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Portfolio (Quarterly) Guide ↗

GraniteShares Advisors LLC

· CIK 0001839545
13F Portfolio $156M AUM 90 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 41 Added 36 Reduced 13 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JNJ JOHNSON & JOHNSON Healthcare 8,799.0 $2.2M 1.44% NEW $253.97 +3.3%
2 CSCO CISCO SYSTEMS INC Technology 15,418.0 $1.8M 1.16% NEW $117.46 -3.9%
3 ANET ARISTA NETWORKS INC Technology 7,273.0 $1.2M 0.79% NEW $169.88 +18.8%
4 ORCL ORACLE CORP Technology 7,946.0 $1.2M 0.75% NEW $146.55 +0.1%
5 REGN REGENERON PHARMACEUTICALS Healthcare 1,120.0 $698K 0.45% NEW $623.54 +29.3%
6 EBAY EBAY INC Consumer Cyclical 5,370.0 $600K 0.39% NEW $111.75 -9.7%
7 NTRA NATERA INC Healthcare 2,089.0 $567K 0.36% NEW $271.45 +15.7%
8 ZTS ZOETIS INC Healthcare 6,208.0 $446K 0.29% NEW $71.86 +1.5%
9 DXCM DEXCOM INC Healthcare 6,263.0 $422K 0.27% NEW $67.35 +31.8%
10 UTHR UNITED THERAPEUTICS CORP Healthcare 770.0 $417K 0.27% NEW $541.83 -6.2%
11 FFIV F5 INC Technology 965.0 $401K 0.26% NEW $415.96 -4.9%
12 PODD INSULET CORP Healthcare 1,908.0 $290K 0.19% NEW $152.25 -8.2%
13 CSGP COSTAR GROUP INC Real Estate 9,293.0 $263K 0.17% NEW $28.32 +10.7%

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 36.4%
Energy 19.3%
Technology 15.6%
Real Estate 12.7%
Healthcare 10.0%
Communication Services 5.0%
Industrials 0.5%
Consumer Cyclical 0.4%