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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
Page 3 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PFLT Pennantpark Floating Rate Capital Ltd. Financial Services 302,342.0 $2.3M 1.45% +40K +15.1% $7.48 -2.9%
42 JNJ JOHNSON & JOHNSON Healthcare 8,799.0 $2.2M 1.44% NEW $253.97 +3.3%
43 NMFC NEW MTN FIN CORP COM Financial Services 303,327.0 $2.2M 1.40% +40K +15.1% $7.17 +4.2%
44 FSK FS KKR CAPITAL CORP Financial Services 189,067.0 $2.0M 1.28% +25K +15.1% $10.50 +14.4%
45 ABR Arbor Realty Trust Inc. Real Estate 357,270.0 $1.9M 1.25% +45K +14.4% $5.42 -7.7%
46 CSCO CISCO SYSTEMS INC Technology 15,418.0 $1.8M 1.16% NEW $117.46 -3.9%
47 PANW PALO ALTO NETWORKS INC Technology 4,609.0 $1.6M 1.01% -3K -40.4% $341.02 +10.2%
48 ANET ARISTA NETWORKS INC Technology 7,273.0 $1.2M 0.79% NEW $169.88 +18.8%
49 CRWD CROWDSTRIKE HOLDINGS INC Technology 1,602.0 $1.2M 0.79% -1K -39.8% $190.78 +12.1%
50 PLTR PALANTIR TECHNOLOGIE Technology 10,343.0 $1.2M 0.78% -2K -16.7% $116.67 +47.9%
51 ORCL ORACLE CORP Technology 7,946.0 $1.2M 0.75% NEW $146.55 +0.1%
52 ISRG INTUITIVE SURG, INC. Healthcare 2,483.0 $987K 0.64% -143.0 -5.5% $397.68 -1.8%
53 SYK STRYKER CORP Healthcare 3,070.0 $967K 0.62% -83.0 -2.6% $314.84 +5.3%
54 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,820.0 $904K 0.58% -238.0 -11.6% $496.73 +3.8%
55 CDNS CADENCE DESIGN SYSTEMS INC Technology 2,338.0 $877K 0.56% -771.0 -24.8% $375.32 -13.8%
56 FORTINET INC 5,692.0 $874K 0.56% -3K -37.4% $153.62
57 CRM SALESFORCE.COM INC Technology 5,563.0 $872K 0.56% -1K -18.8% $156.66 +21.9%
58 SNOW SNOWFLAKE INC-CLASS A Technology 3,385.0 $861K 0.55% -1K -30.4% $254.50 +29.7%
59 DDOG DATADOG INC Technology 3,051.0 $794K 0.51% -2K -44.7% $260.36 -5.0%
60 NOW SERVICENOW INC Technology 7,838.0 $778K 0.50% -2K -21.3% $99.28 +18.6%
Page 3 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 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%