SEC 13F Intelligence

Managers / Q1 2026

Grange Capital, LLC

CIK 0002048387 · 6600 SW 105TH AVE, SUITE 220, BEAVERTON, OR, 97008 · 971-708-6659

Reported Value
$100M
Q1 2026
Positions
46
Filings on Record
6
2019–present window
Filed
Apr 28, 2026
original filing

Summary

Grange Capital, LLC reported $100M in U.S.-listed holdings across 46 positions for Q1 2026.

Its largest position, Invesco Exchange Traded Fd T, represents 10.7% of the portfolio.

Compared with Q4 2025, the fund opened 6 new positions and exited 7.

Portfolio Metrics

Turnover
+15.7%
vs prior filed quarter
Top-10 Concentration
+56.9%
share of reported value
Largest Position
+10.7%
Invesco Exchange Traded Fd T
New / Exited
6 / 7
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $95MQ4 ’24Q1 ’25: $86MQ1 ’25Q2 ’25: $96MQ2 ’25Q3 ’25: $103MQ3 ’25Q4 ’25: $104MQ4 ’25Q1 ’26: $100MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 61.5%Common Stock: 31.7%REIT: 3.3%Closed-End Fund: 3.2%ADR: 0.4%
  • ETP · 61.5% · $62M
  • Common Stock · 31.7% · $32M
  • REIT · 3.3% · $3M
  • Closed-End Fund · 3.2% · $3M
  • ADR · 0.4% · $411,618

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ISHARES TRNEW+90.9K90.9K+$5M$5M
ISHARES TRNEW+57.0K57.0K+$5M$5M
SERVSERVE ROBOTICS INCNEW+287.4K287.4K+$2M$2M
ISHARES TRNEW+21.4K21.4K+$910,699$910,699
CHVCHEVRON CORPORATIONNEW+1.1K1.1K+$228,211$228,211
EXMOCEXXON MOBIL CORPNEW+1.2K1.2K+$200,877$200,877
ALSALLSTATE CORPSOLD OUT15.5K0$3M$0
VRTXVERTEX PHARMACEUTICALS INCSOLD OUT3.3K0$1M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

33 positions
#IssuerClass% PortfolioValueShares
1INVESCO EXCHANGE TRADED FD TS&P 500 GARP ETF · S&P500 EQL WGT15.79%$16M126.3K
2VANGUARD INTL EQUITY INDEX FALLWRLD EX US · FTSE EUROPE ETF15.53%$16M198.6K
3ISHARES TRMSCI EMG MKT ETF · EXPANDED TECH · CORE S&P TTL STK · INTL SEL DIV ETF · CORE S&P500 ETF · RUS 1000 GRW ETF12.57%$13M178.3K
4VUGVANGUARD INDEX FDSMID CAP ETF · S&P 500 ETF SHS · GROWTH ETF · SM CP VAL ETF · SMALL CP ETF · TOTAL STK MKT6.61%$7M20.2K
5BXBLACKSTONE INChistory →COM5.54%$6M48.4K
6ISHARES INCEM MKTS DIV ETF3.87%$4M113.0K
7STWDSTARWOOD PPTY TR INChistory →COM3.32%$3M193.5K
8GOOGLALPHABET INCCAP STK CL A · CAP STK CL C3.22%$3M11.3K
9CALAMOS CONV OPPORTUNITIES &SH BEN INT3.15%$3M294.4K
10MSFTMICROSOFT CORPhistory →COM2.91%$3M7.9K
11PANWPALO ALTO NETWORKS INChistory →COM2.74%$3M17.1K
12STATE STR SPDR S&P 500 ETF TTR UNIT2.67%$3M4.1K
13KKRKKR & CO INChistory →COM2.67%$3M28.9K
14SERVSERVE ROBOTICS INChistory →COM2.42%$2M287.4K
15NVDANVIDIA CORPORATIONhistory →COM2.03%$2M11.7K
16AAPLAPPLE INChistory →COM1.88%$2M7.4K
17GLOBAL X FDSARTIFICIAL ETF1.57%$2M33.9K
18PLTRPALANTIR TECHNOLOGIES INChistory →CL A1.56%$2M10.7K
19NDQINVESCO QQQ TRhistory →UNIT SER 11.49%$1M2.6K
20WCBRWISDOMTREE TRhistory →CYBERSECURITY FD1.35%$1M54.2K
21BLDRBUILDERS FIRSTSOURCE INChistory →COM1.32%$1M16.1K
22OBDCBLUE OWL CAPITAL CORPORATIONhistory →COM1.09%$1M98.6K
23AMZNAMAZON COM INCCOM0.94%$941,7394.5K
24NKENIKE INCCL B0.93%$936,56917.7K
25TSLATESLA INCCOM0.73%$733,4632.0K
26SHELSHELL PLCSPON ADS0.41%$411,6184.4K
27HDHOME DEPOT INCCOM0.35%$351,5701.1K
28COSTCOSTCO WHOLESALE CORPORATIONCOM0.31%$313,875315
29VVISA INCCOM CL A0.29%$291,359964
30CHVCHEVRON CORPORATIONCOM0.23%$228,2111.1K
31AMDADVANCED MICRO DEVICES INCCOM0.23%$226,4181.1K
32EXMOCEXXON MOBIL CORPCOM0.20%$200,8771.2K
33SLSSELLAS LIFE SCIENCES GROUP ICOM NEW0.07%$74,66417.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$100M46Apr 28, 202613F-HRchanges · EDGAR ↗
Q4 2025$104M47Feb 3, 202613F-HRchanges · EDGAR ↗
Q3 2025$103M45Nov 7, 202513F-HRchanges · EDGAR ↗
Q2 2025$96M48Aug 7, 202513F-HRchanges · EDGAR ↗
Q1 2025$86M46May 2, 202513F-HRchanges · EDGAR ↗
Q4 2024$95M42Jan 21, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.