Granite FO LLC

CIK: 0002034090Latest portfolio: $187.5M · Q4 2025

Holdings

175

Total Value

$187.5M

New Positions

175

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
SPYSPDR S&P 500 ETF TR
51,542$35.1M18.73%NEW
2
VIGVANGUARD SPECIALIZED FUNDS
123,135$27.0M14.42%NEW
3
BRK-BBERKSHIRE HATHAWAY INC DEL
33$24.9M13.29%NEW
4
MUMICRON TECHNOLOGY INC
43,699$12.5M6.65%NEW
5
VYMVANGUARD WHITEHALL FDS
75,428$10.8M5.77%NEW
6
BRK/BBERKSHIRE HATHAWAY INC DEL
20,280$10.2M5.44%NEW
7
MDYSPDR S&P MIDCAP 400 ETF TR
16,627$10.0M5.34%NEW
8
GBDCGOLUB CAP BDC INC
400,505$5.4M2.90%NEW
9
OWLBLUE OWL CAPITAL INC
286,446$4.3M2.28%NEW
10
AQLTISHARES TR
28,587$4.0M2.15%NEW
11
IJRISHARES TR
31,655$3.8M2.02%NEW
12
ARCCARES CAPITAL CORP
149,310$3.0M1.61%NEW
13
AMZNAMAZON COM INC
11,459$2.6M1.41%NEW
14
AAPLAPPLE INC
8,911$2.4M1.29%NEW
15
IVVISHARES TR
3,413$2.3M1.25%NEW
16
VOEVANGUARD INDEX FDS
12,460$2.2M1.18%NEW
17
VOOVANGUARD INDEX FDS
3,317$2.1M1.11%NEW
18
GOOGALPHABET INC
5,735$1.8M0.96%NEW
19
MSFTMICROSOFT CORP
3,232$1.6M0.83%NEW
20
USMVISHARES TR
15,822$1.5M0.79%NEW
21
ACWVISHARES INC
10,829$1.3M0.68%NEW
22
ARESARES MANAGEMENT CORPORATION
7,705$1.2M0.66%NEW
23
GQ9SPDR GOLD TR
2,800$1.1M0.59%NEW
24
XLFSELECT SECTOR SPDR TR
20,070$1.1M0.58%NEW
25
LLYELI LILLY & CO
1,000$1.1M0.57%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($3.5119270321080812e+171T)
Technology0.0% ($1.2472241515601932e+28T)
Unknown0.0% ($24907101914030108672.0T)
Healthcare0.0% ($10735282803835299840.0T)
Industrials0.0% ($3911891681291280896.0T)
Communication Services0.0% ($179558961.3T)
Consumer Cyclical0.0% ($264214.2T)
Consumer Defensive0.0% ($4761.7T)
Basic Materials0.0% ($1.1B)
Utilities0.0% ($67.5M)
Real Estate0.0% ($11.8M)
Energy0.0% ($3.3M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 6, 2026$187.5M612
Q3 2025Oct 22, 2025$184.1B0
Q2 2025Aug 14, 2025$176.5B630
Q1 2025May 15, 2025$176.0B640
Q4 2024Feb 6, 2025$175.0B640

Fund Information

CIK0002034090
Most Recent FilingFeb 6, 2026
Number of Filings5

Granite FO LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $187.5M across 175 holdings. The largest position is SPDR S&P 500 ETF TR (SPY), representing 18.7% of the portfolio. Compared to the previous quarter, the fund opened 175 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.