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The Analysis of Granite Harbor Advisors, Inc.'s Holdings & P&L

Currently, Granite Harbor Advisors, Inc. holds 129 types of securities in its portfolio with a total value $229.1M. In the most recent quarter, they have increased their positions in MUB (+11.4K shares, valued at $1.2M), IBDV (+28.3K shares, valued at $618.6K), IBDS (+24.5K shares, valued at $593.6K); decreased their positions in IVV (-1.3K shares, valued at $870.1K), AGG (-5.2K shares, valued at $516.3K), XOM (-2.7K shares, valued at $461.0K); initiated new positions in IBTL (+20.6K shares, valued at $420.0K), VLO (+1.2K shares, valued at $291.8K), COP (+2.1K shares, valued at $281.7K).

1M P&L

-5.5M-2.60%

3M P&L

-5.8M-2.73%

HY P&L

+991.4K+0.48%

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

1N/A121.8M

62.6%

2Semiconductors9.7M

5.0%

3Consumer Electronics9.4M

4.8%

Top Industries by Stock Count

1N/A54 stocks

46.2%

2Drug Manufacturers - General6 stocks

5.1%

3Credit Services3 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TR33.6K shares-2.03%2026-03-312026-04-23

AGG ISHARES TR153.3K shares-3.28%2026-03-312026-04-23

IVV ISHARES TR14.8K shares-8.26%2026-03-312026-04-23

DFAS DIMENSIONAL ETF TRUST135.6K shares-3.13%2026-03-312026-04-23

NVDA NVIDIA CORPORATION53.9K shares-2.58%2026-03-312026-04-23

AAPL APPLE INC36.9K shares-0.92%2026-03-312026-04-23

ALPHABET INC ALPHABET INC28.6K shares-3.25%2026-03-312026-04-23

MUB ISHARES TR66.1K shares20.79%2026-03-312026-04-23

Sponsored

XLF SELECT SECTOR SPDR TR124.4K shares-2.83%2026-03-312026-04-23

XLV SELECT SECTOR SPDR TR40.4K shares-1.69%2026-03-312026-04-23

XLY SELECT SECTOR SPDR TR53.4K shares-2.86%2026-03-312026-04-23

BIV VANGUARD BD INDEX FDS72.8K shares5.07%2026-03-312026-04-23

AMZN AMAZON COM INC26.4K shares-2.19%2026-03-312026-04-23

MSFT MICROSOFT CORP14.1K shares5.10%2026-03-312026-04-23

XLI SELECT SECTOR SPDR TR30.0K shares-4.48%2026-03-312026-04-23

META META PLATFORMS INC6.7K shares-3.11%2026-03-312026-04-23

Sponsored

VWO VANGUARD INTL EQUITY INDEX F66.7K shares-1.51%2026-03-312026-04-23

XLP SELECT SECTOR SPDR TR39.5K shares-1.75%2026-03-312026-04-23

ITM VANECK ETF TRUST67.2K shares9.19%2026-03-312026-04-23

IWF ISHARES TR6.7K shares-3.75%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON11.1K shares-6.57%2026-03-312026-04-23

BAC BANK AMERICA CORP55.1K shares-4.65%2026-03-312026-04-23

XLE SELECT SECTOR SPDR TR42.2K shares-3.95%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.1K shares4.98%2026-03-312026-04-23

Sponsored

IWD ISHARES TR10.3K shares-16.89%2026-03-312026-04-23

HYGV FLEXSHARES TR54.4K shares-10.53%2026-03-312026-04-23

IBDS ISHARES TR85.1K shares40.38%2026-03-312026-04-23

LLY ELI LILLY & CO2.1K shares0.42%2026-03-312026-04-23

APH AMPHENOL CORP15.4K shares-3.28%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO6.4K shares1.20%2026-03-312026-04-23

IBMP ISHARES TR67.9K shares0.00%2026-03-312026-04-23

IBMO ISHARES TR67.3K shares0.00%2026-03-312026-04-23

Sponsored

IBMQ ISHARES TR63.6K shares0.00%2026-03-312026-04-23

EFA ISHARES TR16.1K shares-0.48%2026-03-312026-04-23

GUNR FLEXSHARES TR28.2K shares0.00%2026-03-312026-04-23

HON HONEYWELL INTL INC6.9K shares-7.99%2026-03-312026-04-23

IBMR ISHARES TR61.0K shares0.00%2026-03-312026-04-23

WMT WALMART INC12.3K shares1.20%2026-03-312026-04-23

BROADCOM INC BROADCOM INC4.7K shares-4.82%2026-03-312026-04-23

HD HOME DEPOT INC4.3K shares0.05%2026-03-312026-04-23

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY4.8K shares-0.54%2026-03-312026-04-23

NEE NEXTERA ENERGY INC14.3K shares-4.66%2026-03-312026-04-23

XLU SELECT SECTOR SPDR TR28.2K shares-2.97%2026-03-312026-04-23

XLB SELECT SECTOR SPDR TR25.5K shares-1.77%2026-03-312026-04-23

XOM EXXON MOBIL CORP6.6K shares-29.19%2026-03-312026-04-23

IBDT ISHARES TR43.2K shares71.81%2026-03-312026-04-23

V VISA INC3.5K shares6.69%2026-03-312026-04-23

MA MASTERCARD INCORPORATED2.0K shares4.86%2026-03-312026-04-23

Sponsored

IBDR ISHARES TR41.1K shares76.64%2026-03-312026-04-23

IBTJ ISHARES TR43.7K shares66.00%2026-03-312026-04-23

IBTI ISHARES TR41.3K shares1.50%2026-03-312026-04-23

IBTH ISHARES TR40.9K shares1.52%2026-03-312026-04-23

IBDU ISHARES TR38.4K shares113.93%2026-03-312026-04-23

SLV ISHARES SILVER TR13.0K shares-23.96%2026-03-312026-04-23

EMR EMERSON ELEC CO6.7K shares0.00%2026-03-312026-04-23

IBDV ISHARES TR39.3K shares255.69%2026-03-312026-04-23

Sponsored

CSCO CISCO SYS INC11.0K shares-3.36%2026-03-312026-04-23

IBTG ISHARES TR37.1K shares-1.39%2026-03-312026-04-23

ACWV ISHARES INC7.0K shares0.00%2026-03-312026-04-23

IBTK ISHARES TR41.3K shares120.45%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T1.2K shares-0.08%2026-03-312026-04-23

CVX CHEVRON CORPORATION3.6K shares0.52%2026-03-312026-04-23

PG PROCTER & GAMBLE CO5.0K shares9.95%2026-03-312026-04-23

MCD MCDONALDS CORP2.3K shares-14.69%2026-03-312026-04-23

Sponsored

TDTT FLEXSHARES TR29.6K shares0.00%2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC2.6K shares18.94%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC5.7K shares2.67%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION665 shares6.23%2026-03-312026-04-23

FSEC FIDELITY MERRIMACK STR TR15.1K shares0.00%2026-03-312026-04-23

ABBV ABBVIE INC3.0K shares7.73%2026-03-312026-04-23

ALPHABET INC ALPHABET INC2.2K shares-0.18%2026-03-312026-04-23

KO COCA COLA CO8.3K shares7.48%2026-03-312026-04-23

Sponsored

IBMS ISHARES TR21.1K shares0.00%2026-03-312026-04-23

PFE PFIZER INC19.4K shares12.10%2026-03-312026-04-23

VIG VANGUARD SPECIALIZED FUNDS2.5K shares0.00%2026-03-312026-04-23

IWP ISHARES TR4.2K shares-0.50%2026-03-312026-04-23

VB VANGUARD INDEX FDS2.0K shares0.00%2026-03-312026-04-23

PEP PEPSICO INC3.1K shares8.93%2026-03-312026-04-23

LINDE PLC LINDE PLC960 shares4.12%2026-03-312026-04-23

EOG EOG RES INC3.2K shares1.83%2026-03-312026-04-23

Sponsored

VO VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-04-23

IWS ISHARES TR3.0K shares-0.66%2026-03-312026-04-23

CAT CATERPILLAR INC607 shares-2.57%2026-03-312026-04-23

IBTL ISHARES TR20.6K sharesnew addition2026-03-312026-04-23

TMO THERMO FISHER SCIENTIFIC INC848 shares12.92%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC8.3K shares7.55%2026-03-312026-04-23

IWO ISHARES TR1.3K shares-13.61%2026-03-312026-04-23

RTX RTX CORPORATION2.1K shares-1.50%2026-03-312026-04-23

Sponsored

DE DEERE & CO671 shares0.90%2026-03-312026-04-23

ORCL ORACLE CORP2.5K shares9.35%2026-03-312026-04-23

EW EDWARDS LIFESCIENCES CORP4.5K shares-6.31%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE1.2K shares-0.24%2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC403 shares-1.95%2026-03-312026-04-23

AME AMETEK INC1.6K shares0.00%2026-03-312026-04-23

TSLA TESLA INC878 shares0.00%2026-03-312026-04-23

MS MORGAN STANLEY1.9K shares-1.64%2026-03-312026-04-23

Sponsored

WFC WELLS FARGO & CO4.0K shares3.03%2026-03-312026-04-23

INTC INTEL CORP7.0K shares-2.32%2026-03-312026-04-23

LOW LOWES COS INC1.3K shares1.98%2026-03-312026-04-23

MDY STATE STR SPDR S&P MIDCAP 40479 shares-2.44%2026-03-312026-04-23

UNP UNION PAC CORP1.2K shares6.24%2026-03-312026-04-23

VLO VALERO ENERGY CORP1.2K sharesnew addition2026-03-312026-04-23

BLACKROCK INC BLACKROCK INC293 shares5.78%2026-03-312026-04-23

COP CONOCOPHILLIPS2.1K sharesnew addition2026-03-312026-04-23

Sponsored

ADBE ADOBE INC1.1K shares22.81%2026-03-312026-04-23

HSY HERSHEY CO1.3K shares-7.93%2026-03-312026-04-23

NKE NIKE INC5.1K shares16.86%2026-03-312026-04-23

AXP AMERICAN EXPRESS CO865 shares2.49%2026-03-312026-04-23

AMGN AMGEN INC722 shares2.70%2026-03-312026-04-23

BP BP PLC5.4K sharesnew addition2026-03-312026-04-23

STZ CONSTELLATION BRANDS INC1.7K shares8.00%2026-03-312026-04-23

IBDX ISHARES TR9.8K sharesnew addition2026-03-312026-04-23

Sponsored

ABT ABBOTT LABORATORIES2.4K shares13.43%2026-03-312026-04-23

IBDW ISHARES TR11.5K shares0.00%2026-03-312026-04-23

JEPQ J P MORGAN EXCHANGE TRADED F4.2K shares2.68%2026-03-312026-04-23

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.2K shares21.50%2026-03-312026-04-23

CRM SALESFORCE INC1.2K shares13.35%2026-03-312026-04-23

CMCSA COMCAST CORP NEW7.8K shares14.25%2026-03-312026-04-23

BMY BRISTOL-MYERS SQUIBB CO3.7K sharesnew addition2026-03-312026-04-23

NFLX NETFLIX INC.2.3K shares0.00%2026-03-312026-04-23

Sponsored

DHR DANAHER CORP DEL1.1K shares17.37%2026-03-312026-04-23

SCZ ISHARES TR2.8K shares-6.06%2026-03-312026-04-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.7K sharesnew addition2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP351 sharesnew addition2026-03-312026-04-23

XLG INVESCO EXCHANGE TRADED FD T3.9K shares0.18%2026-03-312026-04-23

CB CHUBB LTD SWITZ640 sharesnew addition2026-03-312026-04-23

SCHW SCHWAB CHARLES CORP2.2K shares3.09%2026-03-312026-04-23

NFRA FLEXSHARES TR3.2K sharesnew addition2026-03-312026-04-23

Sponsored

CITIGROUP INC CITIGROUP INC1.8K shares-1.89%2026-03-312026-04-23

INVESCO QQQ TR

-2.03%

Shares33.6K

Event2026-03-31

Filed2026-04-23

AGG

ISHARES TR

-3.28%

Shares153.3K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

-8.26%

Shares14.8K

Event2026-03-31

Filed2026-04-23

DFAS

DIMENSIONAL ETF TRUST

-3.13%

Shares135.6K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

-2.58%

Shares53.9K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-0.92%

Shares36.9K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-3.25%

Shares28.6K

Event2026-03-31

Filed2026-04-23

MUB

ISHARES TR

20.79%

Shares66.1K

Event2026-03-31

Filed2026-04-23

XLF

SELECT SECTOR SPDR TR

-2.83%

Shares124.4K

Event2026-03-31

Filed2026-04-23

XLV

SELECT SECTOR SPDR TR

-1.69%

Shares40.4K

Event2026-03-31

Filed2026-04-23

XLY

SELECT SECTOR SPDR TR

-2.86%

Shares53.4K

Event2026-03-31

Filed2026-04-23

BIV

VANGUARD BD INDEX FDS

5.07%

Shares72.8K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

-2.19%

Shares26.4K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

5.10%

Shares14.1K

Event2026-03-31

Filed2026-04-23

XLI

SELECT SECTOR SPDR TR

-4.48%

Shares30.0K

Event2026-03-31

Filed2026-04-23