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Latest Granite Group Advisors, LLC Stock Portfolio

Granite Group Advisors, LLC Performance:
2025 Q4: -0.48%YTD: 4.69%2024: 6.61%
Performance for 2025 Q4 is -0.48%, and YTD is 4.69%, and 2024 is 6.61%.

About Granite Group Advisors, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Granite Group Advisors, LLC reported an equity portfolio of $176.6 Millions as of 31 Dec, 2025.

The top stock holdings of Granite Group Advisors, LLC are DIS, MSFT, AAPL. The fund has invested 43.5% of it's portfolio in DISNEY WALT CO and 3.6% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off OREILLY AUTOMOTIVE INC (ORLY) and FERRARI N V stocks. They significantly reduced their stock positions in TARGET CORP (TGT), META PLATFORMS INC (META) and SPOTIFY TECHNOLOGY S A. Granite Group Advisors, LLC opened new stock positions in ITT INC (ITT), TESLA INC (TSLA) and INVESCO QQQ TR (QQQ). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SERVICENOW INC (NOW) and ENERGY TRANSFER L P (ET).

Granite Group Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Granite Group Advisors, LLC made a return of -0.48% in the last quarter. In trailing 12 months, it's portfolio return was 4.69%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
itt inc3,439,660
tesla inc2,045,780
invesco qqq tr928,276
vaneck etf trust634,587
accenture plc ireland596,163
vanguard whitehall fds515,524
xylem inc457,020
shopify inc390,191
New stocks bought by Granite Group Advisors, LLC

Additions

Ticker% Inc.
netflix inc986
servicenow inc320
energy transfer l p61.53
lockheed martin corp51.82
invesco exchange traded fd41.5
oneok inc new28.33
constellation brands inc16.23
texas instrs inc9.23
Additions to existing portfolio by Granite Group Advisors, LLC

Reductions

Ticker% Reduced
target corp-24.94
meta platforms inc-24.8
spotify technology s a-24.21
comcast corp new-11.87
arch cap group ltd-8.05
alphabet inc-7.59
sea ltd-6.44
coupang inc-5.73
Granite Group Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
oreilly automotive inc-301,221
ferrari n v-214,467
Granite Group Advisors, LLC got rid off the above stocks

Sector Distribution

Granite Group Advisors, LLC has about 46.2% of it's holdings in Communication Services sector.

Sector%
Communication Services46.2
Technology11.9
Financial Services10.1
Others7.2
Consumer Cyclical5.3
Industrials4.8
Consumer Defensive4.4
Healthcare4.1
Utilities3.5
Energy2.4

Market Cap. Distribution

Granite Group Advisors, LLC has about 92.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP74.1
MEGA-CAP18.6
UNALLOCATED7.2

Stocks belong to which Index?

About 90.2% of the stocks held by Granite Group Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50090.2
Others9.8
Top 5 Winners (%)%
LLY
eli lilly & co
40.6 %
GOOG
alphabet inc
28.2 %
GOOG
alphabet inc
27.8 %
ISRG
intuitive surgical inc
26.4 %
astrazeneca plc
19.8 %
Top 5 Winners ($)$
GOOG
alphabet inc
0.7 M
AMGN
amgen inc
0.4 M
MS
morgan stanley
0.3 M
USB
us bancorp del
0.3 M
AAPL
apple inc
0.3 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.5 %
NOW
servicenow inc
-75.6 %
ORCL
oracle corp
-30.1 %
SE
sea ltd
-27.7 %
CPNG
coupang inc
-26.0 %
Top 5 Losers ($)$
NFLX
netflix inc
-1.4 M
NOW
servicenow inc
-0.8 M
DIS
disney walt co
-0.5 M
MSFT
microsoft corp
-0.5 M
HD
home depot inc
-0.4 M

Granite Group Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Granite Group Advisors, LLC

Granite Group Advisors, LLC has 90 stocks in it's portfolio. About 62.1% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Granite Group Advisors, LLC last quarter.

Last Reported on: 13 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions