Granger Management LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
6
Quarter
2025 Q4
Top Holding
ACWI (69.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-6 of 6
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
ACWI
ISHARES TR
ETF 69.49% 34.89% #1 1
Prev: #2
10.0 993,300 114.9%
P
S
1,858,121 $262,905,595 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 22.20% 56.06% #2 1
Prev: #1
9.1 -164,715 -57.3%
P
S
122,825 $84,002,143 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLE
SELECT SECTOR S...
Unknown 5.87% 6.48% #3
Prev: #3
4.6 248,473 100.0%
P
S
496,946 $22,218,456 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.98% 2.08% #4
Prev: #4
0.8 no change no change
P
S
32,511 $7,504,189 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 0.38% 0.41% #5
Prev: #5
0.2 no change no change
P
S
2,319 $1,424,585 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 0.08% 0.08% #6
Prev: #6
0.0 no change no change
P
S
1,100 $299,247 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-6 of 6 holdings

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