Granite Harbor Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Houston, TX
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
129
Total value ($000)
$229,082
Net value change ($000)
-7,666 (-3.2%)
New positions
10
Sold out positions
6
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MUB 1,154 19.7%
XLE 621 31.6%
IBDV 617 252.9%
IBDS 592 40.2%
IBDU 473 112.4%
IBDT 454 70.9%
IBTK 442 118.8%
IBDR 432 76.6%
IBTL 420 NEW
IBTJ 377 65.2%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -1,675 -7.9%
DHI -1,402 -100.0%
IVV -1,381 -12.5%
MSFT -1,268 -19.5%
GOOGL -1,027 -11.1%
NVDA -919 -8.9%
XLF -870 -12.4%
AAPL -761 -7.5%
XLY -745 -11.3%
META -734 -16.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type