Granite FO LLC

Est. AUM

$16.7M

13F long equity, this entity only

Positions

170

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICRON TECHNOLOGY INC	COM	$7.4M	21849	44.17%	SOLE
2	BERKSHIRE HATHAWAY INC DEL	CL A	$4.3M	6	25.79%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$346K	529	2.07%	SOLE
4	VANGUARD INDEX FDS	VALUE ETF	$233K	1187	1.39%	SOLE
5	ISHARES TR	RUSSELL 3000 ETF	$227K	612	1.36%	SOLE
6	MARSH & MCLENNAN COS INC	COM	$208K	1200	1.24%	SOLE
7	VANGUARD BD INDEX FDS	SHORT TRM BOND	$206K	2628	1.23%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$198K	1550	1.18%	SOLE
9	TATE STR SPDR DOW JONES IND	UT SER 1	$191K	413	1.14%	SOLE
10	VANGUARD INDEX FDS	GROWTH ETF	$191K	437	1.14%	SOLE
11	SPDR GOLD TR	GOLD SHS	$189K	440	1.13%	SOLE
12	KKR & CO INC	COM	$185K	2000	1.11%	SOLE
13	UNITED PARCEL SVCS INC	CL B	$128K	1300	0.77%	SOLE
14	ST JOE CO	COM	$126K	2000	0.75%	SOLE
15	ISHARES TR	SELECT DIVID ETF	$114K	750	0.68%	SOLE
16	WISDOMTREE TR	JAPN HEDGE EQT	$111K	700	0.66%	SOLE
17	KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$106K	1500	0.63%	SOLE
18	APOLLO GLOBAL MGMT INC	COM	$106K	950	0.63%	SOLE
19	INTERNATIONAL BUSINESS MACHS	COM	$104K	428	0.62%	SOLE
20	ISHARES TR	MSCI ACWI ETF	$90K	648	0.54%	SOLE
21	ISHARES TR	CORE US AGGBD ET	$90K	903	0.54%	SOLE
22	ALTRIA GROUP INC	COM	$86K	1302	0.51%	SOLE
23	SELECT SECTOR SPDR TR	STATE STREET IND	$81K	500	0.48%	SOLE
24	CANADIAN PACIFIC KANSAS CITY	COM	$78K	1000	0.47%	SOLE
25	ELI LILLY & CO	COM	$78K	85	0.47%	SOLE
26	ANGUARD INDEX FDS	LARGE CAP ETF	$73K	243	0.44%	SOLE
27	ARES MANAGEMENT CORPORATION	CL A COM STK	$71K	650	0.42%	SOLE
28	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$63K	760	0.38%	SOLE
29	TKO GROUP HOLDINGS INC	CL A	$59K	293	0.35%	SOLE
30	ISHARES GOLD TR	ISHARES NEW	$50K	565	0.30%	SOLE
31	CITIGROUP INC	COM NEW	$49K	434	0.29%	SOLE
32	JOHNSON & JOHNSON	COM	$49K	200	0.29%	SOLE
33	EXXON MOBIL CORP	COM	$47K	278	0.28%	SOLE
34	VANGUARD INDEX FDS	S&P 500 ETF SHS	$43K	72	0.26%	SOLE
35	WASTE MGMT INC DEL	COM	$39K	170	0.23%	SOLE
36	BANK AMERICA CORP	COM	$38K	772	0.23%	SOLE
37	ISHARES SILVER TR	ISHARES	$34K	500	0.20%	SOLE
38	HILIP MORRIS INTL INC	COM	$33K	200	0.20%	SOLE
39	ISHARES TR	RUS 1000 VAL ETF	$32K	152	0.19%	SOLE
40	AMERICAN EXPRESS CO	COM	$31K	104	0.19%	SOLE
41	INVESCO DB COMMDY INDX TRCK	UNIT	$30K	1053	0.18%	SOLE
42	ISHARES TR	U.S. REAL ES ETF	$28K	300	0.17%	SOLE
43	NITED BANKSHARES INC WEST V	COM	$26K	628	0.16%	SOLE
44	JPMORGAN CHASE & CO	COM	$25K	86	0.15%	SOLE
45	BOSTON SCIENTIFIC CORP	COM	$25K	400	0.15%	SOLE
46	CATERPILLAR INC	COM	$25K	35	0.15%	SOLE
47	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$24K	50	0.14%	SOLE
48	ISHARES TR	MSCI EAFE ETF	$24K	252	0.14%	SOLE
49	CHUBB LTD SWITZ	COM	$23K	70	0.14%	SOLE
50	VANGUARD INDEX FDS	MCAP VL IDXVIP	$23K	125	0.14%	SOLE

1–50 of 170

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.