GRANITE ISLANDS PRIVATE WEALTH, LLC
Long book
$108.5M
Q1 2026
Positions
70
Top-10 weight
44%
concentration
Last quarter
+14.7%
SPY +14.8%
Turnover
16%
of book per quarter
Strategy in plain words
auto-generated from filingsGRANITE ISLANDS PRIVATE WEALTH, LLC is a diversified fundamental manager, running a $108.5M US long book across 70 positions.
The portfolio is moderately concentrated (top 10 ≈ 44% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, APPLE INC, ALPHABET INC-CL A, AMAZON.COM INC, VANGUARD S&P 500 ETF.
We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-6.2%
Q1 2026
+14.7%
Sector allocation
Technology 50%
Healthcare 12%
Consumer discretionary 10%
Financials 7%
Services media 6%
Industrials 4%
Utilities 3%
Energy 3%
Long book by quarter
What does GRANITE ISLANDS own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 50.2K | $8.7M | 8.0% | 0.0% |
| AAPL APPLE INC | Technology | 33.1K | $8.4M | 7.7% | +3.6% |
| GOOGL ALPHABET INC-CL A | Technology | 22.7K | $6.5M | 6.0% | +0.4% |
| AMZN AMAZON.COM INC | Consumer discretionary | 21.7K | $4.5M | 4.1% | +8.2% |
| MSFT MICROSOFT CORP | Technology | 10.6K | $3.9M | 3.6% | +10.4% |
| NFLX NETFLIX INC | Services media | 38.5K | $3.7M | 3.4% | +8.6% |
| AVGO BROADCOM INC | Technology | 9.6K | $3.0M | 2.7% | +13.6% |
| WMT WALMART INC | Consumer discretionary | 21.4K | $2.6M | 2.4% | +7.8% |
| PANW PALO ALTO NETWORKS INC | Technology | 15.3K | $2.5M | 2.3% | +43.6% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 9.1K | $2.2M | 2.0% | +17.1% |
| JPM JPMORGAN CHASE & CO | Financials | 6.9K | $2.0M | 1.9% | +10.6% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 4.2K | $1.9M | 1.8% | +4.9% |
| JNJ JOHNSON & JOHNSON | Healthcare | 7.8K | $1.9M | 1.8% | +5.2% |
| ABBV ABBVIE INC | Healthcare | 8.6K | $1.9M | 1.7% | +14.1% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 3.9K | $1.8M | 1.7% | +8.6% |
| META META PLATFORMS INC-CLASS A | Technology | 3.1K | $1.8M | 1.6% | +3.0% |
| AMD ADVANCED MICRO DEVICES | Technology | 8.3K | $1.7M | 1.5% | +1.8% |
| LLY ELI LILLY & CO | Healthcare | 1.7K | $1.5M | 1.4% | +132.0% |
| DE DEERE & CO | Industrials | 2.7K | $1.5M | 1.4% | -7.8% |
| PG PROCTER & GAMBLE CO/THE | Other | 10.2K | $1.5M | 1.4% | +21.3% |
| ORCL ORACLE CORP | Technology | 9.8K | $1.4M | 1.3% | +20.6% |
| SO SOUTHERN CO/THE | Utilities | 14.8K | $1.4M | 1.3% | +29.1% |
| OMC OMNICOM GROUP | Services media | 18.8K | $1.4M | 1.3% | +25.9% |
| XOM EXXON MOBIL CORP | Energy | 8.3K | $1.4M | 1.3% | -4.7% |
| NOW SERVICENOW INC | Technology | 13.5K | $1.4M | 1.3% | +3.6% |
| HD HOME DEPOT INC | Consumer discretionary | 4.3K | $1.4M | 1.3% | +17.8% |
| AMGN AMGEN INC | Healthcare | 3.8K | $1.3M | 1.2% | +8.9% |
| CVX CHEVRON CORP | Energy | 6.3K | $1.3M | 1.2% | +8.4% |
| PFE PFIZER INC | Healthcare | 42.8K | $1.2M | 1.1% | +24.9% |
| CRM SALESFORCE INC | Technology | 6.4K | $1.2M | 1.1% | +7.1% |
| MCD MCDONALD'S CORP | Consumer discretionary | 3.9K | $1.2M | 1.1% | +7.7% |
| UPS UNITED PARCEL SERVICE-CL B | Industrials | 11.5K | $1.1M | 1.0% | +29.5% |
| CSCO CISCO SYSTEMS INC | Technology | 13.1K | $1.0M | 0.9% | +3.2% |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 2.6K | $1.0M | 0.9% | +66.1% |
| QCOM QUALCOMM INC | Technology | 7.4K | $948K | 0.9% | +59.2% |
| KO COCA-COLA CO/THE | Consumer staples | 12.1K | $921K | 0.8% | -21.2% |
| TSLA TESLA INC | Industrials | 2.4K | $877K | 0.8% | +52.2% |
| CEG CONSTELLATION ENERGY | Utilities | 3.0K | $836K | 0.8% | +4.3% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 13.3K | $809K | 0.7% | +166.7% |
| APO APOLLO GLOBAL MANAGEMENT INC | Financials | 6.6K | $727K | 0.7% | +0.9% |
| NEE NEXTERA ENERGY INC | Utilities | 7.4K | $687K | 0.6% | +122.4% |
| UBER UBER TECHNOLOGIES INC | Services media | 9.4K | $677K | 0.6% | +15.9% |
| ADSK AUTODESK INC | Technology | 2.4K | $571K | 0.5% | +1.5% |
| HUBB HUBBELL INC | Technology | 1.1K | $536K | 0.5% | Held |
| BAC BANK OF AMERICA CORP | Financials | 10.3K | $503K | 0.5% | +3.5% |
| AXP AMERICAN EXPRESS CO | Financials | 1.6K | $471K | 0.4% | +0.3% |
| CELH CELSIUS HOLDINGS INC | Consumer staples | 13.1K | $459K | 0.4% | +10.2% |
| C CITIGROUP INC | Financials | 3.9K | $441K | 0.4% | +14.1% |
| BLK BLACKROCK INC | Financials | 430 | $414K | 0.4% | +7.0% |
| WFC WELLS FARGO & CO | Financials | 4.8K | $379K | 0.3% | -40.5% |
13F filing history
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