GRNY: Tom Lee Shakes Up Fundstrat's Flagship Fund
Fundstrat Granny Shots US Large Cap ETF earns a reiterated "Buy" rating, outperforming the S&P 500 by 2.5 percentage points since July 2025. GRNY's portfolio is now more balanced, reducing tech exposure below 30% and increasing cyclicals, positioning for a market rally broadening. The ETF's weighted-average long-term EPS growth rate is nearly 14%, with a mid-20s P/E multiple, reflecting a premium to the S&P 500.
GRNY: Making Appropriate Moves Thus Far In 2026
The Fundstrat Granny Shots US Large Cap ETF (GRNY) has outperformed peers in early 2026 by dynamically reallocating toward energy and diversifying sector exposure. GRNY's strategy blends short-term macro themes with long-term secular trends, requiring holdings to fit at least two thematic criteria for inclusion. Recent portfolio shifts reduced tech concentration, increased energy allocation to 8%, and expanded sector coverage to ten, reflecting responsive management.
GRNY: Risk Remains Elevated For Tom Lee's $4B Granny Shots ETF
The Fundstrat Granny Shots US Large Cap ETF is a thematic ETF managed by Tom Lee, a well-known market strategist and founder of Fundstrat Capital. Its expense ratio is 0.75%, and the fund has $4B in assets. GRNY holds stocks based on specific themes, including short-term ones like Style Tilt and Seasonality and longer-term ones like Energy and Cyber Security and Millennials. This update highlights GRNY's continued appeal from a GARP perspective, given its 19.89x forward P/E ratio and 17.62% next year portfolio EPS growth rate.
GRNY: Bullish Heading In 2026 As AI Boom Continues (Rating Upgrade)
Fundstrat Granny Shots US Large Cap ETF (GRNY) delivers market-beating returns with a diversified, theme-driven approach focused on AI, energy, and fintech. GRNY's risk profile is lower than ARKK, with only 27% of assets in its top ten holdings and minimal turnover, supporting volatility tolerance. AI, energy infrastructure, and fintech exposure position GRNY for continued growth in 2026, leveraging secular trends in technology and blockchain.
GRNY: At 65x P/E This ETF Looks Like A Ticking Time Bomb
The Fundstrat Granny Shots U.S. Large Cap ETF (GRNY) trades at dangerously high valuation, with an average P/E of 65.12. Top holdings such as Tesla (256x), Robinhood (73x), and Palo Alo Networks (130x) highlight the ETFs extreme concentration in sentiment-driven, richly valued names. The valuation is higher than the Nikkei in 1989 and the Nifty Fifty in the early 1970s, both of which led to sharp long-term drawdowns.
GRNY: Tom Lee's $3B Granny Shots ETF Hitting Nothing But Net - For Now
GRNY's massive success continues. It's now crossed the $3B assets under management threshold and has gained 8.00% since my review two months ago. Tom Lee's thematic approach to stock selection provides investors with a completely different look at the U.S. growth space, which helps justify its hefty 0.75% expense ratio. This article highlights how "style tilt" is a prevalent theme, and my analysis strongly indicates momentum is a big part of the ETF's 27.55% total return since November 2024.
GRNY: The Only Active ETF I'm Buying Right Now
GRNY delivers a high-conviction, actively managed ETF built on 7 macro themes, outperforming major passive peers since its late 2024 launch. The fund's strategy blends top-down and bottom-up analysis, targeting large-cap U.S. stocks aligned with short- and long-term economic drivers. While GRNY trades at a premium and carries concentration risk, its thematic approach and active management justify the higher expense ratio for me.
Like the Granny Shot, This ETF Is Doing Something Seldom Seen
Like the “granny shot” in the game of basketball, the Fundstrat Granny Shots ETF (GRNY) is doing something seldom seen these days in the ETF world — it amassed over $2 billion in assets in less than nine months. Its growth trajectory is already making it one of the fastest-growing ETFs ever.
GRNY: A Quant-Fundamental Playbook Built For Alpha
Fundstrat Granny Shots US Large Cap ETF's rapid AUM growth and strong initial returns highlight investor confidence in Fundstrat's active, conviction-based 'Granny Shots' methodology. The ETF's unique multi-theme, fundamentally driven approach, and agile portfolio management offer high alpha potential and differentiated sector allocations. GRNY demonstrates resilience, outperforming in market rallies and limiting underperformance in downturns, suggesting strong risk-adjusted return prospects.
GRNY: Inside The $2B Surge Of Tom Lee's Active Granny Shots ETF
Fundstrat Granny Shots US Large Cap ETF is one of the fastest-growing active U.S. equity ETFs, amassing over $2 billion in assets under management in less than nine months. Tom Lee's "Granny Shots" approach is theme-based and selects mostly large- and mega-cap growth stocks in equal weight. The portfolio rebalances quarterly, and Fundstrat is fully transparent with the results. Total returns have been incredible so far. Since November 7, 2024, GRNY has gained 18.35%, or 5.46% more than QQQM, an ETF tracking the Nasdaq-100 Index.
GRNY: A Conventional Investing Approach Focusing On High Concentration-Risk Stocks
Market breadth is extremely narrow, making passive index investing less attractive and increasing the potential for active management to outperform. GRNY ETF claims an unconventional approach but mostly mirrors S&P 500 heavyweights, focusing on overvalued, popular large-cap themes like AI and tech. While GRNY has outperformed major indices since inception, its success relies on continued momentum in already expensive stocks and questionable macro themes.
Tom Lee: Price to equity ratios aren't expensive if 10-year bond yield comes down
Tom Lee, Fundstrat Global Advisors co-founder, joins 'Squawk on the Street' to discuss why the market rally has been so hated, if markets are expensive and much more.
