§ 13F · FUND PROFILE
Granite FO LLC.
AUM · $189M (13F)Positions · 579Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 22K | $25M | 13.3% | −50% |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 26 | $19M | 10.3% | −52% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 15K | $8M | 4.1% | −50% |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 6 | $4M | 2.4% | — |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 6K | $4M | 2.2% | −56% |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 5K | $4M | 2.0% | — |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 4K | $3M | 1.8% | — |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 4K | $3M | 1.8% | — |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 4K | $3M | 1.6% | — |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 12K | $3M | 1.5% | −50% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GRANITE SIGNAL
AC read
Granite FO LLC is a Other fund managing $189 million in assets. The fund runs a broad portfolio of 579 positions.
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