The Analysis of Granite FO LLC's Holdings

Currently, Granite FO LLC holds 175 types of securities in its portfolio with a total value $187.5M. In the most recent quarter, they have increased their positions in OWL (+33.3K shares, valued at $497.6K), MDY (+606 shares, valued at $365.6K), IJR (+3.0K shares, valued at $363.5K); decreased their positions in BRK.A (-2 shares, valued at $1.5M), GBDC (-104.0K shares, valued at $1.4M), ARCC (-16.2K shares, valued at $327.8K); initiated new positions in N/A (+39 shares, valued at $2.5K), N/A (+3 shares, valued at $146).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY SPDR S&P 500 ETF TR51.5K shares-0.77%2025-12-312026-02-06

VIG VANGUARD SPECIALIZED FUNDS123.1K shares-0.43%2025-12-312026-02-06

BRK.A BERKSHIRE HATHAWAY INC DEL33 shares-5.71%2025-12-312026-02-06

MU MICRON TECHNOLOGY INC43.7K shares0.00%2025-12-312026-02-06

VYM VANGUARD WHITEHALL FDS75.4K shares0.01%2025-12-312026-02-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL20.3K shares0.00%2025-12-312026-02-06

MDY SPDR S&P MIDCAP 400 ETF TR16.6K shares3.78%2025-12-312026-02-06

GBDC GOLUB CAP BDC INC400.5K shares-20.62%2025-12-312026-02-06

Sponsored

OWL BLUE OWL CAPITAL INC286.4K shares13.16%2025-12-312026-02-06

DVY ISHARES TR28.6K shares0.00%2025-12-312026-02-06

IJR ISHARES TR31.7K shares10.57%2025-12-312026-02-06

ARCC ARES CAPITAL CORP149.3K shares-9.79%2025-12-312026-02-06

AMZN AMAZON COM INC11.5K shares-9.34%2025-12-312026-02-06

AAPL APPLE INC8.9K shares-0.48%2025-12-312026-02-06

IVV ISHARES TR3.4K shares0.00%2025-12-312026-02-06

VOE VANGUARD INDEX FDS12.5K shares0.00%2025-12-312026-02-06

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS3.3K shares0.03%2025-12-312026-02-06

ALPHABET INC ALPHABET INC5.7K shares-0.83%2025-12-312026-02-06

MSFT MICROSOFT CORP3.2K shares0.00%2025-12-312026-02-06

USMV ISHARES TR15.8K shares0.00%2025-12-312026-02-06

ACWV ISHARES INC10.8K shares0.00%2025-12-312026-02-06

ARES ARES MANAGEMENT CORPORATION7.7K shares0.00%2025-12-312026-02-06

GLD SPDR GOLD TR2.8K shares0.00%2025-12-312026-02-06

XLF SELECT SECTOR SPDR TR20.1K shares-22.57%2025-12-312026-02-06

Sponsored

LLY ELI LILLY & CO1.0K shares-20.00%2025-12-312026-02-06

OBDC BLUE OWL CAPITAL CORPORATION67.3K shares-12.94%2025-12-312026-02-06

XLE SELECT SECTOR SPDR TR15.1K shares100.00%2025-12-312026-02-06

VBR VANGUARD INDEX FDS2.8K shares1.07%2025-12-312026-02-06

ALPHABET INC ALPHABET INC1.9K shares0.00%2025-12-312026-02-06

PFE PFIZER INC21.3K shares-0.54%2025-12-312026-02-06

JPM JPMORGAN CHASE & CO.1.6K shares-2.72%2025-12-312026-02-06

VUG VANGUARD INDEX FDS1.0K shares0.00%2025-12-312026-02-06

Sponsored

WMT WALMART INC4.3K shares-2.60%2025-12-312026-02-06

VGK VANGUARD INTL EQUITY INDEX F5.4K shares0.00%2025-12-312026-02-06

IYH ISHARES TR6.7K shares0.00%2025-12-312026-02-06

DIA SPDR DOW JONES INDL AVERAGE855 shares0.00%2025-12-312026-02-06

VO VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-02-06

CAT CATERPILLAR INC685 shares0.00%2025-12-312026-02-06

IWS ISHARES TR2.8K shares0.00%2025-12-312026-02-06

JNJ JOHNSON & JOHNSON1.4K shares-2.80%2025-12-312026-02-06

Sponsored

PM PHILIP MORRIS INTL INC1.7K shares0.00%2025-12-312026-02-06

KKR & CO INC KKR & CO INC2.0K shares0.00%2025-12-312026-02-06

IWV ISHARES TR612 shares0.00%2025-12-312026-02-06

VTV VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-02-06

MMC MARSH & MCLENNAN COS INC1.2K shares0.00%2025-12-312026-02-06

ISHARES GOLD TR ISHARES GOLD TR2.6K shares0.00%2025-12-312026-02-06

BSV VANGUARD BD INDEX FDS2.6K shares0.00%2025-12-312026-02-06

CWB SPDR SERIES TRUST2.3K shares0.00%2025-12-312026-02-06

Sponsored

INTC INTEL CORP5.3K shares-2.10%2025-12-312026-02-06

IWD ISHARES TR913 shares0.22%2025-12-312026-02-06

BA BOEING CO874 shares-1.13%2025-12-312026-02-06

XBI SPDR SERIES TRUST1.6K shares0.00%2025-12-312026-02-06

ACWI ISHARES TR1.3K shares0.00%2025-12-312026-02-06

UBSI UNITED BANKSHARES INC WEST V4.6K shares15.74%2025-12-312026-02-06

WM WASTE MGMT INC DEL770 shares0.00%2025-12-312026-02-06

PG PROCTER AND GAMBLE CO1.2K shares-3.16%2025-12-312026-02-06

Sponsored

BABA ALIBABA GROUP HLDG LTD976 shares0.00%2025-12-312026-02-06

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC950 shares0.00%2025-12-312026-02-06

GE AEROSPACE GE AEROSPACE421 shares0.00%2025-12-312026-02-06

UPS UNITED PARCEL SERVICE INC1.3K shares0.00%2025-12-312026-02-06

IBM INTERNATIONAL BUSINESS MACHS428 shares0.00%2025-12-312026-02-06

JOE ST JOE CO2.0K shares0.00%2025-12-312026-02-06

KTOS KRATOS DEFENSE & SEC SOLUTIO1.5K shares-57.14%2025-12-312026-02-06

RPM RPM INTL INC1.0K shares0.00%2025-12-312026-02-06

Sponsored

VNQ VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-02-06

DXJ WISDOMTREE TR700 shares0.00%2025-12-312026-02-06

QCOM QUALCOMM INC533 shares0.00%2025-12-312026-02-06

AGG ISHARES TR903 shares0.00%2025-12-312026-02-06

ALTI ALTI GLOBAL INC19.4K shares0.00%2025-12-312026-02-06

UBER UBER TECHNOLOGIES INC1.1K shares0.00%2025-12-312026-02-06

VB VANGUARD INDEX FDS328 shares0.00%2025-12-312026-02-06

CB CHUBB LIMITED260 shares0.00%2025-12-312026-02-06

Sponsored

XLI SELECT SECTOR SPDR TR500 shares0.00%2025-12-312026-02-06

VV VANGUARD INDEX FDS243 shares0.00%2025-12-312026-02-06

MO ALTRIA GROUP INC1.3K shares0.00%2025-12-312026-02-06

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY1.0K shares0.00%2025-12-312026-02-06

DBC INVESCO DB COMMDY INDX TRCK3.1K shares0.00%2025-12-312026-02-06

GEV GE VERNOVA INC104 shares0.00%2025-12-312026-02-06

NVDA NVIDIA CORPORATION350 shares0.00%2025-12-312026-02-06

TKO TKO GROUP HOLDINGS INC293 shares0.00%2025-12-312026-02-06

Sponsored

SLV ISHARES SILVER TR950 shares0.00%2025-12-312026-02-06

CITIGROUP INC CITIGROUP INC434 shares-13.20%2025-12-312026-02-06

BAC BANK AMERICA CORP772 shares0.00%2025-12-312026-02-06

AXP AMERICAN EXPRESS CO104 shares0.00%2025-12-312026-02-06

BSX BOSTON SCIENTIFIC CORP400 shares-83.33%2025-12-312026-02-06

MERCK & CO INC MERCK & CO INC347 shares-73.71%2025-12-312026-02-06

XOM EXXON MOBIL CORP278 shares0.00%2025-12-312026-02-06

AIG AMERICAN INTL GROUP INC385 shares0.00%2025-12-312026-02-06

Sponsored

NVO NOVO-NORDISK A S590 shares0.00%2025-12-312026-02-06

IWM ISHARES TR117 shares0.00%2025-12-312026-02-06

IYR ISHARES TR300 shares0.00%2025-12-312026-02-06

DIS DISNEY WALT CO242 shares-11.68%2025-12-312026-02-06

EFA ISHARES TR252 shares0.00%2025-12-312026-02-06

T AT&T INC746 shares-8.13%2025-12-312026-02-06

TSLA TESLA INC37 shares0.00%2025-12-312026-02-06

IEI ISHARES TR133 shares0.00%2025-12-312026-02-06

Sponsored

KMB KIMBERLY-CLARK CORP126 shares0.00%2025-12-312026-02-06

META META PLATFORMS INC18 shares0.00%2025-12-312026-02-06

WFC WELLS FARGO CO NEW108 shares0.00%2025-12-312026-02-06

ABT ABBOTT LABS75 shares-82.35%2025-12-312026-02-06

NFLX NETFLIX INC100 shares900.00%2025-12-312026-02-06

ORCL ORACLE CORP42 shares0.00%2025-12-312026-02-06

V VISA INC23 shares0.00%2025-12-312026-02-06

PH PARKER-HANNIFIN CORP9 shares0.00%2025-12-312026-02-06

Sponsored

EEM ISHARES TR138 shares0.00%2025-12-312026-02-06

ADSK AUTODESK INC25 shares0.00%2025-12-312026-02-06

PARAMOUNT SKYDANCE CORP PARAMOUNT SKYDANCE CORP499 shares-13.22%2025-12-312026-02-06

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW50 shares0.00%2025-12-312026-02-06

COF CAPITAL ONE FINL CORP22 shares0.00%2025-12-312026-02-06

SHOP SHOPIFY INC33 shares0.00%2025-12-312026-02-06

WBD WARNER BROS DISCOVERY INC178 shares-8.72%2025-12-312026-02-06

XLRE SELECT SECTOR SPDR TR125 shares0.00%2025-12-312026-02-06

Sponsored

LMT LOCKHEED MARTIN CORP10 shares0.00%2025-12-312026-02-06

CTVA CORTEVA INC66 shares0.00%2025-12-312026-02-06

AMP AMERIPRISE FINL INC9 shares0.00%2025-12-312026-02-06

MNST MONSTER BEVERAGE CORP NEW56 shares0.00%2025-12-312026-02-06

SONY SONY GROUP CORP160 shares0.00%2025-12-312026-02-06

BAX BAXTER INTL INC211 shares0.00%2025-12-312026-02-06

VWOB VANGUARD WHITEHALL FDS58 shares0.00%2025-12-312026-02-06

ATO ATMOS ENERGY CORP23 shares0.00%2025-12-312026-02-06

Sponsored

MLM MARTIN MARIETTA MATLS INC6 shares0.00%2025-12-312026-02-06

CRM SALESFORCE INC14 shares-86.41%2025-12-312026-02-06

VRTX VERTEX PHARMACEUTICALS INC8 shares0.00%2025-12-312026-02-06

USB US BANCORP DEL64 shares0.00%2025-12-312026-02-06

AMGN AMGEN INC10 shares0.00%2025-12-312026-02-06

ECL ECOLAB INC12 shares0.00%2025-12-312026-02-06

XYL XYLEM INC23 shares0.00%2025-12-312026-02-06

KO COCA COLA CO44 shares0.00%2025-12-312026-02-06

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP9 shares0.00%2025-12-312026-02-06

MUFG MITSUBISHI UFJ FINL GROUP IN186 shares0.00%2025-12-312026-02-06

PNC PNC FINL SVCS GROUP INC14 shares0.00%2025-12-312026-02-06

XEL XCEL ENERGY INC39 shares0.00%2025-12-312026-02-06

BLACKSTONE INC BLACKSTONE INC18 shares0.00%2025-12-312026-02-06

LEN LENNAR CORP25 shares0.00%2025-12-312026-02-06

TDY TELEDYNE TECHNOLOGIES INC5 shares0.00%2025-12-312026-02-06

TOTALENERGIES SE TOTALENERGIES SE39 sharesnew addition2025-12-312026-02-06

Sponsored

WF WOORI FINL GROUP INC43 shares0.00%2025-12-312026-02-06

DHR DANAHER CORPORATION11 shares0.00%2025-12-312026-02-06

MCHP MICROCHIP TECHNOLOGY INC.39 shares0.00%2025-12-312026-02-06

ALC ALCON AG31 shares0.00%2025-12-312026-02-06

ADBE ADOBE INC7 shares0.00%2025-12-312026-02-06

CTRA COTERRA ENERGY INC92 shares0.00%2025-12-312026-02-06

LOW LOWES COS INC10 shares0.00%2025-12-312026-02-06

AWK AMERICAN WTR WKS CO INC NEW18 shares0.00%2025-12-312026-02-06

Sponsored

HON HONEYWELL INTL INC12 shares0.00%2025-12-312026-02-06

REGN REGENERON PHARMACEUTICALS3 shares0.00%2025-12-312026-02-06

ISRG INTUITIVE SURGICAL INC4 shares0.00%2025-12-312026-02-06

MEDTRONIC PLC MEDTRONIC PLC23 shares0.00%2025-12-312026-02-06

CFR CULLEN FROST BANKERS INC17 shares0.00%2025-12-312026-02-06

EXPD EXPEDITORS INTL WASH INC14 shares0.00%2025-12-312026-02-06

OSK OSHKOSH CORP16 shares0.00%2025-12-312026-02-06

ELS EQUITY LIFESTYLE PPTYS INC32 shares0.00%2025-12-312026-02-06

Sponsored

SBUX STARBUCKS CORP23 shares0.00%2025-12-312026-02-06

NVS NOVARTIS AG14 shares0.00%2025-12-312026-02-06

TMO THERMO FISHER SCIENTIFIC INC3 shares0.00%2025-12-312026-02-06

SEIC SEI INVTS CO21 shares0.00%2025-12-312026-02-06

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F24 shares0.00%2025-12-312026-02-06

YUM YUM BRANDS INC10 shares0.00%2025-12-312026-02-06

ILMN ILLUMINA INC11 shares0.00%2025-12-312026-02-06

SNPS SYNOPSYS INC3 shares0.00%2025-12-312026-02-06

Sponsored

CBSH COMMERCE BANCSHARES INC26 shares4.00%2025-12-312026-02-06

GEHC GE HEALTHCARE TECHNOLOGIES I15 shares0.00%2025-12-312026-02-06

FDS FACTSET RESH SYS INC4 shares0.00%2025-12-312026-02-06

XYZ BLOCK INC17 shares0.00%2025-12-312026-02-06

STZ CONSTELLATION BRANDS INC8 shares0.00%2025-12-312026-02-06

NKE NIKE INC17 shares0.00%2025-12-312026-02-06

WDAY WORKDAY INC5 shares0.00%2025-12-312026-02-06

PYPL PAYPAL HLDGS INC16 shares0.00%2025-12-312026-02-06

Sponsored

DE DEERE & CO2 shares0.00%2025-12-312026-02-06

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F10 shares0.00%2025-12-312026-02-06

BBAX J P MORGAN EXCHANGE TRADED F12 shares0.00%2025-12-312026-02-06

YUMC YUM CHINA HLDGS INC11 shares0.00%2025-12-312026-02-06

MRP MILLROSE PPTYS INC12 shares0.00%2025-12-312026-02-06

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC3 sharesnew addition2025-12-312026-02-06

GRAL GRAIL INC1 shares0.00%2025-12-312026-02-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available