Granite Group Advisors, LLC

RIA/Wealth

Granite Group Advisors, LLC is a RIA/Wealth based in Stamford, CT led by Lyle Blystone Himebaugh, reporting $711.3M in AUM as of Q3 2025 with 51% Communication Services concentration, 66% concentrated in top 10 holdings, and 47% allocation to DIS.

Managing PartnerLyle Blystone Himebaugh

Portfolio Value: $165.1M
Positions: 79
Top Holding: DIS at 46.85%
Last Reported: Q3 2025

Address1 Landmark Square, Suite 426, Stamford, CT, 06901, United States

Top Holdings

Largest long holdings in Granite Group Advisors, LLC's portfolio (66% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Walt Disney DIS	Entertainment Communication Services	$77.4M	46.85%	+$458.0 Bought	0.04% 675.7K shares	Q4 2023 Held for 2 years
2 Microsoft MSFT	Software - Infrastructure Technology	$6.8M	4.11%	+$84.9K Bought	0.00% 13.1K shares	Q4 2023 Held for 2 years
3 Apple AAPL	Consumer Electronics Technology	$4.1M	2.46%	+$143.6K Bought	0.00% 15.9K shares	Q4 2023 Held for 2 years
4 JPMorgan Chase JPM	Banks - Diversified Financial Services	$3.3M	1.97%	+$10.7K Bought	0.00% 10.3K shares	Q4 2023 Held for 2 years
5 PNC Financial Services PNC	Banks - Regional Financial Services	$3.1M	1.89%	-$803.7 Sold	0.00% 15.6K shares	Q4 2023 Held for 2 years
6 American Electric Power AEP	Regulated Electric Utilities	$3.0M	1.81%	-$2.8K Sold	0.00% 26.6K shares	Q4 2023 Held for 2 years
7 Nextra Energy NEE	Regulated Electric Utilities	$2.9M	1.76%	+$61.8K Bought	0.00% 38.4K shares	Q4 2023 Held for 2 years
8 Morgan Stanley MS	Financial - Capital Markets Financial Services	$2.9M	1.75%	+$159.0 Bought	0.00% 18.2K shares	Q4 2023 Held for 2 years
9 Qualcomm QCOM	Semiconductors Technology	$2.8M	1.72%	+$165.7K Bought	0.00% 17.0K shares	Q4 2023 Held for 2 years
10 PepsiCo PEP	Beverages - Non-Alcoholic Consumer Defensive	$2.8M	1.69%	-$833.9K Sold	0.00% 19.8K shares	Q4 2023 Held for 2 years

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Granite Group Advisors, LLC's latest filing

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GthenC

Market Value

$165.1M

Prior: $166.1M

Q/Q Change

-0.603%

-$1.0M

Net Flows % of MV

+0.366%

Turnover Ratio

3.18%

New Purchases

5 stocks

$4.0M

Added To

40 stocks

+$1.5M

Sold Out Of

4 stocks

$3.0M

Reduced Holdings

16 stocks

-$1.8M

Increased Positions

Position	Shares Δ	Change
1 Lockheed Martin LMT	New	0 → 3.2K +$1.6M
2 Tyson Foods TSN	New	0 → 20.3K +$1.1M
3 Constellation Brands STZ	New	0 → 5.6K +$758.2K
4 Seagate Technology Holdings PLC STX	New	0 → 1.3K +$309.0K
5 TC Energy TRP	New	0 → 4.0K +$218.6K

Decreased Positions

Position	Shares Δ	Change
1 Union Pacific UNP	Sold	10.1K → 0 −$2.3M
2 monday.com MNDY	Sold	836.0 → 0 −$262.9K
3 Salesforce CRM	Sold	872.0 → 0 −$237.8K
4 Mastercard MA	Sold	376.0 → 0 −$211.3K
5 Netflix NFLX	-40.69%	349.0 → 207.0 −$170.2K