Greg Reidy

Granite Fo Llc

Assets Managed

$169.011M

Holdings

170

Last Quarter

2026 - Q1

Filed Date

1mo 19d ago

Growth Rate

-9.84%(2Q avg: -4%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Granite Fo Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 170 positions.

Assets under management

The assets under management (AUM) of Granite Fo Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 169.011M in assets, with a quarterly growth rate of -9.84% and a 2-quarter average growth rate of -4%. The portfolio is managed by Greg Reidy, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 0.17%	19.87%	$33.577M 51,629 shares@ $650.35 avg price	Increased 0.17%
VIG Vanguard Dividend Apprec Etf Recent Activity Decreased -1.46%	15.44%	$26.093M 121,327 shares@ $215.07 avg price	Decreased -1.46%
BRK.A Berkshire Hathaway Inc-cl A Recent Activity	14.03%	$23.699M 33 shares@ $718140.0 avg price
VYM Vanguard High Dvd Yield Etf Recent Activity Decreased -3.86%	6.36%	$10.739M 72,511 shares@ $148.11 avg price	Decreased -3.86%
MDY Spdr S&p Midcap 400 Etf Trst Recent Activity Increased 2.47%	6.22%	$10.508M 17,037 shares@ $616.76 avg price	Increased 2.47%
BRK.B Berkshire Hathaway Inc-cl B Recent Activity	5.76%	$9.718M 20,280 shares@ $479.2 avg price
MU Micron Technology Inc Recent Activity Decreased -50%	4.37%	$7.381M 21,849 shares@ $337.84 avg price	Decreased -50%
GBDC Golub Capital Bdc Inc Recent Activity Decreased -6.04%	2.82%	$4.764M 376,295 shares@ $12.67 avg price	Decreased -6.04%
IJR Ishares Core S&p Small-cap E Recent Activity Increased 2.9%	2.4%	$4.049M 32,570 shares@ $124.32 avg price	Increased 2.9%
DVY Ishares Select Dividend Etf Recent Activity Decreased -18.71%	2.09%	$3.518M 23,237 shares@ $151.42 avg price	Decreased -18.71%

1-10 of 170