Fund HoldingsGranger Management LLC

Total Portfolio Value
$599.96M
Total Bought
$137.22M
Total Sold
$39.20M
Net Transaction
+$98.02M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)577,272760,707+183,435302,873415,01869.17%+112,145
ISHARES TR139,321299,321+160,00015,34333,6445.61%+18,300
AMAZON COM INC(AMZN)112,303112,500+19720,25721,7413.62%+1,483
APPLE INC(AAPL)24,56324,855+2924,2125,2350.87%+1,023
GOLDMAN SACHS GROUP INC(GS)3,3774,590+1,2131,4112,0760.35%+666
BANK AMERICA CORP35,71749,369+13,6521,3541,9630.33%+609
MORGAN STANLEY(MS)13,96919,600+5,6311,3151,9050.32%+590
JPMORGAN CHASE & CO.(JPM)7,2249,861+2,6371,4471,9940.33%+548
SNOWFLAKE INC(SNOW)2,9977,547+4,5504841,0200.17%+535
INVESCO QQQ TR19,10818,807-3018,4949,0241.50%+530
ALPHABET INC(GOOG)8,4748,794+3201,2791,6020.27%+323
SALESFORCE INC(CRM)4,6586,668+2,0101,4051,7140.29%+310
ALPHABET INC(GOOG)9,8809,88001,5041,8120.30%+308
MICROSOFT CORP(MSFT)8,6288,745+1173,6303,9090.65%+279
VANGUARD INDEX FDS0551+55102060.03%+206
TESLA INC(TSLA)01,020+1,02002020.03%+202
ISHARES TR19,24619,24601,0281,0230.17%-5
SELECT SECTOR SPDR TR
ST STR FINL ETF
13,18113,18105555420.09%-13
SIMON PPTY GROUP INC NEW(SPG)10,20410,20401,5971,5490.26%-48
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
42,95842,95801,3331,2350.21%-98
SELECT SECTOR SPDR TR
ST STR ENERG ETF
281,757255,063-26,69426,60123,2493.88%-3,352
DRAFTKINGS INC NEW(DKNG)651,245617,288-33,95729,57323,5623.93%-6,011
KLAVIYO INC(KVYO)2,945,4041,837,680-1,107,72475,04945,7407.62%-29,309
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