Granite FO LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$176.5B

Holdings

188

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (188 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
51,942$32.1B18.18%
2
BRK-BBERKSHIRE HATHAWAY INC DEL
35$25.5B14.45%
3
VIGVANGUARD SPECIALIZED FUNDS
124,149$25.4B14.39%
4
VYMVANGUARD WHITEHALL FDS
75,411$10.1B5.69%
5
BRK/BBERKSHIRE HATHAWAY INC DEL
20,280$9.9B5.58%
6
MDYSPDR S&P MIDCAP 400 ETF TR
16,033$9.1B5.14%
7
GBDCGOLUB CAP BDC INC
504,535$7.4B4.19%
8
MUMICRON TECHNOLOGY INC
52,734$6.5B3.68%
9
OWLBLUE OWL CAPITAL INC
244,628$4.7B2.66%
10
AQLTISHARES TR
28,587$3.8B2.15%
11
ARCCARES CAPITAL CORP
169,215$3.7B2.10%
12
AMZNAMAZON COM INC
14,194$3.1B1.76%
13
IJRISHARES TR
28,035$3.1B1.74%
14
IVVISHARES TR
3,413$2.1B1.20%
15
VOEVANGUARD INDEX FDS
12,460$2.0B1.16%
16
VOOVANGUARD INDEX FDS
3,315$1.9B1.07%
17
AAPLAPPLE INC
8,954$1.8B1.04%
18
MSFTMICROSOFT CORP
3,232$1.6B0.91%
19
USMVISHARES TR
15,822$1.5B0.84%
20
XLFSELECT SECTOR SPDR TR
25,920$1.4B0.77%
21
ARESARES MANAGEMENT CORPORATION
7,705$1.3B0.76%
22
ACWVISHARES INC
11,084$1.3B0.74%
23
OBDCBLUE OWL CAPITAL CORPORATION
77,300$1.1B0.63%
24
GOOGALPHABET INC
5,783$1.0B0.58%
25
LLYELI LILLY & CO
1,250$974.4M0.55%
26
GQ9SPDR GOLD TR
2,800$853.5M0.48%
27
VBRVANGUARD INDEX FDS
3,714$724.5M0.41%
28
XLESELECT SECTOR SPDR TR
7,570$642.0M0.36%
29
IYHISHARES TR
9,767$551.7M0.31%
30
IWSISHARES TR
4,043$534.2M0.30%
31
PFEPFIZER INC
21,418$519.2M0.29%
32
JPMJPMORGAN CHASE & CO.
1,653$479.2M0.27%
33
VUGVANGUARD INDEX FDS
1,028$450.7M0.26%
34
WMTWALMART INC
4,389$429.2M0.24%
35
VGKVANGUARD INTL EQUITY INDEX F
5,435$421.2M0.24%
36
VOVANGUARD INDEX FDS
1,385$387.6M0.22%
37
DONSPDR DOW JONES INDL AVERAGE
855$376.8M0.21%
38
GOOGLALPHABET INC
1,896$334.1M0.19%
39
4I1PHILIP MORRIS INTL INC
1,700$309.6M0.18%
40
KKRKKR & CO INC
2,000$266.1M0.15%
41
CATCATERPILLAR INC
685$265.9M0.15%
42
MRSHMARSH & MCLENNAN COS INC
1,200$262.4M0.15%
43
BSXBOSTON SCIENTIFIC CORP
2,400$257.8M0.15%
44
IWVISHARES TR
612$214.8M0.12%
45
JNJJOHNSON & JOHNSON
1,395$213.1M0.12%
46
VTVVANGUARD INDEX FDS
1,187$209.8M0.12%
47
BSVVANGUARD BD INDEX FDS
2,628$206.8M0.12%
48
PGPROCTER AND GAMBLE CO
1,204$191.8M0.11%
49
CWBSPDR SERIES TRUST
2,278$188.3M0.11%
50
BABOEING CO
884$185.2M0.10%
51
IWDISHARES TR
909$176.5M0.10%
52
WMWASTE MGMT INC DEL
770$176.2M0.10%
53
UBSIUNITED BANKSHARES INC WEST V
4,619$168.3M0.10%
54
ACWIISHARES TR
1,295$166.5M0.09%
55
KTOSKRATOS DEFENSE & SEC SOLUTIO
3,500$162.6M0.09%
56
IAU*ISHARES GOLD TR
2,565$160.0M0.09%
57
APOAPOLLO GLOBAL MGMT INC
950$134.8M0.08%
58
UPSUNITED PARCEL SERVICE INC
1,300$131.2M0.07%
59
LPXLOUISIANA PAC CORP
1,500$129.0M0.07%
60
XBISPDR SERIES TRUST
1,550$128.5M0.07%
61
IBMINTERNATIONAL BUSINESS MACHS
428$126.2M0.07%
62
INTCINTEL CORP
5,378$120.5M0.07%
63
RPMRPM INTL INC
1,023$112.4M0.06%
64
BABAALIBABA GROUP HLDG LTD
976$110.7M0.06%
65
GEGE AEROSPACE
421$108.4M0.06%
66
MRKMERCK & CO INC
1,320$104.5M0.06%
67
VNQVANGUARD INDEX FDS
1,159$103.2M0.06%
68
UBERUBER TECHNOLOGIES INC
1,055$98.4M0.06%
69
JOEST JOE CO
2,000$95.4M0.05%
70
CMCSACOMCAST CORP NEW
2,665$95.1M0.05%
71
AGGISHARES TR
903$89.6M0.05%
72
QCOMQUALCOMM INC
533$84.9M0.05%
73
ALTIALTI GLOBAL INC
19,430$80.6M0.05%
74
DXJWISDOMTREE TR
700$80.0M0.05%
75
CPCANADIAN PACIFIC KANSAS CITY
1,000$79.3M0.04%
76
VBVANGUARD INDEX FDS
328$77.7M0.04%
77
MOALTRIA GROUP INC
1,302$76.3M0.04%
78
CBCHUBB LIMITED
260$75.3M0.04%
79
XLISELECT SECTOR SPDR TR
500$73.8M0.04%
80
VVVANGUARD INDEX FDS
243$69.3M0.04%
81
DBCINVESCO DB COMMDY INDX TRCK
3,053$66.6M0.04%
82
ABTABBOTT LABS
425$57.8M0.03%
83
NVDANVIDIA CORPORATION
350$55.3M0.03%
84
GEVGE VERNOVA INC
104$55.0M0.03%
85
FFORD MTR CO
5,000$54.3M0.03%
86
TKOTKO GROUP HOLDINGS INC
293$53.3M0.03%
87
EIXEDISON INTL
1,000$51.6M0.03%
88
EMREMERSON ELEC CO
337$44.9M0.03%
89
TRVCCITIGROUP INC
500$42.6M0.02%
90
NVONOVO-NORDISK A S
590$40.7M0.02%
91
BACBANK AMERICA CORP
772$36.5M0.02%
92
DISDISNEY WALT CO
274$34.0M0.02%
93
AXPAMERICAN EXPRESS CO
104$33.2M0.02%
94
AIGAMERICAN INTL GROUP INC
385$33.0M0.02%
95
SLVISHARES SILVER TR
950$31.2M0.02%
96
XOMEXXON MOBIL CORP
278$30.0M0.02%
97
IYRISHARES TR
300$28.4M0.02%
98
CRMSALESFORCE INC
103$28.1M0.02%
99
RHCRH PLC
300$27.5M0.02%
100
IWMISHARES TR
117$25.2M0.01%
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