Granite FO LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Granite FO LLC held in its portfolio 174 assets valued at $187,461,071 (i.e. $187.46M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($35.15M), VANGUARD SPECIALIZED FUNDS ($27.06M), and BERKSHIRE HATHAWAY INC DEL ($24.91M).
The chart below shows the top 10 valuable assets, and the table below shows the top 174 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Granite FO LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 51542 | 35147741 | TR UNIT |
| VANGUARD SPECIALIZED FUNDS | 123135 | 27062706 | DIV APP ETF |
| BERKSHIRE HATHAWAY INC DEL | 33 | 24908400 | CL A |
| MICRON TECHNOLOGY INC | 43699 | 12472132 | COM |
| VANGUARD WHITEHALL FDS | 75428 | 10825419 | HIGH DIV YLD |
| BERKSHIRE HATHAWAY INC DEL | 20280 | 10193744 | CL B NEW |
| SPDR S&P MIDCAP 400 ETF TR | 16627 | 10030734 | UTSER1 S&PDCRP |
| GOLUB CAP BDC INC | 400505 | 5434853 | COM |
| BLUE OWL CAPITAL INC | 286446 | 4279500 | COM CL A |
| ISHARES TR | 28587 | 4034769 | SELECT DIVID ETF |
| ISHARES TR | 31655 | 3804299 | CORE S&P SCP ETF |
| ARES CAPITAL CORP | 149310 | 3020541 | COM |
| AMAZON COM INC | 11459 | 2644967 | COM |
| APPLE INC | 8911 | 2422544 | COM |
| ISHARES TR | 3413 | 2337700 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 12460 | 2210031 | MCAP VL IDXVIP |
| VANGUARD INDEX FDS | 3317 | 2080382 | S&P 500 ETF SHS |
| ALPHABET INC | 5735 | 1799643 | CAP STK CL C |
| MICROSOFT CORP | 3232 | 1563060 | COM |
| ISHARES TR | 15822 | 1489783 | MSCI USA MIN VOL |
| ISHARES INC | 10829 | 1285981 | MSCI GBL MIN VOL |
| ARES MANAGEMENT CORPORATION | 7705 | 1245361 | CL A COM STK |
| SPDR GOLD TR | 2800 | 1109668 | GOLD SHS |
| SELECT SECTOR SPDR TR | 20070 | 1099234 | STATE STREET FIN |
| ELI LILLY & CO | 1000 | 1074681 | COM |
| BLUE OWL CAPITAL CORPORATION | 67300 | 836539 | COM |
| SELECT SECTOR SPDR TR | 15140 | 676910 | STATE STREET ENE |
| VANGUARD INDEX FDS | 2835 | 600584 | SM CP VAL ETF |
| ALPHABET INC | 1896 | 593448 | CAP STK CL A |
| PFIZER INC | 21303 | 530445 | COM |
| JPMORGAN CHASE & CO. | 1608 | 518130 | COM |
| VANGUARD INDEX FDS | 1028 | 501520 | GROWTH ETF |
| WALMART INC | 4275 | 476278 | COM |
| VANGUARD INTL EQUITY INDEX F | 5435 | 454422 | FTSE EUROPE ETF |
| ISHARES TR | 6663 | 433777 | US HLTHCARE ETF |
| SPDR DOW JONES INDL AVERAGE | 855 | 410887 | UT SER 1 |
| VANGUARD INDEX FDS | 1385 | 401954 | MID CAP ETF |
| CATERPILLAR INC | 685 | 392415 | COM |
| SPDR SERIES TRUST | 3828 | 392169 | STATE STREET SPD |
| ISHARES TR | 2750 | 387854 | RUS MDCP VAL ETF |
| JOHNSON & JOHNSON | 1356 | 280624 | COM |
| PHILIP MORRIS INTL INC | 1700 | 272680 | COM |
| KKR & CO INC | 2000 | 254960 | COM |
| ISHARES TR | 612 | 236752 | RUSSELL 3000 ETF |
| VANGUARD INDEX FDS | 1187 | 226705 | VALUE ETF |
| MARSH & MCLENNAN COS INC | 1200 | 222624 | COM |
| ISHARES GOLD TR | 2565 | 208201 | ISHARES NEW |
| VANGUARD BD INDEX FDS | 2628 | 207094 | SHORT TRM BOND |
| INTEL CORP | 5265 | 194278 | COM |
| ISHARES TR | 913 | 192102 | RUS 1000 VAL ETF |
| BOEING CO | 874 | 189763 | COM |
| ISHARES TR | 1295 | 183230 | MSCI ACWI ETF |
| UNITED BANKSHARES INC WEST V | 4619 | 177369 | COM |
| WASTE MGMT INC DEL | 770 | 169177 | COM |
| PROCTER AND GAMBLE CO | 1166 | 167100 | COM |
| ALIBABA GROUP HLDG LTD | 976 | 143062 | SPONSORED ADS |
| APOLLO GLOBAL MGMT INC | 950 | 137522 | COM |
| GE AEROSPACE | 421 | 129680 | COM NEW |
| UNITED PARCEL SERVICE INC | 1300 | 128947 | CL B |
| INTERNATIONAL BUSINESS MACHS | 428 | 126778 | COM |
| ST JOE CO | 2000 | 118740 | COM |
| KRATOS DEFENSE & SEC SOLUTIO | 1500 | 113865 | COM NEW |
| RPM INTL INC | 1023 | 106392 | COM |
| VANGUARD INDEX FDS | 1159 | 102539 | REAL ESTATE ETF |
| WISDOMTREE TR | 700 | 100912 | JAPN HEDGE EQT |
| QUALCOMM INC | 533 | 91170 | COM |
| ISHARES TR | 903 | 90219 | CORE US AGGBD ET |
| ALTI GLOBAL INC | 19430 | 90155 | CL A |
| UBER TECHNOLOGIES INC | 1055 | 86204 | COM |
| VANGUARD INDEX FDS | 328 | 84608 | SMALL CP ETF |
| CHUBB LIMITED | 260 | 81151 | COM |
| SELECT SECTOR SPDR TR | 500 | 77560 | STATE STREET IND |
| VANGUARD INDEX FDS | 243 | 76496 | LARGE CAP ETF |
| ALTRIA GROUP INC | 1302 | 75073 | COM |
| CANADIAN PACIFIC KANSAS CITY | 1000 | 73727 | COM |
| INVESCO DB COMMDY INDX TRCK | 3053 | 68265 | UNIT |
| GE VERNOVA INC | 104 | 67971 | COM |
| NVIDIA CORPORATION | 350 | 65275 | COM |
| TKO GROUP HOLDINGS INC | 293 | 61237 | CL A |
| ISHARES SILVER TR | 950 | 61199 | ISHARES |
| CITIGROUP INC | 434 | 50643 | COM NEW |
| BANK AMERICA CORP | 772 | 42460 | COM |
| AMERICAN EXPRESS CO | 104 | 38475 | COM |
| BOSTON SCIENTIFIC CORP | 400 | 38140 | COM |
| MERCK & CO INC | 347 | 36526 | COM |
| EXXON MOBIL CORP | 278 | 33455 | COM |
| AMERICAN INTL GROUP INC | 385 | 32937 | COM NEW |
| NOVO-NORDISK A S | 590 | 30020 | ADR |
| ISHARES TR | 117 | 28801 | RUSSELL 2000 ETF |
| ISHARES TR | 300 | 28167 | U.S. REAL ES ETF |
| DISNEY WALT CO | 242 | 27532 | COM |
| ISHARES TR | 252 | 24200 | MSCI EAFE ETF |
| AT&T INC | 746 | 18531 | COM |
| TESLA INC | 37 | 16640 | COM |
| ISHARES TR | 133 | 15874 | 3 7 YR TREAS BD |
| KIMBERLY-CLARK CORP | 126 | 12711 | COM |
| META PLATFORMS INC | 18 | 11882 | CL A |
| WELLS FARGO CO NEW | 108 | 10066 | COM |
| ABBOTT LABS | 75 | 9397 | COM |
| NETFLIX INC | 100 | 9376 | COM |
| ORACLE CORP | 42 | 8186 | COM |
| VISA INC | 23 | 8066 | COM CL A |
| PARKER-HANNIFIN CORP | 9 | 7911 | COM |
| ISHARES TR | 138 | 7550 | MSCI EMG MKT ETF |
| AUTODESK INC | 25 | 7400 | COM |
| PARAMOUNT SKYDANCE CORP | 499 | 6687 | COM CL B |
| DUKE ENERGY CORP NEW | 50 | 5861 | COM NEW |
| CAPITAL ONE FINL CORP | 22 | 5332 | COM |
| SHOPIFY INC | 33 | 5312 | CL A SUB VTG SHS |
| WARNER BROS DISCOVERY INC | 178 | 5130 | COM SER A |
| SELECT SECTOR SPDR TR | 125 | 5044 | STATE STREET REA |
| LOCKHEED MARTIN CORP | 10 | 4837 | COM |
| CORTEVA INC | 66 | 4424 | COM |
| AMERIPRISE FINL INC | 9 | 4413 | COM |
| MONSTER BEVERAGE CORP NEW | 56 | 4294 | COM |
| SONY GROUP CORP | 160 | 4096 | SPONSORED ADR |
| BAXTER INTL INC | 211 | 4032 | COM |
| VANGUARD WHITEHALL FDS | 58 | 3911 | EM MK GOV BD ETF |
| ATMOS ENERGY CORP | 23 | 3855 | COM |
| MARTIN MARIETTA MATLS INC | 6 | 3736 | COM |
| SALESFORCE INC | 14 | 3709 | COM |
| VERTEX PHARMACEUTICALS INC | 8 | 3627 | COM |
| US BANCORP DEL | 64 | 3415 | COM NEW |
| AMGEN INC | 10 | 3273 | COM |
| ECOLAB INC | 12 | 3150 | COM |
| XYLEM INC | 23 | 3132 | COM |
| COCA COLA CO | 44 | 3076 | COM |
| GENERAL DYNAMICS CORP | 9 | 3030 | COM |
| MITSUBISHI UFJ FINL GROUP IN | 186 | 2950 | SPONSORED ADS |
| PNC FINL SVCS GROUP INC | 14 | 2922 | COM |
| XCEL ENERGY INC | 39 | 2881 | COM |
| BLACKSTONE INC | 18 | 2775 | COM |
| LENNAR CORP | 25 | 2570 | CL A |
| TELEDYNE TECHNOLOGIES INC | 5 | 2554 | COM |
| TOTALENERGIES SE | 39 | 2546 | ACT |
| WOORI FINL GROUP INC | 43 | 2528 | SPONSORED ADS |
| DANAHER CORPORATION | 11 | 2518 | COM |
| MICROCHIP TECHNOLOGY INC. | 39 | 2485 | COM |
| ALCON AG | 31 | 2477 | ORD SHS |
| ADOBE INC | 7 | 2450 | COM |
| COTERRA ENERGY INC | 92 | 2421 | COM |
| LOWES COS INC | 10 | 2412 | COM |
| AMERICAN WTR WKS CO INC NEW | 18 | 2349 | COM |
| HONEYWELL INTL INC | 12 | 2341 | COM |
| REGENERON PHARMACEUTICALS | 3 | 2316 | COM |
| INTUITIVE SURGICAL INC | 4 | 2265 | COM NEW |
| MEDTRONIC PLC | 23 | 2209 | SHS |
| CULLEN FROST BANKERS INC | 17 | 2153 | COM |
| EXPEDITORS INTL WASH INC | 14 | 2086 | COM |
| OSHKOSH CORP | 16 | 2010 | COM |
| EQUITY LIFESTYLE PPTYS INC | 32 | 1940 | COM |
| STARBUCKS CORP | 23 | 1937 | COM |
| NOVARTIS AG | 14 | 1930 | SPONSORED ADR |
| THERMO FISHER SCIENTIFIC INC | 3 | 1738 | COM |
| SEI INVTS CO | 21 | 1722 | COM |
| J P MORGAN EXCHANGE TRADED F | 24 | 1582 | BETABULDRS JAPAN |
| YUM BRANDS INC | 10 | 1513 | COM |
| ILLUMINA INC | 11 | 1443 | COM |
| SYNOPSYS INC | 3 | 1409 | COM |
| COMMERCE BANCSHARES INC | 26 | 1361 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 15 | 1230 | COMMON STOCK |
| FACTSET RESH SYS INC | 4 | 1161 | COM |
| BLOCK INC | 17 | 1107 | CL A |
| CONSTELLATION BRANDS INC | 8 | 1104 | CL A |
| NIKE INC | 17 | 1083 | CL B |
| WORKDAY INC | 5 | 1074 | CL A |
| PAYPAL HLDGS INC | 16 | 934 | COM |
| DEERE & CO | 2 | 931 | COM |
| J P MORGAN EXCHANGE TRADED F | 10 | 930 | BETABUILDERS CDA |
| J P MORGAN EXCHANGE TRADED F | 12 | 676 | BETABUILDERS DEV |
| YUM CHINA HLDGS INC | 11 | 525 | COM |
| MILLROSE PPTYS INC | 12 | 358 | COM CL A |
| SOLSTICE ADVANCED MATLS INC | 3 | 146 | COM SHS |
| GRAIL INC | 1 | 86 | COM |