13F Insight
DOSSIER · 13F-HR · Q2 2026

Granite FO LLC

$189M in tracked AUM across 579 positions as of Q2 2026.

GF
CIK 0002034090 · last filed Jun 30, 2026
Total AUM
$189M
as of Q2 2026
Holdings
579
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Granite FO LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$34M45K17.8%02
VIG
VANGUARD SPECIALIZED FUNDS
$29M121K15.2%03
MU
MICRON TECHNOLOGY INC
$25M22K13.3%04
BRK/A
BERKSHIRE HATHAWAY INC DEL
$24M3212.7%05
MDY
STATE STR SPDR S&P MIDCAP 40
$10M15K5.5%06
BRK/B
BERKSHIRE HATHAWAY INC DEL
$10M20K5.4%07
VYM
VANGUARD WHITEHALL FDS
$9M55K4.6%08
IJR
ISHARES TR
$5M33K2.6%09
GBDC
GOLUB CAP BDC INC
$5M375K2.6%10
AAPL
APPLE INC
$3M9K1.4%

Filing history

2026Q2Jun 30
$189M▲ 11.9%
579 positionsView →2026Q1Mar 31
$169M▼ 9.8%
593 positionsView →2025Q4Dec 31
$187M▲ 1.8%
612 positionsView →2025Q3Sep 30
$184M▲ 4.3%
632 positionsView →2025Q2Jun 30
$177M▲ 0.3%
630 positionsLocked2025Q1Mar 31
$176M▲ 0.6%
640 positionsLocked2024Q4Dec 31
$175M▼ 0.9%
640 positionsLocked2024Q3Sep 30
$177M▲ 12.9%
637 positionsLocked2024Q2Jun 30
$156M▼ 8.1%
49 positionsLocked2024Q1Mar 31
$170M▲ 13.9%
677 positionsLocked2023Q4Dec 31
$149M▲ 5.1%
609 positionsLocked2023Q3Sep 30
$142M▼ 2.7%
615 positionsLocked
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