Grant Portfolio Holdings
Grant
- $170 Million
- Q1 2025
Grant has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $170 Million distributed in 134 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $17.8M, Spdr Gold Trust with a value of $14.1M, J P Morgan Exchange Traded Fd with a value of $6.13M, Oracle Corp with a value of $4.9M, and Vanguard Index Fds S&P 500 ETF with a value of $4.43M.
Examining the 13F form we can see an decrease of $9.18M in the current position value, from $179M to 170M.
Below you can find more details about Grant portfolio as well as his latest detailed transactions.
Portfolio value
$170 Million
ETFs: $120 Million
Technology: $16.3 Million
Financial Services: $7.59 Million
Healthcare: $7.42 Million
Consumer Defensive: $4.91 Million
Industrials: $4.73 Million
Consumer Cyclical: $2.75 Million
Communication Services: $2.57 Million
Other: $3.72 Million