GRANITE ISLANDS PRIVATE WEALTH, LLC
Filing Date
Global Rank
#5,829
/ 8,588
▲ 178
Top Industry
Semiconductors
15.4%
3Y Alpha vs SPY
+3.1%
Period ended 3 months ago
Filed Apr 21, 2026 · 57d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+11.2%
SPY
+10.4%
Annualised alpha
+3.1%
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, 2025Top Position
9.3%
−0.6 pts
Top 5
34.2%
−2.4 pts
Top 10
49.1%
−1.3 pts
HHI
373
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 CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFE | Pfizer Inc | +8,543 | 42,819 | $1,202,357 | |
| BMY | Bristol Myers Squibb Co | +8,335 | 13,335 | $808,767 | |
| PANW | Palo Alto Networks Inc | +4,659 | 15,342 | $2,459,629 | |
| NEE | Nextera Energy Inc | +4,082 | 7,417 | $688,890 | |
| OMC | Omnicom Group Inc. | +3,873 | 18,820 | $1,417,334 | |
| SO | Southern Co | +3,325 | 14,755 | $1,424,152 | |
| NFLX | Netflix Inc | +3,050 | 38,540 | $3,705,621 | |
| QCOM | Qualcomm Inc/De | +2,753 | 7,404 | $953,487 | |
| UPS | United Parcel Service Inc | +2,620 | 11,515 | $1,132,845 | |
| AUID | authID Inc. | +2,600 | 24,450 | $31,785 | |
| PG | PROCTER & GAMBLE Co | +1,792 | 10,217 | $1,475,743 | |
| ORCL | Oracle Corp | +1,677 | 9,803 | $1,442,119 | |
| T | At&T Inc. | +1,652 | 12,910 | $374,260 | |
| AMZN | Amazon Com Inc | +1,651 | 21,687 | $4,516,751 | |
| WMT | Walmart Inc. | +1,549 | 21,404 | $2,660,089 | |
| IBM | International Business Machines Corp | +1,334 | 9,136 | $2,214,475 | |
| UBER | Uber Technologies, Inc | +1,292 | 9,409 | $676,789 | |
| CELH | Celsius Holdings, Inc. | +1,210 | 13,114 | $465,284 | |
| CVS | CVS HEALTH Corp | +1,159 | 3,910 | $280,816 | |
| AVGO | Broadcom Inc. | +1,151 | 9,637 | $2,982,747 | |
| AAPL | Apple Inc. | +1,145 | 33,094 | $8,398,926 | |
| ABBV | AbbVie Inc. | +1,067 | 8,636 | $1,878,243 | |
| CRWD | CrowdStrike Holdings, Inc. | +1,022 | 2,568 | $1,002,572 | |
| MSFT | Microsoft Corp | +998 | 10,569 | $3,912,326 | |
| LLY | ELI LILLY & Co | +957 | 1,682 | $1,547,053 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ADBE | Adobe Inc. | 1,608 | $562,783 | |
| RTX | RTX Corp | 2,338 | $428,789 | |
| V | Visa Inc. | 1,025 | $359,477 | |
| MA | Mastercard Inc | 624 | $356,229 | |
| SPY | Spdr S&P 500 ETF Trust | 500 | $340,960 | |
| VZ | Verizon Communications Inc | 8,226 | $335,044 | |
| DVLT | Datavault AI Inc. | 13,000 | $8,450 | |
| No positions match the current search. | ||||
4 positions ·
$5,522,385 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 21,404 | $2,660,089 | 48.17% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 10,217 | $1,475,743 | 26.72% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 12,114 | $921,269 | 16.68% | |
| CELH |
Celsius Holdings, Inc.
Consumer Defensive
|
Added | 13,114 | $465,284 | 8.43% |