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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 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GLW CORNING INC Technology 1,570.0 $401K 0.37% NEW $255.43 -42.4%
42 HD HOME DEPOT INC Consumer Cyclical 1,054.0 $372K 0.34% -15.0 -1.4% $352.67 -4.2%
43 SHEL SHELL PLC Energy 4,413.0 $342K 0.32% $77.54 +19.0%
44 V VISA INC Financial Services 964.0 $331K 0.30% $343.09 +11.9%
45 LRCX LAM RESEARCH CORP Technology 759.0 $329K 0.30% NEW $433.58 -27.4%
46 UNH UNITEDHEALTH GROUP INC Healthcare 710.0 $295K 0.27% NEW $415.67 -4.6%
47 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 314.0 $294K 0.27% $935.47 +2.6%
48 INFQ INFLEQTION INC Technology 19,935.0 $266K 0.24% NEW $13.32 +3.8%
49 PRF INVESCO EXCHANGE TRADED FD T 4,700.0 $254K 0.23% NEW $54.03 +3.9%
50 RKLB ROCKET LAB CORP Industrials 2,443.0 $248K 0.23% NEW $101.65 -34.2%
51 AVGO BROADCOM INC Technology 585.0 $221K 0.20% NEW $377.68 -5.5%
52 CVX CHEVRON CORPORATION Energy 1,284.0 $213K 0.20% +181.0 +16.4% $165.76 +20.6%
53 SMR NUSCALE PWR CORP Utilities 11,838.0 $119K 0.11% NEW $10.03 -2.3%
54 GENELUX CORPORATION 14,725.0 $44K 0.04% NEW $3.01
Page 3 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%