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Portfolio (Quarterly) Guide ↗

Granger Management LLC

· CIK 0001842881
13F Portfolio $378M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ACWI ISHARES TR 1,858,121.0 $262.9M 69.49% NEW $141.49 +11.2%
2 SPY SPDR S&P 500 ETF TR Financial Services 122,825.0 $84.0M 22.20% NEW $683.92 +9.5%
3 XLE SELECT SECTOR SPDR TR 496,946.0 $22.2M 5.87% NEW $44.71 +30.4%
4 AMZN AMAZON COM INC Consumer Cyclical 32,511.0 $7.5M 1.98% NEW $230.82 +13.6%
5 QQQ INVESCO QQQ TR Financial Services 2,319.0 $1.4M 0.38% NEW $614.31 +18.4%
6 AAPL APPLE INC Technology 1,100.0 $299K 0.08% NEW $272.04 +13.7%

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 91.6%
Consumer Cyclical 8.0%
Technology 0.3%