CIK 1660694
Grey Ledge Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
233
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 233
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CNI | CANADIAN NATL RY CO COM | 4K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 4K | $100K–$500K | SH |
| HDB | HDFC BANK LTD SPONSORED ADS | 12K | $100K–$500K | SH |
| NKE | NIKE INC CL B | 7K | $100K–$500K | SH |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 13K | $100K–$500K | SH |
| MCO | MOODYS CORP COM | 799 | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC SHS | 1K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC COM | 1K | $100K–$500K | SH |
| UNP | UNION PAC CORP COM | 2K | $100K–$500K | SH |
| PAYX | PAYCHEX INC COM | 4K | $100K–$500K | SH |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 9K | $100K–$500K | SH |
| VGT | Vanguard Information Technology ETF | 510 | $100K–$500K | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 2K | $100K–$500K | SH |
| DIS | DISNEY WALT CO COM | 3K | $100K–$500K | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 3K | $100K–$500K | SH |
| AVGO | BROADCOM INC COM | 1K | $100K–$500K | SH |
| FAST | FASTENAL CO COM | 9K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 393 | $100K–$500K | SH |
| GNRC | GENERAC HLDGS INC COM | 3K | $100K–$500K | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 723 | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC COM | 6K | $100K–$500K | SH |
| IGLB | iShares 10 Year Invmt Grd Corp Bd | 7K | $100K–$500K | SH |
| VB | VANGUARD SMALL-CAP ETF | 1K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP COM | 4K | $100K–$500K | SH |
| IOO | ISHARES GLOBAL 100 ETF | 3K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO COM | 876 | $100K–$500K | SH |
| T | AT&T INC COM | 13K | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORP COM | 4K | $100K–$500K | SH |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | 6K | $100K–$500K | SH |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 7K | $100K–$500K | SH |
| GE | GE AEROSPACE COM NEW | 996 | $100K–$500K | SH |
| BX | BLACKSTONE INC COM | 2K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION COM | 817 | $100K–$500K | SH |
| IWR | ISHARES RUSSELL MIDCAP ETF | 3K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC COM | 3K | $100K–$500K | SH |
| ULTA | ULTA BEAUTY INC COM | 456 | $100K–$500K | SH |
| IEFA | iShares Core MSCI EAFE ETF | 3K | $100K–$500K | SH |
| SCHZ | Schwab US Aggregate Bond | 12K | $100K–$500K | SH |
| TIP | iShares TIPS Bond | 2K | $100K–$500K | SH |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 3K | $100K–$500K | SH |
| NFLX | NETFLIX INC COM | 3K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC COM | 1K | $100K–$500K | SH |
| FELV | FIDELITY ENHANCED LARGE CAP VALUE ETF | 8K | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION COM | 5K | $100K–$500K | SH |
| VUG | VANGUARD GROWTH ETF | 525 | $100K–$500K | SH |
| LOW | LOWES COS INC COM | 1K | $100K–$500K | SH |
| SMIN | ISHARES MSCI INDIA SMALL CAP ETF | 4K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO COM | 3K | $100K–$500K | SH |
| BP | BP PLC SPONSORED ADR | 7K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC COM | 3K | $100K–$500K | SH |