Granite Harbor Advisors, Inc. Top Holdings and 13F Report (2026)

About Granite Harbor Advisors, Inc.

Investment Activity

Granite Harbor Advisors, Inc. has $229.08 million in total holdings as of March 31, 2026.
Granite Harbor Advisors, Inc. owns shares of 129 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
Approximately 4.00% of the portfolio was purchased this quarter.
About 4.07% of the portfolio was sold this quarter.
This quarter, Granite Harbor Advisors, Inc. has purchased 125 new stocks and bought additional shares in 52 stocks.
Granite Harbor Advisors, Inc. sold shares of 50 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Invesco QQQ: $19,402,737
iShares Core U.S. Aggregate Bond ETF: $15,219,519
iShares Core S&P 500 ETF: $9,659,767
Dimensional U.S. Small Cap ETF: $9,645,370
NVIDIA: $9,394,251

Largest New Holdings this Quarter

46436E460 - iShares iBonds Dec 2031 Term Treasury ETF: $420,013 Holding
91913Y100 - Valero Energy: $291,801 Holding
20825C104 - ConocoPhillips: $281,688 Holding
055622104 - BP: $253,377 Holding
46436E312 - iShares iBonds Dec 2032 Term Corporate ETF: $248,581 Holding

Largest Purchases this Quarter

iShares National Muni Bond ETF: 11,369 shares (about $1.21M)
iShares iBonds Dec 2030 Term Corporate ETF: 28,259 shares (about $618.59K)
iShares iBonds Dec 2027 Term Corporate ETF: 24,487 shares (about $593.56K)
iShares iBonds Dec 2029 Term Corporate ETF: 20,474 shares (about $476.23K)
iShares iBonds Dec 2028 Term Corporate ETF: 18,050 shares (about $457.21K)

Largest Sales this Quarter

iShares Core S&P 500 ETF: 1,332 shares (about $870.08K)
iShares Core U.S. Aggregate Bond ETF: 5,201 shares (about $516.30K)
ExxonMobil: 2,717 shares (about $460.99K)
iShares Russell 1000 Value ETF: 2,095 shares (about $447.64K)
Invesco QQQ: 696 shares (about $401.72K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
QQQ Invesco QQQ	$19,402,737	$401,723 â–¼	-2.0%	33,616	8.5%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$15,219,519	$516,305 â–¼	-3.3%	153,314	6.6%	Finance
IVV iShares Core S&P 500 ETF	$9,659,767	$870,085 â–¼	-8.3%	14,788	4.2%	ETF
DFAS Dimensional U.S. Small Cap ETF	$9,645,370	$311,336 â–¼	-3.1%	135,602	4.2%	ETF
NVDA NVIDIA	$9,394,251	$249,218 â–¼	-2.6%	53,866	4.1%	Computer and Technology
AAPL Apple	$9,372,664	$87,303 â–¼	-0.9%	36,931	4.1%	Computer and Technology
GOOGL Alphabet	$8,214,727	$276,058 â–¼	-3.3%	28,567	3.6%	Computer and Technology
MUB iShares National Muni Bond ETF	$7,012,167	$1,206,820 â–²	20.8%	66,059	3.1%	ETF
XLF Financial Select Sector SPDR Fund	$6,140,997	$178,917 â–¼	-2.8%	124,387	2.7%	ETF
XLV Health Care Select Sector SPDR Fund	$5,922,731	$101,894 â–¼	-1.7%	40,398	2.6%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$5,822,735	$171,536 â–¼	-2.9%	53,429	2.5%	Finance
BIV Vanguard Intermediate-Term Bond ETF	$5,616,318	$271,211 â–²	5.1%	72,769	2.5%	ETF
AMZN Amazon.com	$5,494,163	$122,879 â–¼	-2.2%	26,380	2.4%	Retail/Wholesale
MSFT Microsoft	$5,219,503	$253,201 â–²	5.1%	14,100	2.3%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$4,850,265	$227,715 â–¼	-4.5%	29,990	2.1%	ETF
META Meta Platforms	$3,848,146	$123,580 â–¼	-3.1%	6,726	1.7%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$3,602,501	$55,293 â–¼	-1.5%	66,651	1.6%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$3,238,794	$57,796 â–¼	-1.8%	39,507	1.4%	ETF
ITM VanEck Intermediate Muni ETF	$3,121,076	$262,701 â–²	9.2%	67,221	1.4%	ETF
IWF iShares Russell 1000 Growth ETF	$2,876,068	$112,143 â–¼	-3.8%	6,745	1.3%	ETF
JNJ Johnson & Johnson	$2,714,995	$190,908 â–¼	-6.6%	11,107	1.2%	Medical
BAC Bank of America	$2,688,303	$130,990 â–¼	-4.6%	55,145	1.2%	Finance
XLE Energy Select Sector SPDR Fund	$2,583,948	$106,225 â–¼	-3.9%	42,180	1.1%	ETF
BRK.B Berkshire Hathaway	$2,442,482	$115,966 â–²	5.0%	5,097	1.1%	Finance
IWD iShares Russell 1000 Value ETF	$2,203,365	$447,639 â–¼	-16.9%	10,312	1.0%	ETF
HYGV FlexShares High Yield Value-Scored Bond Index Fund	$2,180,786	$256,785 â–¼	-10.5%	54,438	1.0%	ETF
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$2,063,619	$593,563 â–²	40.4%	85,133	0.9%	ETF
LLY Eli Lilly and Company	$1,960,950	$8,278 â–²	0.4%	2,132	0.9%	Medical
APH Amphenol	$1,946,295	$66,081 â–¼	-3.3%	15,404	0.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,887,585	$22,356 â–²	1.2%	6,417	0.8%	Finance
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF	$1,727,147		0.0%	67,891	0.8%	ETF
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF	$1,726,078		0.0%	67,346	0.8%	ETF
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF	$1,624,882		0.0%	63,646	0.7%	ETF
EFA iShares MSCI EAFE ETF	$1,567,484	$7,576 â–¼	-0.5%	16,138	0.7%	Finance
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund	$1,557,112		0.0%	28,229	0.7%	ETF
HON Honeywell International	$1,554,306	$134,931 â–¼	-8.0%	6,877	0.7%	Multi-Sector Conglomerates
ISHARES TR	$1,547,313		0.0%	61,038	0.7%	IBONDS DEC 2029
WALMART INC	$1,531,378	$18,145 â–²	1.2%	12,322	0.7%	COM
AVGO Broadcom	$1,448,507	$73,354 â–¼	-4.8%	4,680	0.6%	Computer and Technology
HD Home Depot	$1,418,172	$658 â–²	0.0%	4,312	0.6%	Retail/Wholesale
ELV Elevance Health	$1,410,458	$7,611 â–¼	-0.5%	4,818	0.6%	Medical
NEE NextEra Energy	$1,331,626	$65,109 â–¼	-4.7%	14,337	0.6%	Utilities
XLU Utilities Select Sector SPDR Fund	$1,294,884	$39,649 â–¼	-3.0%	28,217	0.6%	ETF
XLB Materials Select Sector SPDR Fund	$1,274,708	$22,987 â–¼	-1.8%	25,509	0.6%	ETF
XOM ExxonMobil	$1,118,451	$460,988 â–¼	-29.2%	6,592	0.5%	Energy
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$1,093,876	$457,206 â–²	71.8%	43,185	0.5%	ETF
V Visa	$1,046,488	$65,594 â–²	6.7%	3,462	0.5%	Business Services
MA Mastercard	$1,001,818	$46,468 â–²	4.9%	2,005	0.4%	Business Services
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$996,070	$432,175 â–²	76.6%	41,092	0.4%	ETF
IBTJ iShares iBonds Dec 2029 Term Treasury ETF	$955,129	$379,741 â–²	66.0%	43,727	0.4%	Manufacturing
IBTI iShares iBonds Dec 2028 Term Treasury ETF	$919,486	$13,548 â–²	1.5%	41,264	0.4%	Manufacturing
IBTH iShares iBonds Dec 2027 Term Treasury ETF	$916,378	$13,705 â–²	1.5%	40,855	0.4%	Manufacturing
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$894,207	$476,225 â–²	113.9%	38,444	0.4%	ETF
SLV iShares Silver Trust	$885,343	$278,965 â–¼	-24.0%	12,993	0.4%	ETF
EMR Emerson Electric	$874,165		0.0%	6,672	0.4%	Industrials
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$860,518	$618,590 â–²	255.7%	39,311	0.4%	ETF
CSCO Cisco Systems	$853,637	$29,717 â–¼	-3.4%	11,002	0.4%	Computer and Technology
IBTG iShares iBonds Dec 2026 Term Treasury ETF	$850,628	$12,030 â–¼	-1.4%	37,121	0.4%	Manufacturing
ACWV iShares MSCI Global Min Vol Factor ETF	$831,985		0.0%	6,962	0.4%	ETF
IBTK iShares iBonds Dec 2030 Term Treasury ETF	$813,844	$444,666 â–²	120.4%	41,270	0.4%	Manufacturing
SPY SPDR S&P 500 ETF Trust	$784,960	$650 â–¼	-0.1%	1,207	0.3%	Finance
CVX Chevron	$753,414	$3,932 â–²	0.5%	3,641	0.3%	Energy
PG Procter & Gamble	$723,021	$65,427 â–²	9.9%	5,006	0.3%	Consumer Staples
MCD McDonald's	$720,496	$124,020 â–¼	-14.7%	2,318	0.3%	Retail/Wholesale
TDTT FlexShares iBoxx 3 Year Target Duration TIPS Index Fund	$717,116		0.0%	29,584	0.3%	ETF
UNH UnitedHealth Group	$701,604	$111,748 â–²	18.9%	2,593	0.3%	Medical
MRK Merck & Co., Inc.	$683,849	$17,803 â–²	2.7%	5,685	0.3%	Medical
COST Costco Wholesale	$662,626	$38,861 â–²	6.2%	665	0.3%	Retail/Wholesale
FSEC Fidelity Investment Grade Securitized ETF	$659,924		0.0%	15,053	0.3%	ETF
ABBV AbbVie	$654,949	$46,984 â–²	7.7%	3,011	0.3%	Medical
GOOG Alphabet	$635,395	$1,147 â–¼	-0.2%	2,215	0.3%	Computer and Technology
KO CocaCola	$631,396	$43,959 â–²	7.5%	8,302	0.3%	Consumer Staples
ISHARES TR	$544,626		0.0%	21,085	0.2%	IBONDS DEC 2030
PFE Pfizer	$544,178	$58,742 â–²	12.1%	19,380	0.2%	Medical
VIG Vanguard Dividend Appreciation ETF	$542,080		0.0%	2,521	0.2%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$534,389	$2,691 â–¼	-0.5%	4,171	0.2%	ETF
VB Vanguard Small-Cap ETF	$526,375		0.0%	2,010	0.2%	ETF
PEP PepsiCo	$479,225	$39,288 â–²	8.9%	3,086	0.2%	Consumer Staples
LINDE PLC	$475,930	$18,839 â–²	4.1%	960	0.2%	SHS
EOG EOG Resources	$465,805	$8,385 â–²	1.8%	3,222	0.2%	Energy
VO Vanguard Mid-Cap ETF	$441,627		0.0%	1,538	0.2%	ETF
IWS iShares Russell Mid-Cap Value ETF	$437,074	$2,915 â–¼	-0.7%	2,999	0.2%	ETF
CAT Caterpillar	$430,035	$11,335 â–¼	-2.6%	607	0.2%	Industrials
IBTL iShares iBonds Dec 2031 Term Treasury ETF	$420,013	$420,013 â–²	New Holding	20,590	0.2%	ETF
TMO Thermo Fisher Scientific	$416,817	$47,678 â–²	12.9%	848	0.2%	Medical
VZ Verizon Communications	$416,334	$29,215 â–²	7.5%	8,294	0.2%	Computer and Technology
IWO iShares Russell 2000 Growth ETF	$412,346	$64,959 â–¼	-13.6%	1,314	0.2%	ETF
RTX RTX	$405,476	$6,173 â–¼	-1.5%	2,102	0.2%	Aerospace
DE Deere & Company	$378,182	$3,382 â–²	0.9%	671	0.2%	Industrials
ORCL Oracle	$364,686	$31,187 â–²	9.4%	2,479	0.2%	Computer and Technology
EW Edwards Lifesciences	$361,721	$24,344 â–¼	-6.3%	4,517	0.2%	Medical
GE GE Aerospace	$351,023	$851 â–¼	-0.2%	1,237	0.2%	Aerospace
GS The Goldman Sachs Group	$340,934	$6,768 â–¼	-1.9%	403	0.1%	Finance
AME AMETEK	$334,616		0.0%	1,561	0.1%	Computer and Technology
TSLA Tesla	$326,397		0.0%	878	0.1%	Auto/Tires/Trucks
MS Morgan Stanley	$316,304	$5,266 â–¼	-1.6%	1,922	0.1%	Finance
WFC Wells Fargo & Company	$314,460	$9,235 â–²	3.0%	3,950	0.1%	Finance
INTC Intel	$309,748	$7,370 â–¼	-2.3%	7,019	0.1%	Computer and Technology
LOW Lowe's Companies	$303,856	$5,907 â–²	2.0%	1,286	0.1%	Retail/Wholesale
MDY SPDR S&P MidCap 400 ETF Trust	$295,272	$7,397 â–¼	-2.4%	479	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Granite Harbor Advisors, Inc. Top Holdings and 13F Report (2026)

About Granite Harbor Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Granite Harbor Advisors, Inc. Top Holdings and 13F Report (2026)

About Granite Harbor Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGranite Harbor Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools