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: $168.7M84 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$540K	0.3%	5,949 SH	New
ABBVIE INC	COM	$993K	0.6%Prev: 0.4%	3,947 SH	Increased+43 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$270K	0.2%	2,167 SH	New
ADVANCED MICRO DEVICES INC	COM	$993K	0.6%	1,710 SH	New
ALPHABET INC	CAP STK CL A	$3.4M	2.0%Prev: 1.0%	9,588 SH	Increased+141 SH
ALPHABET INC	CAP STK CL C	$532K	0.3%Prev: 0.2%	1,506 SH	Increased-223 SH
ALPS ETF TR	ALERIAN MLP	$1.2M	0.7%Prev: 0.8%	22,593 SH	Decreased-3,500 SH
AMAZON COM INC	COM	$959K	0.6%Prev: 1.0%	4,022 SH	Decreased-3,198 SH
AMERICAN ELEC PWR CO INC	COM	$3.0M	1.8%Prev: 1.7%	22,047 SH	Increased-4,579 SH
AMGEN INC	COM	$3.2M	1.9%Prev: 1.5%	8,754 SH	Increased-384 SH
AON PLC	SHS CL A	$226K	0.1%Prev: 0.1%	682 SH	Decreased-7 SH
APPLE INC	COM	$4.4M	2.6%Prev: 1.9%	15,082 SH	Increased-292 SH
ARCH CAP GROUP LTD	ORD	$270K	0.2%Prev: 0.2%	2,777 SH	Decreased-243 SH
ARISTA NETWORKS INC	COM SHS	$408K	0.2%Prev: 0.1%	2,400 SH	Increased
ASML HLDG NV	N Y REGISTRY SHS	$844K	0.5%	424 SH	New
ASTRAZENECA PLC	ORD	$271K	0.2%	1,430 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$1.9M	1.1%	8,558 SH	New
BANK OF NY MELLON CORP	COM	$1.8M	1.1%	12,496 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$537K	0.3%Prev: 0.3%	1,073 SH	Increased+40 SH
BLACKSTONE INC	COM	$711K	0.4%	6,041 SH	New
BROADCOM INC	COM	$736K	0.4%Prev: 0.3%	1,948 SH	Increased+40 SH
CANADIAN NAT RES LTD MED TER	COM	$201K	0.1%	5,077 SH	New
CANADIAN PACIFIC KANSAS CITY	COM	$306K	0.2%Prev: 0.2%	3,529 SH	Increased-52 SH
COMCAST CORP NEW	CL A	$1.9M	1.1%Prev: 1.3%	77,944 SH	Decreased+19,682 SH
CONSTELLATION BRANDS INC	CL A	$1.5M	0.9%	10,477 SH	New
COSTCO WHOLESALE CORPORATION	COM	$308K	0.2%	329 SH	New
DIAMONDBACK ENERGY INC	COM	$304K	0.2%Prev: 0.2%	1,730 SH	Increased-151 SH
DIREXION SHARES ETF TRUST	DAI SEM BUL ETF	$776K	0.5%	2,909 SH	New
DISNEY WALT CO	COM	$65.0M	38.6%Prev: 50.4%	675,651 SH	Decreased
ELI LILLY & CO	COM	$391K	0.2%Prev: 0.1%	326 SH	Increased+27 SH
ENBRIDGE INC	COM	$329K	0.2%Prev: 0.2%	6,066 SH	Increased-53 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$409K	0.2%Prev: 0.2%	21,388 SH	Increased+5,988 SH
ENTERPRISE PRODS PARTNERS L	COM	$361K	0.2%Prev: 0.2%	9,834 SH	Increased+264 SH
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$229K	0.1%	963 SH	New
GLOBAL X FDS	ARTIFICIAL ETF	$1.6M	0.9%Prev: 0.1%	24,200 SH	Increased+19,400 SH
HOME DEPOT INC	COM	$3.3M	1.9%Prev: 1.4%	9,251 SH	Increased+2,720 SH
ICICI BANK LIMITED	ADR	$214K	0.1%Prev: 0.1%	7,384 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$542K	0.3%Prev: 0.2%	2,548 SH	Increased+1,068 SH
INVESCO QQQ TR	UNIT SER 1	$251K	0.1%	341 SH	New
ISHARES TR	RUS 1000 GRW ETF	$533K	0.3%Prev: 0.3%	4,294 SH	Increased+3,221 SH
ISHARES TR	RUS MDCP VAL ETF	$625K	0.4%Prev: 0.3%	3,800 SH	Increased
JPMORGAN CHASE & CO	COM	$3.4M	2.0%	10,352 SH	New
LINDE PLC	SHS	$327K	0.2%Prev: 0.2%	631 SH	Increased-55 SH
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$187K	0.1%	32,018 SH	New
LOCKHEED MARTIN CORP	COM	$2.5M	1.5%	4,819 SH	New
M & T BK CORP	COM	$2.6M	1.5%Prev: 1.4%	10,848 SH	Increased-848 SH
MCDONALDS CORP	COM	$509K	0.3%	1,882 SH	New
MEDTRONIC PLC	SHS	$2.7M	1.6%Prev: 1.5%	34,798 SH	Increased+6,344 SH
META PLATFORMS INC	CL A	$679K	0.4%Prev: 0.8%	1,206 SH	Decreased-489 SH
MICROSOFT CORP	COM	$5.8M	3.4%Prev: 3.9%	15,558 SH	Decreased+2,610 SH
MORGAN STANLEY	COM NEW	$3.0M	1.8%Prev: 1.5%	14,335 SH	Increased-3,845 SH
NATIONAL GRID PLC	SPONSORED ADR NE	$226K	0.1%	2,732 SH	New
NEXTERA ENERGY INC	COM	$3.0M	1.8%Prev: 1.6%	34,182 SH	Increased-3,393 SH
NOVARTIS AG	SPONSORED ADR	$343K	0.2%	2,187 SH	New
NU HLDGS LTD	ORD SHS CL A	$204K	0.1%Prev: 0.1%	15,299 SH	Decreased-130 SH
NVIDIA CORPORATION	COM	$1.0M	0.6%Prev: 0.5%	5,122 SH	Increased-14 SH
ONEOK INC NEW	COM	$542K	0.3%Prev: 0.3%	6,233 SH	Increased+789 SH
ORACLE CORP	COM	$398K	0.2%Prev: 0.4%	2,719 SH	Decreased-7 SH
OREILLY AUTOMOTIVE INC	COM	$200K	0.1%Prev: 0.2%	2,175 SH	Decreased-615 SH
PARKER-HANNIFIN CORP	COM	$314K	0.2%Prev: 0.1%	321 SH	Increased+5 SH
PEMBINA PIPELINE CORP	COM	$277K	0.2%Prev: 0.1%	5,997 SH	Increased-392 SH
PEPSICO INC	COM	$3.0M	1.8%Prev: 2.0%	22,052 SH	Decreased-3,725 SH
PHILIP MORRIS INTL INC	COM	$657K	0.4%Prev: 0.4%	3,629 SH	Increased+280 SH
PHILLIPS 66	COM	$478K	0.3%Prev: 0.2%	2,828 SH	Increased-259 SH
PNC FINL SVCS GROUP INC	COM	$3.9M	2.3%Prev: 1.7%	15,884 SH	Increased+318 SH
PROCTER & GAMBLE CO	COM	$3.2M	1.9%	21,553 SH	New
QUALCOMM INC	COM	$3.5M	2.1%Prev: 1.5%	18,931 SH	Increased+2,899 SH
QUANTA SVCS INC	COM	$468K	0.3%Prev: 0.1%	650 SH	Increased+15 SH
SEA LTD	SPONSORD ADS	$477K	0.3%Prev: 0.4%	4,975 SH	Decreased+1,308 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$1.1M	0.7%	1,158 SH	New
SERVICENOW INC	COM	$208K	0.1%Prev: 0.2%	2,100 SH	Decreased+1,712 SH
SPOTIFY TECHNOLOGY S A	SHS	$303K	0.2%Prev: 0.3%	661 SH	Decreased-76 SH
STARBUCKS CORP	COM	$3.3M	2.0%Prev: 1.6%	32,603 SH	Increased+3,476 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.2M	0.7%	2,528 SH	New
TARGET CORP	COM	$2.0M	1.2%Prev: 1.4%	15,653 SH	Decreased-7,635 SH
TC ENERGY CORP	COM	$339K	0.2%	5,121 SH	New
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$254K	0.2%	7,489 SH	New
TEXAS INSTRS INC	COM	$3.0M	1.8%Prev: 1.8%	9,922 SH	Increased-4,083 SH
TYSON FOODS INC	CL A	$1.8M	1.1%	31,189 SH	New
UBS GROUP AG	SHS	$303K	0.2%Prev: 0.1%	6,104 SH	Increased-333 SH
US BANCORP	COM NEW	$3.5M	2.1%	57,702 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$275K	0.2%	419 SH	New
WILLIAMS COS INC	COM	$655K	0.4%Prev: 0.3%	8,810 SH	Increased
XYLEM INC	COM	$397K	0.2%	3,356 SH	New

Sold (vs prior filing)

ASML HOLDING N V — $298K
BANK NEW YORK MELLON CORP — $1.9M
CHENIERE ENERGY PARTNERS LP — $276K
CISCO SYS INC — $934K
COSTCO WHSL CORP NEW — $396K
COUPANG INC — $318K
EXXON MOBIL CORP — $352K
FERRARI N V — $217K
GENERAL DYNAMICS CORP — $1.6M
HESS MIDSTREAM LP — $259K
INTUITIVE SURGICAL INC — $237K
JPMORGAN CHASE & CO. — $3.0M
MASTERCARD INCORPORATED — $211K
MERCADOLIBRE INC — $282K
MONDAY COM LTD — $263K
MPLX LP — $613K
NETFLIX INC — $467K
SALESFORCE INC — $238K
SAP SE — $436K
TAIWAN SEMICONDUCTOR MFG LTD — $580K
… and 2 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