Arkolith/Funds/Grange Capital, LLC

Grange Capital, LLC

CIK 2048387
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Grange Capital, LLC holds a focused book of 54 stocks worth $108.5M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Constellation Energy and trimmed Vanguard Ftse Europe ETF. Their largest long position is Vanguard Ftse All-World Ex-U at 8% of the equity book. Cloning the disclosed picks since 2025 would be +22% (+13.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Grange Capital, LLC's latest
holdings, largest changes, and filing provenance.
Opened
28
new positions
Added to
13
existing
Trimmed
24
reduced
Sold out
7
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+21.9%
+13.8%/yr · since Jan '25
Their reported book
+19.7%
held from quarter-end
S&P 500
+27.5%
same window
$8K$9K$10K$12K$13KJan '25May '25Aug '25Dec '25Apr '26Aug '26
Grange Capital, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.1 points over this window.

Growth of $10,000 cloning Grange Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
35%
Top 10 holdings
57%
Top 20 holdings
80%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

37% mapped to company sectors

ETF / fund or unclassified
63%
Information Technology
15%
Financials
8%
Utilities
5%
Real Estate
3%
Consumer Discretionary
3%
Health Care
1%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Grange Capital, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY74 / 54$518.9B
UBS Group AG74 / 54$132.6B
BANK OF AMERICA CORP /DE/73 / 54$360.4B
WELLS FARGO & COMPANY/MN73 / 54$147.5B
LPL Financial LLC73 / 54$75.2B
OSAIC HOLDINGS, INC.73 / 54$16.7B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC73 / 54$14.8B
CWM, LLC73 / 54$6.6B

Ranked by how many of Grange Capital, LLC's top 54 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

54 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Intl Equity Index F
ALLWRLD EX US
$9.2M109.7K
8.5%
+3.2%
Added · +3K sh
2Vanguard Index FDS
S&P 500 ETF SHS
$8.1M11.8K
7.5%
+406%
Added · +9K sh
3Vanguard Intl Equity Index F
FTSE EUROPE ETF
$8.1M91.1K
7.4%
−1.2%
Reduced · −1K sh
4Ishares TR
MSCI EMG MKT ETF
$6.4M94.0K
5.9%
+3.4%
Added · +3K sh
5Invesco Exchange Traded FD T
S&P500 EQL WGT
$6.0M28.2K
5.5%
+5.4%
Added · +1K sh
6Palo Alto Networks Inc
COM
$5.7M16.6K
5.2%
−3.0%
Reduced · −524 sh
7Blackstone Inc
COM
$5.6M47.7K
5.2%
−1.5%
Reduced · −709 sh
8Constellation Energy Corp
COM
$4.7M18.8K
4.3%
New
New position
9Invesco Exchange Traded FD T
S&P 500 GARP ETF
$4.3M35.1K
4.0%
−65%
Reduced · −64K sh
10Ishares Inc
EM MKTS DIV ETF
$3.5M109.6K
3.3%
−2.9%
Reduced · −3K sh
11Alphabet Inc
CAP STK CL A
$3.5M9.8K
3.2%
−2.1%
Reduced · −211 sh
12Microsoft Corp
COM
$3.2M8.5K
2.9%
+7.4%
Added · +583 sh
13Starwood Ppty TR Inc
COM
$3.1M189.9K
2.9%
−1.9%
Reduced · −4K sh
14State STR SPDR S&P 500 ETF T
TR UNIT
$2.9M3.9K
2.7%
−4.5%
Reduced · −188 sh
15KKR & Co Inc
COM
$2.9M31.3K
2.6%
+8.1%
Added · +2K sh
16Global X FDS
ARTIFICIAL ETF
$2.5M37.4K
2.3%
+11%
Added · +4K sh
17Apple Inc
COM
$2.0M7.0K
1.9%
−5.2%
Reduced · −385 sh
18Calamos Conv Opportunities &
SH BEN INT
$2.0M146.0K
1.8%
−50%
Reduced · −148K sh
19Invesco QQQ TR
UNIT SER 1
$1.9M2.6K
1.7%
−0.8%
Reduced · −21 sh
20Vanguard Index FDS
MID CAP ETF
$1.7M21.1K
1.6%
+299%
Added · +16K sh
21Nvidia Corporation
COM
$1.7M8.3K
1.5%
−29%
Reduced · −3K sh
22Vanguard Index FDS
GROWTH ETF
$1.5M17.1K
1.4%
+461%
Added · +14K sh
23Ishares TR
INTL SEL DIV ETF
$1.5M35.2K
1.3%
+65%
Added · +14K sh
24Amazon Com Inc
COM
$1.1M4.6K
1.0%
+1.4%
Added · +65 sh
25Ishares TR
CORE S&P TTL STK
$1.1M6.7K
1.0%
−7.8%
Reduced · −564 sh
26Blue Owl Capital Corporation
COM
$1.1M96.6K
1.0%
−2.0%
Reduced · −2K sh
27Vanguard Index FDS
SMALL CP ETF
$1.0M3.5K
1.0%
−3.3%
Reduced · −119 sh
28Vanguard Index FDS
SM CP VAL ETF
$1.0M4.2K
0.9%
−8.6%
Reduced · −391 sh
29BlackRock ETF Trust
ISHA I IN TE ETF
$863K16.4K
0.8%
New
New position
30Genedx Holdings Corp
COM CL A
$840K12.2K
0.8%
New
New position
31Vaneck ETF Trust
BDC INCOME ETF
$778K61.4K
0.7%
New
New position
32Tesla Inc
COM
$721K1.7K
0.7%
−13%
Reduced · −258 sh
33Nike Inc
CL B
$683K16.6K
0.6%
−6.1%
Reduced · −1K sh
34Vistra Corp
COM
$674K4.2K
0.6%
New
New position
35Builders Firstsource Inc
COM
$605K6.8K
0.6%
−58%
Reduced · −9K sh
36Tidal Trust III
VIST ARTI IN ETF
$576K6.8K
0.5%
New
New position
37Ishares TR
RUS 1000 GRW ETF
$526K4.2K
0.5%
+300%
Added · +3K sh
38Ishares TR
CORE S&P500 ETF
$498K665
0.5%
−14%
Reduced · −106 sh
39Vanguard Index FDS
TOTAL STK MKT
$489K1.3K
0.5%
−8.1%
Reduced · −117 sh
40Alphabet Inc
CAP STK CL C
$428K1.2K
0.4%
Held
41Corning Inc
COM
$401K1.6K
0.4%
New
New position
42Home Depot Inc
COM
$372K1.1K
0.3%
−1.4%
Reduced · −15 sh
43Shell PLC
SPON ADS
$342K4.4K
0.3%
−0.3%
Reduced · −13 sh
44Visa Inc
COM CL A
$331K964
0.3%
Held
45Lam Research Corp
COM NEW
$329K759
0.3%
New
New position
46Unitedhealth Group Inc
COM
$295K710
0.3%
New
New position
47Costco Wholesale Corporation
COM
$294K314
0.3%
−0.3%
Reduced · −1 sh
48Infleqtion Inc
COM SHS
$266K19.9K
0.2%
New
New position
49Invesco Exchange Traded FD T
RAFI US 1000 ETF
$254K4.7K
0.2%
New
New position
50Rocket Lab Corp
COM
$248K2.4K
0.2%
New
New position
Showing 50 of 54 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 202654$108.5M13F-HR
Q1 2026Mar 31, 2026Apr 28, 202646$100.4M13F-HR
Q4 2025Dec 31, 2025Feb 3, 202647$104.2M13F-HR
Q3 2025Sep 30, 2025Nov 7, 202545$103.5M13F-HR
Q2 2025Jun 30, 2025Aug 7, 202548$95.6M13F-HR
Q1 2025Mar 31, 2025May 2, 202546$85.8M13F-HR
Q4 2024Dec 31, 2024Jan 21, 202542$95.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.