Granite-Fo

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARES",
  "KTOS",
  null,
  "OSK",
  null,
  "PCG",
  "MU",
  "ABT",
  "ADBE",
  "OBDC",
  "BABA",
  "GOOGL",
  "ALTI",
  null,
  "AXP",
  "JOE",
  "AIG",
  "T",
  "BLK",
  "CAT",
  "LOW",
  "CP.TO",
  "ARCC",
  "BSX",
  "COF",
  "DUK",
  "RXST",
  "EXPD",
  "GD",
  "HON",
  "RPM",
  null,
  "QCOM",
  "ISRG",
  "LEN",
  "EMR",
  null,
  "META",
  null,
  null,
  "IWS",
  "MMC",
  "MDT",
  "MSFT",
  "MUFG",
  "GE",
  "NVS",
  "ILMN",
  "BX",
  "AMP",
  "ANSS",
  "IJR",
  "KKR",
  "IWD",
  "ORCL",
  "EEM",
  "PYPL",
  "PNC",
  "GBDC",
  "IVV",
  null,
  null,
  "IYR",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "INTC",
  "GEHC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "REGN",
  null,
  "SHOP",
  "GLD",
  null,
  "IBM",
  "SBUX",
  "TKO",
  "TMO",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "VV",
  "VOE",
  "MNST",
  "ALC",
  "ACWV",
  "IWV",
  "LPX",
  "VIG",
  "TTE",
  null,
  null,
  null,
  null,
  "VYM",
  "DD",
  "VRTX",
  "GRAL",
  "SEIC",
  "ATO",
  "ADSK",
  "HAL",
  "UBSI",
  "SONY",
  "F",
  "WM",
  "ES",
  "FDS",
  "NVO",
  "AMZN",
  "ELS",
  "BBCA",
  "USB",
  "VUG",
  "VGK",
  null,
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WBD",
  "WMT",
  "WFC",
  null,
  "WF",
  "XEL",
  "WDAY",
  "YUMC",
  "YUM",
  "XYL",
  "DVY",
  "EIX",
  "CRM",
  "TDY",
  "DIA",
  "GEV",
  null,
  "KMB",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BA",
  null,
  "OWL",
  "CB",
  "KO",
  "CBSH",
  "CMCSA",
  "STZ",
  "CTRA",
  "CTVA",
  "CRH",
  "CVS",
  "CFR",
  "DHR",
  "DE",
  "EFA",
  "USMV",
  "NKE",
  "IWM",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "APO",
  "MO",
  "MLM",
  "MCHP",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 187
Total Value: 15245685
Accession Number: 0001420506-25-001203
Form Type: 13F-HR
CIK: granite-fo
Manager Name: Granite-Fo

Data Enrichment

89% identified

167 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

187 positions • $15.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:6

Value:$4.8M

% of Portfolio:31.4% ($4.8M/$15.2M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:52.7K

Value:$4.6M

% of Portfolio:30.1% ($4.6M/$15.2M)

464287200

IVV|464287200

Shares:529

Value:$297.2K

% of Portfolio:1.9% ($297.2K/$15.2M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:1.2K

Value:$292.8K

% of Portfolio:1.9% ($292.8K/$15.2M)

KKR & Co. Inc.

KKR|48251W104

Shares:2.0K

Value:$231.2K

% of Portfolio:1.5% ($231.2K/$15.2M)

921937827

BSV|921937827

Shares:2.6K

Value:$205.0K

% of Portfolio:1.3% ($205.0K/$15.2M)

922908744

VTV|922908744

Shares:1.2K

Value:$205.0K

% of Portfolio:1.3% ($205.0K/$15.2M)

464287689

IWV|464287689

Shares:612

Value:$194.4K

% of Portfolio:1.3% ($194.4K/$15.2M)

464287762

Shares:3.1K

Value:$189.0K

% of Portfolio:1.2% ($189.0K/$15.2M)

464286525

ACWV|464286525

Shares:1.5K

Value:$175.7K

% of Portfolio:1.2% ($175.7K/$15.2M)

78464A359

Shares:2.3K

Value:$174.5K

% of Portfolio:1.1% ($174.5K/$15.2M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:413

Value:$173.4K

% of Portfolio:1.1% ($173.4K/$15.2M)

464287473

IWS|464287473

Shares:1.3K

Value:$162.8K

% of Portfolio:1.1% ($162.8K/$15.2M)

922908736

VUG|922908736

Shares:437

Value:$162.0K

% of Portfolio:1.1% ($162.0K/$15.2M)

464288257

Shares:1.3K

Value:$150.7K

% of Portfolio:1.0% ($150.7K/$15.2M)

LOUISIANA-PACIFIC CORP

LPX|546347105

Shares:1.5K

Value:$138.0K

% of Portfolio:0.9% ($138.0K/$15.2M)

Apollo Global Management, Inc.

APO|03769M106

Shares:950

Value:$130.1K

% of Portfolio:0.9% ($130.1K/$15.2M)

SPDR GOLD TRUST

GLD|78463V107

Shares:440

Value:$126.8K

% of Portfolio:0.8% ($126.8K/$15.2M)

78464A870

Shares:1.6K

Value:$125.7K

% of Portfolio:0.8% ($125.7K/$15.2M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:428

Value:$106.4K

% of Portfolio:0.7% ($106.4K/$15.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	6	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.8M	31.4% ($4.8M/$15.2M)	QoQ +17.25% (+$705.1K) YoY +14.63% (+$611.6K)
MICRON TECHNOLOGY INC(MUcusip595112103)	52.7K	QoQ 0.00% (+0) YoY NEW(+52.7K)	All Managers (Combined)	$4.6M	30.1% ($4.6M/$15.2M)	QoQ +3.24% (+$144.0K) YoY NEW(+$4.6M)
(IVVcusip464287200)	529	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$297.2K	1.9% ($297.2K/$15.2M)	QoQ -4.54% (-$14.2K) YoY +0.09% (+$286)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	1.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$292.8K	1.9% ($292.8K/$15.2M)	QoQ +14.88% (+$37.9K) YoY +8.01% (+$21.7K)
KKR & Co. Inc.(KKRcusip48251W104)	2.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$231.2K	1.5% ($231.2K/$15.2M)	QoQ -21.83% (-$64.6K) YoY -4.94% (-$12.0K)
(BSVcusip921937827)	2.6K	QoQ +0.57% (+15) YoY +16268.75% (+2.6K)	All Managers (Combined)	$205.0K	1.3% ($205.0K/$15.2M)	QoQ +1.92% (+$3.9K) YoY +16264.48% (+$203.8K)
(VTVcusip922908744)	1.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$205.0K	1.3% ($205.0K/$15.2M)	QoQ +2.03% (+$4.1K) YoY +1.24% (+$2.5K)
(IWVcusip464287689)	612	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$194.4K	1.3% ($194.4K/$15.2M)	QoQ -4.96% (-$10.2K) YoY -0.05% (-$116)
(cusip464287762)✕	3.1K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$189.0K	1.2% ($189.0K/$15.2M)	QoQ +4.49% (+$8.1K) YoY -7.41% (-$15.1K)
(ACWVcusip464286525)	1.5K	QoQ -5.62% (-90) YoY -9.03% (-150)	All Managers (Combined)	$175.7K	1.2% ($175.7K/$15.2M)	QoQ +0.57% (-$999) YoY -6.28% (-$11.8K)
(cusip78464A359)✕	2.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$174.5K	1.1% ($174.5K/$15.2M)	QoQ -1.63% (-$2.9K) YoY +3.75% (+$6.3K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	413	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$173.4K	1.1% ($173.4K/$15.2M)	QoQ -1.32% (-$2.3K) YoY +2.07% (+$3.5K)
(IWScusip464287473)	1.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$162.8K	1.1% ($162.8K/$15.2M)	QoQ -2.60% (-$4.4K) YoY -2.27% (-$3.8K)
(VUGcusip922908736)	437	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$162.0K	1.1% ($162.0K/$15.2M)	QoQ -9.65% (-$17.3K) YoY -0.51% (-$844)
(cusip464288257)✕	1.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$150.7K	1.0% ($150.7K/$15.2M)	QoQ -0.94% (-$1.4K) YoY +0.28% (+$427)
LOUISIANA-PACIFIC CORP(LPXcusip546347105)	1.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$138.0K	0.9% ($138.0K/$15.2M)	QoQ -11.17% (-$17.4K) YoY -4.90% (-$7.1K)
Apollo Global Management, Inc.(APOcusip03769M106)	950	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$130.1K	0.9% ($130.1K/$15.2M)	QoQ -17.08% (-$26.8K) YoY +20.76% (+$22.4K)
SPDR GOLD TRUST(GLDcusip78463V107)	440	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$126.8K	0.8% ($126.8K/$15.2M)	QoQ +19.00% (+$20.2K) YoY +24.33% (+$24.8K)
(cusip78464A870)✕	1.6K	QoQ 0.00% (-0) YoY +82.35% (+700)	All Managers (Combined)	$125.7K	0.8% ($125.7K/$15.2M)	QoQ -9.94% (-$13.9K) YoY +47.09% (+$40.2K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	428	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$106.4K	0.7% ($106.4K/$15.2M)	QoQ +13.11% (+$12.3K) YoY +25.29% (+$21.5K)