Granite Group Advisors, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), Granite Group Advisors, LLC reported 78 stock positions worth $156.9 million. Its top holding was Walt Disney (DIS) at 48.1% of the portfolio, followed by Microsoft (MSFT, 4.0%) and Apple (AAPL, 2.8%). Compared with Q3 2024, it opened 3 new positions, sold out of 7, added to 7 and reduced 51. The biggest buy was Pepsico (PEP, shares +100%) and the biggest sale Nextera Energy (NEE, shares −2%).

Most Recent 13F
Q2 2026
Location
Stamford, CT
CIK
0002018114
Portfolio Value
$156.9M (Q4 2024)
SEC Filing
0001214659-25-001092 ↗ filed Jan 22, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $148.5M Q1 2024 Q2 2024: $132.0M Q2 2024 Q3 2024: $155.6M Q3 2024 Q4 2024: $156.9M $156.9M Q4 2024 Q1 2025: $144.1M Q1 2025 Q2 2025: $166.1M Q2 2025 Q3 2025: $165.1M Q3 2025 Q4 2025: $176.6M Q4 2025 Q1 2026: $165.3M Q1 2026 Q2 2026: $168.7M Q2 2026

Holdings 78 stocks · $156.9M
DIS The Walt Disney Co. filed as DISNEY WALT CO 48.06% 677,335 $75.4M Reduce -8.4%
MSFT Microsoft Corp. 3.97% 14,763 $6.2M Reduce -1.6%
AAPL Apple Inc. 2.85% 17,836 $4.5M Reduce -0.8%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 1.90% 38,898 $3.0M Reduce -11.0%
PNC PNC Financial Services Group 1.77% 14,386 $2.8M Reduce -6.8%
JPM JPMorgan Chase & Co. 1.77% 11,560 $2.8M Reduce -8.0%
SBUX Starbucks Corp. 1.74% 29,979 $2.7M Reduce -4.9%
HD Home Depot Inc. 1.62% 6,537 $2.5M Reduce -2.5%
CSCO Cisco Systems Inc. 1.62% 42,905 $2.5M Reduce -9.4%
USB US Bancorp 1.60% 52,444 $2.5M Reduce -1.4%
AEP American Electric Power 1.59% 27,033 $2.5M Reduce -2.3%
NEE Nextera Energy Inc. 1.55% 33,922 $2.4M Reduce -1.7%
TXN Texas Instruments Inc. 1.51% 12,612 $2.4M Reduce -3.6%
MS Morgan Stanley 1.49% 18,628 $2.3M Reduce -12.0%
AMGN Amgen Inc. 1.46% 8,791 $2.3M Add +31.7%
UNP Union Pacific Corp. 1.45% 9,985 $2.3M Add +0.4%
MDT Medtronic PLC 1.44% 28,316 $2.3M Add +4.0%
MTB M & T Bank Corp. filed as M & T BK CORP 1.41% 11,788 $2.2M Reduce -4.9%
QCOM Qualcomm Inc. 1.39% 14,211 $2.2M Add +3.8%
GILD Gilead Sciences Inc. 1.39% 23,554 $2.2M Reduce -7.6%
CMCSA Comcast Corp. Class A 1.27% 53,196 $2.0M Reduce -1.6%
GOOGL Alphabet Inc. Class A 1.14% 9,447 $1.8M Reduce -0.6%
PEP Pepsico Inc. 1.13% 11,703 $1.8M Add +100.0%
AMZN Amazon.com Inc. 1.01% 7,220 $1.6M Reduce -0.3%
ABBV Abbvie Inc. 0.92% 8,107 $1.4M Add +0.4%
AMLP Alerian MLP ETF 0.85% 27,619 $1.3M Reduce -0.4%
GD General Dynamics Corp. 0.65% 3,844 $1.0M Reduce -2.3%
META Meta Platforms Inc. Class A 0.63% 1,695 $992K Reduce -24.2%
PFE Pfizer Inc. 0.58% 34,114 $905K Reduce -22.2%
NVDA Nvidia Corp. 0.45% 5,217 $701K Reduce -0.8%
AVGO Broadcom Inc. 0.38% 2,556 $593K Reduce -0.7%
MPLX MPLX LP 0.36% 11,905 $570K Reduce -3.4%
OKE Oneok Inc. 0.35% 5,444 $547K Reduce -3.9%
TSM Taiwan Semiconductor-SP ADR 0.32% 2,561 $506K No change
IWS iShares Russell Mid-Cap Valu 0.31% 3,800 $491K No change
WMB Williams Cos Inc. 0.30% 8,810 $477K No change
BRK.B Berkshire Hathaway Inc. Class B 0.27% 950 $431K No change
NVO Novo-Nordisk A/S-Spons ADR 0.26% 4,674 $402K Reduce -0.3%
SE Sea Ltd.-ADR 0.25% 3,667 $389K No change
NOW ServiceNow Inc. 0.24% 360 $382K Reduce -4.5%
NFLX Netflix Inc. 0.24% 417 $372K No change
RACE Ferrari NV 0.23% 864 $367K Reduce -17.4%
ORCL Oracle Corp. 0.23% 2,125 $354K No change
SAP Sap SE-Sponsored ADR 0.22% 1,433 $353K New
PSX Phillips 66 0.22% 3,087 $352K Reduce -3.7%
SPOT Spotify Technology SA 0.22% 786 $352K No change
XOM Exxon Mobil Corp. 0.22% 3,265 $351K Reduce -2.0%
COST Costco Wholesale Corp. 0.22% 377 $345K No change
GOOG Alphabet Inc. Class C 0.22% 1,773 $338K Add +6.2%
ISRG Intuitive Surgical Inc. 0.21% 642 $335K Reduce -15.6%
FANG Diamondback Energy Inc. 0.20% 1,881 $308K No change
ET Energy Transfer LP 0.19% 15,400 $302K Reduce -5.1%
LLY Eli Lilly & Co. 0.19% 389 $300K No change
EPD Enterprise Products Partners 0.19% 9,570 $300K Reduce -5.0%
ICLR Icon PLC 0.19% 1,394 $292K No change
CRM Salesforce Inc. 0.19% 872 $292K Reduce -1.3%
LIN Linde PLC 0.18% 686 $287K Reduce -19.8%
AZN Astrazeneca PLC-Spons ADR 0.18% 4,276 $280K Reduce -0.2%
ACGL Arch Capital Group Ltd. 0.18% 3,020 $279K No change
DECK Deckers Outdoor Corp. 0.17% 1,332 $271K No change
ANET Arista Networks Inc. 0.17% 2,400 $265K No change
CQP Cheniere Energy Partners LP 0.17% 4,928 $262K Reduce -5.0%
ENB Enbridge Inc. 0.17% 6,119 $260K No change
CP Canadian Pacific Kansas City 0.17% 3,581 $259K Reduce -11.7%
ASML ASML Holding NV-NY Reg SHS 0.16% 362 $251K Reduce -6.9%
HESM Hess Midstream LP Class A 0.16% 6,731 $249K Reduce -5.3%
AON Aon PLC Class A 0.16% 689 $247K Reduce -30.1%
STE Steris PLC 0.15% 1,163 $239K Reduce -0.5%
PBA Pembina Pipeline Corp. 0.15% 6,389 $236K Reduce -4.9%
MA Mastercard Inc. Class A 0.15% 444 $234K Reduce -2.6%
CPNG Coupang Inc. 0.15% 10,604 $233K No change
TEAM Atlassian Corp. Class A 0.14% 928 $226K New
ORLY O'reilly Automotive Inc. 0.14% 189 $224K Reduce -1.1%
IBN Icici Bank Ltd.-Spon ADR 0.14% 7,384 $220K Reduce -20.4%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.13% 1,768 $208K Reduce -17.6%
PH Parker Hannifin Corp. 0.13% 316 $201K Reduce -3.1%
PWR Quanta Services Inc. 0.13% 635 $201K New
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.10% 15,429 $160K Reduce -21.4%

Portfolio Sells Q3 2024 → Q4 2024
NEE Nextera Energy Inc. Reduce -1.7% 1.55% −0.32
PFE Pfizer Inc. Reduce -22.2% 0.58% −0.24
AEP American Electric Power Reduce -2.3% 1.59% −0.23
SBUX Starbucks Corp. Reduce -4.9% 1.74% −0.23
TXN Texas Instruments Inc. Reduce -3.6% 1.51% −0.23
META Meta Platforms Inc. Class A Reduce -24.2% 0.63% −0.19
MSFT Microsoft Corp. Reduce -1.6% 3.97% −0.18
CMCSA Comcast Corp. Class A Reduce -1.6% 1.27% −0.18
RSP Invesco S&P 500 Equal Weight Sold out 0.00% −0.16
MELI MercadoLibre Inc. Sold out 0.00% −0.16
MNDY Monday.com Ltd. Sold out 0.00% −0.15
UBER Uber Technologies Inc. Sold out 0.00% −0.14
NXST Nexstar Media Group Inc. Sold out 0.00% −0.14
WCN Waste Connections Inc. Sold out 0.00% −0.13
HD Home Depot Inc. Reduce -2.5% 1.62% −0.12
GD General Dynamics Corp. Reduce -2.3% 0.65% −0.12
BNY Bank of New York Mellon Corp. Reduce -11.0% 1.90% −0.11
NVO Novo-Nordisk A/S-Spons ADR Reduce -0.3% 0.26% −0.10
RACE Ferrari NV Reduce -17.4% 0.23% −0.08
LIN Linde PLC Reduce -19.8% 0.18% −0.08
NU Nu Holdings Ltd./Cayman Isl-A Reduce -21.4% 0.10% −0.07
PNC PNC Financial Services Group Reduce -6.8% 1.77% −0.07
AON Aon PLC Class A Reduce -30.1% 0.16% −0.06
CP Canadian Pacific Kansas City Reduce -11.7% 0.17% −0.06
ASML ASML Holding NV-NY Reg SHS Reduce -6.9% 0.16% −0.05
PSX Phillips 66 Reduce -3.7% 0.22% −0.05
IBN Icici Bank Ltd.-Spon ADR Reduce -20.4% 0.14% −0.04
LUMINAR TECHNOLOGIES INC Sold out 0.00% −0.04
AZN Astrazeneca PLC-Spons ADR Reduce -0.2% 0.18% −0.04
STE Steris PLC Reduce -0.5% 0.15% −0.03
PBA Pembina Pipeline Corp. Reduce -4.9% 0.15% −0.03
XOM Exxon Mobil Corp. Reduce -2.0% 0.22% −0.03
ISRG Intuitive Surgical Inc. Reduce -15.6% 0.21% −0.03
TTD Trade Desk Inc./the Class A Reduce -17.6% 0.13% −0.02
MTB M & T Bank Corp. Reduce -4.9% 1.41% −0.01
PH Parker Hannifin Corp. Reduce -3.1% 0.13% −0.00
HESM Hess Midstream LP Class A Reduce -5.3% 0.16% −0.00
CSCO Cisco Systems Inc. Reduce -9.4% 1.62% −0.00
ORLY O'reilly Automotive Inc. Reduce -1.1% 0.14% +0.00
EPD Enterprise Products Partners Reduce -5.0% 0.19% +0.00
MA Mastercard Inc. Class A Reduce -2.6% 0.15% +0.00
CQP Cheniere Energy Partners LP Reduce -5.0% 0.17% +0.00
AMLP Alerian MLP ETF Reduce -0.4% 0.85% +0.01
MPLX MPLX LP Reduce -3.4% 0.36% +0.01
GILD Gilead Sciences Inc. Reduce -7.6% 1.39% +0.01
OKE Oneok Inc. Reduce -3.9% 0.35% +0.02
ET Energy Transfer LP Reduce -5.1% 0.19% +0.02
NOW ServiceNow Inc. Reduce -4.5% 0.24% +0.03
CRM Salesforce Inc. Reduce -1.3% 0.19% +0.03
USB US Bancorp Reduce -1.4% 1.60% +0.04

Portfolio Buys Q3 2024 → Q4 2024
PEP Pepsico Inc. Add +100.0% 1.13% +0.49
SAP Sap SE-Sponsored ADR New 0.22% +0.22
TEAM Atlassian Corp. Class A New 0.14% +0.14
PWR Quanta Services Inc. New 0.13% +0.13
AMGN Amgen Inc. Add +31.7% 1.46% +0.08
GOOG Alphabet Inc. Class C Add +6.2% 0.22% +0.04
QCOM Qualcomm Inc. Add +3.8% 1.39% −0.10
ABBV Abbvie Inc. Add +0.4% 0.92% −0.11
UNP Union Pacific Corp. Add +0.4% 1.45% −0.12
MDT Medtronic PLC Add +4.0% 1.44% −0.13

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 84$168.7MDIS, MSFT, AAPL, PNC, QCOM
Q1 2026 86$165.3MDIS, MSFT, AAPL, ITT, PNC
Q4 2025 90$176.6MDIS, MSFT, AAPL, ITT, PNC
Q3 2025 79$165.1MDIS, MSFT, AAPL, JPM, PNC
Q2 2025 77$166.1MDIS, MSFT, PEP, AAPL, JPM
Q1 2025 77$144.1MDIS, MSFT, AAPL, AEP, AMGN
Q4 2024 78$156.9MDIS, MSFT, AAPL, BNY, PNC
Q3 2024 82$155.6MDIS, MSFT, AAPL, BNY, SBUX
Q2 2024 87$132.0MDIS, MSFT, AAPL, JPM, BNY
Q1 2024 94$148.5MDIS, MSFT, AAPL, JPM, BNY