Granite Group Advisors, LLC
CIK 2018114 · Holdings on Dec 31, 2023 · First reported Apr 3, 2024
Top ten holdings
Q4 2023- DIS39.79%
- MSFT4.45%
- AAPL2.23%
- JPM2.02%
- BNY1.78%
- PNC1.72%
- AEP1.70%
- HD1.69%
- USB1.68%
- TXN1.66%
Share classes counted separately58.72%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DISWALT DISNEY CO/THE View history and evidence | $56.26M | 39.79% | 500.94K shares | Prior unavailable — | — | ↗▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $6.29M | 4.45% | 15.54K shares | Prior unavailable — | — | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $3.15M | 2.23% | 18.23K shares | Prior unavailable — | — | ↗▾ |
| 04 | JPMJPMORGAN CHASE & CO View history and evidence | $2.85M | 2.02% | 15.14K shares | Prior unavailable — | — | ↗▾ |
| 05 | BNYBANK OF NEW YORK MELLON CORP View history and evidence | $2.52M | 1.78% | 45.36K shares | Prior unavailable — | — | ↗▾ |
| 06 | PNCPNC FINANCIAL SERVICES GROUP View history and evidence | $2.44M | 1.72% | 15.94K shares | Prior unavailable — | — | ↗▾ |
| 07 | AEPAMERICAN ELECTRIC POWER View history and evidence | $2.40M | 1.70% | 28.64K shares | Prior unavailable — | — | ↗▾ |
| 08 | HDHOME DEPOT INC View history and evidence | $2.38M | 1.69% | 6.42K shares | Prior unavailable — | — | ↗▾ |
| 09 | USBUS BANCORPCOM NEW View history and evidence | $2.37M | 1.68% | 54.54K shares | Prior unavailable — | — | ↗▾ |
| 10 | TXNTEXAS INSTRUMENTS INC View history and evidence | $2.35M | 1.66% | 13.50K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2018114 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Apr 3, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 141377599
}Research all 93 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.