Granite Group Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 13, 2026), Granite Group Advisors, LLC reported 90 stock positions worth $176.6 million. Its top holding was Walt Disney (DIS) at 43.5% of the portfolio, followed by Microsoft (MSFT, 3.6%) and Apple (AAPL, 2.4%). Compared with Q3 2025, it opened 13 new positions, sold out of 2, added to 25 and reduced 41. The biggest buy was a new position in Itt (ITT) and the biggest sale Walt Disney (DIS, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Stamford, CT
- CIK
- 0002018114
- Portfolio Value
- $176.6M (Q4 2025)
- SEC Filing
- 0001214659-26-000422 ↗ filed Jan 13, 2026
Holdings Value
Holdings 90 stocks · $176.6M
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 43.54% | 675,651 | $76.9M | Reduce 0.0% |
| MSFT Microsoft Corp. | 3.62% | 13,227 | $6.4M | Add +0.9% |
| AAPL Apple Inc. | 2.37% | 15,362 | $4.2M | Reduce -3.6% |
| ITT Itt Inc. | 1.95% | 19,824 | $3.4M | New |
| PNC PNC Financial Services Group | 1.87% | 15,801 | $3.3M | Add +1.5% |
| JPM JPMorgan Chase & Co. | 1.83% | 10,003 | $3.2M | Reduce -3.0% |
| MS Morgan Stanley | 1.78% | 17,656 | $3.1M | Reduce -2.9% |
| NEE Nextera Energy Inc. | 1.75% | 38,545 | $3.1M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 1.73% | 9,768 | $3.1M | Add +3.2% |
| USB US Bancorp | 1.72% | 56,908 | $3.0M | Add +0.9% |
| AEP American Electric Power | 1.71% | 26,206 | $3.0M | Reduce -1.5% |
| QCOM Qualcomm Inc. | 1.69% | 17,492 | $3.0M | Add +2.7% |
| PEP Pepsico Inc. | 1.68% | 20,625 | $3.0M | Add +4.0% |
| AMGN Amgen Inc. | 1.67% | 9,031 | $3.0M | Reduce -1.6% |
| MDT Medtronic PLC | 1.57% | 28,769 | $2.8M | Add +1.1% |
| SBUX Starbucks Corp. | 1.56% | 32,640 | $2.7M | Add +4.5% |
| TXN Texas Instruments Inc. | 1.50% | 15,307 | $2.7M | Add +9.2% |
| HD Home Depot Inc. | 1.36% | 6,982 | $2.4M | Add +6.7% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 1.34% | 11,705 | $2.4M | Reduce -0.1% |
| LMT Lockheed Martin Corp. | 1.33% | 4,840 | $2.3M | Add +51.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 1.28% | 19,497 | $2.3M | Reduce -3.2% |
| TSLA Tesla Inc. | 1.16% | 4,549 | $2.0M | New |
| TGT Target Corp. | 1.05% | 18,950 | $1.9M | Reduce -24.9% |
| AMZN Amazon.com Inc. | 0.93% | 7,107 | $1.6M | Reduce -1.1% |
| CMCSA Comcast Corp. Class A | 0.92% | 54,573 | $1.6M | Reduce -11.9% |
| GD General Dynamics Corp. | 0.83% | 4,339 | $1.5M | Reduce -1.8% |
| TSN Tyson Foods Inc. Class A | 0.69% | 20,853 | $1.2M | Add +2.5% |
| AMLP Alerian MLP ETF | 0.68% | 25,593 | $1.2M | Add +0.4% |
| NVDA Nvidia Corp. | 0.55% | 5,185 | $967K | Reduce -1.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.53% | 1,511 | $928K | New |
| STZ Constellation Brands Inc. Class A | 0.51% | 6,544 | $903K | Add +16.2% |
| META Meta Platforms Inc. Class A | 0.49% | 1,310 | $865K | Reduce -24.8% |
| ABBV Abbvie Inc. | 0.49% | 3,776 | $863K | Reduce -3.5% |
| CSCO Cisco Systems Inc. | 0.48% | 10,957 | $844K | Reduce -1.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.43% | 2,517 | $765K | Reduce -1.7% |
| SMH Vaneck Semiconductor ETF | 0.36% | 1,762 | $635K | New |
| AVGO Broadcom Inc. | 0.36% | 1,817 | $629K | Reduce -3.8% |
| RSP Invesco S&P 500 Equal Weight | 0.35% | 3,212 | $615K | Add +41.5% |
| ACN Accenture PLC Class A | 0.34% | 2,222 | $596K | New |
| PM Philip Morris International | 0.33% | 3,642 | $584K | Reduce -0.2% |
| MPLX MPLX LP | 0.32% | 10,621 | $567K | Add +0.0% |
| IWS iShares Russell Mid-Cap Valu | 0.30% | 3,800 | $536K | No change |
| OKE Oneok Inc. | 0.30% | 7,247 | $533K | Add +28.3% |
| WMB Williams Cos Inc. | 0.30% | 8,810 | $530K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 1,033 | $519K | Reduce -0.6% |
| VYM Vanguard High DVD Yield ETF | 0.29% | 3,592 | $516K | New |
| ORCL Oracle Corp. | 0.29% | 2,619 | $510K | Reduce -4.1% |
| IWF iShares Russell 1000 Growth | 0.29% | 1,073 | $508K | No change |
| GOOG Alphabet Inc. Class C | 0.27% | 1,522 | $478K | Reduce -7.6% |
| XOM Exxon Mobil Corp. | 0.27% | 3,952 | $476K | Reduce -0.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.26% | 431 | $461K | Reduce -2.7% |
| XYL Xylem Inc. | 0.26% | 3,356 | $457K | New |
| SE Sea Ltd.-ADR | 0.25% | 3,431 | $438K | Reduce -6.4% |
| ET Energy Transfer LP | 0.24% | 25,539 | $421K | Add +61.5% |
| PSX Phillips 66 | 0.23% | 3,148 | $406K | Add +0.0% |
| SHOP Shopify Inc. Class A | 0.22% | 2,424 | $390K | New |
| STX Seagate Technology Holdings | 0.20% | 1,307 | $360K | Reduce -0.1% |
| JPST JPMorgan Ultra-Short Income | 0.20% | 7,097 | $359K | New |
| AMD Advanced Micro Devices | 0.20% | 1,670 | $358K | New |
| SAP Sap SE-Sponsored ADR | 0.20% | 1,433 | $348K | No change |
| SPOT Spotify Technology SA | 0.19% | 573 | $333K | Reduce -24.2% |
| COST Costco Wholesale Corp. | 0.18% | 377 | $325K | Reduce -5.3% |
| LLY Eli Lilly & Co. | 0.18% | 299 | $321K | Reduce -1.0% |
| EPD Enterprise Products Partners | 0.18% | 9,826 | $315K | Add +0.0% |
| ANET Arista Networks Inc. | 0.18% | 2,400 | $314K | Reduce -0.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.18% | 1,076 | $312K | New |
| ENB Enbridge Inc. | 0.17% | 6,119 | $293K | No change |
| LIN Linde PLC | 0.16% | 668 | $285K | Reduce -3.5% |
| UBS UBS Group AG-Reg | 0.16% | 6,104 | $283K | Reduce -5.2% |
| PH Parker Hannifin Corp. | 0.16% | 321 | $282K | Reduce -0.3% |
| PWR Quanta Services Inc. | 0.16% | 650 | $274K | Add +2.4% |
| CQP Cheniere Energy Partners LP | 0.15% | 5,058 | $271K | Add +0.0% |
| FANG Diamondback Energy Inc. | 0.15% | 1,775 | $267K | Reduce -5.6% |
| ACGL Arch Capital Group Ltd. | 0.15% | 2,777 | $266K | Reduce -8.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.15% | 2,861 | $263K | No change |
| CP Canadian Pacific Kansas City | 0.15% | 3,529 | $260K | Reduce -1.4% |
| IJR iShares Core S&P Small-Cap E | 0.15% | 2,143 | $258K | New |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.15% | 15,299 | $256K | Reduce -0.8% |
| NOW ServiceNow Inc. | 0.14% | 1,655 | $254K | Reduce -16.0% |
| ISRG Intuitive Surgical Inc. | 0.14% | 443 | $251K | Reduce -2.0% |
| PBA Pembina Pipeline Corp. | 0.14% | 6,554 | $249K | No change |
| AON Aon PLC Class A | 0.14% | 682 | $241K | Reduce -1.0% |
| HESM Hess Midstream LP Class A | 0.14% | 6,922 | $239K | Add +0.1% |
| CPNG Coupang Inc. | 0.13% | 9,996 | $236K | Reduce -5.7% |
| AIQ Global X Art Intel & Tech | 0.13% | 4,400 | $224K | No change |
| TRP TC Energy Corp. | 0.13% | 4,017 | $221K | No change |
| IBN Icici Bank Ltd.-Spon ADR | 0.12% | 7,384 | $220K | No change |
| FERG Ferguson Enterprises Inc. | 0.12% | 963 | $214K | New |
| NFLX Netflix Inc. | 0.12% | 2,250 | $211K | Add +8.7% |
| MELI MercadoLibre Inc. | 0.12% | 103 | $207K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| DIS The Walt Disney Co. | Reduce 0.0% | 43.54% | −3.31 |
| TGT Target Corp. | Reduce -24.9% | 1.05% | −0.32 |
| META Meta Platforms Inc. Class A | Reduce -24.8% | 0.49% | −0.28 |
| CMCSA Comcast Corp. Class A | Reduce -11.9% | 0.92% | −0.25 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.18 |
| ORCL Oracle Corp. | Reduce -4.1% | 0.29% | −0.18 |
| SE Sea Ltd.-ADR | Reduce -6.4% | 0.25% | −0.15 |
| JPM JPMorgan Chase & Co. | Reduce -3.0% | 1.83% | −0.14 |
| SPOT Spotify Technology SA | Reduce -24.2% | 0.19% | −0.13 |
| RACE Ferrari NV | Sold out | 0.00% | −0.13 |
| AEP American Electric Power | Reduce -1.5% | 1.71% | −0.10 |
| AAPL Apple Inc. | Reduce -3.6% | 2.37% | −0.09 |
| GD General Dynamics Corp. | Reduce -1.8% | 0.83% | −0.08 |
| NOW ServiceNow Inc. | Reduce -16.0% | 0.14% | −0.08 |
| CPNG Coupang Inc. | Reduce -5.7% | 0.13% | −0.07 |
| MTB M & T Bank Corp. | Reduce -0.1% | 1.34% | −0.07 |
| ABBV Abbvie Inc. | Reduce -3.5% | 0.49% | −0.06 |
| BNY Bank of New York Mellon Corp. | Reduce -3.2% | 1.28% | −0.05 |
| NVDA Nvidia Corp. | Reduce -1.0% | 0.55% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -5.3% | 0.18% | −0.04 |
| LIN Linde PLC | Reduce -3.5% | 0.16% | −0.04 |
| ANET Arista Networks Inc. | Reduce -0.0% | 0.18% | −0.03 |
| PM Philip Morris International | Reduce -0.2% | 0.33% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -1.1% | 0.93% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 0.29% | −0.02 |
| AVGO Broadcom Inc. | Reduce -3.8% | 0.36% | −0.02 |
| ACGL Arch Capital Group Ltd. | Reduce -8.1% | 0.15% | −0.02 |
| CP Canadian Pacific Kansas City | Reduce -1.4% | 0.15% | −0.01 |
| AON Aon PLC Class A | Reduce -1.0% | 0.14% | −0.01 |
| FANG Diamondback Energy Inc. | Reduce -5.6% | 0.15% | −0.01 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -0.8% | 0.15% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -0.9% | 0.27% | −0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.7% | 0.43% | +0.00 |
| UBS UBS Group AG-Reg | Reduce -5.2% | 0.16% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -2.7% | 0.26% | +0.00 |
| PH Parker Hannifin Corp. | Reduce -0.3% | 0.16% | +0.01 |
| STX Seagate Technology Holdings | Reduce -0.1% | 0.20% | +0.02 |
| CSCO Cisco Systems Inc. | Reduce -1.2% | 0.48% | +0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -2.0% | 0.14% | +0.02 |
| MS Morgan Stanley | Reduce -2.9% | 1.78% | +0.03 |
| GOOG Alphabet Inc. Class C | Reduce -7.6% | 0.27% | +0.03 |
| LLY Eli Lilly & Co. | Reduce -1.0% | 0.18% | +0.04 |
| AMGN Amgen Inc. | Reduce -1.6% | 1.67% | +0.11 |
Portfolio Buys Q3 2025 → Q4 2025
| ITT Itt Inc. | New | 1.95% | +1.95 |
| TSLA Tesla Inc. | New | 1.16% | +1.16 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.53% | +0.53 |
| LMT Lockheed Martin Corp. | Add +51.8% | 1.33% | +0.36 |
| SMH Vaneck Semiconductor ETF | New | 0.36% | +0.36 |
| GOOGL Alphabet Inc. Class A | Add +3.2% | 1.73% | +0.34 |
| ACN Accenture PLC Class A | New | 0.34% | +0.34 |
| VYM Vanguard High DVD Yield ETF | New | 0.29% | +0.29 |
| XYL Xylem Inc. | New | 0.26% | +0.26 |
| SHOP Shopify Inc. Class A | New | 0.22% | +0.22 |
| JPST JPMorgan Ultra-Short Income | New | 0.20% | +0.20 |
| AMD Advanced Micro Devices | New | 0.20% | +0.20 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.18% | +0.18 |
| IJR iShares Core S&P Small-Cap E | New | 0.15% | +0.15 |
| FERG Ferguson Enterprises Inc. | New | 0.12% | +0.12 |
| RSP Invesco S&P 500 Equal Weight | Add +41.5% | 0.35% | +0.09 |
| ET Energy Transfer LP | Add +61.5% | 0.24% | +0.07 |
| USB US Bancorp | Add +0.9% | 1.72% | +0.07 |
| STZ Constellation Brands Inc. Class A | Add +16.2% | 0.51% | +0.05 |
| OKE Oneok Inc. | Add +28.3% | 0.30% | +0.05 |
| TSN Tyson Foods Inc. Class A | Add +2.5% | 0.69% | +0.02 |
| MPLX MPLX LP | Add +0.0% | 0.32% | −0.00 |
| NEE Nextera Energy Inc. | Add +0.4% | 1.75% | −0.00 |
| PWR Quanta Services Inc. | Add +2.4% | 0.16% | −0.00 |
| EPD Enterprise Products Partners | Add +0.0% | 0.18% | −0.01 |
| HESM Hess Midstream LP Class A | Add +0.1% | 0.14% | −0.01 |
| PEP Pepsico Inc. | Add +4.0% | 1.68% | −0.01 |
| CQP Cheniere Energy Partners LP | Add +0.0% | 0.15% | −0.01 |
| QCOM Qualcomm Inc. | Add +2.7% | 1.69% | −0.02 |
| PNC PNC Financial Services Group | Add +1.5% | 1.87% | −0.03 |
| PSX Phillips 66 | Add +0.0% | 0.23% | −0.03 |
| NFLX Netflix Inc. | Add +8.7% | 0.12% | −0.03 |
| SBUX Starbucks Corp. | Add +4.5% | 1.56% | −0.04 |
| AMLP Alerian MLP ETF | Add +0.4% | 0.68% | −0.04 |
| TXN Texas Instruments Inc. | Add +9.2% | 1.50% | −0.06 |
| MDT Medtronic PLC | Add +1.1% | 1.57% | −0.08 |
| HD Home Depot Inc. | Add +6.7% | 1.36% | −0.24 |
| MSFT Microsoft Corp. | Add +0.9% | 3.62% | −0.49 |
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 |