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: $176.6M90 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$863K	0.5%Prev: 0.5%	3,776 SH	Decreased-136 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$596K	0.3%	2,222 SH	New
ADVANCED MICRO DEVICES INC	COM	$358K	0.2%	1,670 SH	New
ALPHABET INC	CAP STK CL A	$3.1M	1.7%Prev: 1.4%	9,768 SH	Increased+304 SH
ALPHABET INC	CAP STK CL C	$478K	0.3%Prev: 0.2%	1,522 SH	Increased-125 SH
ALPS ETF TR	ALERIAN MLP	$1.2M	0.7%Prev: 0.7%	25,593 SH	Increased+100 SH
AMAZON COM INC	COM	$1.6M	0.9%Prev: 1.0%	7,107 SH	Increased-80 SH
AMERICAN ELEC PWR CO INC	COM	$3.0M	1.7%Prev: 1.8%	26,206 SH	Increased-395 SH
AMGEN INC	COM	$3.0M	1.7%Prev: 1.6%	9,031 SH	Increased-147 SH
AON PLC	SHS CL A	$241K	0.1%Prev: 0.1%	682 SH	Decreased-7 SH
APPLE INC	COM	$4.2M	2.4%Prev: 2.5%	15,362 SH	Increased-576 SH
ARCH CAP GROUP LTD	ORD	$266K	0.2%Prev: 0.2%	2,777 SH	Decreased-243 SH
ARISTA NETWORKS INC	COM SHS	$314K	0.2%Prev: 0.2%	2,400 SH	Decreased-1 SH
ASML HOLDING N V	N Y REGISTRY SHS	$461K	0.3%Prev: 0.3%	431 SH	Increased-12 SH
ASTRAZENECA PLC	SPONSORED ADR	$263K	0.1%Prev: 0.1%	2,861 SH	Increased
BANK NEW YORK MELLON CORP	COM	$2.3M	1.3%Prev: 1.3%	19,497 SH	Increased-640 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$519K	0.3%Prev: 0.3%	1,033 SH	Decreased-6 SH
BROADCOM INC	COM	$629K	0.4%Prev: 0.4%	1,817 SH	Increased-71 SH
CANADIAN PACIFIC KANSAS	COM	$260K	0.1%	3,529 SH	New
CHENIERE ENERGY PARTNERS LP	COM UNIT	$271K	0.2%Prev: 0.2%	5,058 SH	Decreased+2 SH
CISCO SYS INC	COM	$844K	0.5%Prev: 0.5%	10,957 SH	Increased-132 SH
COMCAST CORP NEW	CL A	$1.6M	0.9%Prev: 1.2%	54,573 SH	Decreased-7,353 SH
CONSTELLATION BRANDS INC	CL A	$903K	0.5%Prev: 0.5%	6,544 SH	Increased+914 SH
COSTCO WHSL CORP NEW	COM	$325K	0.2%Prev: 0.2%	377 SH	Decreased-21 SH
COUPANG INC	CL A	$236K	0.1%Prev: 0.2%	9,996 SH	Decreased-608 SH
DIAMONDBACK ENERGY INC	COM	$267K	0.2%Prev: 0.2%	1,775 SH	Decreased-106 SH
DISNEY WALT CO	COM	$76.9M	43.5%Prev: 46.8%	675,651 SH	Decreased-4 SH
ELI LILLY & CO	COM	$321K	0.2%Prev: 0.1%	299 SH	Increased-3 SH
ENBRIDGE INC	COM	$293K	0.2%Prev: 0.2%	6,119 SH	Decreased
ENERGY TRANSFER L P	COM UT LTD PTN	$421K	0.2%Prev: 0.2%	25,539 SH	Increased+9,728 SH
ENTERPRISE PRODS PARTNERS L	COM	$315K	0.2%Prev: 0.2%	9,826 SH	Increased+4 SH
EXXON MOBIL CORP	COM	$476K	0.3%Prev: 0.3%	3,952 SH	Increased-38 SH
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$214K	0.1%	963 SH	New
GENERAL DYNAMICS CORP	COM	$1.5M	0.8%Prev: 0.9%	4,339 SH	Decreased-78 SH
GLOBAL X FDS	ARTIFICIAL ETF	$224K	0.1%Prev: 0.1%	4,400 SH	Increased
HESS MIDSTREAM LP	CL A SHS	$239K	0.1%Prev: 0.1%	6,922 SH	Decreased+4 SH
HOME DEPOT INC	COM	$2.4M	1.4%Prev: 1.6%	6,982 SH	Decreased+439 SH
ICICI BANK LIMITED	ADR	$220K	0.1%Prev: 0.1%	7,384 SH	Decreased
INTUITIVE SURGICAL INC	COM NEW	$251K	0.1%Prev: 0.1%	443 SH	Increased-9 SH
INVESCO EXCHANGE TRADED FD	S&P500 EQL WGT	$615K	0.3%	3,212 SH	New
INVESCO QQQ TR	UNIT SER 1	$928K	0.5%	1,511 SH	New
ISHARES TR	CORE S&P SCP ETF	$258K	0.1%	2,143 SH	New
ISHARES TR	RUS 1000 GRW ETF	$508K	0.3%Prev: 0.3%	1,073 SH	Increased
ISHARES TR	RUS MDCP VAL ETF	$536K	0.3%Prev: 0.3%	3,800 SH	Increased
ITT INC	COM	$3.4M	1.9%	19,824 SH	New
J P MORGAN EXCHANGE TRADED	ULTRA SHRT ETF	$359K	0.2%	7,097 SH	New
JPMORGAN CHASE & CO.	COM	$3.2M	1.8%Prev: 2.0%	10,003 SH	Decreased-310 SH
LINDE PLC	SHS	$285K	0.2%Prev: 0.2%	668 SH	Decreased-24 SH
LOCKHEED MARTIN CORP	COM	$2.3M	1.3%Prev: 1.0%	4,840 SH	Increased+1,652 SH
M & T BK CORP	COM	$2.4M	1.3%Prev: 1.4%	11,705 SH	Increased-17 SH
MEDTRONIC PLC	SHS	$2.8M	1.6%Prev: 1.6%	28,769 SH	Increased+309 SH
MERCADOLIBRE INC	COM	$207K	0.1%Prev: 0.1%	103 SH	Decreased
META PLATFORMS INC	CL A	$865K	0.5%Prev: 0.8%	1,310 SH	Decreased-432 SH
MICROSOFT CORP	COM	$6.4M	3.6%Prev: 4.1%	13,227 SH	Decreased+115 SH
MORGAN STANLEY	COM NEW	$3.1M	1.8%Prev: 1.8%	17,656 SH	Increased-525 SH
MPLX LP	COM UNIT REP LTD	$567K	0.3%Prev: 0.3%	10,621 SH	Increased+4 SH
NETFLIX INC	COM	$211K	0.1%Prev: 0.2%	2,250 SH	Decreased+2,043 SH
NEXTERA ENERGY INC	COM	$3.1M	1.8%Prev: 1.8%	38,545 SH	Increased+152 SH
NU HLDGS LTD	ORD SHS CL A	$256K	0.1%Prev: 0.1%	15,299 SH	Increased-130 SH
NVIDIA CORPORATION	COM	$967K	0.5%Prev: 0.6%	5,185 SH	Decreased-54 SH
ONEOK INC NEW	COM	$533K	0.3%Prev: 0.2%	7,247 SH	Increased+1,600 SH
ORACLE CORP	COM	$510K	0.3%Prev: 0.5%	2,619 SH	Decreased-111 SH
PARKER-HANNIFIN CORP	COM	$282K	0.2%Prev: 0.1%	321 SH	Increased-1 SH
PEMBINA PIPELINE CORP	COM	$249K	0.1%Prev: 0.2%	6,554 SH	Decreased
PEPSICO INC	COM	$3.0M	1.7%Prev: 1.7%	20,625 SH	Increased+786 SH
PHILIP MORRIS INTL INC	COM	$584K	0.3%Prev: 0.4%	3,642 SH	Decreased-7 SH
PHILLIPS 66	COM	$406K	0.2%Prev: 0.3%	3,148 SH	Decreased+1 SH
PNC FINL SVCS GROUP INC	COM	$3.3M	1.9%Prev: 1.9%	15,801 SH	Increased+239 SH
QUALCOMM INC	COM	$3.0M	1.7%Prev: 1.7%	17,492 SH	Increased+464 SH
QUANTA SVCS INC	COM	$274K	0.2%Prev: 0.2%	650 SH	Increased+15 SH
SAP SE	SPON ADR	$348K	0.2%Prev: 0.2%	1,433 SH	Decreased
SEA LTD	SPONSORD ADS	$438K	0.2%Prev: 0.4%	3,431 SH	Decreased-236 SH
SEAGATE TECHNOLOGY HLDNGS	ORD SHS	$360K	0.2%	1,307 SH	New
SERVICENOW INC	COM	$254K	0.1%Prev: 0.2%	1,655 SH	Decreased+1,261 SH
SHOPIFY INC	CL A SUB VTG SHS	$390K	0.2%	2,424 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$333K	0.2%Prev: 0.3%	573 SH	Decreased-183 SH
STARBUCKS CORP	COM	$2.7M	1.6%Prev: 1.6%	32,640 SH	Increased+1,416 SH
TAIWAN SEMICONDUCTOR MFG	SPONSORED ADS	$765K	0.4%	2,517 SH	New
TARGET CORP	COM	$1.9M	1.0%Prev: 1.4%	18,950 SH	Decreased-6,296 SH
TC ENERGY CORP	COM	$221K	0.1%Prev: 0.1%	4,017 SH	Increased
TESLA INC	COM	$2.0M	1.2%	4,549 SH	New
TEXAS INSTRS INC	COM	$2.7M	1.5%Prev: 1.6%	15,307 SH	Increased+1,294 SH
TYSON FOODS INC	CL A	$1.2M	0.7%Prev: 0.7%	20,853 SH	Increased+517 SH
UBS GROUP AG	SHS	$283K	0.2%Prev: 0.2%	6,104 SH	Increased-333 SH
US BANCORP DEL	COM NEW	$3.0M	1.7%Prev: 1.7%	56,908 SH	Increased+529 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$635K	0.4%	1,762 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$312K	0.2%	1,076 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$516K	0.3%	3,592 SH	New
WILLIAMS COS INC	COM	$530K	0.3%Prev: 0.3%	8,810 SH	Decreased
XYLEM INC	COM	$457K	0.3%	3,356 SH	New

Sold (vs prior filing)

CANADIAN PACIFIC KANSAS CITY — $267K
FERRARI N V — $214K
INVESCO EXCHANGE TRADED FD T — $431K
OREILLY AUTOMOTIVE INC — $301K
SEAGATE TECHNOLOGY HLDNGS PL — $309K
TAIWAN SEMICONDUCTOR MFG LTD — $715K

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