Granite Fo Llc Investment Activity in Q2 2026: Focus on Technology and Financial Services

As part of our ongoing coverage of institutional investment activity, we've analyzed the latest filing for Granite Fo Llc. The data shows notable shifts in its portfolio holdings during Q2 2026.

The fund's largest position, SPY holding approximately $16.75% of the total portfolio value ($29.8 million), saw a slight reduction in shares (-13.24%) compared to the previous quarter. Similarly, BRK-A maintained its significant allocation at 13.47%, while BRK-B held steady at 5.71%. Vanguard Sectors SPDR (VIG) also remained unchanged.

Significant selling activity was observed in two major holdings: ARCC and USMV. The fund sold a substantial portion of its Ares Capital Corp position, reducing the portfolio allocation from an unknown previous level to 0.33% ($587k). This sale represents one of the largest reductions disclosed for this quarter. Additionally, the fund completely exited its Ishares TR (USMV) holding.

Conversely, there were notable purchases in Vanguard Index Funds (VUG and VO), both falling under the 'ETFs' category. The portfolio allocation for VUG increased to 0.3% ($531k) from an unknown previous level, indicating a significant new investment or increase during Q2. Similarly, the fund added position to Ishares Vanguard Small Cap ETF (VO), boosting its allocation to 0.25% ($446k).

Other changes included modest adjustments in existing positions like GBDC (-0.4%), MDY (-14.92%), IJR (+2.24%), and SLV (+0.03%). The fund also made a small purchase of Amazon.com Inc (AMZN) increasing its allocation to 1.09%.

Overall, the portfolio saw changes in holding counts and sector allocations during this period. For detailed information on Granite Fo Llc's holdings or specific stock performance, please visit their profile or explore individual stocks like SPY, VIG, and others.