Granite Group Advisors, LLC

CIK 0002018114 • 7 13F filings • May 6, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $166.1M77 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$725K	0.4%Prev: 0.5%	3,904 SH	Decreased-33 SH
ALPHABET INC	CAP STK CL A	$1.7M	1.0%Prev: 1.8%	9,447 SH	Decreased-321 SH
ALPHABET INC	CAP STK CL C	$307K	0.2%Prev: 0.3%	1,729 SH	Decreased+238 SH
ALPS ETF TR	ALERIAN MLP	$1.3M	0.8%Prev: 0.8%	26,093 SH	Decreased+500 SH
AMAZON COM INC	COM	$1.6M	1.0%Prev: 0.9%	7,220 SH	Increased+165 SH
AMERICAN ELEC PWR CO INC	COM	$2.8M	1.7%Prev: 1.7%	26,626 SH	Decreased+5,542 SH
AMGEN INC	COM	$2.6M	1.5%Prev: 1.7%	9,138 SH	Decreased+756 SH
AON PLC	SHS CL A	$246K	0.1%Prev: 0.1%	689 SH	Increased+7 SH
APPLE INC	COM	$3.2M	1.9%Prev: 2.4%	15,374 SH	Decreased-12 SH
ARCH CAP GROUP LTD	ORD	$275K	0.2%Prev: 0.2%	3,020 SH	Increased+243 SH
ARISTA NETWORKS INC	COM SHS	$246K	0.1%Prev: 0.2%	2,400 SH	Decreased
ASML HOLDING N V	N Y REGISTRY SHS	$298K	0.2%	372 SH	New
BANK NEW YORK MELLON CORP	COM	$1.9M	1.2%Prev: 1.3%	21,277 SH	Decreased+4,078 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$502K	0.3%Prev: 0.3%	1,033 SH	Decreased-72 SH
BROADCOM INC	COM	$526K	0.3%Prev: 0.4%	1,908 SH	Decreased+93 SH
CANADIAN PACIFIC KANSAS CITY	COM	$284K	0.2%Prev: 0.2%	3,581 SH	Increased+52 SH
CHENIERE ENERGY PARTNERS LP	COM UNIT	$276K	0.2%	4,928 SH	New
CISCO SYS INC	COM	$934K	0.6%	13,458 SH	New
COMCAST CORP NEW	CL A	$2.1M	1.3%Prev: 1.1%	58,262 SH	Increased-6,914 SH
COSTCO WHSL CORP NEW	COM	$396K	0.2%	400 SH	New
COUPANG INC	CL A	$318K	0.2%	10,604 SH	New
DIAMONDBACK ENERGY INC	COM	$258K	0.2%Prev: 0.2%	1,881 SH	Decreased+106 SH
DISNEY WALT CO	COM	$83.8M	50.4%Prev: 39.1%	675,651 SH	Increased
ELI LILLY & CO	COM	$233K	0.1%Prev: 0.2%	299 SH	Decreased-22 SH
ENBRIDGE INC	COM	$277K	0.2%Prev: 0.2%	6,119 SH	Decreased
ENERGY TRANSFER L P	COM UT LTD PTN	$279K	0.2%Prev: 0.3%	15,400 SH	Decreased-9,164 SH
ENTERPRISE PRODS PARTNERS L	COM	$297K	0.2%Prev: 0.2%	9,570 SH	Decreased-260 SH
EXXON MOBIL CORP	COM	$352K	0.2%Prev: 0.4%	3,266 SH	Decreased-677 SH
FERRARI N V	COM	$217K	0.1%	442 SH	New
GENERAL DYNAMICS CORP	COM	$1.6M	1.0%	5,423 SH	New
GLOBAL X FDS	ARTIFICIAL ETF	$210K	0.1%Prev: 0.7%	4,800 SH	Decreased-19,400 SH
HESS MIDSTREAM LP	CL A SHS	$259K	0.2%	6,731 SH	New
HOME DEPOT INC	COM	$2.4M	1.4%Prev: 1.5%	6,531 SH	Decreased-1,396 SH
ICICI BANK LIMITED	ADR	$248K	0.1%	7,384 SH	New
INTUITIVE SURGICAL INC	COM NEW	$237K	0.1%Prev: 0.1%	437 SH	Increased-6 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$269K	0.2%Prev: 0.4%	1,480 SH	Decreased-1,723 SH
ISHARES TR	RUS 1000 GRW ETF	$456K	0.3%Prev: 0.3%	1,073 SH	Decreased-1 SH
ISHARES TR	RUS MDCP VAL ETF	$502K	0.3%Prev: 0.3%	3,800 SH	Decreased
JPMORGAN CHASE & CO.	COM	$3.0M	1.8%	10,279 SH	New
LINDE PLC	SHS	$322K	0.2%Prev: 0.2%	686 SH	Increased+55 SH
M & T BK CORP	COM	$2.3M	1.4%Prev: 1.4%	11,696 SH	Decreased+851 SH
MASTERCARD INCORPORATED	CL A	$211K	0.1%	376 SH	New
MEDTRONIC PLC	SHS	$2.5M	1.5%Prev: 1.6%	28,454 SH	Decreased-3,093 SH
MERCADOLIBRE INC	COM	$282K	0.2%	108 SH	New
META PLATFORMS INC	CL A	$1.3M	0.8%Prev: 0.4%	1,695 SH	Increased+508 SH
MICROSOFT CORP	COM	$6.4M	3.9%Prev: 3.5%	12,948 SH	Increased-2,578 SH
MONDAY COM LTD	SHS	$263K	0.2%	836 SH	New
MORGAN STANLEY	COM NEW	$2.6M	1.5%Prev: 1.7%	18,180 SH	Decreased+1,919 SH
MPLX LP	COM UNIT REP LTD	$613K	0.4%	11,905 SH	New
NETFLIX INC	COM	$467K	0.3%	349 SH	New
NEXTERA ENERGY INC	COM	$2.6M	1.6%Prev: 1.8%	37,575 SH	Decreased+6,415 SH
NU HLDGS LTD	ORD SHS CL A	$212K	0.1%Prev: 0.1%	15,429 SH	Decreased+130 SH
NVIDIA CORPORATION	COM	$811K	0.5%Prev: 0.6%	5,136 SH	Decreased-49 SH
ONEOK INC NEW	COM	$444K	0.3%Prev: 0.4%	5,444 SH	Decreased-1,400 SH
ORACLE CORP	COM	$596K	0.4%Prev: 0.2%	2,726 SH	Increased+3 SH
OREILLY AUTOMOTIVE INC	COM	$251K	0.2%	2,790 SH	New
PARKER-HANNIFIN CORP	COM	$221K	0.1%Prev: 0.2%	316 SH	Decreased-5 SH
PEMBINA PIPELINE CORP	COM	$240K	0.1%Prev: 0.2%	6,389 SH	Decreased+341 SH
PEPSICO INC	COM	$3.4M	2.0%Prev: 1.9%	25,777 SH	Increased+5,554 SH
PHILIP MORRIS INTL INC	COM	$610K	0.4%Prev: 0.3%	3,349 SH	Increased-284 SH
PHILLIPS 66	COM	$368K	0.2%Prev: 0.3%	3,087 SH	Decreased+259 SH
PNC FINL SVCS GROUP INC	COM	$2.9M	1.7%Prev: 2.1%	15,566 SH	Decreased-355 SH
QUALCOMM INC	COM	$2.6M	1.5%Prev: 1.7%	16,032 SH	Decreased-6,300 SH
QUANTA SVCS INC	COM	$240K	0.1%Prev: 0.2%	635 SH	Decreased-15 SH
SALESFORCE INC	COM	$238K	0.1%	872 SH	New
SAP SE	SPON ADR	$436K	0.3%	1,433 SH	New
SEA LTD	SPONSORD ADS	$587K	0.4%Prev: 0.2%	3,667 SH	Increased-1,308 SH
SERVICENOW INC	COM	$399K	0.2%	388 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$566K	0.3%Prev: 0.2%	737 SH	Increased+176 SH
STARBUCKS CORP	COM	$2.7M	1.6%Prev: 1.9%	29,127 SH	Decreased-3,561 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$580K	0.3%	2,561 SH	New
TARGET CORP	COM	$2.3M	1.4%Prev: 1.4%	23,288 SH	Increased+4,314 SH
TEXAS INSTRS INC	COM	$2.9M	1.8%Prev: 1.9%	14,005 SH	Decreased-1,393 SH
UBS GROUP AG	SHS	$218K	0.1%Prev: 0.1%	6,437 SH	Decreased+333 SH
UNION PAC CORP	COM	$2.3M	1.4%	10,136 SH	New
US BANCORP DEL	COM NEW	$2.6M	1.5%	56,422 SH	New
WILLIAMS COS INC	COM	$553K	0.3%Prev: 0.4%	8,810 SH	Decreased

Sold (vs prior filing)

ACCENTURE PLC IRELAND — $1.1M
ADVANCED MICRO DEVICES INC — $370K
ASML HLDG NV — $560K
AUTOMATIC DATA PROCESSING IN — $912K
CANADIAN NAT RES LTD MED TER — $250K
CONSTELLATION BRANDS INC — $1.0M
COSTCO WHOLESALE CORPORATION — $328K
FERGUSON ENTERPRISES INC — $227K
INVESCO QQQ TR — $890K
ISHARES TR — $268K
ISHARES TR — $206K
ITT INC — $3.9M
J P MORGAN EXCHANGE TRADED F — $359K
JPMORGAN CHASE & CO — $3.1M
LLOYDS BANKING GROUP PLC — $166K
LOCKHEED MARTIN CORP — $3.0M
NETFLIX INC. — $237K
NOVARTIS AG — $239K
PROCTER & GAMBLE CO — $1.5M
SEAGATE TECHNOLOGY HLDNGS PL — $613K
… and 11 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001214659-26-012899	—	View
Jan 13, 2026	Q4 2025	13F-HR	0001214659-26-000422	$176.6M	View
Oct 23, 2025	Q3 2025