Fund HoldingsGranite FO LLC

Total Portfolio Value
$175.05M
Total Bought
$1.20M
Total Sold
$3.23M
Net Transaction
-$2.03M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BLUE OWL CAPITAL INC(OBDC)238,916239,108+1924,6255,5623.18%+936
SPDR S&P 500 ETF TR(SPY)55,58455,566-1831,89232,56618.60%+674
AMAZON COM INC(AMZN)016,224+16,22403,5592.03%+3,559
ARES CAPITAL CORP(ARCC)0176,965+176,96503,8742.21%+3,874
ARES MANAGEMENT CORPORATION(ARES)7,7057,70501,2011,3640.78%+163
APPLE INC(AAPL)9,2199,21902,1482,3091.32%+161
SPDR S&P MIDCAP 400 ETF TR(MDY)14,75614,986+2308,4068,5364.88%+130
ALPHABET INC(GOOG)05,423+5,42301,0330.59%+1,033
SELECT SECTOR SPDR TR
ST STR FINL ETF
25,92025,92001,1751,2530.72%+78
JPMORGAN CHASE & CO.(JPM)2,2382,23804725360.31%+65
ALPHABET INC(GOOG)02,496+2,49604720.27%+472
ALTI GLOBAL INC5,00015,830+10,83019700.04%+51
WALMART INC(WMT)04,389+4,38903970.23%+397
ISHARES TR3,4133,41301,9692,0091.15%+40
APOLLO GLOBAL MGMT INC(APO)95095001191570.09%+38
KKR & CO INC(KKR)2,0002,00002612960.17%+35
VANGUARD INDEX FDS1,0281,02803954220.24%+27
VANGUARD INDEX FDS2,2872,289+21,2071,2330.70%+26
BOEING CO(BA)88488401341560.09%+22
BLACKROCK INC(BLK)020+200210.01%+21
BOSTON SCIENTIFIC CORP(BSX)2,4002,40002012140.12%+13
KRATOS DEFENSE & SEC SOLUTIO(KTOS)3,5003,500082920.05%+11
GE VERNOVA INC(GEV)104104027340.02%+8
SALESFORCE INC(CRM)103103028340.02%+6
BLUE OWL CAPITAL CORPORATION(OBDC)077,300+77,30001,1690.67%+1,169
SPDR SER TR
ST STR CONV ETF
4,5564,55603493550.20%+6
TKO GROUP HOLDINGS INC(TKO)293293036420.02%+5
TESLA INC(TSLA)3737010150.01%+5
EMERSON ELEC CO(EMR)337337037420.02%+5
ISHARES TR61261202002050.12%+5
NVIDIA CORPORATION(NVDA)350350043470.03%+4
BANK AMERICA CORP772772031340.02%+3
WISDOMTREE TR(WT)700700074770.04%+3
AMERICAN EXPRESS CO(AXP)104104028310.02%+3
RPM INTL INC(RPM)1,0231,02301241260.07%+2
UNITED BANKSHARES INC WEST V(UBSI)4,6194,61901711730.10%+2
SPDR DOW JONES INDL AVERAGE(DIA)85585503623640.21%+2
NETFLIX INC(NFLX)10100790.01%+2
ALTRIA GROUP INC(MO)1,3021,302066680.04%+2
VANGUARD INDEX FDS243243064660.04%+2
WELLS FARGO CO NEW(WFC)0108+108080.00%+8
VANGUARD INDEX FDS328328078790.05%+1
VISA INC(V)023+23070.00%+7
SHOPIFY INC(SHOP)033+33040.00%+4
CAPITAL ONE FINL CORP(COF)022+22040.00%+4
PG&E CORP(PCG)1,5001,500030300.02%+1
AMERIPRISE FINL INC(AMP)09+9050.00%+5
DISNEY WALT CO(DIS)034+34040.00%+4
AUTODESK INC25250770.00%+1
VANGUARD INDEX FDS1,3851,38503653660.21%0
CULLEN FROST BANKERS INC(CFR)017+17020.00%+2
BLACKSTONE INC(BX)018+18030.00%+3
BLOCK INC(XYZ)017+17010.00%+1
SONY GROUP CORP(SONY)0160+160030.00%+3
MITSUBISHI UFJ FINL GROUP IN(MUFG)0186+186020.00%+2
SEI INVTS CO(SEIC)021+21020.00%+2
AT&T INC(T)0312+312070.00%+7
META PLATFORMS INC(META)1818010110.01%0
HONEYWELL INTL INC(HON)012+12030.00%+3
ANSYS INC010+10030.00%+3
WARNER BROS DISCOVERY INC(WBD)075+75010.00%+1
COTERRA ENERGY INC092+92020.00%+2
US BANCORP DEL(USB)064+64030.00%+3
TELEDYNE TECHNOLOGIES INC(TDY)05+5020.00%+2
COMMERCE BANCSHARES INC(CBSH)025+25020.00%+2
INTUITIVE SURGICAL INC04+4020.00%+2
PAYPAL HLDGS INC(PYPL)016+16010.00%+1
PNC FINL SVCS GROUP INC(PNC)014+14030.00%+3
XCEL ENERGY INC(XEL)039+39030.00%+3
FACTSET RESH SYS INC(FDS)04+4020.00%+2
WORKDAY INC(WDAY)05+5010.00%+1
PARKER-HANNIFIN CORP(PH)09+9060.00%+6
ILLUMINA INC(ILMN)011+11010.00%+1
YUM CHINA HLDGS INC(YUMC)011+11010.00%+1
MONSTER BEVERAGE CORP NEW(MNST)056+56030.00%+3
ATMOS ENERGY CORP(ATO)023+23030.00%+3
DEERE & CO(DE)02+2010.00%+1
ISHARES TR117117026260.01%0
GRAIL INC(GRAL)01+1000.00%0
J P MORGAN EXCHANGE TRADED F
BETA CDA ETF NEW
010+10010.00%+1
YUM BRANDS INC(YUM)010+10010.00%+1
J P MORGAN EXCHANGE TRADED F
BETA DEVE EX ETF
012+12010.00%+1
CRH PLC
ORD
300300028280.02%-0
OSHKOSH CORP(OSK)016+16020.00%+2
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
024+24010.00%+1
CORTEVA INC(CTVA)066+66040.00%+4
MARTIN MARIETTA MATLS INC(MLM)06+6030.00%+3
STARBUCKS CORP(SBUX)023+23020.00%+2
EQUITY LIFESTYLE PPTYS INC(ELS)032+32020.00%+2
ORACLE CORP(ORCL)42420770.00%-0
AMERICAN INTL GROUP INC385385028280.02%-0
VANGUARD WHITEHALL FDS058+58040.00%+4
WOORI FINL GROUP INC(WF)043+43010.00%+1
NIKE INC(NKE)017+17010.00%+1
MEDTRONIC PLC(MDT)023+23020.00%+2
GE HEALTHCARE TECHNOLOGIES I(GEHC)015+15010.00%+1
LOWES COS INC(LOW)010+10020.00%+2
NOVARTIS AG(NVS)014+14010.00%+1
ECOLAB INC(ECL)012+12030.00%+3
EXPEDITORS INTL WASH INC(EXPD)014+14020.00%+2
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