Granite Islands Private Wealth, LLC
Net buyer this quarter
$135M
63
+$9.74M
42.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $10.4M | 7.70% | 0.00% | +4.1% | Q4 2025 |
 AAPL | $10.1M | 7.49% | 0.00% | +6.2% | Q4 2025 |
 GOOGL | $8.41M | 6.22% | 0.00% | +4.0% | Q4 2025 |
 PANW | $5.37M | 3.97% | 0.00% | +3.0% | Q4 2025 |
 AMZN | $5.18M | 3.83% | 0.00% | +0.5% | Q4 2025 |
 AMD | $5M | 3.70% | 0.00% | +4.7% | Q4 2025 |
 MSFT | $4M | 2.96% | 0.00% | +1.9% | Q4 2025 |
 AVGO | $3.69M | 2.73% | 0.00% | +1.7% | Q4 2025 |
 SPY | $2.93M | 2.17% | Not reported | Not reported | Q4 2025 |
 NFLX | $2.87M | 2.12% | 0.00% | +4.7% | Q4 2025 |
 IBM | $2.61M | 1.93% | 0.00% | +1.9% | Q4 2025 |
 WMT | $2.58M | 1.91% | 0.00% | +7.2% | Q4 2025 |
 JPM | $2.32M | 1.72% | 0.00% | +2.9% | Q4 2025 |
 BRK.B | $2.21M | 1.64% | Not reported | +14.6% | Q4 2025 |
 ABBV | $2.2M | 1.63% | 0.00% | +1.9% | Q4 2025 |
 AXON | $2.09M | 1.54% | 0.00% | +380.5% | Q4 2025 |
 JNJ | $2.06M | 1.53% | 0.00% | +4.4% | Q4 2025 |
 LLY | $2.01M | 1.48% | 0.00% | Not reported | Q4 2025 |
 CRWD | $1.95M | 1.45% | 0.00% | 0.0% | Q4 2025 |
 META | $1.78M | 1.32% | Not reported | +1.9% | Q4 2025 |
 ISRG | $1.77M | 1.31% | 0.00% | +6.9% | Q4 2025 |
 DE | $1.71M | 1.27% | 0.00% | Not reported | Q4 2025 |
 AMGN | $1.71M | 1.26% | 0.00% | +25.1% | Q4 2025 |
 CSCO | $1.61M | 1.19% | 0.00% | +5.3% | Q4 2025 |
 SO | $1.58M | 1.17% | 0.00% | +12.6% | Q4 2025 |
 HD | $1.55M | 1.15% | 0.00% | +4.0% | Q4 2025 |
 PG | $1.54M | 1.14% | 0.00% | +3.0% | Q4 2025 |
 OMC | $1.37M | 1.01% | 0.01% | Not reported | Q4 2025 |
 UPS | $1.35M | 1.00% | 0.00% | +9.9% | Q4 2025 |
 NOW | $1.33M | 0.98% | 0.00% | -0.3% | Q4 2025 |
 PFE | $1.26M | 0.93% | 0.00% | +22.4% | Q4 2025 |
 XOM | $1.25M | 0.93% | 0.00% | +10.3% | Q4 2025 |
 QXO | $1.2M | 0.89% | 0.01% | New | Q2 2026 |
 CVX | $1.2M | 0.89% | 0.00% | +15.0% | Q4 2025 |
 MCD | $1.17M | 0.87% | 0.00% | +13.1% | Q4 2025 |
 ADSK | $1.16M | 0.85% | 0.00% | +146.9% | Q4 2025 |
 CRM | $1.03M | 0.76% | 0.00% | +2.9% | Q4 2025 |
 KO | $995K | 0.74% | 0.00% | +1.1% | Q4 2025 |
 NEE | $937K | 0.69% | 0.00% | +44.3% | Q4 2025 |
 T | $906K | 0.67% | 0.00% | +239.9% | Q4 2025 |
 TSLA | $901K | 0.67% | 0.00% | -9.1% | Q4 2025 |
 CELH | $844K | 0.62% | 0.01% | +121.2% | Q4 2025 |
 BMY | $829K | 0.61% | 0.00% | +7.8% | Q4 2025 |
 UBER | $738K | 0.55% | 0.00% | +8.8% | Q4 2025 |
 CEG | $718K | 0.53% | 0.00% | -3.4% | Q4 2025 |
 BAC | $590K | 0.44% | 0.00% | +0.4% | Q4 2025 |
 HUBB | $572K | 0.42% | 0.00% | Not reported | Q4 2025 |
 C | $544K | 0.40% | 0.00% | Not reported | Q4 2025 |
 AXP | $527K | 0.39% | 0.00% | Not reported | Q4 2025 |
 CVS | $426K | 0.31% | 0.00% | +5.6% | Q4 2025 |
| Q1 2026 | |||||
| NVDA | $8.71M | 8.03% | 0.00% | 0.0% | Q4 2025 |
| AAPL | $8.36M | 7.70% | 0.00% | +3.6% | Q4 2025 |
| GOOGL | $6.5M | 5.99% | 0.00% | +0.4% | Q4 2025 |
| AMZN | $4.5M | 4.14% | 0.00% | +8.2% | Q4 2025 |
| MSFT | $3.9M | 3.59% | 0.00% | +10.4% | Q4 2025 |
| NFLX | $3.69M | 3.40% | 0.00% | +8.6% | Q4 2025 |
| AVGO | $2.97M | 2.73% | 0.00% | +13.6% | Q4 2025 |
| WMT | $2.64M | 2.43% | 0.00% | +7.8% | Q4 2025 |
| PANW | $2.45M | 2.26% | 0.00% | +43.6% | Q4 2025 |
| IBM | $2.2M | 2.03% | 0.00% | +17.1% | Q4 2025 |
| JPM | $2.03M | 1.87% | 0.00% | +10.6% | Q4 2025 |
| ISRG | $1.92M | 1.77% | 0.00% | +4.9% | Q4 2025 |
| JNJ | $1.9M | 1.75% | 0.00% | +5.2% | Q4 2025 |
| ABBV | $1.87M | 1.72% | 0.00% | +14.1% | Q4 2025 |
| BRK.B | $1.85M | 1.70% | Not reported | +8.6% | Q4 2025 |
| META | $1.78M | 1.64% | Not reported | +3.0% | Q4 2025 |
| AMD | $1.67M | 1.54% | 0.00% | +1.8% | Q4 2025 |
| LLY | $1.54M | 1.42% | 0.00% | +132.0% | Q4 2025 |
| DE | $1.52M | 1.40% | 0.00% | -7.8% | Q4 2025 |
| PG | $1.47M | 1.35% | 0.00% | +21.3% | Q4 2025 |
 ORCL | $1.43M | 1.32% | 0.00% | +20.6% | Q4 2025 |
| SO | $1.41M | 1.30% | 0.00% | +29.1% | Q4 2025 |
| OMC | $1.41M | 1.30% | 0.01% | +25.9% | Q4 2025 |
| XOM | $1.41M | 1.30% | 0.00% | -4.7% | Q4 2025 |
| NOW | $1.4M | 1.29% | 0.00% | +3.6% | Q4 2025 |
| HD | $1.39M | 1.28% | 0.00% | +17.8% | Q4 2025 |
| AMGN | $1.32M | 1.22% | 0.00% | +9.0% | Q4 2025 |
| CVX | $1.3M | 1.20% | 0.00% | +8.4% | Q4 2025 |
| PFE | $1.2M | 1.10% | 0.00% | +24.9% | Q4 2025 |
| CRM | $1.19M | 1.10% | 0.00% | +7.1% | Q4 2025 |
| MCD | $1.19M | 1.10% | 0.00% | +7.7% | Q4 2025 |
| UPS | $1.13M | 1.04% | 0.00% | +29.5% | Q4 2025 |
| CSCO | $1.01M | 0.93% | 0.00% | +3.2% | Q4 2025 |
| CRWD | $1M | 0.92% | 0.00% | +66.1% | Q4 2025 |
 QCOM | $948K | 0.87% | 0.00% | +59.2% | Q4 2025 |
| KO | $921K | 0.85% | 0.00% | -21.2% | Q4 2025 |
| TSLA | $877K | 0.81% | 0.00% | +52.2% | Q4 2025 |
| CEG | $836K | 0.77% | 0.00% | +4.3% | Q4 2025 |
| BMY | $809K | 0.75% | 0.00% | +166.7% | Q4 2025 |
 APO | $727K | 0.67% | 0.00% | +0.9% | Q4 2025 |
| NEE | $687K | 0.63% | 0.00% | +122.4% | Q4 2025 |
| UBER | $677K | 0.62% | 0.00% | +15.9% | Q4 2025 |
| ADSK | $571K | 0.53% | 0.00% | +1.5% | Q4 2025 |
| HUBB | $536K | 0.49% | 0.00% | Not reported | Q4 2025 |
| BAC | $503K | 0.46% | 0.00% | +3.5% | Q4 2025 |
| AXP | $471K | 0.43% | 0.00% | +0.3% | Q4 2025 |
| CELH | $459K | 0.42% | 0.01% | +10.2% | Q4 2025 |
| C | $441K | 0.41% | 0.00% | +14.2% | Q4 2025 |
 BLK | $414K | 0.38% | 0.00% | +7.0% | Q4 2025 |
 WFC | $379K | 0.35% | 0.00% | -40.5% | Q4 2025 |
| Q4 2025 | |||||
| NVDA | $9.31M | 8.57% | 0.00% | New | Q4 2025 |
| AAPL | $8.63M | 7.95% | 0.00% | New | Q4 2025 |
| GOOGL | $7.05M | 6.49% | 0.00% | New | Q4 2025 |
| MSFT | $4.61M | 4.25% | 0.00% | New | Q4 2025 |
| AMZN | $4.6M | 4.24% | 0.00% | New | Q4 2025 |
| NFLX | $3.31M | 3.05% | 0.00% | New | Q4 2025 |
| AVGO | $2.92M | 2.69% | 0.00% | New | Q4 2025 |
| IBM | $2.3M | 2.12% | 0.00% | New | Q4 2025 |
| ISRG | $2.24M | 2.07% | 0.00% | New | Q4 2025 |
| WMT | $2.19M | 2.02% | 0.00% | New | Q4 2025 |
| JPM | $2M | 1.85% | 0.00% | New | Q4 2025 |
| META | $1.99M | 1.83% | Not reported | New | Q4 2025 |
| NOW | $1.98M | 1.83% | 0.00% | New | Q4 2025 |
| PANW | $1.96M | 1.80% | 0.00% | New | Q4 2025 |
| BRK.B | $1.78M | 1.64% | Not reported | New | Q4 2025 |
| AMD | $1.73M | 1.59% | 0.00% | New | Q4 2025 |
| ABBV | $1.72M | 1.58% | 0.00% | New | Q4 2025 |
| CRM | $1.58M | 1.45% | 0.00% | New | Q4 2025 |
| ORCL | $1.57M | 1.45% | 0.00% | New | Q4 2025 |
| JNJ | $1.53M | 1.41% | 0.00% | New | Q4 2025 |
| DE | $1.36M | 1.26% | 0.00% | New | Q4 2025 |
| HD | $1.24M | 1.14% | 0.00% | New | Q4 2025 |
| OMC | $1.21M | 1.11% | 0.00% | New | Q4 2025 |
| PG | $1.2M | 1.11% | 0.00% | New | Q4 2025 |
| AMGN | $1.13M | 1.04% | 0.00% | New | Q4 2025 |
| MCD | $1.09M | 1.00% | 0.00% | New | Q4 2025 |
| KO | $1.07M | 0.99% | 0.00% | New | Q4 2025 |
| XOM | $1.05M | 0.97% | 0.00% | New | Q4 2025 |
| CEG | $1.01M | 0.93% | 0.00% | New | Q4 2025 |
| SO | $987K | 0.91% | 0.00% | New | Q4 2025 |
| CSCO | $969K | 0.89% | 0.00% | New | Q4 2025 |
| APO | $935K | 0.86% | 0.00% | New | Q4 2025 |
| CVX | $880K | 0.81% | 0.00% | New | Q4 2025 |
| UPS | $874K | 0.81% | 0.00% | New | Q4 2025 |
| PFE | $848K | 0.78% | 0.00% | New | Q4 2025 |
| QCOM | $789K | 0.73% | 0.00% | New | Q4 2025 |
| LLY | $779K | 0.72% | 0.00% | New | Q4 2025 |
| WFC | $742K | 0.68% | 0.00% | New | Q4 2025 |
| CRWD | $722K | 0.66% | 0.00% | New | Q4 2025 |
| TSLA | $695K | 0.64% | 0.00% | New | Q4 2025 |
| ADSK | $694K | 0.64% | 0.00% | New | Q4 2025 |
| UBER | $663K | 0.61% | 0.00% | New | Q4 2025 |
| AXP | $575K | 0.53% | 0.00% | New | Q4 2025 |
 ADBE | $562K | 0.52% | 0.00% | New | Q4 2025 |
| BAC | $548K | 0.50% | 0.00% | New | Q4 2025 |
| CELH | $536K | 0.49% | 0.00% | New | Q4 2025 |
| HUBB | $485K | 0.45% | 0.00% | New | Q4 2025 |
| BLK | $430K | 0.40% | 0.00% | New | Q4 2025 |
 RTX | $425K | 0.39% | 0.00% | New | Q4 2025 |
| C | $397K | 0.37% | 0.00% | New | Q4 2025 |