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Portfolio (Quarterly) Guide ↗

Grange Capital, LLC

· CIK 0002048387
13F Portfolio $108M AUM 54 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 13 Added 22 Reduced 7 Exited
Page 2 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 8,282.0 $1.7M 1.53% -3K -29.2% $200.08 +6.5%
22 VUG VANGUARD INDEX FDS 17,111.0 $1.5M 1.36% +14K +460.6% $86.14 +1.5%
23 IDV ISHARES TR 35,248.0 $1.5M 1.35% +14K +64.7% $41.43 +9.0%
24 AMZN AMAZON COM INC Consumer Cyclical 4,587.0 $1.1M 1.01% +65.0 +1.4% $238.33 +9.5%
25 ITOT ISHARES TR 6,653.0 $1.1M 1.01% -564.0 -7.8% $164.27 +2.2%
26 BLUE OWL CAPITAL CORPORATION 96,647.0 $1.1M 0.97% -2K -2.0% $10.87
27 VB VANGUARD INDEX FDS 3,460.0 $1.0M 0.97% -119.0 -3.3% $303.16 -0.1%
28 VBR VANGUARD INDEX FDS 4,158.0 $1.0M 0.93% -391.0 -8.6% $242.98 +2.2%
29 BAI BLACKROCK ETF TRUST 16,363.0 $863K 0.80% NEW $52.72 -16.9%
30 WGS GENEDX HOLDINGS CORP Healthcare 12,241.0 $840K 0.78% NEW $68.65 +27.3%
31 BIZD VANECK ETF TRUST 61,445.0 $778K 0.72% NEW $12.66 +5.8%
32 TSLA TESLA INC Consumer Cyclical 1,715.0 $721K 0.67% -258.0 -13.1% $420.60 -16.7%
33 NKE NIKE INC Consumer Cyclical 16,647.0 $683K 0.63% -1K -6.1% $41.05 -3.8%
34 VST VISTRA CORP Utilities 4,249.0 $674K 0.62% NEW $158.64 -12.4%
35 BLDR BUILDERS FIRSTSOURCE INC Industrials 6,760.0 $605K 0.56% -9K -57.9% $89.48 -22.5%
36 AIS TIDAL TRUST III 6,754.0 $576K 0.53% NEW $85.31 -20.2%
37 IWF ISHARES TR 4,240.0 $526K 0.48% +3K +300.0% $124.17 -1.9%
38 IVV ISHARES TR 665.0 $498K 0.46% -106.0 -13.8% $748.89 +2.8%
39 VTI VANGUARD INDEX FDS 1,321.0 $489K 0.45% -117.0 -8.1% $369.94 +2.2%
40 GOOG ALPHABET INC 1,211.0 $428K 0.39% $353.27
Page 2 of 3  ·  54 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.0%
Financial Services 28.8%
Utilities 12.3%
Communication Services 7.9%
Real Estate 7.0%
Consumer Cyclical 6.5%
Healthcare 2.6%
Industrials 1.9%
Energy 1.3%
Consumer Defensive 0.7%