Granite Fo LLC Top Holdings and 13F Report (2025) About Granite Fo LLCInvestment ActivityGranite Fo LLC has $176.53 million in total holdings as of June 30, 2025.Granite Fo LLC owns shares of 188 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 0.60% of the portfolio was purchased this quarter.About 3.65% of the portfolio was sold this quarter.This quarter, Granite Fo LLC has purchased 187 new stocks and bought additional shares in 11 stocks.Granite Fo LLC sold shares of 17 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR S&P 500 ETF Trust $32,092,566Berkshire Hathaway $25,508,000Vanguard Dividend Appreciation ETF $25,409,632Vanguard High Dividend Yield ETF $10,053,004Berkshire Hathaway $9,851,417 Largest New Holdings this Quarter 172967424 - Citigroup $42,560 Holding92556H206 - Paramount Global $7,418 Holding Largest Purchases this Quarter SPDR S&P MidCap 400 ETF Trust 755 shares (about $427.69K)iShares Core S&P Small-Cap ETF 3,305 shares (about $361.20K)Blue Owl Capital 5,311 shares (about $102.02K)Alphabet 360 shares (about $63.86K)Citigroup 500 shares (about $42.56K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 3,915 shares (about $2.42M)Vanguard Dividend Appreciation ETF 6,493 shares (about $1.33M)iShares MSCI Global Min Vol Factor ETF 3,669 shares (about $435.05K)iShares MSCI USA Min Vol Factor ETF 4,388 shares (about $411.90K)Amazon.com 1,780 shares (about $390.51K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGranite Fo LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$32,092,566$2,418,898 ▼-7.0%51,94218.2%FinanceBRK.ABerkshire Hathaway$25,508,0000.0%3514.4%FinanceVIGVanguard Dividend Appreciation ETF$25,409,632$1,328,925 ▼-5.0%124,14914.4%ETFVYMVanguard High Dividend Yield ETF$10,053,004$103,448 ▼-1.0%75,4115.7%ETFBRK.BBerkshire Hathaway$9,851,4170.0%20,2805.6%FinanceMDYSPDR S&P MidCap 400 ETF Trust$9,082,372$427,692 ▲4.9%16,0335.1%ETFGBDCGolub Capital BDC$7,391,4370.0%504,5354.2%FinanceMUMicron Technology$6,499,4660.0%52,7343.7%Computer and TechnologyOWLBlue Owl Capital$4,699,314$102,025 ▲2.2%244,6282.7%FinanceDVYiShares Select Dividend ETF$3,796,640$99,608 ▼-2.6%28,5872.2%ETFARCCAres Capital$3,715,961$9,882 ▼-0.3%169,2152.1%FinanceAMZNAmazon.com$3,114,021$390,514 ▼-11.1%14,1941.8%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$3,063,948$361,204 ▲13.4%28,0351.7%ETFIVViShares Core S&P 500 ETF$2,119,1310.0%3,4131.2%ETFVOEVanguard Mid-Cap Value ETF$2,049,1720.0%12,4601.2%ETFVOOVanguard S&P 500 ETF$1,883,2010.0%3,3151.1%ETFAAPLApple$1,837,091$54,370 ▼-2.9%8,9541.0%Computer and TechnologyMSFTMicrosoft$1,607,631$305,410 ▼-16.0%3,2320.9%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$1,485,195$411,897 ▼-21.7%15,8220.8%ETFXLFFinancial Select Sector SPDR Fund$1,357,4310.0%25,9200.8%ETFARESAres Management$1,334,5060.0%7,7050.8%FinanceACWViShares MSCI Global Min Vol Factor ETF$1,314,268$435,046 ▼-24.9%11,0840.7%ETFOBDCBlue Owl Capital$1,108,4820.0%77,3000.6%FinanceGOOGAlphabet$1,025,846$63,860 ▲6.6%5,7830.6%Computer and TechnologyLLYEli Lilly and Company$974,4140.0%1,2500.6%MedicalGLDSPDR Gold Shares$853,5240.0%2,8000.5%FinanceVBRVanguard Small-Cap Value ETF$724,4710.0%3,7140.4%ETFXLEEnergy Select Sector SPDR Fund$642,0120.0%7,5700.4%ETFIYHiShares U.S. Healthcare ETF$551,6770.0%9,7670.3%ETFIWSiShares Russell Mid-Cap Value ETF$534,1780.0%4,0430.3%ETFPFEPfizer$519,173$68,454 ▼-11.6%21,4180.3%MedicalJPMJPMorgan Chase & Co.$479,221$169,597 ▼-26.1%1,6530.3%FinanceVUGVanguard Growth ETF$450,6750.0%1,0280.3%ETFWMTWalmart$429,1550.0%4,3890.2%Retail/WholesaleVGKVanguard FTSE Europe ETF$421,213$184,063 ▼-30.4%5,4350.2%ETFVOVanguard Mid-Cap ETF$387,5650.0%1,3850.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$376,7550.0%8550.2%FinanceGOOGLAlphabet$334,132$105,738 ▼-24.0%1,8960.2%Computer and TechnologyPMPhilip Morris International$309,6210.0%1,7000.2%Consumer StaplesKKRKKR & Co. Inc.$266,0600.0%2,0000.2%FinanceCATCaterpillar$265,9230.0%6850.2%IndustrialsMMCMarsh & McLennan Companies$262,3680.0%1,2000.1%FinanceBSXBoston Scientific$257,7840.0%2,4000.1%MedicalIWViShares Russell 3000 ETF$214,8120.0%6120.1%ETFJNJJohnson & Johnson$213,0860.0%1,3950.1%MedicalVTVVanguard Value ETF$209,7900.0%1,1870.1%ETFBSVVanguard Short-Term Bond ETF$206,805$708 ▲0.3%2,6280.1%ETFPGProcter & Gamble$191,8200.0%1,2040.1%Consumer StaplesCWBSPDR Bloomberg Convertible Securities ETF$188,280$188,280 ▼-50.0%2,2780.1%ETFBABoeing$185,2240.0%8840.1%AerospaceIWDiShares Russell 1000 Value ETF$176,482$582 ▲0.3%9090.1%ETFWMWaste Management$176,1910.0%7700.1%Business ServicesUBSIUnited Bankshares$168,2700.0%4,6190.1%FinanceACWIiShares MSCI ACWI ETF$166,5370.0%1,2950.1%ManufacturingKTOSKratos Defense & Security Solutions$162,5750.0%3,5000.1%AerospaceIAUiShares Gold Trust$159,953$62,360 ▼-28.1%2,5650.1%FinanceAPOApollo Global Management$134,7770.0%9500.1%FinanceUPSUnited Parcel Service$131,222$50,470 ▼-27.8%1,3000.1%TransportationLPXLouisiana-Pacific$128,9850.0%1,5000.1%ConstructionXBISPDR S&P Biotech ETF$128,5420.0%1,5500.1%ETFIBMInternational Business Machines$126,1660.0%4280.1%Computer and TechnologyINTCIntel$120,467$2,800 ▲2.4%5,3780.1%Computer and TechnologyRPMRPM International$112,3660.0%1,0230.1%Basic MaterialsBABAAlibaba Group$110,6890.0%9760.1%Retail/WholesaleGEGE Aerospace$108,3610.0%4210.1%AerospaceMRKMerck & Co., Inc.$104,4910.0%1,3200.1%MedicalVNQVanguard Real Estate ETF$103,2000.0%1,1590.1%ETFUBERUber Technologies$98,4320.0%1,0550.1%Computer and TechnologyJOESt. Joe$95,4000.0%2,0000.1%FinanceCMCSAComcast$95,1140.0%2,6650.1%Consumer DiscretionaryAGGiShares Core U.S. Aggregate Bond ETF$89,604$298 ▲0.3%9030.1%FinanceQCOMQUALCOMM$84,8860.0%5330.0%Computer and TechnologyALTIAlTi Global$80,6350.0%19,4300.0%FinanceDXJWisdomTree Japan Hedged Equity Fund$79,9890.0%7000.0%FinanceCPCanadian Pacific Kansas City$79,2930.0%1,0000.0%TransportationVBVanguard Small-Cap ETF$77,7300.0%3280.0%ETFMOAltria Group$76,3360.0%1,3020.0%Consumer StaplesCBChubb$75,3270.0%2600.0%FinanceXLIIndustrial Select Sector SPDR Fund$73,7600.0%5000.0%ETFVVVanguard Large-Cap ETF$69,3280.0%2430.0%ETFDBCInvesco DB Commodity Index Tracking Fund$66,5860.0%3,0530.0%FinanceABTAbbott Laboratories$57,8050.0%4250.0%MedicalNVDANVIDIA$55,2970.0%3500.0%Computer and TechnologyGE VERNOVA INC$55,0320.0%1040.0%COMFFord Motor$54,2500.0%5,0000.0%Auto/Tires/TrucksTKO GROUP HOLDINGS INC$53,3110.0%2930.0%CL AEIXEdison International$51,6000.0%1,0000.0%UtilitiesEMREmerson Electric$44,9320.0%3370.0%IndustrialsCCitigroup$42,560$42,560 ▲New Holding5000.0%Financial ServicesNVONovo Nordisk A/S$40,7220.0%5900.0%MedicalBACBank of America$36,5310.0%7720.0%FinanceDISWalt Disney$33,978$29,762 ▲705.9%2740.0%Consumer DiscretionaryAXPAmerican Express$33,1740.0%1040.0%FinanceAIGAmerican International Group$32,9530.0%3850.0%FinanceSLViShares Silver Trust$31,1700.0%9500.0%ETFXOMExxon Mobil$29,9680.0%2780.0%EnergyIYRiShares U.S. Real Estate ETF$28,4310.0%3000.0%ETFCRMSalesforce$28,0870.0%1030.0%Computer and TechnologyCRH PLC$27,5400.0%3000.0%ORDIWMiShares Russell 2000 ETF$25,2470.0%1170.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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