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Home > Institutional Investor > Granite Group Advisors, Llc > Profile

Instuitional Investor - Granite Group Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Granite Group Advisors, Llc
Portfolio Value $144,125,038
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walt Disney Co
 DIS 676,035 $66,724,655 46.3%
2.
Microsoft Corp
 MSFT 14,778 $5,547,513 3.85%
3.
Apple Inc.
 AAPL 17,803 $3,954,580 2.74%
4.
American Electric Power Co Inc
 AEP 26,716 $2,919,257 2.03%
5.
Amgen Inc
 AMGN 9,084 $2,830,120 1.96%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)