GH

Granite Harbor Advisors, Inc.

13F
Granite Harbor Advisors, Inc.
Last update 2025-05-13 108 Stocks (24 new)
Value $188.00 Mil Turnover 10 %
Countries:
Top Holdings: QQQ(8.41%)AGG(6.26%)IVV(5.79%)DFAS(5.56%)MUB(4.76%)
Summary Stock Picks Current Portfolio
Granite Harbor Advisors, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
QQQ
INVESCO QQQ Trust
33,780
15,840.1
+4.03%
8.410
+0.33%
0.010
+26.50%
+9.89%
358,119.4
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
119,292
11,800.4
+7.60%
6.260
+0.44%
0.010
+0.06%
+1.06%
127,744.7
 
IVV
iShares Core S&P 500 ETF
19,395
10,897.8
-5.10%
5.790
-0.34%
0.000
+19.34%
+7.18%
634,780.4
 
DFAS
Dimensional U.S. Small Cap ETF
175,322
10,475.5
-11.30%
5.560
-0.80%
0.110
+17.82%
+0.78%
10,585.9
 
MUB
iShares National Muni Bond ETF
84,997
8,962.1
+8.82%
4.760
+0.39%
0.020
-0.33%
-3.09%
38,308.9
 
AAPL
Apple Inc
34,181
7,592.5
+8.83%
4.030
+0.33%
0.000
+6.76%
-15.93%
3,136,822.2
Hardware
XLF
Financial Select Sector SPDR
130,205
6,485.5
-2.09%
3.440
-0.07%
0.010
+12.56%
+8.65%
51,197.0
 
NVDA
NVIDIA Corp
54,275
5,882.3
+12.81%
3.120
+0.35%
0.000
+70.47%
+28.85%
4,219,047.4
Semiconductors
XLV
Health Care Select Sector SPDR
39,156
5,717.1
+2.66%
3.040
+0.08%
0.010
-2.04%
-3.53%
33,361.2
 
XLY
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
27,425
5,415.3
+0.33%
2.870
+0.01%
0.030
+18.78%
-1.84%
22,540.2
 

Granite Harbor Advisors, Inc.'s Historical Top Holdings Breakdowns

Granite Harbor Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HYGV
FlexShares High Yield Value Scored Bond Index ETF
FlexShares High Yield Value Scored Bond Index ETF
2025-03-31
New Buy
New Buy
+1.36%
●
40.21 ($40.86) 41.29
$40.67
-0.47%
New holding
63,565
63,565
DFAS
Dimensional U.S. Small Cap ETF
2025-03-31
Reduce
Reduce
-0.80%
●
58.81 ($64.31) 68.2
$65.59
1.99%
Reduce -11.3%
175,322
-22,336
GUNR
FlexShares Global Upstream Natural Resources Index Fund
FlexShares Global Upstream Natural Resources Index Fund
2025-03-31
New Buy
New Buy
+0.59%
●
36.65 ($38.16) 39.57
$40.43
5.95%
New holding
28,766
28,766
TDTT
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
2025-03-31
New Buy
New Buy
+0.45%
●
23.61 ($23.95) 24.38
$24.21
1.09%
New holding
34,931
34,931
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+0.44%
●
95.85 ($97.76) 99.25
$97.93
0.17%
Add 7.6%
119,292
8,430
IBMR
iShares iBonds Dec 2029 Term Muni Bond ETF
iShares iBonds Dec 2029 Term Muni Bond ETF
2025-03-31
New Buy
New Buy
+0.41%
●
24.86 ($25.08) 25.37
$25.25
0.68%
New holding
30,649
30,649
MUB
iShares National Muni Bond ETF
2025-03-31
Add
Add
+0.39%
●
104.71 ($106.35) 107.68
$103.26
-2.91%
Add 8.82%
84,997
6,888
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.39%
●
375.39 ($407.71) 447.2
$511.70
25.51%
Add 25.88%
9,588
1,971
LLY
Eli Lilly and Co
2025-03-31
Add
Add
+0.37%
●
725.72 ($832.09) 929.72
$761.50
-8.48%
Add 67.93%
2,084
843
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.35%
●
106.98 ($126.74) 149.43
$173.00
36.50%
Add 12.81%
54,275
6,165

Granite Harbor Advisors, Inc. Total Holding History ($B)

To

Granite Harbor Advisors, Inc.'s Asset Allocation

To

Granite Harbor Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Granite Harbor Advisors, Inc.'s Hypothetical Growth since 2025-03-31

Granite Harbor Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Granite Harbor Advisors, Inc.'s Holdings Heat Map

Size field:

Granite Harbor Advisors, Inc.'s Holdings Bubble Chart

Granite Harbor Advisors, Inc. News

  • 1

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