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Portfolio (Quarterly) Guide ↗

GraniteShares Advisors LLC

· CIK 0001839545
13F Portfolio $165M AUM 90 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 90 New
Page 2 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GBDC GOLUB CAP BDC INC COM Financial Services 199,627.0 $2.7M 1.65% NEW $13.57 -4.4%
22 FRA Blackrock Floating Rate Income Strategies Fund Incorporated Financial Services 229,783.0 $2.7M 1.64% NEW $11.78 -6.4%
23 NMFC NEW MTN FIN CORP COM Financial Services 293,799.0 $2.7M 1.64% NEW $9.21 -12.9%
24 JFR NUVEEN FLOAT RATE INC FD Financial Services 345,204.0 $2.7M 1.64% NEW $7.83 -3.6%
25 ABR Arbor Realty Trust Inc. Real Estate 347,870.0 $2.7M 1.64% NEW $7.76 -23.8%
26 EPD Enterprise Products Partners L Energy 84,178.0 $2.7M 1.64% NEW $32.06 +23.1%
27 PMT PennyMac Mortgage Investment Trust Real Estate 215,032.0 $2.7M 1.64% NEW $12.55 -16.3%
28 WES Western Midstream Partners LP Energy 68,222.0 $2.7M 1.64% NEW $39.50 +16.5%
29 FTF Franklin Limited Duration Income Trust Financial Services 438,079.0 $2.7M 1.64% NEW $6.15 -5.4%
30 ARLP Alliance Resource Partners, L.P. Energy 115,907.0 $2.7M 1.64% NEW $23.23 +6.9%
31 MPLX MPLX LP Energy 50,391.0 $2.7M 1.63% NEW $53.37 +4.2%
32 KRP KIMBELL ROYALTY PARTNERS LP Energy 228,676.0 $2.7M 1.63% NEW $11.76 +29.8%
33 Two Harbors Investment Corp. 255,961.0 $2.7M 1.63% NEW $10.50
34 DSU BLACKROCK DEBT STRATEGIES FD Financial Services 263,702.0 $2.7M 1.63% NEW $10.18 -3.8%
35 AGNC Agnc Investment Corp Real Estate 249,810.0 $2.7M 1.63% NEW $10.72 -4.3%
36 ORC Orchid Island Capital Inc. Real Estate 371,284.0 $2.7M 1.62% NEW $7.20 -5.1%
37 EFC Ellington Financial Inc Real Estate 196,578.0 $2.7M 1.62% NEW $13.58 -0.1%
38 DKL Delek Logistics Partners LP Energy 59,694.0 $2.7M 1.62% NEW $44.62 +16.1%
39 BSM Black Stone Minerals LP Energy 199,774.0 $2.7M 1.61% NEW $13.29 +4.6%
40 Annaly Capital Management, Inc. 117,366.0 $2.6M 1.59% NEW $22.36
Page 2 of 5  ·  90 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 35.4%
Technology 20.7%
Energy 15.9%
Real Estate 12.3%
Healthcare 8.3%
Communication Services 6.5%
Industrials 0.5%
Consumer Cyclical 0.5%