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Granger Management LLC

Q2 2025 · Filed 2025-08-13
Market Value
$268M
-3.4%
Holdings
6
-1
New Purchases
1
Added To
2
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
16.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ACWI 15.08% 13.18% +1.89% $40M
AMZN 2.66% 2.18% +0.48% $7M
QQQ 0.48% 0.38% +0.10% $1M
AAPL 0.08% 0.00% +0.08% $226K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 75.66% 77.83% -2.17% $203M
XLE 6.04% 6.43% -0.39% $16M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $211M 78.9%
Large Cap 2 $57M 21.1%

Portfolio Analytics

Avg Market Cap
$1.4T
Median Market Cap
$605.8B
Avg P/E
34.3
Median P/E
34.3
Avg Dividend Yield
0.00%
Avg Beta
0.97
# Stocks
2
# ETFs / Funds
4

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 75.66% 327,340 $203M $619.61 -$13M -57,558 -14.9%
2 ACWI 15.08% 314,321 $40M $128.60 $4M
3 XLE 6.04% 190,773 $16M $84.81 -$2M
4 AMZN 2.66% 32,511 $7M $219.39 $1M +689 +2.2%
5 QQQ 0.48% 2,319 $1M $552.23 $234K +90 +4.0%
6 AAPL 0.08% 1,100 $226K $205.31 +1,100 NEW

New Positions

SymbolValue% Port
AAPL $226K 0.08%
View SEC EDGAR Filings for Granger Management LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms