Granite FO LLC
- SEC CIK
- 0002034090
- Latest filing
- Jul 15, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 15, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 171
- +1 vs. Q1 2026
- Portfolio value
- $189.1M
- +$20.1M (+11.9%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GRALGRAIL, Inc. | COM | 1 | $68 | <0.1% | 00.0% | Unchanged | History |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 3 | $266 | <0.1% | 00.0% | Unchanged | History |
| MRPMillrose Properties, Inc. | COM CL A | 12 | $361 | <0.1% | 00.0% | Unchanged | History |
| YUMCYum China Holdings, Inc. | COM | 11 | $450 | <0.1% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 5 | $612 | <0.1% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 16 | $691 | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 17 | $698 | <0.1% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q233 | BETA DEVE EX ETF | 12 | $718 | <0.1% | 00.0% | Unchanged | – |
| FDSFactset Research Systems Inc | Stock | 4 | $920 | <0.1% | 00.0% | Unchanged | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 15 | $960 | <0.1% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 10 | $994 | <0.1% | 00.0% | Unchanged | – |
| STZConstellation Brands, Inc. | Stock | 8 | $1.11K | <0.1% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 2 | $1.27K | <0.1% | 00.0% | Unchanged | History |
| XYZBlock, Inc. | CL A | 17 | $1.29K | <0.1% | 00.0% | Unchanged | History |
| HONAHoneywell Aerospace Inc. | COM | 6 | $1.33K | <0.1% | +6 | New | History |
| SNPSSynopsys Inc | COM | 3 | $1.34K | <0.1% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | Stock | 6 | $1.34K | <0.1% | +6 | New | History |
| ADBEAdobe Inc. | Stock | 7 | $1.44K | <0.1% | 00.0% | Unchanged | History |
| CBSHCommerce Bancshares Inc | Stock | 26 | $1.50K | <0.1% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 3 | $1.50K | <0.1% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 4 | $1.59K | <0.1% | 00.0% | Unchanged | History |
| YUMYum Brands Inc | Stock | 10 | $1.60K | <0.1% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 23 | $1.80K | <0.1% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 24 | $1.81K | <0.1% | 00.0% | Unchanged | – |
| SEICSEI Investments Co | COM | 21 | $1.84K | <0.1% | 00.0% | Unchanged | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 3 | $1.87K | <0.1% | 00.0% | Unchanged | History |
| ILMNIllumina, Inc. | COM | 11 | $1.93K | <0.1% | 00.0% | Unchanged | History |
| ELSEquity Lifestyle Properties Inc | COM | 32 | $2.06K | <0.1% | 00.0% | Unchanged | History |
| ALCAlcon Inc | Stock | 31 | $2.08K | <0.1% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 11 | $2.10K | <0.1% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 18 | $2.12K | <0.1% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 14 | $2.19K | <0.1% | 00.0% | Unchanged | History |
| NVSNovartis AG | ADR | 14 | $2.19K | <0.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 10 | $2.21K | <0.1% | 00.0% | Unchanged | History |
| LENLennar Corp | CL A | 25 | $2.26K | <0.1% | 00.0% | Unchanged | History |
| EXPDExpeditors International of Washington Inc | COM | 14 | $2.28K | <0.1% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 23 | $2.35K | <0.1% | 00.0% | Unchanged | History |
| AWKAmerican Water Works Company, Inc. | Stock | 18 | $2.37K | <0.1% | 00.0% | Unchanged | History |
| OSKOshkosh Corp | COM | 16 | $2.46K | <0.1% | 00.0% | Unchanged | History |
| WFWoori Financial Group Inc. | SPONSORED ADS | 43 | $2.47K | <0.1% | 00.0% | Unchanged | History |
| CFRCullen/Frost Bankers, Inc. | COM | 17 | $2.63K | <0.1% | 00.0% | Unchanged | History |
| DVNDevon Energy Corp | Stock | 64 | $2.64K | <0.1% | +64 | New | History |
| XYLXylem Inc. | COM | 23 | $2.72K | <0.1% | 00.0% | Unchanged | History |
| TTETotalEnergies SE | ACT | 39 | $3.03K | <0.1% | 00.0% | Unchanged | History |
| XELXcel Energy Inc | Stock | 39 | $3.13K | <0.1% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 9 | $3.19K | <0.1% | 00.0% | Unchanged | History |
| SONYSony Group Corp | SPONSORED ADR | 160 | $3.21K | <0.1% | 00.0% | Unchanged | History |
| TDYTeledyne Technologies Inc | COM | 5 | $3.33K | <0.1% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 12 | $3.34K | <0.1% | 00.0% | Unchanged | History |
| PNCPNC Financial Services Group, Inc. | Stock | 14 | $3.45K | <0.1% | 00.0% | Unchanged | History |
| MLMMartin Marietta Materials Inc | COM | 6 | $3.46K | <0.1% | 00.0% | Unchanged | History |
| MCHPMicrochip Technology Inc | Stock | 39 | $3.56K | <0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 44 | $3.58K | <0.1% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 10 | $3.62K | <0.1% | 00.0% | Unchanged | History |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 186 | $3.70K | <0.1% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 33 | $3.77K | <0.1% | 00.0% | Unchanged | History |
| USBUS Bancorp DE | COM NEW | 64 | $3.87K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 58 | $3.90K | <0.1% | 00.0% | Unchanged | – |
| ATOAtmos Energy Corp | COM | 23 | $3.96K | <0.1% | 00.0% | Unchanged | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 8 | $3.97K | <0.1% | 00.0% | Unchanged | History |
| AMPAmeriprise Financial Inc | COM | 9 | $4.13K | <0.1% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 22 | $4.41K | <0.1% | 00.0% | Unchanged | History |
| BAXBaxter International Inc | Stock | 211 | $4.50K | <0.1% | 00.0% | Unchanged | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 178 | $4.75K | <0.1% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 25 | $4.86K | <0.1% | 00.0% | Unchanged | History |
| PSKYParamount Skydance Corp | COM CL B | 499 | $4.92K | <0.1% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 10 | $5.09K | <0.1% | 00.0% | Unchanged | History |
| MNSTMonster Beverage Corp | COM | 56 | $5.38K | <0.1% | 00.0% | Unchanged | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 125 | $5.50K | <0.1% | 00.0% | Unchanged | – |
| CTVACorteva, Inc. | Stock | 66 | $5.59K | <0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 42 | $6.16K | <0.1% | 00.0% | Unchanged | History |
| DUKDuke Energy CORP | Stock | 50 | $6.33K | <0.1% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 75 | $6.81K | <0.1% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 100 | $7.14K | <0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 23 | $7.89K | <0.1% | 00.0% | Unchanged | History |
| PHParker-Hannifin Corp | Stock | 9 | $8.80K | <0.1% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 108 | $8.93K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 138 | $9.44K | <0.1% | 00.0% | Unchanged | – |
| METAMeta Platforms, Inc. | Stock | 18 | $10.1K | <0.1% | 00.0% | Unchanged | History |
| KMBKimberly Clark Corp | Stock | 126 | $13.8K | <0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 746 | $15.4K | <0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 37 | $15.6K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 133 | $15.6K | <0.1% | 00.0% | Unchanged | – |
| BSXBoston Scientific Corp | Stock | 400 | $17.1K | <0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 242 | $23.3K | <0.1% | 00.0% | Unchanged | History |
| iShares MSCI Eafe ETF464287465 | ETF | 252 | $26.2K | <0.1% | 00.0% | Unchanged | – |
| NVONovo Nordisk A S | ADR | 590 | $28.3K | <0.1% | 00.0% | Unchanged | History |
| AIGAmerican International Group, Inc. | Stock | 385 | $28.7K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 300 | $30.7K | <0.1% | 00.0% | Unchanged | – |
| AXPAmerican Express Co | Stock | 104 | $35.2K | <0.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 278 | $38.0K | <0.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 772 | $44.0K | <0.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 347 | $44.6K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 157 | $47.2K | <0.1% | 00.0% | Unchanged | – |
| SLViShares Silver Trust | ETF | 1,100 | $58.8K | <0.1% | +600+120.0% | Added | History |
| TKOTKO Group Holdings, Inc. | CL A | 293 | $59.0K | <0.1% | 00.0% | Unchanged | History |
| CCitigroup Inc | Stock | 434 | $60.7K | <0.1% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 350 | $70.0K | <0.1% | 00.0% | Unchanged | History |
| ALTIAlTi Global, Inc. | CL A | 19,430 | $70.1K | <0.1% | 00.0% | Unchanged | History |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 1,500 | $74.8K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.