GRANITE ISLANDS PRIVATE WEALTH, LLC

CIK

2111372

Location

GUILFORD, CT

Portfolio Value

Small $114,865,209

Diversification

Diversified

Filing Date

Global Rank

#5,647 / 8,517 ▲ 533

Top Industry

Semiconductors 17.5%

3Y Alpha vs SPY

+20.9%

Period ended 48 days ago

Filed Jul 21, 2026 · 27d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+21.6%

SPY

+13.9%

Annualised alpha

+18.0%

Max drawdown

−7.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

63 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.1%

−0.2 pts

Top 5

34.5%

+0.3 pts

Top 10

50.7%

+1.5 pts

HHI

379

Diversified+6

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	42.0%	$48,286,710	16
Communication Services	13.4%	$15,388,721	5
Healthcare	10.7%	$12,328,874	10
Consumer Cyclical	7.7%	$8,846,783	4
Financial Services	6.5%	$7,505,680	9
Industrials	6.4%	$7,380,930	7
Consumer Defensive	5.2%	$5,987,676	4
Unclassified	3.0%	$3,428,626	3
Utilities	2.8%	$3,251,298	3
Energy	2.1%	$2,459,911	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+30,970	43,880	$908,316
CELH	Celsius Holdings, Inc.	+15,900	29,014	$849,529
PFE	Pfizer Inc	+9,578	52,397	$1,261,719
ADSK	Autodesk, Inc.	+3,560	5,983	$1,163,214
NEE	Nextera Energy Inc	+3,285	10,702	$939,314
AXON	Axon Enterprise, Inc.	+2,960	3,738	$2,095,560
AAPL	Apple Inc.	+2,059	35,153	$10,171,872
NVDA	Nvidia Corp	+2,045	52,205	$10,445,698
SO	Southern Co	+1,860	16,615	$1,590,221
NFLX	Netflix Inc	+1,820	40,360	$2,881,704
WMT	Walmart Inc.	+1,546	22,950	$2,599,317
UPS	United Parcel Service Inc	+1,145	12,660	$1,360,950
BMY	Bristol Myers Squibb Co	+1,045	14,380	$828,575
AMGN	Amgen Inc	+951	4,737	$1,715,362
CVX	Chevron Corp	+950	7,266	$1,204,412
GOOGL	Alphabet Inc.	+900	23,619	$8,440,722
XOM	ExxonMobil Holdings Corp	+854	9,183	$1,255,499
UBER	Uber Technologies, Inc	+825	10,234	$738,485
CSCO	Cisco Systems, Inc.	+698	13,793	$1,620,125
BRK-B	Berkshire Hathaway Inc	+565	4,434	$2,218,729
MCD	Mcdonalds Corp	+507	4,371	$1,181,525
PANW	Palo Alto Networks Inc	+455	15,797	$5,387,092
AMD	Advanced Micro Devices Inc	+388	8,647	$5,023,128
JNJ	Johnson & Johnson	+343	8,162	$2,072,903
PG	PROCTER & GAMBLE Co	+310	10,527	$1,543,679
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
WFC	Wells Fargo & Company/Mn	−389	4,375	$361,550
GE	General Electric Co	−383	556	$207,793
TSLA	Tesla, Inc.	−215	2,151	$904,710
CEG	Constellation Energy Corp	−102	2,906	$721,763
GLD	Spdr Gold Trust	−60	765	$281,810
NOW	ServiceNow, Inc.	−45	13,462	$1,336,507
BLK	BlackRock, Inc.	−13	417	$400,970
PLTR	Palantir Technologies Inc.	−12	1,928	$224,939
CRWD	CrowdStrike Holdings, Inc.	−1	2,567	$489,745
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	3,923	$2,929,578
QXO	QXO, Inc.	69,957	$1,208,856
MTB	M&T Bank Corp	1,239	$294,894
MU	Micron Technology Inc	247	$285,109
MS	Morgan Stanley	1,130	$236,215
GEV	GE Vernova Inc.	190	$223,223
QQQ	Invesco Qqq Trust, Series 1	295	$217,238
GCTK	Glucotrack, Inc.	15,700	$5,008
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
ORCL	Oracle Corp	9,803	$1,442,119
QCOM	Qualcomm Inc/De	7,404	$953,487
APO	Apollo Global Management, Inc.	6,555	$730,358
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 tracked positions · $114,865,209 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	52,205	+2,045	$10,445,698	+19.4%	9.09%
AAPL	Apple Inc. Technology	Added	35,153	+2,059	$10,171,872	+21.1%	8.86%
GOOGL	Alphabet Inc. Communication Services	Added	23,619	+900	$8,440,722	+29.2%	7.35%
PANW	Palo Alto Networks Inc Technology	Added	15,797	+455	$5,387,092	+119.0%	4.69%
AMZN	Amazon Com Inc Consumer Cyclical	Added	21,804	+117	$5,196,765	+15.1%	4.52%
AMD	Advanced Micro Devices Inc Technology	Added	8,647	+388	$5,023,128	+199.0%	4.37%
MSFT	Microsoft Corp Technology	Added	10,766	+197	$4,015,933	+2.6%	3.50%
AVGO	Broadcom Inc. Technology	Added	9,802	+165	$3,702,705	+24.1%	3.22%
SPY	Spdr S&P 500 ETF Trust	NEW	3,923	NEW	$2,929,578	NEW	2.55%
NFLX	Netflix Inc Communication Services	Added	40,360	+1,820	$2,881,704	−22.2%	2.51%
IBM	International Business Machines Corp Technology	Added	9,313	+177	$2,618,908	+18.3%	2.28%
WMT	Walmart Inc. Consumer Defensive	Added	22,950	+1,546	$2,599,317	−2.3%	2.26%
JPM	Jpmorgan Chase & Co Financial Services	Added	7,120	+197	$2,330,589	+14.4%	2.03%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,434	+565	$2,218,729	+19.7%	1.93%
ABBV	AbbVie Inc. Healthcare	Added	8,796	+160	$2,213,425	+17.8%	1.93%
AXON	Axon Enterprise, Inc. Industrials	Added	3,738	+2,960	$2,095,560	+534.2%	1.82%
JNJ	Johnson & Johnson Healthcare	Added	8,162	+343	$2,072,903	+8.5%	1.80%
LLY	ELI LILLY & Co Healthcare	Held	1,682	0	$2,017,441	+30.4%	1.76%
META	Meta Platforms, Inc. Communication Services	Added	3,173	+59	$1,787,319	+0.3%	1.56%
ISRG	Intuitive Surgical Inc Healthcare	Added	4,468	+287	$1,776,834	−7.8%	1.55%
AMGN	Amgen Inc Healthcare	Added	4,737	+951	$1,715,362	+28.8%	1.49%
DE	Deere & Co Industrials	Held	2,700	0	$1,712,691	+12.6%	1.49%
CSCO	Cisco Systems, Inc. Technology	Added	13,793	+698	$1,620,125	+59.5%	1.41%
SO	Southern Co Utilities	Added	16,615	+1,860	$1,590,221	+11.7%	1.38%
HD	Home Depot, Inc. Consumer Cyclical	Added	4,434	+170	$1,563,783	+11.5%	1.36%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	10,527	+310	$1,543,679	+4.6%	1.34%
OMC	Omnicom Group Inc. Communication Services	Held	18,820	0	$1,370,660	−3.3%	1.19%
UPS	United Parcel Service Inc Industrials	Added	12,660	+1,145	$1,360,950	+20.1%	1.18%
NOW	ServiceNow, Inc. Technology	Reduced	13,462	-45	$1,336,507	−5.4%	1.16%
PFE	Pfizer Inc Healthcare	Added	52,397	+9,578	$1,261,719	+4.9%	1.10%
XOM	ExxonMobil Holdings Corp Energy	Added	9,183	+854	$1,255,499	−11.2%	1.09%
QXO	QXO, Inc. Industrials	NEW	69,957	NEW	$1,208,856	NEW	1.05%
CVX	Chevron Corp Energy	Added	7,266	+950	$1,204,412	−7.8%	1.05%
MCD	Mcdonalds Corp Consumer Cyclical	Added	4,371	+507	$1,181,525	−1.6%	1.03%
ADSK	Autodesk, Inc. Technology	Added	5,983	+3,560	$1,163,214	+100.5%	1.01%
CRM	Salesforce, Inc. Technology	Added	6,620	+188	$1,037,089	−13.6%	0.90%
KO	Coca Cola Co Consumer Defensive	Added	12,245	+131	$995,151	+8.0%	0.87%
NEE	Nextera Energy Inc Utilities	Added	10,702	+3,285	$939,314	+36.4%	0.82%
T	At&T Inc. Communication Services	Added	43,880	+30,970	$908,316	+142.7%	0.79%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,151	-215	$904,710	+2.9%	0.79%
CELH	Celsius Holdings, Inc. Consumer Defensive	Added	29,014	+15,900	$849,529	+82.6%	0.74%
BMY	Bristol Myers Squibb Co Healthcare	Added	14,380	+1,045	$828,575	+2.4%	0.72%
UBER	Uber Technologies, Inc Technology	Added	10,234	+825	$738,485	+9.1%	0.64%
CEG	Constellation Energy Corp Utilities	Reduced	2,906	-102	$721,763	−14.1%	0.63%
BAC	Bank Of America Corp /De/ Financial Services	Added	10,366	+36	$590,654	+17.3%	0.51%
HUBB	Hubbell Inc Industrials	Held	1,093	0	$571,857	+6.6%	0.50%
C	Citigroup Inc Financial Services	Held	3,897	0	$545,424	+23.4%	0.47%
AXP	American Express Co Financial Services	Held	1,557	0	$526,655	+11.8%	0.46%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	2,567	-1	$489,745	−51.2%	0.43%
CVS	CVS HEALTH Corp Healthcare	Added	4,130	+220	$427,248	+52.1%	0.37%

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.