Fund HoldingsGranite FO LLC

Total Portfolio Value
$149.45M
Total Bought
$8.02M
Total Sold
$5.48M
Net Transaction
+$2.54M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
VANGUARD SPECIALIZED FUNDS127,659137,872+10,21319,83623,49315.72%+3,658
SPDR S&P 500 ETF TR(SPY)055,607+55,607026,43117.68%+26,431
SPDR S&P MIDCAP 400 ETF TR(MDY)09,831+9,83104,9883.34%+4,988
AMAZON COM INC(AMZN)018,250+18,25002,7731.86%+2,773
BLUE OWL CAPITAL INC(OBDC)218,800218,80002,8363,2602.18%+424
BERKSHIRE HATHAWAY INC DEL3535018,60218,99212.71%+390
ISHARES TR031,192+31,19203,6562.45%+3,656
MICROSOFT CORP(MSFT)3,8203,82001,2061,4360.96%+230
VANGUARD INDEX FDS012,460+12,46001,8071.21%+1,807
APPLE INC(AAPL)09,219+9,21901,7751.19%+1,775
ISHARES TR03,413+3,41301,6301.09%+1,630
ARES CAPITAL CORP(ARCC)237,965237,96504,6334,7663.19%+133
BERKSHIRE HATHAWAY INC DEL20,28020,28007,1047,2334.84%+129
CENCORA INC05,000+5,00001,0270.69%+1,027
ISHARES TR
MSCI USA MIN ETF
021,965+21,96501,7141.15%+1,714
ARES MANAGEMENT CORPORATION(ARES)7,7057,70507939160.61%+124
ISHARES TR08,440+8,44009140.61%+914
VANGUARD INDEX FDS02,586+2,58601,1290.76%+1,129
BOEING CO(BA)01,295+1,29503380.23%+338
INTEL CORP(INTC)6,0556,05502153040.20%+89
ISHARES INC017,308+17,30801,7371.16%+1,737
VANGUARD INDEX FDS03,715+3,71506690.45%+669
BLUE OWL CAPITAL CORPORATION(OBDC)79,80079,80001,1051,1780.79%+73
ELI LILLY & CO(LLY)1,2501,25006717290.49%+57
ALPHABET INC(GOOG)5,4005,40007127610.51%+49
ISHARES TR04,043+4,04304700.31%+470
REGENERON PHARMACEUTICALS(REGN)85085007007470.50%+47
UNITED BANKSHARES INC WEST V(UBSI)04,619+4,61901730.12%+173
KKR & CO INC(KKR)2,0002,00001231660.11%+43
VANGUARD INDEX FDS01,028+1,02803200.21%+320
JPMORGAN CHASE & CO.(JPM)2,3602,241-1193423810.26%+39
VANGUARD INDEX FDS02,924+2,92402580.17%+258
SPDR DOW JONES INDL AVERAGE(DIA)0855+85503220.22%+322
VANGUARD INDEX FDS01,385+1,38503220.22%+322
ISHARES TR01,954+1,95405590.37%+559
INVESCO EXCH TRADED FD TR II07,870+7,87004930.33%+493
ALPHABET INC(GOOG)2,7702,77003623870.26%+24
LOUISIANA PAC CORP(LPX)01,500+1,50001060.07%+106
WASTE MGMT INC DEL(WM)77077001171380.09%+21
SPDR SER TR
ST STR CONV ETF
04,556+4,55603290.22%+329
CVS HEALTH CORP(CVS)2,1202,12001481670.11%+19
QUALCOMM INC(QCOM)567567063820.05%+19
ABBOTT LABS01,425+1,42501570.10%+157
KRATOS DEFENSE & SEC SOLUTIO(KTOS)3,5003,500053710.05%+18
UBER TECHNOLOGIES INC(UBER)1,1751,175054720.05%+18
ISHARES TR0612+61201680.11%+168
ISHARES TR05,642+5,64203050.20%+305
BHP GROUP LTD1,5001,5000851020.07%+17
RPM INTL INC(RPM)1,0001,0000951120.07%+17
CATERPILLAR INC(CAT)68568501872030.14%+16
ISHARES GOLD TR(IAU)03,565+3,56501390.09%+139
MERCK & CO INC(MRK)2,3562,35602432570.17%+14
UNION PAC CORP(UNP)328328067810.05%+14
VANGUARD INDEX FDS01,187+1,18701770.12%+177
ISHARES TR0895+89501480.10%+148
EDISON INTL(EIX)01,500+1,50001070.07%+107
AES CORP(AES)03,000+3,0000580.04%+58
BOSTON SCIENTIFIC CORP(BSX)2,4002,40001271390.09%+12
ST JOE CO(JOE)2,0002,00001091200.08%+12
HOME DEPOT INC(HD)0724+72402510.17%+251
SPDR SER TR
ST STR SP BIOT
0700+7000630.04%+63
INTERNATIONAL BUSINESS MACHS(IBM)0428+4280700.05%+70
MCDONALDS CORP(MCD)0300+3000890.06%+89
VANGUARD INDEX FDS328328062700.05%+8
VERIZON COMMUNICATIONS INC(VZ)01,371+1,3710520.03%+52
GE AEROSPACE(GE)421421047540.04%+7
GENERAL MTRS CO(GM)02,261+2,2610810.05%+81
ISHARES TR01,295+1,29501320.09%+132
VANGUARD BD INDEX FDS2,4932,517+241871940.13%+6
SELECT SECTOR SPDR TR
ST STR INDL ETF
500500051570.04%+6
NATIONAL GRID PLC(NGG)0805+8050550.04%+55
CHUBB LIMITED
COM
0320+3200720.05%+72
VANGUARD INDEX FDS243243048530.04%+5
CONSOLIDATED EDISON INC(ED)01,000+1,0000910.06%+91
ISHARES TR852862+1080860.06%+5
SALESFORCE INC(CRM)8989018230.02%+5
BANK AMERICA CORP772772021260.02%+5
CANADIAN PACIFIC KANSAS CITY(CP)01,000+1,0000800.05%+80
ISHARES TR300300023270.02%+4
WK KELLOGG CO0275+275040.00%+4
EVERSOURCE ENERGY(ES)01,000+1,0000620.04%+62
BLACKROCK INC(BLK)2020013160.01%+3
APOLLO GLOBAL MGMT INC(APO)950950085890.06%+3
METLIFE INC(MET)1,0001,000063660.04%+3
VIATRIS INC(VTRS)3,2343,234032350.02%+3
JOHNSON & JOHNSON(JNJ)3,0173,01704704730.32%+3
PG&E CORP(PCG)1,5001,500024270.02%+3
ISHARES TR117117021230.02%+3
INVESCO EXCHANGE TRADED FD T
DJ INDL AVG DV
550550023250.02%+3
PHILIP MORRIS INTL INC(PM)01,700+1,70001600.11%+160
AMERICAN INTL GROUP INC350350021240.02%+3
ISHARES TR675675068710.05%+2
MONDELEZ INTL INC(MDLZ)692692048500.03%+2
DIGIMARC CORP NEW
COM
571571019210.01%+2
WEC ENERGY GROUP INC(WEC)500500040420.03%+2
ISHARES TR0252+2520190.01%+19
PROCTER AND GAMBLE CO(PG)2,2482,24803283290.22%+2
NVIDIA CORPORATION(NVDA)2525011120.01%+2
STARBUCKS CORP(SBUX)300300027290.02%+1
ISHARES SILVER TR(SLV)950950019210.01%+1
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