Granite FO LLC — 13F Holdings & Portfolio

CIK 2034090 · latest 13F-HR filed 2026-05-12

Granite FO LLC manages $169.0M in 13F-reported U.S. long-equity assets across 593 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BRK.A (11.47%), BRK.B (4.39%), MU (4.37%).

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$169.0M

Long-equity book

Holdings

593

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+0 / −0 / ↑0 / ↓0

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
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Top Trims

  • No decreased positions.
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New Positions

  • No new positions this quarter.
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Exited Positions

  • No exits this quarter.
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All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $19.4M 11.47% 27 SH
2 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $7.4M 4.39% 15,470 SH
3 MICRON TECHNOLOGY INC MU 595112103 $7.4M 4.37% 21,849 SH
4 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $4.3M 2.55% 6 SH
5 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $3.6M 2.15% 5,585 SH
6 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $3.4M 1.98% 5,153 SH
7 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.9M 1.71% 4,452 SH
8 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.9M 1.71% 4,452 SH
9 GOLUB CAP BDC INC GBDC 38173M102 $2.8M 1.64% 219,025 SH
10 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.7M 1.58% 4,100 SH
11 VANGUARD SPECIALIZED FUNDS VIG 921908844 $2.6M 1.56% 12,250 SH
12 VANGUARD SPECIALIZED FUNDS VIG 921908844 $2.2M 1.29% 10,158 SH
13 VANGUARD SPECIALIZED FUNDS VIG 921908844 $2.2M 1.29% 10,158 SH
14 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.8M 1.05% 2,727 SH
15 AMAZON COM INC AMZN 023135106 $1.7M 1.02% 8,300 SH
16 VANGUARD SPECIALIZED FUNDS VIG 921908844 $1.7M 1.02% 8,020 SH
17 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.5M 0.89% 2,320 SH
18 VANGUARD SPECIALIZED FUNDS VIG 921908844 $1.4M 0.83% 6,550 SH
19 VANGUARD SPECIALIZED FUNDS VIG 921908844 $1.3M 0.76% 5,984 SH
20 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.2M 0.72% 1,875 SH
21 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.2M 0.71% 1,850 SH
22 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.2M 0.71% 1,845 SH
23 VANGUARD SPECIALIZED FUNDS VIG 921908844 $1.2M 0.69% 5,415 SH
24 ALPHABET INC GOOG 02079K107 $1.1M 0.66% 3,900 SH
25 VANGUARD SPECIALIZED FUNDS VIG 921908844 $1.1M 0.66% 5,200 SH
26 ISHARES TR IVV 464287200 $1.1M 0.66% 1,695 SH
27 ARES CAPITAL CORP ARCC 04010L103 $1.1M 0.65% 60,595 SH
28 VANGUARD WHITEHALL FDS VYM 921946406 $1.1M 0.63% 7,200 SH
29 APPLE INC AAPL 037833100 $1.1M 0.63% 4,200 SH
30 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.0M 0.62% 1,612 SH
31 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.0M 0.61% 1,595 SH
32 VANGUARD INDEX FDS VOE 922908512 $1.0M 0.61% 5,600 SH
33 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.0M 0.60% 1,550 SH
34 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $972.8K 0.58% 2,030 SH
35 GOLUB CAP BDC INC GBDC 38173M102 $926.1K 0.55% 73,151 SH
36 VANGUARD INDEX FDS VOO 922908363 $869.4K 0.51% 1,455 SH
37 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $863.5K 0.51% 1,400 SH
38 ISHARES TR DVY 464287168 $854.4K 0.51% 5,643 SH
39 VANGUARD WHITEHALL FDS VYM 921946406 $851.6K 0.50% 5,750 SH
40 VANGUARD SPECIALIZED FUNDS VIG 921908844 $817.2K 0.48% 3,800 SH
41 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $806.4K 0.48% 1,240 SH
42 VANGUARD SPECIALIZED FUNDS VIG 921908844 $763.5K 0.45% 3,550 SH
43 ISHARES TR IJR 464287804 $760.8K 0.45% 6,120 SH
44 VANGUARD SPECIALIZED FUNDS VIG 921908844 $720.5K 0.43% 3,350 SH
45 VANGUARD SPECIALIZED FUNDS VIG 921908844 $709.7K 0.42% 3,300 SH
46 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $699.1K 0.41% 1,075 SH
47 VANGUARD WHITEHALL FDS VYM 921946406 $698.3K 0.41% 4,715 SH
48 ELI LILLY & CO LLY 532457108 $685.2K 0.41% 745 SH
49 VANGUARD WHITEHALL FDS VYM 921946406 $681.3K 0.40% 4,600 SH
50 VANGUARD WHITEHALL FDS VYM 921946406 $681.3K 0.40% 4,600 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-10 $169.0M 593 0001420506-26-000660
2026-03-31 2026-05-12 $169.0M 593 0001420506-26-000946
2025-12-31 2026-02-06 $187.5M 612 0001420506-26-000184