Granite Group Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 23, 2025), Granite Group Advisors, LLC reported 79 stock positions worth $165.1 million. Its top holding was Walt Disney (DIS) at 46.8% of the portfolio, followed by Microsoft (MSFT, 4.1%) and Apple (AAPL, 2.5%). Compared with Q2 2025, it opened 6 new positions, sold out of 4, added to 40 and reduced 16. The biggest buy was a new position in Lockheed Martin (LMT) and the biggest sale an exit from Union Pacific (UNP).
- Most Recent 13F
- Q2 2026
- Location
- Stamford, CT
- CIK
- 0002018114
- Portfolio Value
- $165.1M (Q3 2025)
- SEC Filing
- 0001214659-25-015235 ↗ filed Oct 23, 2025
Holdings Value
Holdings 79 stocks · $165.1M
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 46.85% | 675,655 | $77.4M | Add +0.0% |
| MSFT Microsoft Corp. | 4.11% | 13,112 | $6.8M | Add +1.3% |
| AAPL Apple Inc. | 2.46% | 15,938 | $4.1M | Add +3.7% |
| JPM JPMorgan Chase & Co. | 1.97% | 10,313 | $3.3M | Add +0.3% |
| PNC PNC Financial Services Group | 1.89% | 15,562 | $3.1M | Reduce -0.0% |
| AEP American Electric Power | 1.81% | 26,601 | $3.0M | Reduce -0.1% |
| NEE Nextera Energy Inc. | 1.76% | 38,393 | $2.9M | Add +2.2% |
| MS Morgan Stanley | 1.75% | 18,181 | $2.9M | Add +0.0% |
| QCOM Qualcomm Inc. | 1.72% | 17,028 | $2.8M | Add +6.2% |
| PEP Pepsico Inc. | 1.69% | 19,839 | $2.8M | Reduce -23.0% |
| USB US Bancorp | 1.65% | 56,379 | $2.7M | Reduce -0.1% |
| MDT Medtronic PLC | 1.64% | 28,460 | $2.7M | Add +0.0% |
| HD Home Depot Inc. | 1.61% | 6,543 | $2.7M | Add +0.2% |
| SBUX Starbucks Corp. | 1.60% | 31,224 | $2.6M | Add +7.2% |
| AMGN Amgen Inc. | 1.57% | 9,178 | $2.6M | Add +0.4% |
| TXN Texas Instruments Inc. | 1.56% | 14,013 | $2.6M | Add +0.1% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 1.40% | 11,722 | $2.3M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 1.39% | 9,464 | $2.3M | Add +0.2% |
| TGT Target Corp. | 1.37% | 25,246 | $2.3M | Add +8.4% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 1.33% | 20,137 | $2.2M | Reduce -5.4% |
| CMCSA Comcast Corp. Class A | 1.18% | 61,926 | $1.9M | Add +6.3% |
| LMT Lockheed Martin Corp. | 0.96% | 3,188 | $1.6M | New |
| AMZN Amazon.com Inc. | 0.96% | 7,187 | $1.6M | Reduce -0.5% |
| GD General Dynamics Corp. | 0.91% | 4,417 | $1.5M | Reduce -18.6% |
| META Meta Platforms Inc. Class A | 0.77% | 1,742 | $1.3M | Add +2.8% |
| AMLP Alerian MLP ETF | 0.72% | 25,493 | $1.2M | Reduce -2.3% |
| TSN Tyson Foods Inc. Class A | 0.67% | 20,336 | $1.1M | New |
| NVDA Nvidia Corp. | 0.59% | 5,239 | $977K | Add +2.0% |
| ABBV Abbvie Inc. | 0.55% | 3,912 | $906K | Add +0.2% |
| ORCL Oracle Corp. | 0.46% | 2,730 | $768K | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.46% | 11,089 | $759K | Reduce -17.6% |
| STZ Constellation Brands Inc. Class A | 0.46% | 5,630 | $758K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.43% | 2,561 | $715K | No change |
| SE Sea Ltd.-ADR | 0.40% | 3,667 | $655K | No change |
| AVGO Broadcom Inc. | 0.38% | 1,888 | $623K | Reduce -1.1% |
| PM Philip Morris International | 0.36% | 3,649 | $592K | Add +9.0% |
| WMB Williams Cos Inc. | 0.34% | 8,810 | $558K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.32% | 3,800 | $531K | No change |
| MPLX MPLX LP | 0.32% | 10,617 | $530K | Reduce -10.8% |
| SPOT Spotify Technology SA | 0.32% | 756 | $528K | Add +2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 1,039 | $522K | Add +0.6% |
| IWF iShares Russell 1000 Growth | 0.30% | 1,073 | $503K | No change |
| XOM Exxon Mobil Corp. | 0.27% | 3,990 | $450K | Add +22.2% |
| RSP Invesco S&P 500 Equal Weight | 0.26% | 2,270 | $431K | Add +53.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.26% | 443 | $429K | Add +19.1% |
| PSX Phillips 66 | 0.26% | 3,147 | $428K | Add +1.9% |
| OKE Oneok Inc. | 0.25% | 5,647 | $412K | Add +3.7% |
| GOOG Alphabet Inc. Class C | 0.24% | 1,647 | $401K | Reduce -4.7% |
| SAP Sap SE-Sponsored ADR | 0.23% | 1,433 | $383K | No change |
| COST Costco Wholesale Corp. | 0.22% | 398 | $368K | Reduce -0.5% |
| NOW ServiceNow Inc. | 0.22% | 394 | $363K | Add +1.6% |
| ANET Arista Networks Inc. | 0.21% | 2,401 | $350K | Add +0.0% |
| CPNG Coupang Inc. | 0.21% | 10,604 | $341K | No change |
| LIN Linde PLC | 0.20% | 692 | $329K | Add +0.9% |
| STX Seagate Technology Holdings | 0.19% | 1,309 | $309K | New |
| ENB Enbridge Inc. | 0.19% | 6,119 | $309K | No change |
| EPD Enterprise Products Partners | 0.19% | 9,822 | $307K | Add +2.6% |
| ORLY O'reilly Automotive Inc. | 0.18% | 2,794 | $301K | Add +0.1% |
| ACGL Arch Capital Group Ltd. | 0.17% | 3,020 | $274K | No change |
| CQP Cheniere Energy Partners LP | 0.16% | 5,056 | $272K | Add +2.6% |
| ET Energy Transfer LP | 0.16% | 15,811 | $271K | Add +2.7% |
| FANG Diamondback Energy Inc. | 0.16% | 1,881 | $269K | No change |
| CP Canadian Pacific Kansas City | 0.16% | 3,581 | $267K | No change |
| PBA Pembina Pipeline Corp. | 0.16% | 6,554 | $265K | Add +2.6% |
| UBS UBS Group AG-Reg | 0.16% | 6,437 | $264K | No change |
| PWR Quanta Services Inc. | 0.16% | 635 | $263K | No change |
| NFLX Netflix Inc. | 0.15% | 207 | $248K | Reduce -40.7% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.15% | 15,429 | $247K | No change |
| AON Aon PLC Class A | 0.15% | 689 | $246K | No change |
| PH Parker Hannifin Corp. | 0.15% | 322 | $244K | Add +1.9% |
| MELI MercadoLibre Inc. | 0.15% | 103 | $241K | Reduce -4.6% |
| HESM Hess Midstream LP Class A | 0.14% | 6,918 | $239K | Add +2.8% |
| LLY Eli Lilly & Co. | 0.14% | 302 | $230K | Add +1.0% |
| IBN Icici Bank Ltd.-Spon ADR | 0.14% | 7,384 | $223K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.13% | 2,861 | $219K | New |
| TRP TC Energy Corp. | 0.13% | 4,017 | $219K | New |
| AIQ Global X Art Intel & Tech | 0.13% | 4,400 | $217K | Reduce -8.3% |
| RACE Ferrari NV | 0.13% | 442 | $214K | No change |
| ISRG Intuitive Surgical Inc. | 0.12% | 452 | $202K | Add +3.4% |
Portfolio Sells Q2 2025 → Q3 2025
| UNP Union Pacific Corp. | Sold out | 0.00% | −1.40 |
| PEP Pepsico Inc. | Reduce -23.0% | 1.69% | −0.36 |
| MNDY Monday.com Ltd. | Sold out | 0.00% | −0.16 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.14 |
| NFLX Netflix Inc. | Reduce -40.7% | 0.15% | −0.13 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.13 |
| CSCO Cisco Systems Inc. | Reduce -17.6% | 0.46% | −0.10 |
| MPLX MPLX LP | Reduce -10.8% | 0.32% | −0.05 |
| AMLP Alerian MLP ETF | Reduce -2.3% | 0.72% | −0.04 |
| GD General Dynamics Corp. | Reduce -18.6% | 0.91% | −0.04 |
| MELI MercadoLibre Inc. | Reduce -4.6% | 0.15% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -0.5% | 0.22% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -0.5% | 0.96% | +0.00 |
| AIQ Global X Art Intel & Tech | Reduce -8.3% | 0.13% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -4.7% | 0.24% | +0.06 |
| AVGO Broadcom Inc. | Reduce -1.1% | 0.38% | +0.06 |
| USB US Bancorp | Reduce -0.1% | 1.65% | +0.11 |
| PNC PNC Financial Services Group | Reduce -0.0% | 1.89% | +0.15 |
| AEP American Electric Power | Reduce -0.1% | 1.81% | +0.15 |
| BNY Bank of New York Mellon Corp. | Reduce -5.4% | 1.33% | +0.16 |
Portfolio Buys Q2 2025 → Q3 2025
| LMT Lockheed Martin Corp. | New | 0.96% | +0.96 |
| TSN Tyson Foods Inc. Class A | New | 0.67% | +0.67 |
| AAPL Apple Inc. | Add +3.7% | 2.46% | +0.56 |
| STZ Constellation Brands Inc. Class A | New | 0.46% | +0.46 |
| GOOGL Alphabet Inc. Class A | Add +0.2% | 1.39% | +0.39 |
| MSFT Microsoft Corp. | Add +1.3% | 4.11% | +0.24 |
| MS Morgan Stanley | Add +0.0% | 1.75% | +0.21 |
| STX Seagate Technology Holdings | New | 0.19% | +0.19 |
| NEE Nextera Energy Inc. | Add +2.2% | 1.76% | +0.18 |
| QCOM Qualcomm Inc. | Add +6.2% | 1.72% | +0.18 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 1.97% | +0.18 |
| HD Home Depot Inc. | Add +0.2% | 1.61% | +0.16 |
| MDT Medtronic PLC | Add +0.0% | 1.64% | +0.15 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.13% | +0.13 |
| TRP TC Energy Corp. | New | 0.13% | +0.13 |
| ABBV Abbvie Inc. | Add +0.2% | 0.55% | +0.11 |
| ORCL Oracle Corp. | Add +0.1% | 0.46% | +0.11 |
| NVDA Nvidia Corp. | Add +2.0% | 0.59% | +0.10 |
| RSP Invesco S&P 500 Equal Weight | Add +53.4% | 0.26% | +0.10 |
| ASML ASML Holding NV-NY Reg SHS | Add +19.1% | 0.26% | +0.08 |
| ANET Arista Networks Inc. | Add +0.0% | 0.21% | +0.06 |
| XOM Exxon Mobil Corp. | Add +22.2% | 0.27% | +0.06 |
| PSX Phillips 66 | Add +1.9% | 0.26% | +0.04 |
| MTB M & T Bank Corp. | Add +0.2% | 1.40% | +0.04 |
| AMGN Amgen Inc. | Add +0.4% | 1.57% | +0.03 |
| ORLY O'reilly Automotive Inc. | Add +0.1% | 0.18% | +0.03 |
| META Meta Platforms Inc. Class A | Add +2.8% | 0.77% | +0.02 |
| PBA Pembina Pipeline Corp. | Add +2.6% | 0.16% | +0.02 |
| PH Parker Hannifin Corp. | Add +1.9% | 0.15% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.6% | 0.32% | +0.01 |
| EPD Enterprise Products Partners | Add +2.6% | 0.19% | +0.01 |
| LIN Linde PLC | Add +0.9% | 0.20% | +0.01 |
| LLY Eli Lilly & Co. | Add +1.0% | 0.14% | −0.00 |
| CQP Cheniere Energy Partners LP | Add +2.6% | 0.16% | −0.00 |
| ET Energy Transfer LP | Add +2.7% | 0.16% | −0.00 |
| SBUX Starbucks Corp. | Add +7.2% | 1.60% | −0.01 |
| PM Philip Morris International | Add +9.0% | 0.36% | −0.01 |
| HESM Hess Midstream LP Class A | Add +2.8% | 0.14% | −0.01 |
| TGT Target Corp. | Add +8.4% | 1.37% | −0.01 |
| OKE Oneok Inc. | Add +3.7% | 0.25% | −0.02 |
| ISRG Intuitive Surgical Inc. | Add +3.4% | 0.12% | −0.02 |
| NOW ServiceNow Inc. | Add +1.6% | 0.22% | −0.02 |
| SPOT Spotify Technology SA | Add +2.6% | 0.32% | −0.02 |
| CMCSA Comcast Corp. Class A | Add +6.3% | 1.18% | −0.07 |
| TXN Texas Instruments Inc. | Add +0.1% | 1.56% | −0.19 |
| DIS The Walt Disney Co. | Add +0.0% | 46.85% | −3.58 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 84 | $168.7M | DIS, MSFT, AAPL, PNC, QCOM |
| Q1 2026 | 86 | $165.3M | DIS, MSFT, AAPL, ITT, PNC |
| Q4 2025 | 90 | $176.6M | DIS, MSFT, AAPL, ITT, PNC |
| Q3 2025 | 79 | $165.1M | DIS, MSFT, AAPL, JPM, PNC |
| Q2 2025 | 77 | $166.1M | DIS, MSFT, PEP, AAPL, JPM |
| Q1 2025 | 77 | $144.1M | DIS, MSFT, AAPL, AEP, AMGN |
| Q4 2024 | 78 | $156.9M | DIS, MSFT, AAPL, BNY, PNC |
| Q3 2024 | 82 | $155.6M | DIS, MSFT, AAPL, BNY, SBUX |
| Q2 2024 | 87 | $132.0M | DIS, MSFT, AAPL, JPM, BNY |
| Q1 2024 | 94 | $148.5M | DIS, MSFT, AAPL, JPM, BNY |