Arkolith/Funds/Granville Capital, Inc.

Granville Capital, Inc.

CIK 1404784
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Granville Capital, Inc. holds a focused book of 86 stocks worth $223.9M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Mach Natural Resources LP and trimmed Ishares Russell Mid-Cap ETF. Their largest long position is Invesco QQQ Trust Series 1 at 13% of the equity book.

Opened
6
bought for the first time
Added to
36
already held, bought more
Trimmed
24
sold some, still holds it
Sold out
5
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
51%
Top 10 holdings
73%
Top 20 holdings
85%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

10% mapped to company sectors

ETF / fund or unclassified
90%
Information Technology
4%
Financials
1%
Utilities
1%
Industrials
1%
Health Care
1%
Consumer Discretionary
1%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Granville Capital, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$574.3B
BANK OF AMERICA CORP /DE/80 / 80$442.2B
WELLS FARGO & COMPANY/MN80 / 80$169.0B
ROYAL BANK OF CANADA80 / 80$154.0B
LPL Financial LLC80 / 80$91.4B
OSAIC HOLDINGS, INC.80 / 80$18.0B
CWM, LLC80 / 80$7.5B
FMR LLC79 / 80$755.1B

Ranked by how many of Granville Capital, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

86 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ TR
UNIT SER 1
$28.2M38.3K
12.6%
+1.9%
Added · +704 sh
2SPDR Series Trust
ST STR P500GRW
$27.1M227.9K
12.1%
+2.9%
Added · +6K sh
3SPDR Series Trust
ST STR P500VAL
$24.4M402.1K
10.9%
+3.5%
Added · +14K sh
4Vanguard Star FDS
VG TL INTL STK F
$18.9M220.5K
8.4%
+4.5%
Added · +9K sh
5Ishares TR
MRGSTR MD CP GRW
$14.8M150.6K
6.6%
+3.3%
Added · +5K sh
6Ishares TR
MRGSTR MD CP VAL
$14.3M156.2K
6.4%
+2.3%
Added · +4K sh
7Invesco Exchange Traded FD T
S&P500 EQL WGT
$11.5M53.9K
5.1%
+2.7%
Added · +1K sh
8Vanguard Index FDS
SML CP GRW ETF
$9.9M27.1K
4.4%
+3.5%
Added · +910 sh
9Ishares TR
MRNING SM CP ETF
$9.6M122.9K
4.3%
+3.0%
Added · +4K sh
10Ishares TR
RUS TP200 GR ETF
$5.4M18.7K
2.4%
Held
11Ishares TR
CORE S&P500 ETF
$3.3M4.5K
1.5%
+0.2%
Added · +8 sh
12Ishares TR
RUS MID CAP ETF
$3.3M29.5K
1.5%
−6.8%
Reduced · −2K sh
13Ishares TR
RUS TP200 VL ETF
$3.2M30.8K
1.4%
Held
14Nvidia Corporation
COM
$3.2M15.9K
1.4%
−1.6%
Reduced · −252 sh
15Ishares Inc
CORE MSCI EMKT
$2.8M33.5K
1.2%
−3.2%
Reduced · −1K sh
16State STR SPDR S&P 500 ETF T
TR UNIT
$2.4M3.2K
1.1%
Held
17Vanguard Specialized Funds
DIV APP ETF
$2.0M8.6K
0.9%
+0.2%
Added · +16 sh
18Vanguard Whitehall FDS
INTL DVD ETF
$1.9M20.2K
0.8%
+0.3%
Added · +65 sh
19Vanguard Index FDS
GROWTH ETF
$1.7M20.3K
0.8%
+478%
Added · +17K sh
20Ishares TR
MSCI INTL VLU FT
$1.6M39.1K
0.7%
−1.6%
Reduced · −643 sh
21Ishares TR
RUS MDCP VAL ETF
$1.6M9.7K
0.7%
Held
22Vanguard Index FDS
MID CAP ETF
$1.5M18.1K
0.7%
+301%
Added · +14K sh
23Ishares TR
U.S. TECH ETF
$1.4M5.4K
0.6%
~0%
Added · +1 sh
24Broadcom Inc
COM
$1.3M3.5K
0.6%
−0.6%
Reduced · −22 sh
25Apple Inc
COM
$1.3M4.4K
0.6%
−7.8%
Reduced · −374 sh
26Vanguard Intl Equity Index F
FTSE SMCAP ETF
$1.2M7.5K
0.5%
+0.4%
Added · +29 sh
27JPMorgan Chase & Co
COM
$1.1M3.4K
0.5%
−5.6%
Reduced · −200 sh
28Eli Lilly & Co
COM
$1.1M916
0.5%
+1.3%
Added · +12 sh
29Enterprise Prods Partners L
COM
$1.0M28.0K
0.5%
Held
30Global X FDS
US INFR DEV ETF
$942K16.0K
0.4%
Held
31Ishares TR
US AER DEF ETF
$924K3.8K
0.4%
+0.1%
Added · +2 sh
32Ishares TR
RUS MD CP GR ETF
$915K6.3K
0.4%
Held
33Exxon Mobil Corp
COM
$897K6.6K
0.4%
−1.8%
Reduced · −123 sh
34Schwab Strategic TR
LONG TERM US
$823K26.3K
0.4%
+8.9%
Added · +2K sh
35Schwab Strategic TR
SHT TM US TRES
$820K34.0K
0.4%
+6.2%
Added · +2K sh
36Schwab Strategic TR
US TIPS ETF
$819K30.9K
0.4%
+6.4%
Added · +2K sh
37Amazon Com Inc
COM
$763K3.2K
0.3%
+2.0%
Added · +62 sh
38Ishares TR
CORE S&P SCP ETF
$755K5.1K
0.3%
Held
39Alphabet Inc
CAP STK CL A
$713K2.0K
0.3%
−1.8%
Reduced · −37 sh
40Microsoft Corp
COM
$710K1.9K
0.3%
+1.7%
Added · +32 sh
41Palo Alto Networks Inc
COM
$617K1.8K
0.3%
+1.8%
Added · +32 sh
42Meta Platforms Inc
CL A
$575K1.0K
0.3%
−1.4%
Reduced · −15 sh
43Ishares TR
IBOXX HI YD ETF
$548K6.8K
0.2%
+6.1%
Added · +395 sh
44Ishares TR
IBOXX INV CP ETF
$547K5.0K
0.2%
+7.1%
Added · +333 sh
45Ishares TR
RUS 1000 GRW ETF
$546K4.4K
0.2%
+300%
Added · +3K sh
46Proshares TR
S&P 500 DV ARIST
$493K8.8K
0.2%
+100%
Added · +4K sh
47Union Pac Corp
COM
$489K1.8K
0.2%
−2.3%
Reduced · −43 sh
48Eaton Corp PLC
SHS
$488K1.1K
0.2%
+2.2%
Added · +25 sh
49Williams Cos Inc
COM
$469K6.3K
0.2%
−0.4%
Reduced · −24 sh
50Nu Hldgs Ltd
ORD SHS CL A
$420K31.5K
0.2%
Held
Showing 50 of 86 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 202686$223.9M13F-HR
Q1 2026Mar 31, 2026May 11, 202686$191.3M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202684$188.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.