Granite Harbor Advisors, Inc. Top Holdings and 13F Report (2025) About Granite Harbor Advisors, Inc.Investment ActivityGranite Harbor Advisors, Inc. has $212.98 million in total holdings as of June 30, 2025.Granite Harbor Advisors, Inc. owns shares of 118 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 6.49% of the portfolio was purchased this quarter.About 1.43% of the portfolio was sold this quarter.This quarter, Granite Harbor Advisors, Inc. has purchased 108 new stocks and bought additional shares in 59 stocks.Granite Harbor Advisors, Inc. sold shares of 31 stocks and completely divested from 2 stocks this quarter.Largest Holdings Invesco QQQ $18,559,951iShares Core U.S. Aggregate Bond ETF $11,835,093Dimensional U.S. Small Cap ETF $11,722,767iShares Core S&P 500 ETF $11,116,291iShares National Muni Bond ETF $9,778,605 Largest New Holdings this Quarter 25434V815 - Dimensional US Small Cap Value ETF $734,455 Holding46436E312 - iShares iBonds Dec 2032 Term Corporate ETF $671,747 Holding46436E130 - iShares iBonds Dec 2033 Term Corporate ETF $654,723 Holding654106103 - NIKE $269,810 Holding09290D101 - BLACKROCK INC $244,475 Holding Largest Purchases this Quarter iShares National Muni Bond ETF 8,596 shares (about $898.11K)Dimensional US Small Cap Value ETF 24,956 shares (about $734.46K)iShares iBonds Dec 2027 Term Corporate ETF 27,902 shares (about $677.18K)iShares iBonds Dec 2032 Term Corporate ETF 26,567 shares (about $671.75K)iShares iBonds Dec 2029 Term Corporate ETF 28,441 shares (about $663.53K) Largest Sales this Quarter iShares Core S&P 500 ETF 1,491 shares (about $925.74K)Financial Select Sector SPDR Fund 4,539 shares (about $237.71K)Industrial Select Sector SPDR Fund 1,201 shares (about $177.17K)Consumer Discretionary Select Sector SPDR Fund 645 shares (about $140.18K)iShares iBonds Dec 2027 Term Muni Bond ETF 4,290 shares (about $108.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGranite Harbor Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$18,559,951$74,471 ▼-0.4%33,6458.7%FinanceAGGiShares Core U.S. Aggregate Bond ETF$11,835,093$1,290 ▲0.0%119,3055.6%FinanceDFASDimensional U.S. Small Cap ETF$11,722,767$553,003 ▲5.0%184,0025.5%ETFIVViShares Core S&P 500 ETF$11,116,291$925,737 ▼-7.7%17,9045.2%ETFMUBiShares National Muni Bond ETF$9,778,605$898,111 ▲10.1%93,5934.6%ETFNVDANVIDIA$8,933,210$358,321 ▲4.2%56,5434.2%Computer and TechnologyAAPLApple$7,439,795$426,954 ▲6.1%36,2623.5%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$6,581,116$237,707 ▼-3.5%125,6663.1%ETFAMZNAmazon.com$5,827,876$116,057 ▲2.0%26,5642.7%Retail/WholesaleXLYConsumer Discretionary Select Sector SPDR Fund$5,820,093$140,178 ▼-2.4%26,7802.7%FinanceGOOGLAlphabet$5,493,089$265,755 ▲5.1%31,1702.6%Computer and TechnologyMSFTMicrosoft$5,384,606$615,312 ▲12.9%10,8252.5%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$5,214,622$63,217 ▼-1.2%38,6872.4%ETFMETAMeta Platforms$5,176,963$1,476 ▲0.0%7,0142.4%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$4,635,673$53,829 ▼-1.1%59,9392.2%ETFXLIIndustrial Select Sector SPDR Fund$4,510,779$177,174 ▼-3.8%30,5772.1%ETFVWOVanguard FTSE Emerging Markets ETF$4,088,435$102,630 ▼-2.4%82,6611.9%ETFITMVanEck Intermediate Muni ETF$3,547,185$378,854 ▲12.0%78,0121.7%ETFXLPConsumer Staples Select Sector SPDR Fund$3,058,590$71,902 ▼-2.3%37,7741.4%ETFBACBank of America$2,764,455$27,682 ▼-1.0%58,4201.3%FinanceHYGVFlexShares High Yield Value-Scored Bond Index Fund$2,608,0720.0%63,5651.2%ETFVTVVanguard Value ETF$2,585,3530.0%14,6281.2%ETFBRK.BBerkshire Hathaway$2,152,933$90,353 ▲4.4%4,4321.0%FinanceIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,922,621$677,182 ▲54.4%79,2180.9%ETFXLEEnergy Select Sector SPDR Fund$1,763,925$33,160 ▼-1.8%20,7990.8%ETFJPMJPMorgan Chase & Co.$1,733,332$24,932 ▲1.5%5,9790.8%FinanceAPHAmphenol$1,687,144$2,469 ▼-0.1%17,0850.8%Computer and TechnologyLLYEli Lilly and Company$1,672,092$47,551 ▲2.9%2,1450.8%MedicalHONHoneywell International$1,656,292$10,247 ▼-0.6%7,1120.8%Multi-Sector ConglomeratesELVElevance Health$1,629,390$25,672 ▼-1.6%4,1890.8%MedicalJNJJohnson & Johnson$1,578,519$83,249 ▲5.6%10,3340.7%MedicalHDHome Depot$1,537,785$52,066 ▲3.5%4,1940.7%Retail/WholesaleAVGOBroadcom$1,340,486$56,784 ▲4.4%4,8630.6%Computer and TechnologyIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,253,892$661,199 ▲111.6%49,3270.6%ETFXLUUtilities Select Sector SPDR Fund$1,216,847$43,771 ▼-3.5%14,9010.6%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$1,175,980$658,170 ▲127.1%48,4940.6%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$1,147,987$90,347 ▼-7.3%44,8030.5%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,145,490$108,751 ▼-8.7%45,1870.5%ETFGUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$1,132,265$21,539 ▼-1.9%28,2290.5%ETFVVisa$1,082,170$93,021 ▲9.4%3,0480.5%Business ServicesXLBMaterials Select Sector SPDR Fund$1,075,893$26,869 ▼-2.4%12,2530.5%ETFWMTWalmart$1,057,882$80,375 ▲8.2%10,8190.5%Retail/WholesaleIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$1,054,723$25,051 ▼-2.3%39,4090.5%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$1,043,309$108,120 ▼-9.4%41,0590.5%ETFMAMastercard$1,039,589$69,119 ▲7.1%1,8500.5%Business ServicesIBDUiShares iBonds Dec 2029 Term Corporate ETF$1,019,498$663,529 ▲186.4%43,6990.5%ETFNEENextEra Energy$980,578$8,261 ▲0.8%14,1250.5%UtilitiesEMREmerson Electric$946,376$38,666 ▼-3.9%7,0980.4%IndustrialsIBDWiShares iBonds Dec 2031 Term Corporate ETF$896,830$653,944 ▲269.2%42,6250.4%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$895,289$652,366 ▲268.5%40,7320.4%ETFIBTIiShares iBonds Dec 2028 Term Treasury ETF$856,254$16,703 ▲2.0%38,2940.4%ManufacturingIBTHiShares iBonds Dec 2027 Term Treasury ETF$852,214$16,688 ▲2.0%37,8930.4%ManufacturingIBTFiShares iBonds Dec 2025 Term Treasury ETF$830,121$12,871 ▲1.6%35,5360.4%ManufacturingACWViShares MSCI Global Min Vol Factor ETF$828,2870.0%6,9860.4%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$810,323$21,027 ▲2.7%35,3390.4%ManufacturingCSCOCisco Systems$799,250$81,868 ▼-9.3%11,5200.4%Computer and TechnologyIBMRiShares iBonds Dec 2029 Term Muni Bond ETF$773,2740.0%30,6490.4%ETFTDTTFlexShares iBoxx 3 Year Target Duration TIPS Index Fund$771,026$75,702 ▼-8.9%31,8080.4%ETFMCDMcDonald's$768,656$1,169 ▼-0.2%2,6310.4%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$749,4520.0%1,2130.4%FinanceDFSVDimensional US Small Cap Value ETF$734,455$734,455 ▲New Holding24,9560.3%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$671,747$671,747 ▲New Holding26,5670.3%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$654,723$654,723 ▲New Holding25,2740.3%ETFXOMExxon Mobil$626,641$113,945 ▲22.2%5,8130.3%EnergyDHID.R. Horton$622,1680.0%4,8260.3%ConstructionPGProcter & Gamble$603,345$107,063 ▲21.6%3,7870.3%Consumer StaplesCOSTCostco Wholesale$568,226$58,407 ▲11.5%5740.3%Retail/WholesaleIBDQiShares iBonds Dec 2025 Term Corporate ETF$555,345$28,907 ▼-4.9%22,0550.3%ETFUNHUnitedHealth Group$553,706$147,551 ▲36.3%1,7750.3%MedicalTTDTrade Desk$536,3970.0%7,4510.3%Computer and TechnologySTESTERIS$531,1260.0%2,2110.2%MedicalORCLOracle$510,720$49,192 ▲10.7%2,3360.2%Computer and TechnologyIBTJiShares iBonds Dec 2029 Term Treasury ETF$501,223$19,158 ▲4.0%22,8660.2%ManufacturingCVXChevron$477,091$84,908 ▲21.7%3,3320.2%EnergyVBVanguard Small-Cap ETF$476,254$2,843 ▼-0.6%2,0100.2%ETFABBVAbbVie$473,517$73,506 ▲18.4%2,5510.2%MedicalKOCocaCola$468,887$77,900 ▲19.9%6,6270.2%Consumer StaplesVOVanguard Mid-Cap ETF$430,324$3,078 ▼-0.7%1,5380.2%ETFDFGRDimensional Global Real Estate ETF$386,0300.0%14,3880.2%ETFLINDE PLC$383,320$46,449 ▲13.8%8170.2%SHSGOOGAlphabet$378,373$3,548 ▼-0.9%2,1330.2%Computer and TechnologyEOGEOG Resources$376,293$13,396 ▲3.7%3,1460.2%EnergyIBTKiShares iBonds Dec 2030 Term Treasury ETF$371,4250.0%18,7210.2%ManufacturingEWEdwards Lifesciences$371,341$18,849 ▼-4.8%4,7480.2%MedicalMRKMerck & Co., Inc.$363,740$73,777 ▲25.4%4,5950.2%MedicalDEDeere & Company$339,859$18,825 ▲5.9%6680.2%IndustrialsPFEPfizer$333,252$97,445 ▲41.3%13,7480.2%MedicalCRMSalesforce$314,412$32,450 ▲11.5%1,1530.1%Computer and TechnologyGEGE Aerospace$313,244$15,701 ▲5.3%1,2170.1%AerospaceNFLXNetflix$306,6610.0%2290.1%Consumer DiscretionaryWFCWells Fargo & Company$299,889$33,410 ▲12.5%3,7430.1%FinancePEPPepsiCo$299,731$71,434 ▲31.3%2,2700.1%Consumer StaplesVIGVanguard Dividend Appreciation ETF$294,5660.0%1,4390.1%ETFADBEAdobe$292,094$57,645 ▲24.6%7550.1%Computer and TechnologyGSThe Goldman Sachs Group$290,885$22,648 ▲8.4%4110.1%FinanceMDYSPDR S&P MidCap 400 ETF Trust$288,927$5,665 ▼-1.9%5100.1%ETFRTXRTX$288,243$29,058 ▲11.2%1,9740.1%AerospaceAMEAMETEK$283,0210.0%1,5640.1%Computer and TechnologyLOWLowe's Companies$278,447$25,959 ▲10.3%1,2550.1%Retail/WholesaleMSMorgan Stanley$275,804$31,412 ▲12.9%1,9580.1%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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