{"id":970019,"date":"2026-06-03T08:16:35","date_gmt":"2026-06-03T12:16:35","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/tom-lees-fundstrat-capital-announces-may-2026-rebalance-for-granny-shots-large-cap-etfs\/"},"modified":"2026-06-03T08:16:35","modified_gmt":"2026-06-03T12:16:35","slug":"tom-lees-fundstrat-capital-announces-may-2026-rebalance-for-granny-shots-large-cap-etfs","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/tom-lees-fundstrat-capital-announces-may-2026-rebalance-for-granny-shots-large-cap-etfs\/","title":{"rendered":"Tom Lee’s Fundstrat Capital Announces May 2026 Rebalance for Granny Shots Large Cap ETFs"},"content":{"rendered":"
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PR Newswire<\/p>\n<\/p><\/div>\n

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\n Fundstrat Granny Shots US Large Cap ETF (NYSE Arca: GRNY) ranks among the fastest-growing actively managed large-cap equity ETF launches with more than $4.4 billion in assets under management.\u00b9<\/i>\n <\/p>\n

\n Fundstrat Granny Shots US Large Cap & Income ETF (NYSE Arca: GRNI) pairs the thematic equity holdings of flagship GRNY with an actively managed options overlay designed to generate monthly income.<\/i>\n <\/p>\n

\n NEW YORK<\/span>, June 3, 2026<\/span> \/PRNewswire\/ —\u00a0Fundstrat Capital, the New York\u2013based investment management firm led by Chief Investment Officer Thomas “Tom” Lee announced the completion of the May 2026 quarterly rebalance for the Fundstrat Granny Shots US Large Cap ETF (NYSE Arca: GRNY). With more than $4.4 billion in assets under management (AUM) as of June 1, 2026, GRNY is among the fastest-growing actively managed large-cap equity ETF launches in U.S. history. The rebalance added 6 names and removed 3, tilting the portfolio toward quality, durable growth, and defensive resilience heading into what Fundstrat Capital views as a challenging but ultimately constructive year for equities.<\/p>\n

“Every quarter, we revisit our key macro themes and tactical style allocations and identify the strongest stocks to reflect these real-time updated views.\u00a0 We are executing this rebalance to dynamically adapt Granny Shots to the fast-changing world and market conditions,” said Thomas “Tom” Lee, Chief Investment Officer of Fundstrat Capital. “For this particular rebalance, our macro, quantitative, and fundamental analysis resulted in 6 additions and 3 deletions. Our evidence-based research points to a challenging but ultimately constructive 2026 for equities and we keep this timing in mind when we rebalance.”<\/p>\n

\n May 2026 Rebalance Summary<\/b>\n <\/p>\n

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\n \"May
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\n Additions:<\/b> CF, LLY, NOW, ORCL, PM, UNH
Deletions:<\/b> AMGN, CVX, PPG<\/p>\n

The rebalance reflects updated positioning across Fundstrat Capital’s proprietary Granny Shots investment framework, which identifies large-cap equities positioned to benefit from multiple structural themes spanning macroeconomic trends, monetary policy, demographics, behavioral shifts, and technology adoption.<\/p>\n

Fundstrat Capital is the asset management affiliate of Tom Lee’s research platform, Fundstrat Global Advisors, the institutional research firm Lee co-founded. Fundstrat Capital issues and manages the Granny Shots ETF suite, which includes GRNY, GRNI, and GRNJ. Each fund is listed on NYSE Arca.<\/p>\n

The Granny Shots strategy combines Fundstrat’s top-down macroeconomic research with bottom-up quantitative screening. To qualify for the portfolio, a security must appear in at least two of Fundstrat’s seven fundamental investment themes, a dual-signal methodology that targets positions supported by multiple potential tailwinds. The portfolio is equally weighted and rebalanced quarterly.<\/p>\n

\n The Seven Granny Shots Themes
<\/b>The Granny Shots portfolio is constructed from securities appearing in at least two of the following seven themes.<\/p>\n

\n Shorter-term themes<\/b>\n <\/p>\n