You're signed outSign in or to get full access.
Granite Group Advisors, LLC
Granite Group Advisors, LLC is an independent SEC-registered investment adviser headquartered in Stamford, Connecticut. The firm serves as a trusted wealth manager primarily for high net worth individuals, pension plans, endowments, charitable organizations, corporations, and select institutions. Founded over 20 years ago by executives with extensive backgrounds in global finance, the company employs approximately 6 professionals and is known for its client-centric approach that prioritizes transparency and fiduciary responsibility.
Investment Strategy
Granite Group Advisors employs a highly customized investment strategy that leverages global tactical asset allocation, quantitative analytics, and thorough manager due diligence. The firm is independent, free to allocate across any public or private investment managers, aiming to protect client capital and generate long-term returns. Granite places client needs at the center, emphasizing transparency, minimizing conflicts of interest, and offering access to diversified assets tailored to each client’s objectives.
Latest 13F Filing Activity
Granite Group Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 77 equity positions with a total 13F market value of $166M. The fund increased holdings in Disney Walt Co., Target Corp., Microsoft Corp. among other positions. Granite Group Advisors, LLC reduced exposure to Pfizer Inc., Apple Inc., Bank New York Mellon Corp. among others.
Top Holdings
Equity Positions (77)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DIS | DISNEY WALT CO | 50.43% | $83.8M | 675,651 | $92.20 | $124.01 | +$17.1M |
M MSFT | MICROSOFT CORP | 3.88% | $6.4M | 12,948 | $376.04 | $497.41 | +$893.0K |
P PEP | PEPSICO INC | 2.05% | $3.4M | 25,777 | $148.64 | $132.04 | +$752.7K |
A AAPL | APPLE INC | 1.90% | $3.2M | 15,374 | $192.53 | $205.17 | -$800.3K |
J JPM | JPMORGAN CHASE & CO. | 1.79% | $3.0M | 10,279 | $170.10 | $289.91 | +$452.9K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more