Granite Group Advisors, LLC

data from 31/12/2025

Capitalization

$ 176.553 M 6.92 %

Average holding period

6 ans

Performance

$ 39.293 M 28.15 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Granite Group Advisors, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 DISNEY WALT CO 43.54% 76.869 M $ 675651 2023/12/31 -493.228 K $ -0.64 %
2025/12/31 MICROSOFT CORP 3.62% 6.397 M $ 13227 2023/12/31 -450.134 K $ -6.63 %
2025/12/31 APPLE INC 2.37% 4.176 M $ 15362 2023/12/31 274.611 K $ 6.77 %
2025/12/31 ITT INC 1.95% 3.440 M $ 19824 2025/12/31 0.000 $ 0.00 %
2025/12/31 PNC FINL SVCS GROUP INC 1.87% 3.298 M $ 15801 2023/12/31 121.383 K $ 3.88 %
2025/12/31 JPMORGAN CHASE & CO. 1.83% 3.223 M $ 10003 2023/12/31 70.025 K $ 2.15 %
2025/12/31 MORGAN STANLEY 1.78% 3.134 M $ 17656 2023/12/31 337.621 K $ 11.68 %
2025/12/31 NEXTERA ENERGY INC 1.75% 3.094 M $ 38545 2023/12/31 183.902 K $ 6.35 %
2025/12/31 ALPHABET INC 1.73% 3.057 M $ 9768 2023/12/31 661.533 K $ 28.75 %
2025/12/31 US BANCORP DEL 1.72% 3.037 M $ 56908 2023/12/31 283.586 K $ 10.41 %
2025/12/31 AMERICAN ELEC PWR CO INC 1.71% 3.022 M $ 26206 2023/12/31 74.748 K $ 2.50 %
2025/12/31 QUALCOMM INC 1.69% 2.992 M $ 17492 2023/12/31 79.861 K $ 2.82 %
2025/12/31 PEPSICO INC 1.68% 2.960 M $ 20625 2023/12/31 61.104 K $ 2.19 %
2025/12/31 AMGEN INC 1.67% 2.956 M $ 9031 2023/12/31 414.019 K $ 15.99 %
2025/12/31 MEDTRONIC PLC 1.57% 2.764 M $ 28769 2023/12/31 23.337 K $ 0.86 %
2025/12/31 STARBUCKS CORP 1.56% 2.749 M $ 32640 2023/12/31 -12.177 K $ -0.46 %
2025/12/31 TEXAS INSTRS INC 1.50% 2.656 M $ 15307 2023/12/31 -143.493 K $ -5.57 %
2025/12/31 HOME DEPOT INC 1.36% 2.403 M $ 6982 2023/12/31 -399.711 K $ -15.08 %
2025/12/31 M & T BK CORP 1.34% 2.358 M $ 11705 2023/12/31 45.246 K $ 1.95 %
2025/12/31 LOCKHEED MARTIN CORP 1.33% 2.341 M $ 4840 2025/09/30 -49.541 K $ -3.11 %
2025/12/31 BANK NEW YORK MELLON CORP 1.28% 2.263 M $ 19497 2023/12/31 143.576 K $ 6.54 %
2025/12/31 TESLA INC 1.16% 2.046 M $ 4549 2025/12/31 0.000 $ 0.00 %
2025/12/31 TARGET CORP 1.05% 1.852 M $ 18950 2025/03/31 203.230 K $ 8.97 %
2025/12/31 AMAZON COM INC 0.93% 1.640 M $ 7107 2023/12/31 80.853 K $ 5.12 %
2025/12/31 COMCAST CORP NEW 0.92% 1.631 M $ 54573 2023/12/31 -94.746 K $ -4.87 %
2025/12/31 GENERAL DYNAMICS CORP 0.83% 1.461 M $ 4339 2023/12/31 -19.169 K $ -1.27 %
2025/12/31 TYSON FOODS INC 0.69% 1.222 M $ 20853 2025/09/30 87.851 K $ 7.96 %
2025/12/31 ALPS ETF TR 0.68% 1.203 M $ 25593 2023/12/31 2.294 K $ 0.19 %
2025/12/31 NVIDIA CORPORATION 0.55% 967.008 K $ 5185 2023/12/31 -419.000 $ -0.04 %
2025/12/31 INVESCO QQQ TR 0.53% 928.276 K $ 1511 2025/12/31 0.000 $ 0.00 %
2025/12/31 CONSTELLATION BRANDS INC 0.51% 902.810 K $ 6544 2025/09/30 18.522 K $ 2.44 %
2025/12/31 META PLATFORMS INC 0.49% 864.770 K $ 1310 2023/12/31 -129.343 K $ -10.11 %
2025/12/31 ABBVIE INC 0.49% 862.807 K $ 3776 2023/12/31 -11.892 K $ -1.31 %
2025/12/31 CISCO SYS INC 0.48% 844.018 K $ 10957 2023/12/31 95.476 K $ 12.58 %
2025/12/31 TAIWAN SEMICONDUCTOR MFG 0.43% 764.891 K $ 2517 2024/06/30 63.000 K $ 8.81 %
2025/12/31 VANECK ETF TRUST 0.36% 634.587 K $ 1762 2025/12/31 0.000 $ 0.00 %
2025/12/31 BROADCOM INC 0.36% 628.864 K $ 1817 2023/12/31 30.566 K $ 4.91 %
2025/12/31 INVESCO EXCHANGE TRADED FD 0.35% 615.291 K $ 3212 2023/12/31 4.222 K $ 0.98 %
2025/12/31 ACCENTURE PLC IRELAND 0.34% 596.163 K $ 2222 2025/12/31 0.000 $ 0.00 %
2025/12/31 PHILIP MORRIS INTL INC 0.33% 584.177 K $ 3642 2025/06/30 -6.568 K $ -1.11 %
2025/12/31 MPLX LP 0.32% 566.862 K $ 10621 2023/12/31 36.310 K $ 6.85 %
2025/12/31 ISHARES TR 0.30% 535.990 K $ 3800 2023/12/31 5.244 K $ 0.99 %
2025/12/31 ONEOK INC NEW 0.30% 532.651 K $ 7247 2023/12/31 2.992 K $ 0.73 %
2025/12/31 WILLIAMS COS INC 0.30% 529.569 K $ 8810 2023/12/31 -28.544 K $ -5.11 %
2025/12/31 BERKSHIRE HATHAWAY INC DEL 0.29% 519.237 K $ 1033 2023/12/31 -93.000 $ -0.02 %
2025/12/31 VANGUARD WHITEHALL FDS 0.29% 515.524 K $ 3592 2025/12/31 0.000 $ 0.00 %
2025/12/31 ORACLE CORP 0.29% 510.469 K $ 2619 2023/12/31 -235.680 K $ -30.70 %
2025/12/31 ISHARES TR 0.29% 508.016 K $ 1073 2025/03/31 5.407 K $ 1.08 %
2025/12/31 ALPHABET INC 0.27% 477.604 K $ 1522 2023/12/31 115.701 K $ 28.84 %
2025/12/31 EXXON MOBIL CORP 0.27% 475.568 K $ 3952 2023/12/31 30.284 K $ 6.73 %
2025/12/31 ASML HOLDING N V 0.26% 461.110 K $ 431 2023/12/31 45.084 K $ 10.51 %
2025/12/31 XYLEM INC 0.26% 457.020 K $ 3356 2025/12/31 0.000 $ 0.00 %
2025/12/31 SEA LTD 0.25% 437.693 K $ 3431 2024/09/30 -187.603 K $ -28.62 %
2025/12/31 ENERGY TRANSFER L P 0.24% 421.134 K $ 25539 2023/12/31 -10.593 K $ -3.90 %
2025/12/31 PHILLIPS 66 0.23% 406.155 K $ 3148 2023/12/31 -22.029 K $ -5.15 %
2025/12/31 SHOPIFY INC 0.22% 390.191 K $ 2424 2025/12/31 0.000 $ 0.00 %
2025/12/31 SEAGATE TECHNOLOGY HLDNGS 0.20% 359.935 K $ 1307 2025/09/30 51.482 K $ 16.66 %
2025/12/31 J P MORGAN EXCHANGE TRADED 0.20% 359.037 K $ 7097 2025/12/31 0.000 $ 0.00 %
2025/12/31 ADVANCED MICRO DEVICES INC 0.20% 357.647 K $ 1670 2025/12/31 0.000 $ 0.00 %
2025/12/31 SAP SE 0.20% 348.090 K $ 1433 2024/12/31 -34.821 K $ -9.09 %
2025/12/31 SPOTIFY TECHNOLOGY S A 0.19% 332.747 K $ 573 2024/06/30 -88.671 K $ -16.80 %
2025/12/31 COSTCO WHSL CORP NEW 0.18% 325.102 K $ 377 2023/12/31 -25.189 K $ -6.84 %
2025/12/31 ELI LILLY & CO 0.18% 321.329 K $ 299 2023/12/31 94.127 K $ 40.85 %
2025/12/31 ENTERPRISE PRODS PARTNERS L 0.18% 315.031 K $ 9826 2023/12/31 7.759 K $ 2.53 %
2025/12/31 ARISTA NETWORKS INC 0.18% 314.472 K $ 2400 2024/12/31 -35.246 K $ -10.07 %
2025/12/31 VANGUARD INDEX FDS 0.18% 312.277 K $ 1076 2025/12/31 0.000 $ 0.00 %
2025/12/31 ENBRIDGE INC 0.17% 292.672 K $ 6119 2023/12/31 -16.092 K $ -5.21 %
2025/12/31 LINDE PLC 0.16% 284.835 K $ 668 2023/12/31 -33.631 K $ -10.23 %
2025/12/31 UBS GROUP AG 0.16% 282.676 K $ 6104 2025/06/30 34.180 K $ 12.95 %
2025/12/31 PARKER-HANNIFIN CORP 0.16% 282.155 K $ 321 2024/09/30 38.910 K $ 15.94 %
2025/12/31 QUANTA SVCS INC 0.16% 274.339 K $ 650 2024/12/31 4.851 K $ 1.84 %
2025/12/31 CHENIERE ENERGY PARTNERS LP 0.15% 270.504 K $ 5058 2023/12/31 -1.719 K $ -0.63 %
2025/12/31 DIAMONDBACK ENERGY INC 0.15% 266.836 K $ 1775 2023/12/31 13.599 K $ 5.05 %
2025/12/31 ARCH CAP GROUP LTD 0.15% 266.370 K $ 2777 2023/12/31 15.673 K $ 5.72 %
2025/12/31 ASTRAZENECA PLC 0.15% 263.012 K $ 2861 2023/12/31 43.515 K $ 19.83 %
2025/12/31 CANADIAN PACIFIC KANSAS 0.15% 259.840 K $ 3529 2023/12/31 -3.079 K $ -1.15 %
2025/12/31 ISHARES TR 0.15% 257.546 K $ 2143 2025/12/31 0.000 $ 0.00 %
2025/12/31 NU HLDGS LTD 0.15% 256.105 K $ 15299 2023/12/31 11.263 K $ 4.56 %
2025/12/31 SERVICENOW INC 0.14% 253.529 K $ 1655 2023/12/31 -302.233 K $ -83.35 %
2025/12/31 INTUITIVE SURGICAL INC 0.14% 250.897 K $ 443 2023/12/31 53.846 K $ 26.64 %
2025/12/31 PEMBINA PIPELINE CORP 0.14% 249.445 K $ 6554 2023/12/31 -15.729 K $ -5.93 %
2025/12/31 AON PLC 0.14% 240.664 K $ 682 2023/12/31 -2.549 K $ -1.04 %
2025/12/31 HESS MIDSTREAM LP 0.14% 238.818 K $ 6922 2023/12/31 -345.000 $ -0.14 %
2025/12/31 COUPANG INC 0.13% 235.806 K $ 9996 2024/06/30 -91.300 K $ -26.74 %
2025/12/31 GLOBAL X FDS 0.13% 223.784 K $ 4400 2025/06/30 6.467 K $ 2.98 %
2025/12/31 TC ENERGY CORP 0.13% 220.975 K $ 4017 2025/09/30 2.410 K $ 1.10 %
2025/12/31 ICICI BANK LIMITED 0.12% 220.043 K $ 7384 2023/12/31 -3.175 K $ -1.42 %
2025/12/31 FERGUSON ENTERPRISES INC 0.12% 214.393 K $ 963 2025/12/31 0.000 $ 0.00 %
2025/12/31 NETFLIX INC 0.12% 210.960 K $ 2250 2023/12/31 -228.768 K $ -92.18 %
2025/12/31 MERCADOLIBRE INC 0.12% 207.469 K $ 103 2023/12/31 -33.236 K $ -13.81 %
2025/12/31 RACE FERRARI N V 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/12/31 ORLY OREILLY AUTOMOTIVE INC 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %