Grange Capital, LLC

Wealth advisor Mechanical CIK 2048387
League rank
#300
in Wealth advisor · #1886 overall
Long book
$100.4M
Q1 2026
Positions
46
Top-10 weight
57%
concentration
Last quarter
+14.4%
SPY +14.8%
Turnover
25%
of book per quarter

Strategy in plain words

auto-generated from filings

Grange Capital, LLC is a wealth-management firm allocating client money, running a $100.4M US long book across 46 positions.

The portfolio is concentrated: the top 10 names carry 57% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: INVESCO S&P 500 GARP ETF, VANGUARD FTSE ALL-WORLD EX-U, VANGUARD FTSE EUROPE ETF, BLACKSTONE INC, ISHARES MSCI EMERGING MARKET.

Over the last 6 quarters its long book ran on average 0.4pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2024
-6.8%
Q1 2025
+13.2%
Q2 2025
+9.7%
Q3 2025
+0.6%
Q4 2025
-5.9%
Q1 2026
+14.4%

Sector allocation

Technology
46%
Financials
26%
Industrials
10%
Consumer discretionary
9%
Other
6%
Energy
1%
Services media
1%
Healthcare
0%

Long book by quarter

$95.4M
Q4 2024
$85.8M
Q1 2025
$95.6M
Q2 2025
$103.5M
Q3 2025
$104.2M
Q4 2025
$100.4M
Q1 2026

What does Grange Capital, own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
BX BLACKSTONE INCFinancials48.4K$5.6M5.5%-0.5%
MSFT MICROSOFT CORPTechnology7.9K$2.9M2.9%+2.4%
GOOGL ALPHABET INC-CL ATechnology10.0K$2.9M2.9%-8.6%
PANW PALO ALTO NETWORKS INCTechnology17.1K$2.7M2.7%+36.4%
KKR KKR & CO INCFinancials28.9K$2.7M2.7%+93.7%
SERV SERVE ROBOTICS INCIndustrials287.4K$2.4M2.4%New
NVDA NVIDIA CORPTechnology11.7K$2.0M2.0%-32.7%
AAPL APPLE INCTechnology7.4K$1.9M1.9%+0.1%
PLTR PALANTIR TECHNOLOGIES INC-ATechnology10.7K$1.6M1.6%-1.5%
BLDR BUILDERS FIRSTSOURCE INCConsumer discretionary16.1K$1.3M1.3%-16.4%
OBDC BLUE OWL CAPITAL CORP98.6K$1.1M1.1%+1.9%
AMZN AMAZON.COM INCConsumer discretionary4.5K$942K0.9%+0.3%
NKE NIKE INC -CL BOther17.7K$937K0.9%-2.7%
TSLA TESLA INCIndustrials2.0K$733K0.7%+7.0%
HD HOME DEPOT INCConsumer discretionary1.1K$352K0.4%+1.6%
GOOG ALPHABET INC-CL CTechnology1.2K$347K0.3%-2.3%
COST COSTCO WHOLESALE CORPConsumer discretionary315$314K0.3%-24.6%
V VISA INC-CLASS A SHARESServices media964$291K0.3%+7.1%
CVX CHEVRON CORPEnergy1.1K$228K0.2%New
AMD ADVANCED MICRO DEVICESTechnology1.1K$226K0.2%Held
XOM EXXON MOBIL CORPEnergy1.2K$201K0.2%New
SLS SELLAS LIFE SCIENCES GROUP IHealthcare17.7K$75K0.1%+10.3%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 28, 202646$100.4M canonicalSEC ↗
Q4 202513F-HRFeb 3, 202647$104.2M canonicalSEC ↗
Q3 202513F-HRNov 7, 202545$103.5M canonicalSEC ↗
Q2 202513F-HRAug 7, 202548$95.6M canonicalSEC ↗
Q1 202513F-HRMay 2, 202546$85.8M canonicalSEC ↗
Q4 202413F-HRJan 21, 202542$95.4M canonicalSEC ↗