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Granger Management LLC

Q3 2025 · Filed 2025-11-13
Market Value
$343M
+27.8%
Holdings
6
New Purchases
0
Added To
2
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ACWI 34.89% 15.08% +19.81% $120M
XLE 6.48% 6.04% +0.44% $22M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 56.06% 75.66% -19.60% $192M
AMZN 2.08% 2.66% -0.58% $7M
QQQ 0.41% 0.48% -0.07% $1M
AAPL 0.08% 0.08% -0.00% $280K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $201M 58.6%
Large Cap 2 $142M 41.4%

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 56.06% 287,540 $192M $668.01 -$11M -39,800 -12.2%
2 ACWI 34.89% 864,821 $120M $138.24 $79M +550,500 +175.1%
3 XLE 6.48% 248,473 $22M $89.34 $6M +57,700 +30.2%
4 AMZN 2.08% 32,511 $7M $219.57 $6K
5 QQQ 0.41% 2,319 $1M $601.06 $113K
6 AAPL 0.08% 1,100 $280K $254.80 $54K
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