Morningstar

Fundstrat Granny Shots US Large Cap ETF GRNY

Morningstar Medalist Rating
Medalist Rating as of | See Fundstrat Investment Hub

Morningstar’s Analysis GRNY

Will GRNY outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GRNY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GRNY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GRNY’s parent organization’s priorities and whether they’re in line with investors’ interests.

Manager Change on Fundstrat Granny Shots US Large Cap ETF Does Not Affect Ratings

null Andrew Daniels

Andrew Daniels

Analyst Note

Ben McCaig was removed as a listed manager on Fundstrat Granny Shots US Large Cap ETF in June 2026. McCaig had been a listed manager here since this exchange-traded fund's November 2024 inception, though he was not making investment decisions. Instead, he and fellow listed manager Qiao Duan of advisor Tidal Investments were responsible for trading and execution of the ETF. Stephen Foy, who serves as Tidal's senior vice president of trading, replaced McCaig, who is no longer at the firm.

by Andrew Daniels
Published on

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Portfolio Holdings GRNY

More GRNY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Strategy Inc Class A

3.03 132M
Technology

Advanced Micro Devices Inc

2.89 126M
Technology

Tesla Inc

2.78 121M
Consumer Cyclical

Palantir Technologies Inc Ordinary Shares - Class A

2.69 117M
Technology

Lockheed Martin Corp

2.63 114M
Industrials

Apple Inc

2.62 114M
Technology

Microsoft Corp

2.61 114M
Technology

Deere & Co

2.61 114M
Industrials

Philip Morris International Inc

2.60 113M
Consumer Defensive

Cadence Design Systems Inc

2.59 113M
Technology

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