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Portfolio (Quarterly) Guide ↗

Grange Capital, LLC

· CIK 0002048387
13F Portfolio $100M AUM 46 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 13 Added 20 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VEU VANGUARD INTL EQUITY INDEX F 106,297.0 $8.0M 7.95% +6K +5.7% $75.10 +10.0%
2 VGK VANGUARD INTL EQUITY INDEX F 92,265.0 $7.6M 7.58% +1K +1.5% $82.43 +7.7%
3 DVYE ISHARES INC 112,952.0 $3.9M 3.87% +10K +9.5% $34.38 -0.3%
4 MSFT MICROSOFT CORP Technology 7,889.0 $2.9M 2.91% +188.0 +2.4% $370.17 +13.2%
5 PANW PALO ALTO NETWORKS INC Technology 17,143.0 $2.7M 2.74% +5K +36.4% $160.32 +57.8%
6 KKR KKR & CO INC Financial Services 28,946.0 $2.7M 2.67% +14K +93.7% $92.50 +2.4%
7 BLUE OWL CAPITAL CORPORATION 98,638.0 $1.1M 1.09% +2K +1.9% $11.06
8 TSLA TESLA INC Consumer Cyclical 1,973.0 $733K 0.73% +129.0 +7.0% $371.75 +12.2%
9 IVV ISHARES TR 771.0 $504K 0.50% +29.0 +3.9% $653.21 +14.2%
10 IWF ISHARES TR 1,060.0 $452K 0.45% +11.0 +1.1% $426.40 -70.8%
11 HD HOME DEPOT INC Consumer Cyclical 1,069.0 $352K 0.35% +17.0 +1.6% $328.88 -4.6%
12 V VISA INC Financial Services 964.0 $291K 0.29% +64.0 +7.1% $302.24 +9.4%
13 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 17,651.0 $75K 0.07% +2K +10.3% $4.23 +112.1%

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 38.0%
Technology 27.3%
Industrials 9.0%
Real Estate 8.0%
Communication Services 7.7%
Consumer Cyclical 7.1%
Energy 2.0%
Consumer Defensive 0.8%
Healthcare 0.2%