account_balance

Investment manager · 13F filer · SEC CIK 2018114

Granite Group Advisors, LLC

Reported value$158Mas of Sep 30, 2026
Positions78 3 new, 9 sold out
Top 10 weight64.4%DIS alone is 45%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DIS Walt Disney Co 44.8% HeldMSFT Microsoft Corp 4.4% Trimmed −13%AAPL Apple Inc. 3.0% Trimmed −4%QCOM Qualcomm Inc 2.0% Trimmed −10%JPM JPMorgan Chase & Co 1.8% Trimmed −17%PNC PNC Financial Services Group, Inc. 1.7% Trimmed −23%PG Procter & Gamble Co 1.7% Trimmed −13%PEP PepsiCo Inc 1.7% Trimmed −3%MDT Medtronic PLC 1.6% Trimmed −14%USB US Bancorp 1.6% Trimmed −23%AEP American Electric Power Co Inc 1.6% HeldAMGN Amgen Inc 1.6% Trimmed −32%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 23, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast