The rebalance reflects Fundstrat Capital's proprietary investment framework, which targets large-cap equities aligned with seven key macro themes, including technological adoption, demographic shifts, and evolving labor market conditions. The firm added CF, LLY, NOW, ORCL, PM, and UNH to the portfolio, while exiting positions in AMGN, CVX, and PPG. Chief Investment Officer Thomas "Tom" Lee stated that the adjustments are designed to adapt the strategy to shifting real-time market conditions.
Fundstrat Capital Adjusts Granny Shots ETF Portfolio
With over $4.4 billion in assets, the Fundstrat Granny Shots US Large Cap ETF has completed its quarterly rebalance for May 2026. The shift adds six new holdings while removing three, as the firm recalibrates its strategy to favor durable growth and defensive resilience amid a challenging market outlook.
As of June 1, 2026, the firm manages approximately $5.02 billion across its Granny Shots suite, which includes GRNY, GRNI, and GRNJ. The flagship fund, GRNY, remains one of the fastest-growing actively managed large-cap ETFs since its November 2024 launch. Tidal Investments LLC serves as the investment adviser for the funds, with Fundstrat Capital acting as the sub-adviser.
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