Sponsored

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

Currently, Granite Group Advisors, LLC holds 86 types of securities in its portfolio with a total value $165.3M. In the most recent quarter, they have increased their positions in PG (+10.4K shares, valued at $1.5M), AIQ (+19.8K shares, valued at $947.4K), ADP (+4.5K shares, valued at $912.4K); decreased their positions in NEE (-7.4K shares, valued at $691.8K), AEP (-5.1K shares, valued at $680.8K), BK (-2.3K shares, valued at $286.4K); initiated new positions in PG (+10.4K shares, valued at $1.5M), ADP (+4.5K shares, valued at $912.4K), CNQ (+5.1K shares, valued at $249.6K).

1M P&L

+1.9M+1.21%

3M P&L

+488.2K+0.30%

HY P&L

+9.9M+6.47%

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

43.8%

2Banks - Regional9.2M

6.2%

3Semiconductors8.0M

5.4%

Top Industries by Stock Count

1N/A10 stocks

14.3%

2Oil & Gas Midstream6 stocks

8.6%

3Semiconductors5 stocks

7.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DIS DISNEY WALT CO675.7K shares0.00%2026-03-312026-04-14

MSFT MICROSOFT CORP15.5K shares17.38%2026-03-312026-04-14

AAPL APPLE INC15.4K shares0.16%2026-03-312026-04-14

ITT INC ITT INC19.8K shares0.00%2026-03-312026-04-14

PNC PNC FINL SVCS GROUP INC15.9K shares0.76%2026-03-312026-04-14

SBUX STARBUCKS CORP32.7K shares0.15%2026-03-312026-04-14

USB US BANCORP57.8K shares1.62%2026-03-312026-04-14

PEP PEPSICO INC20.2K shares-1.95%2026-03-312026-04-14

Sponsored

JPM JPMORGAN CHASE & CO10.4K shares3.72%2026-03-312026-04-14

TXN TEXAS INSTRS INC15.4K shares0.59%2026-03-312026-04-14

LMT LOCKHEED MARTIN CORP4.8K shares-0.43%2026-03-312026-04-14

ALPHABET INC ALPHABET INC9.8K shares0.00%2026-03-312026-04-14

NEE NEXTERA ENERGY INC31.2K shares-19.16%2026-03-312026-04-14

AMGN AMGEN INC8.4K shares-7.19%2026-03-312026-04-14

AEP AMERICAN ELEC PWR CO INC21.1K shares-19.55%2026-03-312026-04-14

QCOM QUALCOMM INC22.3K shares27.67%2026-03-312026-04-14

Sponsored

MS MORGAN STANLEY16.3K shares-7.90%2026-03-312026-04-14

MEDTRONIC PLC MEDTRONIC PLC31.5K shares9.66%2026-03-312026-04-14

HD HOME DEPOT INC7.9K shares13.53%2026-03-312026-04-14

MTB M & T BK CORP10.8K shares-7.35%2026-03-312026-04-14

TGT TARGET CORP19.0K shares0.13%2026-03-312026-04-14

BK BANK NEW YORK MELLON CORP17.2K shares-11.79%2026-03-312026-04-14

CMCSA COMCAST CORP NEW65.2K shares19.43%2026-03-312026-04-14

TSLA TESLA INC4.5K shares0.00%2026-03-312026-04-14

Sponsored

AMZN AMAZON COM INC7.1K shares-0.73%2026-03-312026-04-14

PG PROCTER & GAMBLE CO10.4K sharesnew addition2026-03-312026-04-14

TSN TYSON FOODS INC21.8K shares4.39%2026-03-312026-04-14

ALPS ETF TR ALPS ETF TR25.6K shares0.00%2026-03-312026-04-14

AIQ GLOBAL X FDS24.2K shares450.00%2026-03-312026-04-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.7K shares156.17%2026-03-312026-04-14

STZ CONSTELLATION BRANDS INC6.7K shares1.74%2026-03-312026-04-14

NVDA NVIDIA CORPORATION5.2K shares0.00%2026-03-312026-04-14

Sponsored

ADP AUTOMATIC DATA PROCESSING IN4.5K sharesnew addition2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR1.5K shares0.00%2026-03-312026-04-14

TSM TAIWAN SEMICONDUCTOR MANUFAC2.5K shares0.60%2026-03-312026-04-14

ABBV ABBVIE INC3.9K shares4.26%2026-03-312026-04-14

SMH VANECK ETF TRUST1.8K shares0.00%2026-03-312026-04-14

META META PLATFORMS INC1.2K shares-9.39%2026-03-312026-04-14

WMB WILLIAMS COS INC8.8K shares0.00%2026-03-312026-04-14

XOM EXXON MOBIL CORP3.9K shares-0.23%2026-03-312026-04-14

Sponsored

OKE ONEOK INC NEW6.8K shares-5.56%2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.2K shares-0.28%2026-03-312026-04-14

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.3K shares0.00%2026-03-312026-04-14

BROADCOM INC BROADCOM INC1.8K shares-0.11%2026-03-312026-04-14

PM PHILIP MORRIS INTL INC3.6K shares-0.25%2026-03-312026-04-14

IWS ISHARES TR3.8K shares0.00%2026-03-312026-04-14

ASML ASML HLDG NV429 shares-0.46%2026-03-312026-04-14

VYM VANGUARD WHITEHALL FDS3.6K shares-0.78%2026-03-312026-04-14

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares6.97%2026-03-312026-04-14

PSX PHILLIPS 662.8K shares-10.17%2026-03-312026-04-14

ET ENERGY TRANSFER L P24.6K shares-3.82%2026-03-312026-04-14

IWF ISHARES TR1.1K shares0.09%2026-03-312026-04-14

ALPHABET INC ALPHABET INC1.5K shares-2.04%2026-03-312026-04-14

XYL XYLEM INC3.4K shares0.00%2026-03-312026-04-14

SE SEA LTD5.0K shares45.00%2026-03-312026-04-14

ORCL ORACLE CORP2.7K shares3.97%2026-03-312026-04-14

Sponsored

EPD ENTERPRISE PRODS PARTNERS L9.8K shares0.04%2026-03-312026-04-14

AMD ADVANCED MICRO DEVICES INC1.7K shares0.00%2026-03-312026-04-14

PWR QUANTA SVCS INC650 shares0.00%2026-03-312026-04-14

JPST J P MORGAN EXCHANGE TRADED F7.1K shares0.18%2026-03-312026-04-14

FANG DIAMONDBACK ENERGY INC1.8K shares0.00%2026-03-312026-04-14

ENB ENBRIDGE INC6.1K shares0.00%2026-03-312026-04-14

COST COSTCO WHOLESALE CORPORATION324 shares-14.06%2026-03-312026-04-14

ARISTA NETWORKS INC ARISTA NETWORKS INC2.4K shares0.00%2026-03-312026-04-14

Sponsored

LINDE PLC LINDE PLC631 shares-5.54%2026-03-312026-04-14

VO VANGUARD INDEX FDS1.1K shares-0.93%2026-03-312026-04-14

LLY ELI LILLY & CO321 shares7.36%2026-03-312026-04-14

PH PARKER-HANNIFIN CORP321 shares0.00%2026-03-312026-04-14

SHOP SHOPIFY INC2.4K shares0.00%2026-03-312026-04-14

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY3.5K shares0.00%2026-03-312026-04-14

SPOT SPOTIFY TECHNOLOGY S A561 shares-2.09%2026-03-312026-04-14

PBA PEMBINA PIPELINE CORP6.0K shares-7.72%2026-03-312026-04-14

Sponsored

ACGL ARCH CAP GROUP LTD2.8K shares0.00%2026-03-312026-04-14

IJR ISHARES TR2.1K shares-1.07%2026-03-312026-04-14

CNQ CANADIAN NAT RES LTD MED TER5.1K sharesnew addition2026-03-312026-04-14

UBS UBS GROUP AG6.1K shares0.00%2026-03-312026-04-14

NVS NOVARTIS AG1.6K sharesnew addition2026-03-312026-04-14

NFLX NETFLIX INC.2.4K shares6.67%2026-03-312026-04-14

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC963 shares0.00%2026-03-312026-04-14

AON PLC AON PLC682 shares0.00%2026-03-312026-04-14

Sponsored

TEVA TEVA PHARMACEUTICAL INDS LTD7.5K sharesnew addition2026-03-312026-04-14

NU NU HLDGS LTD15.3K shares0.00%2026-03-312026-04-14

XLI SELECT SECTOR SPDR TR1.3K sharesnew addition2026-03-312026-04-14

DVY ISHARES TR1.4K sharesnew addition2026-03-312026-04-14

ISRG INTUITIVE SURGICAL INC443 shares0.00%2026-03-312026-04-14

LYG LLOYDS BANKING GROUP PLC32.0K sharesnew addition2026-03-312026-04-14

DIS

DISNEY WALT CO

0.00%

Shares675.7K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

17.38%

Shares15.5K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

0.16%

Shares15.4K

Event2026-03-31

Filed2026-04-14

ITT INC

0.00%

Shares19.8K

Event2026-03-31

Filed2026-04-14

PNC

PNC FINL SVCS GROUP INC

0.76%

Shares15.9K

Event2026-03-31

Filed2026-04-14

SBUX

STARBUCKS CORP

0.15%

Shares32.7K

Event2026-03-31

Filed2026-04-14

USB

US BANCORP

1.62%

Shares57.8K

Event2026-03-31

Filed2026-04-14

PEP

PEPSICO INC

-1.95%

Shares20.2K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

3.72%

Shares10.4K

Event2026-03-31

Filed2026-04-14

TXN

TEXAS INSTRS INC

0.59%

Shares15.4K

Event2026-03-31

Filed2026-04-14

LMT

LOCKHEED MARTIN CORP

-0.43%

Shares4.8K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

0.00%

Shares9.8K

Event2026-03-31

Filed2026-04-14

NEE

NEXTERA ENERGY INC

-19.16%

Shares31.2K

Event2026-03-31

Filed2026-04-14

AMGN

AMGEN INC

-7.19%

Shares8.4K

Event2026-03-31

Filed2026-04-14

AEP

AMERICAN ELEC PWR CO INC

-19.55%

Shares21.1K

Event2026-03-31

Filed2026-04-14

QCOM

QUALCOMM INC

27.67%

Shares22.3K

Event2026-03-31

Filed2026-04-14

MORGAN STANLEY

-7.90%

Shares16.3K

Event2026-03-31

Filed2026-04-14

MEDTRONIC PLC

9.66%

Shares31.5K

Event2026-03-31

Filed2026-04-14

HOME DEPOT INC

13.53%

Shares7.9K

Event2026-03-31

Filed2026-04-14

MTB

M & T BK CORP

-7.35%

Shares10.8K

Event2026-03-31

Filed2026-04-14

TGT

TARGET CORP

0.13%

Shares19.0K

Event2026-03-31

Filed2026-04-14

BANK NEW YORK MELLON CORP

-11.79%

Shares17.2K

Event2026-03-31

Filed2026-04-14

CMCSA

COMCAST CORP NEW

19.43%

Shares65.2K

Event2026-03-31

Filed2026-04-14

TSLA

TESLA INC

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

-0.73%

Shares7.1K

Event2026-03-31

Filed2026-04-14

PROCTER & GAMBLE CO

New

Shares10.4K

Event2026-03-31

Filed2026-04-14

TSN

TYSON FOODS INC

4.39%

Shares21.8K

Event2026-03-31

Filed2026-04-14

ALPS ETF TR

0.00%

Shares25.6K

Event2026-03-31

Filed2026-04-14

AIQ

GLOBAL X FDS

450.00%

Shares24.2K

Event2026-03-31

Filed2026-04-14

ACCENTURE PLC IRELAND

156.17%

Shares5.7K

Event2026-03-31

Filed2026-04-14

STZ

CONSTELLATION BRANDS INC

1.74%

Shares6.7K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-14

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares4.5K

Event2026-03-31

Filed2026-04-14

INVESCO QQQ TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.60%

Shares2.5K

Event2026-03-31

Filed2026-04-14

ABBV

ABBVIE INC

4.26%

Shares3.9K

Event2026-03-31

Filed2026-04-14

SMH

VANECK ETF TRUST

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-14