Granite Group Advisors, LLC

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

Import this data to Google Sheets with:

=jivedata("granite-group-advisors-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $165.1M79 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$906K	0.5%Prev: 0.6%	3,912 SH	Decreased-35 SH
ALPHABET INC	CAP STK CL A	$2.3M	1.4%Prev: 2.0%	9,464 SH	Decreased-124 SH
ALPHABET INC	CAP STK CL C	$401K	0.2%Prev: 0.3%	1,647 SH	Decreased+141 SH
ALPS ETF TR	ALERIAN MLP	$1.2M	0.7%Prev: 0.7%	25,493 SH	Increased+2,900 SH
AMAZON COM INC	COM	$1.6M	1.0%Prev: 0.6%	7,187 SH	Increased+3,165 SH
AMERICAN ELEC PWR CO INC	COM	$3.0M	1.8%Prev: 1.8%	26,601 SH	Decreased+4,554 SH
AMGEN INC	COM	$2.6M	1.6%Prev: 1.9%	9,178 SH	Decreased+424 SH
AON PLC	SHS CL A	$246K	0.1%Prev: 0.1%	689 SH	Increased+7 SH
APPLE INC	COM	$4.1M	2.5%Prev: 2.6%	15,938 SH	Decreased+856 SH
ARCH CAP GROUP LTD	ORD	$274K	0.2%Prev: 0.2%	3,020 SH	Increased+243 SH
ARISTA NETWORKS INC	COM SHS	$350K	0.2%Prev: 0.2%	2,401 SH	Decreased+1 SH
ASML HOLDING N V	N Y REGISTRY SHS	$429K	0.3%	443 SH	New
ASTRAZENECA PLC	SPONSORED ADR	$219K	0.1%	2,861 SH	New
BANK NEW YORK MELLON CORP	COM	$2.2M	1.3%	20,137 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$522K	0.3%Prev: 0.3%	1,039 SH	Decreased-34 SH
BROADCOM INC	COM	$623K	0.4%Prev: 0.4%	1,888 SH	Decreased-60 SH
CANADIAN PACIFIC KANSAS CITY	COM	$267K	0.2%Prev: 0.2%	3,581 SH	Decreased+52 SH
CHENIERE ENERGY PARTNERS LP	COM UNIT	$272K	0.2%	5,056 SH	New
CISCO SYS INC	COM	$759K	0.5%	11,089 SH	New
COMCAST CORP NEW	CL A	$1.9M	1.2%Prev: 1.1%	61,926 SH	Increased-16,018 SH
CONSTELLATION BRANDS INC	CL A	$758K	0.5%Prev: 0.9%	5,630 SH	Decreased-4,847 SH
COSTCO WHSL CORP NEW	COM	$368K	0.2%	398 SH	New
COUPANG INC	CL A	$341K	0.2%	10,604 SH	New
DIAMONDBACK ENERGY INC	COM	$269K	0.2%Prev: 0.2%	1,881 SH	Decreased+151 SH
DISNEY WALT CO	COM	$77.4M	46.8%Prev: 38.6%	675,655 SH	Increased+4 SH
ELI LILLY & CO	COM	$230K	0.1%Prev: 0.2%	302 SH	Decreased-24 SH
ENBRIDGE INC	COM	$309K	0.2%Prev: 0.2%	6,119 SH	Decreased+53 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$271K	0.2%Prev: 0.2%	15,811 SH	Decreased-5,577 SH
ENTERPRISE PRODS PARTNERS L	COM	$307K	0.2%Prev: 0.2%	9,822 SH	Decreased-12 SH
EXXON MOBIL CORP	COM	$450K	0.3%	3,990 SH	New
FERRARI N V	COM	$214K	0.1%	442 SH	New
GENERAL DYNAMICS CORP	COM	$1.5M	0.9%	4,417 SH	New
GLOBAL X FDS	ARTIFICIAL ETF	$217K	0.1%Prev: 0.9%	4,400 SH	Decreased-19,800 SH
HESS MIDSTREAM LP	CL A SHS	$239K	0.1%	6,918 SH	New
HOME DEPOT INC	COM	$2.7M	1.6%Prev: 1.9%	6,543 SH	Decreased-2,708 SH
ICICI BANK LIMITED	ADR	$223K	0.1%Prev: 0.1%	7,384 SH	Increased
INTUITIVE SURGICAL INC	COM NEW	$202K	0.1%	452 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$431K	0.3%Prev: 0.3%	2,270 SH	Decreased-278 SH
ISHARES TR	RUS 1000 GRW ETF	$503K	0.3%Prev: 0.3%	1,073 SH	Decreased-3,221 SH
ISHARES TR	RUS MDCP VAL ETF	$531K	0.3%Prev: 0.4%	3,800 SH	Decreased
JPMORGAN CHASE & CO.	COM	$3.3M	2.0%	10,313 SH	New
LINDE PLC	SHS	$329K	0.2%Prev: 0.2%	692 SH	Increased+61 SH
LOCKHEED MARTIN CORP	COM	$1.6M	1.0%Prev: 1.5%	3,188 SH	Decreased-1,631 SH
M & T BK CORP	COM	$2.3M	1.4%Prev: 1.5%	11,722 SH	Decreased+874 SH
MEDTRONIC PLC	SHS	$2.7M	1.6%Prev: 1.6%	28,460 SH	Decreased-6,338 SH
MERCADOLIBRE INC	COM	$241K	0.1%	103 SH	New
META PLATFORMS INC	CL A	$1.3M	0.8%Prev: 0.4%	1,742 SH	Increased+536 SH
MICROSOFT CORP	COM	$6.8M	4.1%Prev: 3.4%	13,112 SH	Increased-2,446 SH
MORGAN STANLEY	COM NEW	$2.9M	1.8%Prev: 1.8%	18,181 SH	Decreased+3,846 SH
MPLX LP	COM UNIT REP LTD	$530K	0.3%	10,617 SH	New
NETFLIX INC	COM	$248K	0.2%	207 SH	New
NEXTERA ENERGY INC	COM	$2.9M	1.8%Prev: 1.8%	38,393 SH	Decreased+4,211 SH
NU HLDGS LTD	ORD SHS CL A	$247K	0.1%Prev: 0.1%	15,429 SH	Increased+130 SH
NVIDIA CORPORATION	COM	$977K	0.6%Prev: 0.6%	5,239 SH	Decreased+117 SH
ONEOK INC NEW	COM	$412K	0.2%Prev: 0.3%	5,647 SH	Decreased-586 SH
ORACLE CORP	COM	$768K	0.5%Prev: 0.2%	2,730 SH	Increased+11 SH
OREILLY AUTOMOTIVE INC	COM	$301K	0.2%Prev: 0.1%	2,794 SH	Increased+619 SH
PARKER-HANNIFIN CORP	COM	$244K	0.1%Prev: 0.2%	322 SH	Decreased+1 SH
PEMBINA PIPELINE CORP	COM	$265K	0.2%Prev: 0.2%	6,554 SH	Decreased+557 SH
PEPSICO INC	COM	$2.8M	1.7%Prev: 1.8%	19,839 SH	Decreased-2,213 SH
PHILIP MORRIS INTL INC	COM	$592K	0.4%Prev: 0.4%	3,649 SH	Decreased+20 SH
PHILLIPS 66	COM	$428K	0.3%Prev: 0.3%	3,147 SH	Decreased+319 SH
PNC FINL SVCS GROUP INC	COM	$3.1M	1.9%Prev: 2.3%	15,562 SH	Decreased-322 SH
QUALCOMM INC	COM	$2.8M	1.7%Prev: 2.1%	17,028 SH	Decreased-1,903 SH
QUANTA SVCS INC	COM	$263K	0.2%Prev: 0.3%	635 SH	Decreased-15 SH
SAP SE	SPON ADR	$383K	0.2%	1,433 SH	New
SEA LTD	SPONSORD ADS	$655K	0.4%Prev: 0.3%	3,667 SH	Increased-1,308 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$309K	0.2%Prev: 0.7%	1,309 SH	Decreased+151 SH
SERVICENOW INC	COM	$363K	0.2%Prev: 0.1%	394 SH	Increased-1,706 SH
SPOTIFY TECHNOLOGY S A	SHS	$528K	0.3%Prev: 0.2%	756 SH	Increased+95 SH
STARBUCKS CORP	COM	$2.6M	1.6%Prev: 2.0%	31,224 SH	Decreased-1,379 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$715K	0.4%	2,561 SH	New
TARGET CORP	COM	$2.3M	1.4%Prev: 1.2%	25,246 SH	Increased+9,593 SH
TC ENERGY CORP	COM	$219K	0.1%Prev: 0.2%	4,017 SH	Decreased-1,104 SH
TEXAS INSTRS INC	COM	$2.6M	1.6%Prev: 1.8%	14,013 SH	Decreased+4,091 SH
TYSON FOODS INC	CL A	$1.1M	0.7%Prev: 1.1%	20,336 SH	Decreased-10,853 SH
UBS GROUP AG	SHS	$264K	0.2%Prev: 0.2%	6,437 SH	Decreased+333 SH
US BANCORP DEL	COM NEW	$2.7M	1.7%	56,379 SH	New
WILLIAMS COS INC	COM	$558K	0.3%Prev: 0.4%	8,810 SH	Decreased

Sold (vs prior filing)

ABBOTT LABORATORIES — $540K
ACCENTURE PLC IRELAND — $270K
ADVANCED MICRO DEVICES INC — $993K
ASML HLDG NV — $844K
ASTRAZENECA PLC — $271K
AUTOMATIC DATA PROCESSING IN — $1.9M
BANK OF NY MELLON CORP — $1.8M
BLACKSTONE INC — $711K
CANADIAN NAT RES LTD MED TER — $201K
COSTCO WHOLESALE CORPORATION — $308K
DIREXION SHARES ETF TRUST — $776K
FERGUSON ENTERPRISES INC — $229K
INVESCO QQQ TR — $251K
JPMORGAN CHASE & CO — $3.4M
LLOYDS BANKING GROUP PLC — $187K
MCDONALDS CORP — $509K
NATIONAL GRID PLC — $226K
NOVARTIS AG — $343K
PROCTER & GAMBLE CO — $3.2M
TAIWAN SEMICONDUCTOR MANUFAC — $1.2M
… and 4 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