Sponsored

The Analysis of Granite Group Advisors, LLC's Holdings & P&L

Currently, Granite Group Advisors, LLC holds 84 types of securities in its portfolio with a total value $168.7M. In the most recent quarter, they have increased their positions in PG (+11.2K shares, valued at $1.6M), ADP (+4.1K shares, valued at $913.0K), SOXL (+2.9K shares, valued at $775.9K); decreased their positions in TXN (-5.5K shares, valued at $1.6M), SMH (-1.3K shares, valued at $881.1K), QQQ (-1.2K shares, valued at $861.9K); initiated new positions in SOXL (+2.9K shares, valued at $775.9K), BX (+6.0K shares, valued at $710.8K), ABT (+5.9K shares, valued at $539.8K).

1M P&L

+375.6K+0.24%

3M P&L

+8.3M+5.66%

HY P&L

+9.4M+6.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Entertainment65.0M

43.2%

2Banks - Regional10.6M

7.0%

3Semiconductors9.7M

6.4%

Top Industries by Stock Count

1N/A7 stocks

10.6%

2Oil & Gas Midstream6 stocks

9.1%

3Banks - Regional6 stocks

9.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DIS DISNEY WALT CO675.7K shares0.00%2026-06-302026-07-23

MSFT MICROSOFT CORP15.6K shares0.21%2026-06-302026-07-23

AAPL APPLE INC15.1K shares-1.98%2026-06-302026-07-23

PNC PNC FINL SVCS GROUP INC15.9K shares-0.23%2026-06-302026-07-23

QCOM QUALCOMM INC18.9K shares-15.23%2026-06-302026-07-23

USB US BANCORP57.7K shares-0.22%2026-06-302026-07-23

GOOGL ALPHABET INC9.6K shares-1.84%2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO10.4K shares-0.22%2026-06-302026-07-23

Sponsored

SBUX STARBUCKS CORP32.6K shares-0.26%2026-06-302026-07-23

HD HOME DEPOT INC9.3K shares16.70%2026-06-302026-07-23

AMGN AMGEN INC8.8K shares4.44%2026-06-302026-07-23

PG PROCTER & GAMBLE CO21.6K shares107.18%2026-06-302026-07-23

AEP AMERICAN ELEC PWR CO INC22.0K shares4.57%2026-06-302026-07-23

NEXTERA ENERGY INC NEXTERA ENERGY INC34.2K shares9.70%2026-06-302026-07-23

MS MORGAN STANLEY14.3K shares-11.84%2026-06-302026-07-23

PEP PEPSICO INC22.1K shares9.04%2026-06-302026-07-23

Sponsored

TXN TEXAS INSTRS INC9.9K shares-35.56%2026-06-302026-07-23

MEDTRONIC PLC MEDTRONIC PLC34.8K shares10.31%2026-06-302026-07-23

MTB M & T BK CORP10.8K shares0.03%2026-06-302026-07-23

LMT LOCKHEED MARTIN CORP4.8K shares0.00%2026-06-302026-07-23

TGT TARGET CORP15.7K shares-17.50%2026-06-302026-07-23

ADP AUTOMATIC DATA PROCESSING IN8.6K shares90.98%2026-06-302026-07-23

CMCSA COMCAST CORP NEW77.9K shares19.59%2026-06-302026-07-23

BK BANK OF NY MELLON CORP12.5K shares-27.34%2026-06-302026-07-23

Sponsored

TSN TYSON FOODS INC31.2K shares43.28%2026-06-302026-07-23

AIQ GLOBAL X FDS24.2K shares0.00%2026-06-302026-07-23

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC10.5K shares57.36%2026-06-302026-07-23

TSM TAIWAN SEMICONDUCTOR MANUFAC2.5K shares-0.16%2026-06-302026-07-23

ALPS ETF TR ALPS ETF TR22.6K shares-11.72%2026-06-302026-07-23

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.2K shares-11.40%2026-06-302026-07-23

NVDA NVIDIA CORPORATION5.1K shares-1.22%2026-06-302026-07-23

AMD ADVANCED MICRO DEVICES INC1.7K shares2.40%2026-06-302026-07-23

Sponsored

ABBVIE INC ABBVIE INC3.9K shares0.25%2026-06-302026-07-23

AMZN AMAZON COM INC4.0K shares-42.99%2026-06-302026-07-23

ASML ASML HLDG NV424 shares-1.17%2026-06-302026-07-23

SOXL DIREXION SHARES ETF TRUST2.9K sharesnew addition2026-06-302026-07-23

BROADCOM INC BROADCOM INC1.9K shares7.33%2026-06-302026-07-23

BX BLACKSTONE INC6.0K sharesnew addition2026-06-302026-07-23

META PLATFORMS INC META PLATFORMS INC1.2K shares1.60%2026-06-302026-07-23

PM PHILIP MORRIS INTL INC3.6K shares-0.11%2026-06-302026-07-23

Sponsored

WMB WILLIAMS COS INC8.8K shares0.00%2026-06-302026-07-23

IWS ISHARES TR3.8K shares0.00%2026-06-302026-07-23

RSP INVESCO EXCHANGE TRADED FD T2.5K shares-20.45%2026-06-302026-07-23

OKE ONEOK INC NEW6.2K shares-8.93%2026-06-302026-07-23

ABT ABBOTT LABORATORIES5.9K sharesnew addition2026-06-302026-07-23

BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares-2.90%2026-06-302026-07-23

IWF ISHARES TR4.3K shares299.81%2026-06-302026-07-23

GOOG ALPHABET INC1.5K shares1.01%2026-06-302026-07-23

Sponsored

MCD MCDONALDS CORP1.9K sharesnew addition2026-06-302026-07-23

PSX PHILLIPS 662.8K shares0.00%2026-06-302026-07-23

SE SEA LTD5.0K shares0.00%2026-06-302026-07-23

QUANTA SVCS INC QUANTA SVCS INC650 shares0.00%2026-06-302026-07-23

ET ENERGY TRANSFER L P21.4K shares-12.93%2026-06-302026-07-23

ANET ARISTA NETWORKS INC2.4K shares0.00%2026-06-302026-07-23

ORACLE CORP ORACLE CORP2.7K shares-0.15%2026-06-302026-07-23

XYL XYLEM INC3.4K shares0.00%2026-06-302026-07-23

Sponsored

LLY ELI LILLY & CO326 shares1.56%2026-06-302026-07-23

EPD ENTERPRISE PRODS PARTNERS L9.8K shares0.04%2026-06-302026-07-23

NVS NOVARTIS AG2.2K shares38.42%2026-06-302026-07-23

TC ENERGY CORP TC ENERGY CORP5.1K sharesnew addition2026-06-302026-07-23

ENB ENBRIDGE INC6.1K shares-0.87%2026-06-302026-07-23

LIN LINDE PLC631 shares0.00%2026-06-302026-07-23

PH PARKER-HANNIFIN CORP321 shares0.00%2026-06-302026-07-23

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION329 shares1.54%2026-06-302026-07-23

Sponsored

CP CANADIAN PACIFIC KANSAS CITY3.5K shares0.00%2026-06-302026-07-23

FANG DIAMONDBACK ENERGY INC1.7K shares-2.54%2026-06-302026-07-23

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A661 shares17.83%2026-06-302026-07-23

UBS UBS GROUP AG6.1K shares0.00%2026-06-302026-07-23

PBA PEMBINA PIPELINE CORP6.0K shares-0.84%2026-06-302026-07-23

SMH VANECK ETF TRUST419 shares-76.22%2026-06-302026-07-23

ASTRAZENECA PLC ASTRAZENECA PLC1.4K sharesnew addition2026-06-302026-07-23

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.2K shares-61.93%2026-06-302026-07-23

Sponsored

ARCH CAP GROUP LTD ARCH CAP GROUP LTD2.8K shares0.00%2026-06-302026-07-23

TEVA TEVA PHARMACEUTICAL INDS LTD7.5K shares0.00%2026-06-302026-07-23

QQQ INVESCO QQQ TR341 shares-77.43%2026-06-302026-07-23

FERG FERGUSON ENTERPRISES INC963 shares0.00%2026-06-302026-07-23

NGG NATIONAL GRID PLC2.7K sharesnew addition2026-06-302026-07-23

AON AON PLC682 shares0.00%2026-06-302026-07-23

IBN ICICI BANK LIMITED7.4K sharesnew addition2026-06-302026-07-23

SERVICENOW INC SERVICENOW INC2.1K sharesnew addition2026-06-302026-07-23

Sponsored

NU NU HLDGS LTD15.3K shares0.00%2026-06-302026-07-23

CNQ CANADIAN NAT RES LTD MED TER5.1K shares0.00%2026-06-302026-07-23

ORLY OREILLY AUTOMOTIVE INC2.2K sharesnew addition2026-06-302026-07-23

LYG LLOYDS BANKING GROUP PLC32.0K shares0.00%2026-06-302026-07-23

DIS

DISNEY WALT CO

0.00%

Shares675.7K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

0.21%

Shares15.6K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

-1.98%

Shares15.1K

Event2026-06-30

Filed2026-07-23

PNC

PNC FINL SVCS GROUP INC

-0.23%

Shares15.9K

Event2026-06-30

Filed2026-07-23

QCOM

QUALCOMM INC

-15.23%

Shares18.9K

Event2026-06-30

Filed2026-07-23

USB

US BANCORP

-0.22%

Shares57.7K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

-1.84%

Shares9.6K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

-0.22%

Shares10.4K

Event2026-06-30

Filed2026-07-23

SBUX

STARBUCKS CORP

-0.26%

Shares32.6K

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

16.70%

Shares9.3K

Event2026-06-30

Filed2026-07-23

AMGN

AMGEN INC

4.44%

Shares8.8K

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO

107.18%

Shares21.6K

Event2026-06-30

Filed2026-07-23

AEP

AMERICAN ELEC PWR CO INC

4.57%

Shares22.0K

Event2026-06-30

Filed2026-07-23

NEXTERA ENERGY INC

9.70%

Shares34.2K

Event2026-06-30

Filed2026-07-23

MORGAN STANLEY

-11.84%

Shares14.3K

Event2026-06-30

Filed2026-07-23

PEP

PEPSICO INC

9.04%

Shares22.1K

Event2026-06-30

Filed2026-07-23

TXN

TEXAS INSTRS INC

-35.56%

Shares9.9K

Event2026-06-30

Filed2026-07-23

MEDTRONIC PLC

10.31%

Shares34.8K

Event2026-06-30

Filed2026-07-23

MTB

M & T BK CORP

0.03%

Shares10.8K

Event2026-06-30

Filed2026-07-23

LMT

LOCKHEED MARTIN CORP

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-23

TGT

TARGET CORP

-17.50%

Shares15.7K

Event2026-06-30

Filed2026-07-23

ADP

AUTOMATIC DATA PROCESSING IN

90.98%

Shares8.6K

Event2026-06-30

Filed2026-07-23

CMCSA

COMCAST CORP NEW

19.59%

Shares77.9K

Event2026-06-30

Filed2026-07-23

BANK OF NY MELLON CORP

-27.34%

Shares12.5K

Event2026-06-30

Filed2026-07-23

TSN

TYSON FOODS INC

43.28%

Shares31.2K

Event2026-06-30

Filed2026-07-23

AIQ

GLOBAL X FDS

0.00%

Shares24.2K

Event2026-06-30

Filed2026-07-23

CONSTELLATION BRANDS INC

57.36%

Shares10.5K

Event2026-06-30

Filed2026-07-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.16%

Shares2.5K

Event2026-06-30

Filed2026-07-23

ALPS ETF TR

-11.72%

Shares22.6K

Event2026-06-30

Filed2026-07-23

SEAGATE TECHNOLOGY HLDNGS PL

-11.40%

Shares1.2K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

-1.22%

Shares5.1K

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC

2.40%

Shares1.7K

Event2026-06-30

Filed2026-07-23

ABBVIE INC

0.25%

Shares3.9K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

-42.99%

Shares4.0K

Event2026-06-30

Filed2026-07-23

ASML

ASML HLDG NV

-1.17%

Shares424

Event2026-06-30

Filed2026-07-23

SOXL

DIREXION SHARES ETF TRUST

New

Shares2.9K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

7.33%

Shares1.9K

Event2026-06-30

Filed2026-07-23

BLACKSTONE INC

New

Shares6.0K

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC

1.60%

Shares1.2K

Event2026-06-30

Filed2026-07-23

PHILIP MORRIS INTL INC

-0.11%

Shares3.6K

Event2026-06-30

Filed2026-07-23

WMB

WILLIAMS COS INC

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-23

IWS

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-23

RSP

INVESCO EXCHANGE TRADED FD T

-20.45%

Shares2.5K

Event2026-06-30

Filed2026-07-23

OKE

ONEOK INC NEW

-8.93%

Shares6.2K

Event2026-06-30

Filed2026-07-23

ABT

ABBOTT LABORATORIES

New

Shares5.9K

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.90%

Shares1.1K

Event2026-06-30

Filed2026-07-23

IWF

ISHARES TR

299.81%

Shares4.3K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

1.01%

Shares1.5K

Event2026-06-30

Filed2026-07-23

MCD

MCDONALDS CORP

New

Shares1.9K

Event2026-06-30

Filed2026-07-23

PSX

PHILLIPS 66

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-23

SEA LTD

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-23

QUANTA SVCS INC

0.00%

Shares650

Event2026-06-30

Filed2026-07-23

ENERGY TRANSFER L P

-12.93%

Shares21.4K

Event2026-06-30

Filed2026-07-23

ANET

ARISTA NETWORKS INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-23

ORACLE CORP

-0.15%

Shares2.7K

Event2026-06-30

Filed2026-07-23

XYL

XYLEM INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

1.56%

Shares326

Event2026-06-30

Filed2026-07-23

EPD

ENTERPRISE PRODS PARTNERS L

0.04%

Shares9.8K

Event2026-06-30

Filed2026-07-23

NVS

NOVARTIS AG

38.42%

Shares2.2K

Event2026-06-30

Filed2026-07-23

TC ENERGY CORP

New

Shares5.1K

Event2026-06-30

Filed2026-07-23

ENB

ENBRIDGE INC

-0.87%

Shares6.1K

Event2026-06-30

Filed2026-07-23

LIN

LINDE PLC

0.00%

Shares631

Event2026-06-30

Filed2026-07-23

PARKER-HANNIFIN CORP

0.00%

Shares321

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORPORATION

1.54%

Shares329

Event2026-06-30

Filed2026-07-23

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-23

FANG

DIAMONDBACK ENERGY INC

-2.54%

Shares1.7K

Event2026-06-30

Filed2026-07-23

SPOTIFY TECHNOLOGY S A

17.83%

Shares661

Event2026-06-30

Filed2026-07-23

UBS

UBS GROUP AG

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-23

PBA

PEMBINA PIPELINE CORP

-0.84%

Shares6.0K

Event2026-06-30

Filed2026-07-23

SMH

VANECK ETF TRUST

-76.22%

Shares419

Event2026-06-30

Filed2026-07-23

ASTRAZENECA PLC

New

Shares1.4K

Event2026-06-30

Filed2026-07-23

ACCENTURE PLC IRELAND

-61.93%

Shares2.2K

Event2026-06-30

Filed2026-07-23

ARCH CAP GROUP LTD

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-23

TEVA

TEVA PHARMACEUTICAL INDS LTD

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ TR

-77.43%

Shares341

Event2026-06-30

Filed2026-07-23

FERG

FERGUSON ENTERPRISES INC

0.00%

Shares963

Event2026-06-30

Filed2026-07-23

NGG

NATIONAL GRID PLC

New

Shares2.7K

Event2026-06-30

Filed2026-07-23

AON

AON PLC

0.00%

Shares682

Event2026-06-30

Filed2026-07-23

IBN

ICICI BANK LIMITED

New

Shares7.4K

Event2026-06-30

Filed2026-07-23

SERVICENOW INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-23

NU HLDGS LTD

0.00%

Shares15.3K

Event2026-06-30

Filed2026-07-23

CNQ

CANADIAN NAT RES LTD MED TER

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-23

ORLY

OREILLY AUTOMOTIVE INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-23

LYG

LLOYDS BANKING GROUP PLC

0.00%

Shares32.0K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available