GF

Granite FO LLC

13F
Granite FO LLC
Last update 2025-05-15 187 Stocks (1 new)
Value $176.00 Mil Turnover 1 %
Countries:
Top Holdings: SPY(17.75%)BRK.A(15.87%)VIG(14.40%)BRK.B(6.14%)VYM(5.58%)
Summary Stock Picks Current Portfolio
Granite FO LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
55,857
31,246.1
+0.52%
17.750
+0.09%
0.010
+10.78%
+6.05%
635,449.7
 
BRK.A
Berkshire Hathaway Inc
35
27,945.5
0%
15.870
0%
0.000
-8.72%
+7.03%
1,048,047.4
Insurance
VIG
Vanguard Dividend Appreciation FTF
130,642
25,343.3
-0.90%
14.400
-0.13%
0.030
+5.96%
+5.47%
86,619.5
 
BRK.B
Berkshire Hathaway Inc
20,280
10,800.7
0%
6.140
0%
0.000
-8.79%
+7.17%
1,048,047.4
Insurance
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
76,187
9,825.1
-2.98%
5.580
-0.17%
0.020
+4.06%
+5.87%
57,171.3
 
MDY
S&P MidCap 400 ETF
15,278
8,150.5
+1.95%
4.630
+0.09%
0.040
+6.53%
+0.02%
22,838.4
 
GBDC
Golub Capital BDC Inc
504,535
7,638.7
-5.52%
4.340
-0.26%
0.190
-0.69%
+1.71%
3,902.6
Asset Management
OWL
Blue Owl Capital Inc
239,317
4,795.9
+0.09%
2.720
0%
0.040
-3.05%
-15.84%
12,018.8
Asset Management
MU
Micron Technology Inc
52,734
4,582.1
0%
2.600
0%
0.000
+41.85%
+46.64%
137,932.2
Semiconductors
DVY
iShares Select Dividend ETF
29,337
3,939.7
0%
2.240
0%
0.020
-0.16%
+2.92%
19,688.9
 

Granite FO LLC's Historical Top Holdings Breakdowns

Granite FO LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.30%
●
507.05 ($540.58) 563.67
$568.03
5.08%
Add 44.82%
3,315
1,026
GBDC
Golub Capital BDC Inc
2025-03-31
Reduce
Reduce
-0.26%
●
14.46 ($15.35) 15.96
$14.65
-4.56%
Reduce -5.52%
504,535
-29,495
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
2025-03-31
Reduce
Reduce
-0.17%
●
126.11 ($130.91) 135.06
$133.31
1.83%
Reduce -2.98%
76,187
-2,341
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
2025-03-31
Reduce
Reduce
-0.13%
●
107.24 ($112.99) 116.37
$118.57
4.94%
Reduce -12.2%
14,753
-2,050
VIG
Vanguard Dividend Appreciation FTF
2025-03-31
Reduce
Reduce
-0.13%
●
190.34 ($198.85) 205.23
$204.67
2.93%
Reduce -0.9%
130,642
-1,188
ARCC
Ares Capital Corp
2025-03-31
Reduce
Reduce
-0.09%
●
21.28 ($22.7) 23.81
$21.96
-3.26%
Reduce -4.13%
169,665
-7,300
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Add
Add
+0.09%
●
102.49 ($112.84) 119.96
$109.29
-3.15%
Add 6.83%
24,730
1,580
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.09%
●
551.42 ($587.78) 612.93
$617.85
5.12%
Add 0.52%
55,857
291
MDY
S&P MidCap 400 ETF
2025-03-31
Add
Add
+0.09%
●
522.96 ($567.65) 601.18
$566.48
-0.21%
Add 1.95%
15,278
292
VNQ
Vanguard Real Estate Index Fund ETF
2025-03-31
Reduce
Reduce
-0.09%
●
85.55 ($90.76) 94.34
$89.06
-1.87%
Reduce -60.36%
1,159
-1,765

Granite FO LLC Total Holding History ($B)

To

Granite FO LLC's Asset Allocation

To

Granite FO LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Granite FO LLC's Hypothetical Growth since 2025-03-31

Granite FO LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Granite FO LLC's Holdings Heat Map

Size field:

Granite FO LLC's Holdings Bubble Chart

Granite FO LLC News

  • 1

Discussions on Granite FO LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.