Granite Group Advisors, LLC Portfolio Holdings

Granite Group Advisors, LLC

  • $144 Billion
  • Q1 2025

Granite Group Advisors, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $144 Billion distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walt Disney CO with a value of $66.7B, Microsoft Corp with a value of $5.55B, Apple Inc. with a value of $3.95B, American Electric Power CO Inc with a value of $2.92B, and Amgen Inc with a value of $2.83B.

Examining the 13F form we can see an decrease of $12.8B in the current position value, from $157B to 144B.

Granite Group Advisors, LLC is based out at Stamford, CT

Below you can find more details about Granite Group Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $144 Billion
Communication Services: $72.1 Billion
Technology: $18.8 Billion
Financial Services: $15.7 Billion
Healthcare: $9.14 Billion
Consumer Cyclical: $7.53 Billion
Utilities: $5.46 Billion
Energy: $4.54 Billion
Consumer Defensive: $4.02 Billion
Other: $6.29 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.76B
$262 Million 0.18% of portfolio
183
Q1 2025 Reduced 3.17%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $144 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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