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Granger Management LLC

Q4 2025 · Filed 2026-02-13
Market Value
$378M
+10.4%
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 69.49% 34.89% +34.60% $263M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 22.20% 56.06% -33.86% $84M
XLE 5.87% 6.48% -0.61% $22M
AMZN 1.98% 2.08% -0.10% $8M
QQQ 0.38% 0.41% -0.03% $1M
AAPL 0.08% 0.08% -0.00% $299K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $93M 24.6%
Large Cap 2 $285M 75.4%

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 ACWI 69.49% 1,858,121 $263M $141.49 $143M +993,300 +114.9%
2 SPY 22.20% 122,825 $84M $683.92 -$108M -164,715 -57.3%
3 XLE 5.87% 496,946 $22M $44.71 $20K +248,473 +100.0%
4 AMZN 1.98% 32,511 $8M $230.82 $366K
5 QQQ 0.38% 2,319 $1M $614.31 $31K
6 AAPL 0.08% 1,100 $299K $272.04 $19K
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