Granite Group Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Stamford, CT
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
78
Total value ($000)
$158,100
Net value change ($000)
-10,572 (-6.3%)
New positions
4
Sold out positions
10
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
DIS 5,840 9.0%
MCD 1,269 249.3%
MSFT 1,134 19.5%
EXXONMOBIL HOLDINGS CORP 620 NEW
ONEOK INC NEW 525 NEW
AIQ 445 28.0%
AAPL 438 10.0%
BTI 263 NEW
PSX 244 51.0%
ACN 224 83.0%
Top Reduces (Value $000, Stocks/ETFs)
LMT -2,455 -100.0%
GOOGL -1,304 -38.1%
PNC -1,191 -30.5%
TGT -1,058 -51.8%
HD -1,004 -30.8%
USB -903 -25.9%
MTB -889 -34.4%
SBUX -856 -25.7%
MS -749 -25.0%
AMGN -668 -21.1%
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