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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 4 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MDB MONGODB INC Technology 2,039.0 $856K 0.52% NEW $419.69 -24.3%
62 EW EDWARDS LIFESCIENCES CORP Healthcare 9,945.0 $848K 0.52% NEW $85.25 -2.4%
63 AXON AXON ENTERPRISE, INC Industrials 1,477.0 $839K 0.51% NEW $567.93 -31.4%
64 FORTINET INC 10,476.0 $832K 0.51% NEW $79.41
65 WDAY WORKDAY INC Technology 3,862.0 $829K 0.50% NEW $214.78 -41.1%
66 EXPE EXPEDIA GROUP, INC. Consumer Cyclical 2,659.0 $753K 0.46% NEW $283.31 -23.0%
67 FICO FAIR ISAAC CORP Technology 440.0 $744K 0.45% NEW $1690.62 -27.4%
68 DDOG DATADOG INC Technology 5,411.0 $736K 0.45% NEW $135.99 +60.3%
69 GRMN GARMIN LTD Technology 3,584.0 $727K 0.44% NEW $202.85 +18.2%
70 RDDT REDDIT INC-CL A Communication Services 3,153.0 $725K 0.44% NEW $229.87 -36.2%
71 VEEV VEEVA SYSTEMS INC Healthcare 3,228.0 $721K 0.44% NEW $223.23 -26.1%
72 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,786.0 $710K 0.43% NEW $397.65 -24.4%
73 RMD RESMED INC Healthcare 2,927.0 $705K 0.43% NEW $240.87 -12.9%
74 INSM INSMED INCORPORATED Healthcare 3,905.0 $680K 0.41% NEW $174.04 -37.1%
75 TWLO TWILIO INC - A Communication Services 4,244.0 $604K 0.37% NEW $142.24 +33.1%
76 HUBS HUBSPOT INC Technology 1,501.0 $602K 0.37% NEW $401.30 -50.6%
77 ZS ZSCALER INC Technology 2,675.0 $602K 0.36% NEW $224.92 -22.4%
78 AFRM AFFIRM HOLDINGS INC Technology 7,905.0 $588K 0.36% NEW $74.43 -9.7%
79 VRSN VERISIGN INC Technology 2,300.0 $559K 0.34% NEW $242.95 +24.7%
80 INCY INCYTE CORPORATION Healthcare 5,607.0 $554K 0.34% NEW $98.77 -1.4%
Page 4 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%