Fundstrat Granny Shots US Large Cap ETF

Tidal Trust III · 1 share class

Actively managed U.S. equity fund
One fund, 1 share class:GRNY
$4.37B NAV
41 positions · as of 2026-04-30 · filed 2026-06-25

Fund classification

Classified from what the fund holds · as of 2026 Q2

Fundstrat Granny Shots US Large Cap ETF is an actively managed U.S. equity fund. 23% of GRNY’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 97% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q1

The Fundstrat Granny Shots US Large Cap ETF (the Fund) seeks long-term capital appreciation.

Strategy · summarised

The fund is actively managed by Fundstrat Capital, LLC, which identifies broad economic and market themes—such as demographic shifts or technology trends—then screens large-cap U.S. companies with market capitalizations exceeding $10 billion for correlation with those themes using keyword analysis of earnings calls, financial metrics, and qualitative business alignment. Stocks that rank as top performers across two or more themes are selected and held in equal weight, rebalanced quarterly. Because portfolio inclusion depends on the sub-adviser's thematic assessments and quantitative screening, holdings will shift as those judgments evolve.

Portfolio turnover 51.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.00%
of net assets
Stocks98.96%
Cash & short-term1.04%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology27.6%
Industrials17.4%
Financials13.7%
Communication Services7.9%
8 smaller33.4%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
23%of stock holdings in top-quartile growers
covering 97% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 9 new8 exited

Largest new: OKE, APD, CVX, TPL, UNP, AMGN, PKG, PPG

Exited: LRCX, EMR, SPGI, EXPE, AXON, PANW, CRWD, SOFI

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+41.26%
3-year
18 of 36 months
5-year
18 of 60 months
Volatility
18.30%
Worst 3-yr fall
Cumulative return· Nov 2024 – Apr 2026

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Advanced Micro Devices IncAMD4.13%$180.47M
Quanta Services IncPWR3.17%$138.60M
GE Vernova IncGEV3.02%$132.15M
Amazon.com IncAMZN2.99%$130.74M
Strategy IncMSTR2.98%$130.38M
Alphabet IncGOOGL2.93%$127.95M
Broadcom IncAVGO2.91%$127.41M
Arista Networks IncANET2.85%$124.78M
Netflix IncNFLX2.79%$122.22M
KLA CorpKLAC2.72%$118.78M
Showing 10 of 41Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 30.49% of net assets, top 25 66.95%, across 41 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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