Granite Fo LLC Top Holdings and 13F Report (2025) About Granite Fo LLCInvestment ActivityGranite Fo LLC has $176.04 million in total holdings as of March 31, 2025.Granite Fo LLC owns shares of 187 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 0.58% of the portfolio was purchased this quarter.About 1.00% of the portfolio was sold this quarter.This quarter, Granite Fo LLC has purchased 186 new stocks and bought additional shares in 9 stocks.Granite Fo LLC sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $31,246,033Berkshire Hathaway $27,945,456Vanguard Dividend Appreciation ETF $25,343,291Berkshire Hathaway $10,800,722Vanguard High Dividend Yield ETF $9,825,037 Largest New Holdings this Quarter 601137102 - MILLROSE PPTYS INC $318 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 1,026 shares (about $527.32K)iShares Core S&P Small-Cap ETF 1,580 shares (about $165.22K)SPDR S&P 500 ETF Trust 291 shares (about $162.78K)SPDR S&P MidCap 400 ETF Trust 292 shares (about $155.78K)AlTi Global 3,600 shares (about $10.94K) Largest Sales this Quarter Golub Capital BDC 29,495 shares (about $446.55K)Vanguard High Dividend Yield ETF 2,341 shares (about $301.89K)iShares MSCI Global Min Vol Factor ETF 2,050 shares (about $238.57K)Vanguard Dividend Appreciation ETF 1,188 shares (about $230.46K)Ares Capital 7,300 shares (about $161.77K) 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$31,246,033$162,783 ▲0.5%55,85717.7%FinanceBRK.ABerkshire Hathaway$27,945,4560.0%3515.9%FinanceVIGVanguard Dividend Appreciation ETF$25,343,291$230,461 ▼-0.9%130,64214.4%ETFBRK.BBerkshire Hathaway$10,800,7220.0%20,2806.1%FinanceVYMVanguard High Dividend Yield ETF$9,825,037$301,894 ▼-3.0%76,1875.6%ETFMDYSPDR S&P MidCap 400 ETF Trust$8,150,507$155,776 ▲1.9%15,2784.6%ETFGBDCGolub Capital BDC$7,638,661$446,554 ▼-5.5%504,5354.3%FinanceOWLBlue Owl Capital$4,795,917$4,188 ▲0.1%239,3172.7%FinanceMUMicron Technology$4,582,0570.0%52,7342.6%Computer and TechnologyDVYiShares Select Dividend ETF$3,939,6660.0%29,3372.2%ETFARCCAres Capital$3,759,776$161,768 ▼-4.1%169,6652.1%FinanceAMZNAmazon.com$3,039,214$47,565 ▼-1.5%15,9741.7%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$2,586,018$165,221 ▲6.8%24,7301.5%ETFAAPLApple$2,047,8170.0%9,2191.2%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$2,000,3290.0%12,4601.1%ETFIVViShares Core S&P 500 ETF$1,917,7640.0%3,4131.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,892,843$142,830 ▼-7.0%20,2101.1%ETFACWViShares MSCI Global Min Vol Factor ETF$1,716,866$238,567 ▼-12.2%14,7531.0%ETFVOOVanguard S&P 500 ETF$1,703,776$527,323 ▲44.8%3,3151.0%ETFMSFTMicrosoft$1,443,7480.0%3,8460.8%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$1,291,0760.0%25,9200.7%ETFOBDCBlue Owl Capital$1,133,2180.0%77,3000.6%FinanceARESAres Management$1,129,6310.0%7,7050.6%FinanceLLYEli Lilly and Company$1,032,3880.0%1,2500.6%MedicalGOOGAlphabet$847,2350.0%5,4230.5%Computer and TechnologyGLDSPDR Gold Shares$806,7920.0%2,8000.5%FinanceXLEEnergy Select Sector SPDR Fund$707,4160.0%7,5700.4%ETFVBRVanguard Small-Cap Value ETF$692,0770.0%3,7140.4%ETFPFEPfizer$614,2920.0%24,2420.3%MedicalIYHiShares U.S. Healthcare ETF$594,7540.0%9,7670.3%ETFJPMJPMorgan Chase & Co.$548,9830.0%2,2380.3%FinanceVGKVanguard FTSE Europe ETF$548,3420.0%7,8100.3%ETFIWSiShares Russell Mid-Cap Value ETF$509,2370.0%4,0430.3%ETFGOOGLAlphabet$385,9830.0%2,4960.2%Computer and TechnologyWMTWalmart$385,3100.0%4,3890.2%Retail/WholesaleVUGVanguard Growth ETF$381,2030.0%1,0280.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$358,9970.0%8550.2%FinanceVOVanguard Mid-Cap ETF$358,1890.0%1,3850.2%ETFCWBSPDR Bloomberg Convertible Securities ETF$349,0460.0%4,5560.2%ETFMMCMarsh & McLennan Companies$292,8360.0%1,2000.2%FinancePMPhilip Morris International$269,8410.0%1,7000.2%Consumer StaplesBSXBoston Scientific$242,1120.0%2,4000.1%MedicalJNJJohnson & Johnson$231,3470.0%1,3950.1%MedicalKKRKKR & Co. Inc.$231,2200.0%2,0000.1%FinanceCATCaterpillar$225,9130.0%6850.1%IndustrialsIAUiShares Gold Trust$210,1920.0%3,5650.1%FinancePGProcter & Gamble$205,1850.0%1,2040.1%Consumer StaplesBSVVanguard Short-Term Bond ETF$205,047$1,174 ▲0.6%2,6190.1%ETFVTVVanguard Value ETF$205,0420.0%1,1870.1%ETFUPSUnited Parcel Service$197,9820.0%1,8000.1%TransportationIWViShares Russell 3000 ETF$194,3960.0%6120.1%ETFWMWaste Management$178,2630.0%7700.1%Business ServicesIWDiShares Russell 1000 Value ETF$170,551$376 ▲0.2%9060.1%ETFUBSIUnited Bankshares$160,1410.0%4,6190.1%FinanceBABoeing$150,7670.0%8840.1%AerospaceACWIiShares MSCI ACWI ETF$150,7250.0%1,2950.1%ManufacturingLPXLouisiana-Pacific$137,9700.0%1,5000.1%ConstructionAPOApollo Global Management$130,0930.0%9500.1%FinanceBABAAlibaba Group$129,0570.0%9760.1%Retail/WholesaleXBISPDR S&P Biotech ETF$125,7050.0%1,5500.1%ETFINTCIntel$119,2950.0%5,2530.1%Computer and TechnologyMRKMerck & Co., Inc.$118,4830.0%1,3200.1%MedicalRPMRPM International$118,3410.0%1,0230.1%ConstructionIBMInternational Business Machines$106,4260.0%4280.1%Computer and TechnologyVNQVanguard Real Estate ETF$104,914$159,770 ▼-60.4%1,1590.1%ETFKTOSKratos Defense & Security Solutions$103,9150.0%3,5000.1%AerospaceCMCSAComcast$98,3390.0%2,6650.1%Consumer DiscretionaryJOESt. Joe$93,9000.0%2,0000.1%FinanceAGGiShares Core U.S. Aggregate Bond ETF$89,060$495 ▲0.6%9000.1%FinanceGEGE Aerospace$84,2630.0%4210.0%IndustrialsQCOMQUALCOMM$81,8740.0%5330.0%Computer and TechnologyCBChubb$78,5170.0%2600.0%FinanceMOAltria Group$78,1460.0%1,3020.0%Consumer StaplesDXJWisdomTree Japan Hedged Equity Fund$77,1260.0%7000.0%FinanceUBERUber Technologies$76,8670.0%1,0550.0%Computer and TechnologyVBVanguard Small-Cap ETF$72,7340.0%3280.0%ETFCPCanadian Pacific Kansas City$70,1760.0%1,0000.0%TransportationDBCInvesco DB Commodity Index Tracking Fund$68,6930.0%3,0530.0%FinanceXLIIndustrial Select Sector SPDR Fund$65,5350.0%5000.0%ETFVVVanguard Large-Cap ETF$62,4580.0%2430.0%ETFESEversource Energy$62,1100.0%1,0000.0%UtilitiesALTIAlTi Global$59,067$10,944 ▲22.7%19,4300.0%FinanceEIXEdison International$58,9200.0%1,0000.0%UtilitiesABTAbbott Laboratories$56,3770.0%4250.0%MedicalFFord Motor$50,1500.0%5,0000.0%Auto/Tires/TrucksTKO GROUP HOLDINGS INC$44,7730.0%2930.0%CL ANVONovo Nordisk A/S$40,9690.0%5900.0%MedicalNVDANVIDIA$37,9330.0%3500.0%Computer and TechnologyEMREmerson Electric$36,9490.0%3370.0%IndustrialsAIGAmerican International Group$33,4720.0%3850.0%FinanceXOMExxon Mobil$33,0630.0%2780.0%EnergyBACBank of America$32,2160.0%7720.0%FinanceGE VERNOVA INC$31,7490.0%1040.0%COMSLViShares Silver Trust$29,4410.0%9500.0%ETFIYRiShares U.S. Real Estate ETF$28,7250.0%3000.0%ETFAXPAmerican Express$27,9810.0%1040.0%FinanceCRMSalesforce$27,6410.0%1030.0%Computer and TechnologyRXSTRxSight$27,2200.0%1,0780.0%MedicalCRH PLC$26,3910.0%3000.0%ORDPCGPG&E$25,7700.0%1,5000.0%UtilitiesShowing 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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