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

About Granite Harbor Advisors, Inc.

Investment Activity

Granite Harbor Advisors, Inc. has $252.91 million in total holdings as of June 30, 2026.
Granite Harbor Advisors, Inc. owns shares of 132 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 5.69% of the portfolio was purchased this quarter.
About 3.80% of the portfolio was sold this quarter.
This quarter, Granite Harbor Advisors, Inc. has purchased 129 new stocks and bought additional shares in 63 stocks.
Granite Harbor Advisors, Inc. sold shares of 49 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Invesco QQQ: $24,132,287
iShares Core U.S. Aggregate Bond ETF: $15,463,782
Dimensional U.S. Small Cap ETF: $13,112,727
NVIDIA: $10,662,620
Apple: $10,392,592

Largest New Holdings this Quarter

438516205 - HONEYWELL INTL INC: $758,573 Holding
43849R105 - HONEYWELL AEROSPACE INC: $749,019 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $628,423 Holding
126650100 - CVS Health: $233,797 Holding
464287572 - iShares Global 100 ETF: $229,078 Holding

Largest Purchases this Quarter

iShares National Muni Bond ETF: 24,385 shares (about $2.62M)
iShares Russell 1000 Growth ETF: 17,985 shares (about $2.23M)
Dimensional U.S. Small Cap ETF: 23,649 shares (about $1.95M)
VanEck Intermediate Muni ETF: 18,634 shares (about $875.61K)
HONEYWELL INTL INC: 3,388 shares (about $758.57K)

Largest Sales this Quarter

Alphabet: 2,360 shares (about $843.39K)
iShares Core S&P 500 ETF: 1,010 shares (about $756.40K)
Invesco QQQ: 845 shares (about $622.25K)
iShares iBonds Dec 2029 Term Treasury ETF: 14,906 shares (about $322.72K)
iShares iBonds Dec 2030 Term Treasury ETF: 16,505 shares (about $322.51K)

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	$24,132,287	$622,251 â–¼	-2.5%	32,771	9.5%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$15,463,782	$288,725 â–²	1.9%	156,231	6.1%	ETF
DFAS Dimensional U.S. Small Cap ETF	$13,112,727	$1,947,259 â–²	17.4%	159,251	5.2%	ETF
NVDA NVIDIA	$10,662,620	$115,452 â–¼	-1.1%	53,289	4.2%	Technology
AAPL Apple	$10,392,592	$293,699 â–¼	-2.7%	35,916	4.1%	Technology
IVV iShares Core S&P 500 ETF	$10,318,475	$756,399 â–¼	-6.8%	13,778	4.1%	ETF
MUB iShares National Muni Bond ETF	$9,733,588	$2,624,315 â–²	36.9%	90,444	3.8%	ETF
GOOGL Alphabet	$9,365,596	$843,393 â–¼	-8.3%	26,207	3.7%	Communication Services
XLF Financial Select Sector SPDR Fund	$6,691,137	$22,731 â–²	0.3%	124,811	2.6%	ETF
XLV Health Care Select Sector SPDR Fund	$6,555,999	$146,443 â–²	2.3%	41,321	2.6%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$6,292,268	$26,153 â–²	0.4%	53,652	2.5%	ETF
AMZN Amazon.com	$6,233,783	$53,627 â–¼	-0.9%	26,155	2.5%	Consumer Discretionary
BIV Vanguard Intermediate-Term Bond ETF	$5,761,250	$179,862 â–²	3.2%	75,114	2.3%	ETF
XLI Industrial Select Sector SPDR Fund	$5,460,428	$94,653 â–¼	-1.7%	29,479	2.2%	ETF
MSFT Microsoft	$5,166,434	$93,257 â–¼	-1.8%	13,850	2.0%	Technology
ITM VanEck Intermediate Muni ETF	$4,034,332	$875,613 â–²	27.7%	85,855	1.6%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$3,982,353	$3,940 â–²	0.1%	66,717	1.6%	ETF
META Meta Platforms	$3,829,809	$41,120 â–²	1.1%	6,799	1.5%	Communication Services
XLP Consumer Staples Select Sector SPDR Fund	$3,345,875	$64,047 â–²	2.0%	40,278	1.3%	ETF
IWF iShares Russell 1000 Growth ETF	$3,070,724	$2,233,197 â–²	266.6%	24,730	1.2%	ETF
BAC Bank of America	$3,067,955	$74,187 â–¼	-2.4%	53,843	1.2%	Finance
JNJ Johnson & Johnson	$2,803,829	$17,016 â–¼	-0.6%	11,040	1.1%	Healthcare
BRK.B Berkshire Hathaway	$2,631,051	$80,563 â–²	3.2%	5,258	1.0%	Finance
LLY Eli Lilly and Company	$2,546,390	$10,795 â–¼	-0.4%	2,123	1.0%	Healthcare
APH Amphenol	$2,468,480	$247,553 â–¼	-9.1%	14,000	1.0%	Technology
IWD iShares Russell 1000 Value ETF	$2,348,419	$151,519 â–¼	-6.1%	9,687	0.9%	ETF
XLE Energy Select Sector SPDR Fund	$2,193,211	$46,949 â–¼	-2.1%	41,296	0.9%	ETF
HYGV FlexShares High Yield Value-Scored Bond Index Fund	$2,174,201	$17,473 â–¼	-0.8%	54,004	0.9%	ETF
JPM JPMorgan Chase & Co.	$2,099,123	$1,309 â–¼	-0.1%	6,413	0.8%	Finance
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$1,973,391	$88,524 â–¼	-4.3%	81,478	0.8%	ETF
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF	$1,942,368	$216,578 â–²	12.5%	76,411	0.8%	ETF
ELV Elevance Health	$1,880,909	$17,788 â–²	1.0%	4,864	0.7%	Healthcare
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF	$1,844,983	$216,918 â–²	13.3%	72,126	0.7%	ETF
ISHARES TR	$1,779,280	$229,526 â–²	14.8%	70,078	0.7%	IBONDS DEC 2029
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF	$1,726,758		0.0%	67,346	0.7%	ETF
AVGO Broadcom	$1,706,675	$61,196 â–¼	-3.5%	4,518	0.7%	Technology
HD Home Depot	$1,613,509	$92,755 â–²	6.1%	4,575	0.6%	Consumer Discretionary
EFA iShares MSCI EAFE ETF	$1,604,738	$71,677 â–¼	-4.3%	15,448	0.6%	ETF
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund	$1,391,125		0.0%	28,229	0.6%	ETF
WALMART INC	$1,389,474	$6,116 â–¼	-0.4%	12,268	0.5%	COM
XLB Materials Select Sector SPDR Fund	$1,303,928	$7,319 â–²	0.6%	25,653	0.5%	ETF
XLU Utilities Select Sector SPDR Fund	$1,294,880	$15,506 â–²	1.2%	28,559	0.5%	ETF
NEE NextEra Energy	$1,264,244	$5,881 â–²	0.5%	14,404	0.5%	Utilities
V Visa	$1,252,429	$64,509 â–²	5.4%	3,650	0.5%	Finance
CSCO Cisco Systems	$1,114,566	$177,715 â–¼	-13.8%	9,489	0.4%	Technology
MA Mastercard	$1,070,856	$41,088 â–²	4.0%	2,085	0.4%	Finance
UNH UnitedHealth Group	$1,038,189	$39,483 â–¼	-3.7%	2,498	0.4%	Healthcare
EMR Emerson Electric	$950,087	$5,010 â–¼	-0.5%	6,637	0.4%	Industrials
XOM ExxonMobil	$927,414	$26,115 â–²	2.9%	6,783	0.4%	Energy
ISHARES TR	$912,073	$366,604 â–²	67.2%	35,256	0.4%	IBONDS DEC 2030
SPY SPDR S&P 500 ETF Trust	$901,351		0.0%	1,207	0.4%	ETF
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$899,766	$9,403 â–²	1.1%	38,850	0.4%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$895,769	$194,652 â–¼	-17.9%	35,476	0.4%	ETF
INTC Intel	$886,511	$93,552 â–¼	-9.5%	6,349	0.4%	Technology
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$866,376	$9,396 â–²	1.1%	39,742	0.3%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$861,958	$133,701 â–¼	-13.4%	35,574	0.3%	ETF
ACWV iShares MSCI Global Min Vol Factor ETF	$836,997		0.0%	6,962	0.3%	ETF
PG Procter & Gamble	$819,378	$85,340 â–²	11.6%	5,588	0.3%	Consumer Staples
ABBV AbbVie	$787,734	$29,949 â–²	4.0%	3,130	0.3%	Healthcare
GOOG Alphabet	$781,566	$1,060 â–¼	-0.1%	2,212	0.3%	Communication Services
MRK Merck & Co., Inc.	$763,547	$33,025 â–²	4.5%	5,942	0.3%	Healthcare
HONEYWELL INTL INC	$758,573	$758,573 â–²	New Holding	3,388	0.3%	COM
HONEYWELL AEROSPACE INC	$749,019	$749,019 â–²	New Holding	3,388	0.3%	COM
KO CocaCola	$700,415	$25,682 â–²	3.8%	8,618	0.3%	Consumer Staples
MCD McDonald's	$662,635	$35,957 â–²	5.7%	2,451	0.3%	Consumer Discretionary
TDTT FlexShares iBoxx 3 Year Target Duration TIPS Index Fund	$643,992	$63,362 â–¼	-9.0%	26,934	0.3%	ETF
COST Costco Wholesale	$643,603	$21,516 â–²	3.5%	688	0.3%	Consumer Staples
SPACE EXPLORATION TECHN CORP	$628,423	$628,423 â–²	New Holding	3,678	0.2%	CLASS A COM STK
IBTH iShares iBonds Dec 2027 Term Treasury ETF	$624,593	$289,334 â–¼	-31.7%	27,921	0.2%	ETF
IBTI iShares iBonds Dec 2028 Term Treasury ETF	$624,326	$289,259 â–¼	-31.7%	28,199	0.2%	ETF
IBTJ iShares iBonds Dec 2029 Term Treasury ETF	$623,975	$322,715 â–¼	-34.1%	28,821	0.2%	ETF
CVX Chevron	$610,733	$7,129 â–²	1.2%	3,684	0.2%	Energy
VB Vanguard Small-Cap ETF	$603,307	$6,063 â–¼	-1.0%	1,990	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$597,883	$1,420 â–²	0.2%	2,527	0.2%	ETF
CAT Caterpillar	$597,409	$48,985 â–¼	-7.6%	561	0.2%	Industrials
IBTG iShares iBonds Dec 2026 Term Treasury ETF	$550,779	$298,920 â–¼	-35.2%	24,062	0.2%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$523,416	$87,260 â–¼	-14.3%	3,575	0.2%	ETF
SLV iShares Silver Trust	$517,108	$177,627 â–¼	-25.6%	9,671	0.2%	ETF
LINDE PLC	$515,826	$17,644 â–²	3.5%	994	0.2%	SHS
PFE Pfizer	$515,398	$48,737 â–²	10.4%	21,404	0.2%	Healthcare
VO Vanguard Mid-Cap ETF	$495,087	$371,174 â–²	299.5%	6,145	0.2%	ETF
IBTK iShares iBonds Dec 2030 Term Treasury ETF	$483,908	$322,508 â–¼	-40.0%	24,765	0.2%	ETF
TMO Thermo Fisher Scientific	$465,262	$40,109 â–²	9.4%	928	0.2%	Healthcare
PEP PepsiCo	$454,673	$36,829 â–²	8.8%	3,358	0.2%	Consumer Staples
GE GE Aerospace	$445,860	$16,444 â–¼	-3.6%	1,193	0.2%	Industrials
IWO iShares Russell 2000 Growth ETF	$443,599	$74,064 â–¼	-14.3%	1,126	0.2%	ETF
EOG EOG Resources	$424,347	$6,357 â–²	1.5%	3,271	0.2%	Energy
DE Deere & Company	$423,967	$1,904 â–¼	-0.4%	668	0.2%	Industrials
IWS iShares Russell Mid-Cap Value ETF	$423,187	$70,449 â–¼	-14.3%	2,571	0.2%	ETF
IBTL iShares iBonds Dec 2031 Term Treasury ETF	$415,712		0.0%	20,590	0.2%	ETF
RTX RTX	$414,940	$16,127 â–²	4.0%	2,187	0.2%	Industrials
EW Edwards Lifesciences	$405,984	$2,623 â–¼	-0.6%	4,488	0.2%	Healthcare
GS The Goldman Sachs Group	$385,332	$22,250 â–¼	-5.5%	381	0.2%	Finance
MS Morgan Stanley	$384,006	$17,768 â–¼	-4.4%	1,837	0.2%	Finance
AME AMETEK	$377,668		0.0%	1,561	0.1%	Technology
VZ Verizon Communications	$371,597	$20,449 â–²	5.8%	8,777	0.1%	Communication Services
ORCL Oracle	$364,470	$1,172 â–²	0.3%	2,487	0.1%	Technology
TSLA Tesla	$364,240	$5,047 â–¼	-1.4%	866	0.1%	Consumer Discretionary
UNP Union Pacific	$347,344	$18,496 â–²	5.6%	1,277	0.1%	Industrials
MDY SPDR S&P MidCap 400 ETF Trust	$336,722		0.0%	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

Stock Ideas and Recommendations

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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