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Portfolio (Quarterly) Guide ↗

Grange Capital, LLC

· CIK 0002048387
13F Portfolio $100M AUM 46 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 13 Added 20 Reduced 7 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 315.0 $314K 0.31% -103.0 -24.6% $996.43 +5.4%
42 V VISA INC Financial Services 964.0 $291K 0.29% +64.0 +7.1% $302.24 +9.4%
43 CVX CHEVRON CORPORATION Energy 1,103.0 $228K 0.23% NEW $206.90 -7.7%
44 AMD ADVANCED MICRO DEVICES INC Technology 1,113.0 $226K 0.23% $203.43 +121.0%
45 XOM EXXON MOBIL CORP Energy 1,184.0 $201K 0.20% NEW $169.66 -7.9%
46 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 17,651.0 $75K 0.07% +2K +10.3% $4.23 +112.1%
Page 3 of 3  ·  46 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
Financial Services 38.0%
Technology 27.3%
Industrials 9.0%
Real Estate 8.0%
Communication Services 7.7%
Consumer Cyclical 7.1%
Energy 2.0%
Consumer Defensive 0.8%
Healthcare 0.2%