Granite FO LLC
CIK 2034090 · Holdings on Sep 30, 2023 · First reported Sep 5, 2024
Top ten holdings
Q3 2023- SPY16.36%
- VIG13.95%
- BRK.A13.08%
- VYM8.56%
- VGK5.26%
- BRK.B4.99%
- ARCC3.26%
- MDY2.82%
- GBDC2.69%
- DVY2.36%
Share classes counted separately73.33%
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 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $23.28M | 16.36% | 54.45K shares | — | ↗▾ | |
| 02 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $19.84M | 13.95% | 127.66K shares | — | ↗▾ | |
| 03 | BRK.ABERKSHIRE HATHAWAY INC-CL ACL A View history and evidence | $18.60M | 13.08% | 35 shares | — | ↗▾ | |
| 04 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $12.18M | 8.56% | 117.88K shares | — | ↗▾ | |
| 05 | VGKVANGUARD FTSE EUROPE ETFFTSE EUROPE ETF View history and evidence | $7.48M | 5.26% | 129.06K shares | — | ↗▾ | |
| 06 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $7.10M | 4.99% | 20.28K shares | — | ↗▾ | |
| 07 | ARCCARES CAPITAL CORP View history and evidence | $4.63M | 3.26% | 237.97K shares | — | ↗▾ | |
| 08 | MDYSTATE STREET SPDR S&P MIDCAPUTSER1 S&PDCRP View history and evidence | $4.02M | 2.82% | 8.80K shares | — | ↗▾ | |
| 09 | GBDCGOLUB CAPITAL BDC INC View history and evidence | $3.82M | 2.69% | 260.60K shares | — | ↗▾ | |
| 10 | DVYISHARES SELECT DIVIDEND ETFSELECT DIVID ETF View history and evidence | $3.36M | 2.36% | 31.19K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 11
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IGSB ISHARES 1-5Y INV GRADE CORP | Non-derivative | — | — | SEC filing ↗ | |
| C CITIGROUP INC | Non-derivative | — | — | SEC filing ↗ | |
| EWI ISHARES MSCI ITALY ETF | Non-derivative | — | — | SEC filing ↗ |
3 / 11 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2034090 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2024-09-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 142230360
}Research all 162 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.