GRANITE ISLANDS PRIVATE WEALTH, LLC

Q2 2026 13F-HR Holdings

Location
Guilford, CT
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
78
Total value ($000)
$135,191
Net value change ($000)
+26,687 (24.6%)
New positions
11
Sold out positions
4
Turnover %
8.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
AMD 3,328 199.2%
SPY 2,930 NEW
PANW 2,921 119.1%
GOOGL 1,903 29.3%
AAPL 1,770 21.2%
AXON 1,757 532.4%
NVDA 1,695 19.5%
VOO 1,313 29.7%
QXO 1,202 NEW
CRWD 955 95.5%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -1,434 -100.0%
ITA -1,093 -100.0%
QCOM -948 -100.0%
NFLX -821 -22.2%
APO -727 -100.0%
CRM -162 -13.6%
XOM -158 -11.2%
ISRG -149 -7.8%
CEG -118 -14.1%
CVX -101 -7.8%
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