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.
Top Valuable Stocks in Granite FO LLC Portfolio
SPDR S&P 500 ETF TR
VANGUARD SPECIALIZED FUNDS
BERKSHIRE HATHAWAY INC DEL
MICRON TECHNOLOGY INC
VANGUARD WHITEHALL FDS
BERKSHIRE HATHAWAY INC DEL
SPDR S&P MIDCAP 400 ETF TR
GOLUB CAP BDC INC
BLUE OWL CAPITAL INC
ISHARES TR
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