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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 4 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NET CLOUDFLARE INC - CLASS A Technology 3,141.0 $770K 0.49% -936.0 -23.0% $245.28 +25.2%
62 MSI MOTOROLA SOLUTIONS Technology 1,695.0 $704K 0.45% -172.0 -9.2% $415.29 +10.1%
63 REGN REGENERON PHARMACEUTICALS Healthcare 1,120.0 $698K 0.45% NEW $623.54 +29.3%
64 ADBE ADOBE INC Technology 3,385.0 $694K 0.45% -593.0 -14.9% $205.02 +23.9%
65 AXON AXON ENTERPRISE, INC Industrials 1,158.0 $649K 0.42% -107.0 -8.5% $560.61 +7.8%
66 BSX BOSTON SCIENTIFIC CP Healthcare 15,164.0 $647K 0.42% +2K +11.5% $42.68 +20.5%
67 EW EDWARDS LIFESCIENCES CORP Healthcare 7,074.0 $640K 0.41% -1K -17.2% $90.46 +0.4%
68 EBAY EBAY INC Consumer Cyclical 5,370.0 $600K 0.39% NEW $111.75 -9.7%
69 NTRA NATERA INC Healthcare 2,089.0 $567K 0.36% NEW $271.45 +15.7%
70 GRMN GARMIN LTD Technology 2,303.0 $547K 0.35% -349.0 -13.2% $237.54 +29.5%
71 ADSK AUTODESK INC Technology 2,604.0 $506K 0.33% -469.0 -15.3% $194.42 +24.3%
72 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,620.0 $488K 0.31% -135.0 -7.7% $301.03 -25.4%
73 TWLO TWILIO INC - A Communication Services 2,344.0 $484K 0.31% -1K -36.8% $206.33 +10.8%
74 VEEV VEEVA SYSTEMS INC Healthcare 2,723.0 $483K 0.31% -494.0 -15.4% $177.47 +34.3%
75 MDB MONGODB INC Technology 1,393.0 $468K 0.30% -356.0 -20.4% $335.90 +30.6%
76 RMD RESMED INC Healthcare 2,320.0 $452K 0.29% -176.0 -7.0% $194.88 +13.1%
77 INCY INCYTE CORPORATION Healthcare 3,968.0 $450K 0.29% -899.0 -18.5% $113.36 +8.9%
78 ZTS ZOETIS INC Healthcare 6,208.0 $446K 0.29% NEW $71.86 +1.5%
79 FICO FAIR ISAAC CORP Technology 360.0 $430K 0.28% -72.0 -16.7% $1194.78 -10.9%
80 DXCM DEXCOM INC Healthcare 6,263.0 $422K 0.27% NEW $67.35 +31.8%
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 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%