Granite Group Advisors, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), Granite Group Advisors, LLC reported 86 stock positions worth $165.3 million. Its top holding was Walt Disney (DIS) at 39.1% of the portfolio, followed by Microsoft (MSFT, 3.5%) and Apple (AAPL, 2.4%). Compared with Q4 2025, it opened 8 new positions, sold out of 12, added to 26 and reduced 26. The biggest buy was a new position in Procter & Gamble (PG) and the biggest sale an exit from General Dynamics (GD).

Most Recent 13F
Q2 2026
Location
Stamford, CT
CIK
0002018114
Portfolio Value
$165.3M (Q1 2026)
SEC Filing
0001214659-26-004620 ↗ filed Apr 14, 2026

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 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 $165.3M Q1 2026 Q2 2026: $168.7M Q2 2026

Holdings 86 stocks · $165.3M
DIS The Walt Disney Co. filed as DISNEY WALT CO 39.14% 675,651 $64.7M No change
MSFT Microsoft Corp. 3.50% 15,526 $5.8M Add +17.4%
AAPL Apple Inc. 2.36% 15,386 $3.9M Add +0.2%
ITT Itt Inc. 2.35% 19,824 $3.9M No change
PNC PNC Financial Services Group 2.06% 15,921 $3.4M Add +0.8%
SBUX Starbucks Corp. 1.88% 32,688 $3.1M Add +0.1%
USB US Bancorp 1.88% 57,832 $3.1M Add +1.6%
PEP Pepsico Inc. 1.87% 20,223 $3.1M Reduce -1.9%
JPM JPMorgan Chase & Co. 1.87% 10,375 $3.1M Add +3.7%
TXN Texas Instruments Inc. 1.86% 15,398 $3.1M Add +0.6%
LMT Lockheed Martin Corp. 1.83% 4,819 $3.0M Reduce -0.4%
GOOGL Alphabet Inc. Class A 1.80% 9,768 $3.0M No change
NEE Nextera Energy Inc. 1.77% 31,160 $2.9M Reduce -19.2%
AMGN Amgen Inc. 1.72% 8,382 $2.8M Reduce -7.2%
AEP American Electric Power 1.70% 21,084 $2.8M Reduce -19.6%
QCOM Qualcomm Inc. 1.68% 22,332 $2.8M Add +27.7%
MS Morgan Stanley 1.66% 16,261 $2.7M Reduce -7.9%
MDT Medtronic PLC 1.65% 31,547 $2.7M Add +9.7%
HD Home Depot Inc. 1.53% 7,927 $2.5M Add +13.5%
MTB M & T Bank Corp. filed as M & T BK CORP 1.39% 10,845 $2.3M Reduce -7.3%
TGT Target Corp. 1.37% 18,974 $2.3M Add +0.1%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 1.30% 17,199 $2.1M Reduce -11.8%
CMCSA Comcast Corp. Class A 1.10% 65,176 $1.8M Add +19.4%
TSLA Tesla Inc. 0.95% 4,549 $1.6M No change
AMZN Amazon.com Inc. 0.91% 7,055 $1.5M Reduce -0.7%
PG The Procter & Gamble Co. 0.89% 10,403 $1.5M New
TSN Tyson Foods Inc. Class A 0.85% 21,768 $1.4M Add +4.4%
AMLP Alerian MLP ETF 0.82% 25,593 $1.3M No change
AIQ Global X Art Intel & Tech 0.70% 24,200 $1.2M Add +450.0%
ACN Accenture PLC Class A 0.68% 5,692 $1.1M Add +156.2%
STZ Constellation Brands Inc. Class A 0.62% 6,658 $1.0M Add +1.7%
NVDA Nvidia Corp. 0.56% 5,185 $923K No change
ADP Automatic Data Processing 0.55% 4,481 $912K New
QQQ Invesco QQQ Trust Series 1 0.54% 1,511 $890K No change
TSM Taiwan Semiconductor-SP ADR 0.53% 2,532 $874K Add +0.6%
ABBV Abbvie Inc. 0.49% 3,937 $813K Add +4.3%
SMH Vaneck Semiconductor ETF 0.43% 1,762 $705K No change
META Meta Platforms Inc. Class A 0.41% 1,187 $683K Reduce -9.4%
WMB Williams Cos Inc. 0.39% 8,810 $652K No change
XOM Exxon Mobil Corp. 0.39% 3,943 $646K Reduce -0.2%
OKE Oneok Inc. 0.38% 6,844 $620K Reduce -5.6%
RSP Invesco S&P 500 Equal Weight 0.37% 3,203 $620K Reduce -0.3%
STX Seagate Technology Holdings 0.37% 1,307 $613K No change
AVGO Broadcom Inc. 0.37% 1,815 $606K Reduce -0.1%
PM Philip Morris International 0.35% 3,633 $572K Reduce -0.3%
IWS iShares Russell Mid-Cap Valu 0.34% 3,800 $563K No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.34% 429 $560K Reduce -0.5%
VYM Vanguard High DVD Yield ETF 0.32% 3,564 $531K Reduce -0.8%
BRK.B Berkshire Hathaway Inc. Class B 0.32% 1,105 $528K Add +7.0%
PSX Phillips 66 0.30% 2,828 $494K Reduce -10.2%
ET Energy Transfer LP 0.28% 24,564 $470K Reduce -3.8%
IWF iShares Russell 1000 Growth 0.28% 1,074 $464K Add +0.1%
GOOG Alphabet Inc. Class C 0.27% 1,491 $453K Reduce -2.0%
XYL Xylem Inc. 0.25% 3,356 $417K No change
SE Sea Ltd.-ADR 0.24% 4,975 $405K Add +45.0%
ORCL Oracle Corp. 0.24% 2,723 $390K Add +4.0%
EPD Enterprise Products Partners 0.23% 9,830 $378K Add +0.0%
AMD Advanced Micro Devices 0.22% 1,670 $370K No change
PWR Quanta Services Inc. 0.22% 650 $361K No change
JPST JPMorgan Ultra-Short Income 0.22% 7,110 $359K Add +0.2%
FANG Diamondback Energy Inc. 0.21% 1,775 $347K No change
ENB Enbridge Inc. 0.20% 6,119 $333K No change
COST Costco Wholesale Corp. 0.20% 324 $328K Reduce -14.1%
ANET Arista Networks Inc. 0.19% 2,400 $321K No change
LIN Linde PLC 0.19% 631 $312K Reduce -5.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.19% 1,066 $310K Reduce -0.9%
LLY Eli Lilly & Co. 0.18% 321 $299K Add +7.4%
PH Parker Hannifin Corp. 0.18% 321 $293K No change
SHOP Shopify Inc. Class A 0.17% 2,424 $284K No change
CP Canadian Pacific Kansas City 0.17% 3,529 $283K No change
SPOT Spotify Technology SA 0.16% 561 $271K Reduce -2.1%
PBA Pembina Pipeline Corp. 0.16% 6,048 $270K Reduce -7.7%
ACGL Arch Capital Group Ltd. 0.16% 2,777 $269K No change
IJR iShares Core S&P Small-Cap E 0.16% 2,120 $268K Reduce -1.1%
CNQ Canadian Natural Resources 0.15% 5,077 $250K New
UBS UBS Group AG-Reg 0.15% 6,104 $242K No change
NVS Novartis AG-Sponsored ADR 0.14% 1,580 $239K New
NFLX Netflix Inc. 0.14% 2,400 $237K Add +6.7%
FERG Ferguson Enterprises Inc. 0.14% 963 $227K No change
AON Aon PLC Class A 0.13% 682 $220K No change
TEVA Teva Pharmaceutical-SP ADR 0.13% 7,489 $220K New
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.13% 15,299 $216K No change
XLI SS Industrial Select Sector 0.13% 1,263 $208K New
DVY iShares Select Dividend ETF 0.12% 1,358 $206K New
ISRG Intuitive Surgical Inc. 0.12% 443 $201K No change
LYG Lloyds Banking Group PLC-ADR 0.10% 32,018 $166K New

Portfolio Sells Q4 2025 → Q1 2026
GD General Dynamics Corp. Sold out 0.00% −0.83
CSCO Cisco Systems Inc. Sold out 0.00% −0.48
MPLX MPLX LP Sold out 0.00% −0.32
SAP Sap SE-Sponsored ADR Sold out 0.00% −0.20
CQP Cheniere Energy Partners LP Sold out 0.00% −0.15
AZN Astrazeneca PLC-Spons ADR Sold out 0.00% −0.15
NOW ServiceNow Inc. Sold out 0.00% −0.14
HESM Hess Midstream LP Class A Sold out 0.00% −0.14
CPNG Coupang Inc. Sold out 0.00% −0.13
TRP TC Energy Corp. Sold out 0.00% −0.13
IBN Icici Bank Ltd.-Spon ADR Sold out 0.00% −0.12
MS Morgan Stanley Reduce -7.9% 1.66% −0.12
MELI MercadoLibre Inc. Sold out 0.00% −0.12
META Meta Platforms Inc. Class A Reduce -9.4% 0.41% −0.08
SPOT Spotify Technology SA Reduce -2.1% 0.16% −0.02
AMZN Amazon.com Inc. Reduce -0.7% 0.91% −0.02
AEP American Electric Power Reduce -19.6% 1.70% −0.02
GOOG Alphabet Inc. Class C Reduce -2.0% 0.27% +0.00
AVGO Broadcom Inc. Reduce -0.1% 0.37% +0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.9% 0.19% +0.01
NEE Nextera Energy Inc. Reduce -19.2% 1.77% +0.01
BNY Bank of New York Mellon Corp. Reduce -11.8% 1.30% +0.01
COST Costco Wholesale Corp. Reduce -14.1% 0.20% +0.01
PM Philip Morris International Reduce -0.3% 0.35% +0.02
IJR iShares Core S&P Small-Cap E Reduce -1.1% 0.16% +0.02
PBA Pembina Pipeline Corp. Reduce -7.7% 0.16% +0.02
RSP Invesco S&P 500 Equal Weight Reduce -0.3% 0.37% +0.03
LIN Linde PLC Reduce -5.5% 0.19% +0.03
VYM Vanguard High DVD Yield ETF Reduce -0.8% 0.32% +0.03
ET Energy Transfer LP Reduce -3.8% 0.28% +0.05
AMGN Amgen Inc. Reduce -7.2% 1.72% +0.05
MTB M & T Bank Corp. Reduce -7.3% 1.39% +0.06
PSX Phillips 66 Reduce -10.2% 0.30% +0.07
OKE Oneok Inc. Reduce -5.6% 0.38% +0.07
ASML ASML Holding NV-NY Reg SHS Reduce -0.5% 0.34% +0.08
XOM Exxon Mobil Corp. Reduce -0.2% 0.39% +0.12
PEP Pepsico Inc. Reduce -1.9% 1.87% +0.20
LMT Lockheed Martin Corp. Reduce -0.4% 1.83% +0.50

Portfolio Buys Q4 2025 → Q1 2026
PG The Procter & Gamble Co. New 0.89% +0.89
AIQ Global X Art Intel & Tech Add +450.0% 0.70% +0.57
ADP Automatic Data Processing New 0.55% +0.55
TXN Texas Instruments Inc. Add +0.6% 1.86% +0.36
ACN Accenture PLC Class A Add +156.2% 0.68% +0.34
SBUX Starbucks Corp. Add +0.1% 1.88% +0.33
TGT Target Corp. Add +0.1% 1.37% +0.32
PNC PNC Financial Services Group Add +0.8% 2.06% +0.19
CMCSA Comcast Corp. Class A Add +19.4% 1.10% +0.17
HD Home Depot Inc. Add +13.5% 1.53% +0.17
USB US Bancorp Add +1.6% 1.88% +0.16
TSN Tyson Foods Inc. Class A Add +4.4% 0.85% +0.15
CNQ Canadian Natural Resources New 0.15% +0.15
NVS Novartis AG-Sponsored ADR New 0.14% +0.14
TEVA Teva Pharmaceutical-SP ADR New 0.13% +0.13
XLI SS Industrial Select Sector New 0.13% +0.13
DVY iShares Select Dividend ETF New 0.12% +0.12
STZ Constellation Brands Inc. Class A Add +1.7% 0.62% +0.11
LYG Lloyds Banking Group PLC-ADR New 0.10% +0.10
TSM Taiwan Semiconductor-SP ADR Add +0.6% 0.53% +0.10
MDT Medtronic PLC Add +9.7% 1.65% +0.08
EPD Enterprise Products Partners Add +0.0% 0.23% +0.05
JPM JPMorgan Chase & Co. Add +3.7% 1.87% +0.04
BRK.B Berkshire Hathaway Inc. Class B Add +7.0% 0.32% +0.03
NFLX Netflix Inc. Add +6.7% 0.14% +0.02
JPST JPMorgan Ultra-Short Income Add +0.2% 0.22% +0.01
ABBV Abbvie Inc. Add +4.3% 0.49% +0.00
LLY Eli Lilly & Co. Add +7.4% 0.18% −0.00
SE Sea Ltd.-ADR Add +45.0% 0.24% −0.00
AAPL Apple Inc. Add +0.2% 2.36% −0.01
IWF iShares Russell 1000 Growth Add +0.1% 0.28% −0.01
QCOM Qualcomm Inc. Add +27.7% 1.68% −0.02
ORCL Oracle Corp. Add +4.0% 0.24% −0.05
MSFT Microsoft Corp. Add +17.4% 3.50% −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