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
58 positions · $93,872,881 total · as of Mar 31, 2026
Showing 1–50 of 58 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History