Institutional filer · SEC 13F · Q1 2024
Granite Group Advisors, LLC
The reported 13F portfolio of Granite Group Advisors, LLC (CIK 2018114) - top holdings, how concentrated the book is, and what changed last quarter.
- $148.5M
- Reported book
- 94
- Positions
- #256
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Granite Group Advisors, LLC ranks #256 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q1 2024 the reported book is $148.5M across 94 positions, a concentrated portfolio led by a few core positions.
- $148.5M
- reported 13F value
- 94
- disclosed positions
- 41.3%
- in DISNEY WALT CO
- #256
- of 360 filers
Top-5 share 51.5% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Granite Group Advisors, LLC ranks #256 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Granite Group Advisors, LLC sits by disclosed position count
Granite Group Advisors, LLC reports 94 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Granite Group Advisors, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
94 193rd of 360 higher than 167 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Granite Group Advisors, LLC reports a book ($0.15B) spread across 94 disclosed positions -- more than the 79-position median among similarly sized filers, a broadly diversified book relative to its size.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2018114 · Q1 2024 $149M book
BOOK-LIGHT · POS-FOCUS · CONC-DOM · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #256/360
- POS-FOCUS 94 names
- CONC-DOM 51% top-5
- LEAD-DOM 41.3% DISNEY WALT
- PHOTO-FINISH FLOYD FINANCIAL
- TREND-FLAT Book steady
- FY-SNAPSHOT Q1 2024
Photo-finish peer on reported book: FLOYD FINANCIAL GROUP LLC
Read with: Ownership concentration guide - Granite Group Advisors, LLC's top-five positions weigh 51% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · Granite Group Advisors, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$148.5M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | DISNEY WALT CO | $61.3M | 41.3% |
| 2 | MICROSOFT CORP | $6.5M | 4.3% |
| 3 | APPLE INC | $3.1M | 2.1% |
| 4 | JPMORGAN CHASE & CO | $2.9M | 2.0% |
| 5 | BANK NEW YORK MELLON CORP | $2.6M | 1.8% |
| 6 | PNC FINL SVCS GROUP INC | $2.6M | 1.7% |
| 7 | HOME DEPOT INC | $2.4M | 1.6% |
| 8 | AMERICAN ELEC PWR CO INC | $2.4M | 1.6% |
| 9 | US BANCORP DEL | $2.4M | 1.6% |
| 10 | TEXAS INSTRS INC | $2.3M | 1.6% |
| 11 | MEDTRONIC PLC | $2.3M | 1.6% |
| 12 | QUALCOMM INC | $2.3M | 1.5% |
| 13 | NEXTERA ENERGY INC | $2.3M | 1.5% |
| 14 | COMCAST CORP NEW | $2.3M | 1.5% |
| 15 | ABBVIE INC | $2.1M | 1.4% |
| 16 | UNION PAC CORP | $2.1M | 1.4% |
| 17 | MORGAN STANLEY | $2.1M | 1.4% |
| 18 | GILEAD SCIENCES INC | $1.9M | 1.3% |
| 19 | CISCO SYS INC | $1.9M | 1.3% |
| 20 | M & T BK CORP | $1.8M | 1.2% |
| 21 | STARBUCKS CORP | $1.8M | 1.2% |
| 22 | CVS HEALTH CORP | $1.7M | 1.2% |
| 23 | AMGEN INC | $1.6M | 1.1% |
| 24 | GENERAL DYNAMICS CORP | $1.6M | 1.1% |
| 25 | ALPHABET INC | $1.4M | 1.0% |
Frequently Asked Questions
- How big is Granite Group Advisors, LLC's 13F portfolio?
- Granite Group Advisors, LLC reports $148.5M of long US-equity positions across 94 securities as of Q1 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Granite Group Advisors, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Granite Group Advisors, LLC ranks #256 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Granite Group Advisors, LLC's largest position?
- Granite Group Advisors, LLC's largest reported position is DISNEY WALT CO at $61.3M, about 41.3% of its reported book as of Q1 2024.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Granite Group Advisors, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($148.5M here).
Similar holding count
Nearest filers by number of disclosed positions (94 here).
Using this filing
- The rankings sort every tracked filer the same way Granite Group Advisors, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- FLOYD FINANCIAL GROUP LLC reported the nearest book value ($147.8M) this quarter, a useful scale comparison for Granite Group Advisors, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.