Asset manager founded in 2024 | CIO @fundstrat Tom Lee | Granny Shots Strategy | Disclosures: bit.ly/fundstratcap

Joined July 2024
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TOM LEE @fundstrat: As we approach mid-year, the driver for S&P 500 so far is 'E' not 'PE' $GEV $HOOD $VST $CAT $ETN Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - June 22, 2026 Watch the full video đź”—: youtu.be/kefpGooSJCg
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åç You can see the full details on $GRNI Distributions here: grannyshots.com/grni-distrib…
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Disclosures: grannyshots.com Full GRNY Holdings List and Standardized Performance: grannyshots.com/grny-holding… Full GRNJ Holdings List and Standardized Performance: grannyshots.com/grnj-holding… Full GRNI Holdings List and Standardized Performance: grannyshots.com/grni-holding… To see standardized performance at NAV and MKT: grannyshots.com/performance BEFORE INVESTING, CONSIDER THE FUND’S INVESTMENT OBJECTIVES, RISKS, CHARGES, AND EXPENSES. FOR THIS AND OTHER IMPORTANT INFORMATION, PLEASE READ THE PROSPECTUS CAREFULLY BEFORE INVESTING. BIT.LY/GRNYPRO THE PERFORMANCE DATA QUOTED REPRESENTS PAST PERFORMANCE AND IS NO GUARANTEE OF FUTURE RESULTS. INVESTMENT RETURN AND PRINCIPAL VALUE OF AN INVESTMENT WILL FLUCTUATE SO THAT AN INVESTOR’S SHARES, WHEN REDEEMED, MAY BE WORTH MORE OR LESS THAN THEIR ORIGINAL COST. CURRENT PERFORMANCE MAY BE LOWER OR HIGHER THAN THE PERFORMANCE DATA QUOTED. FOR THE MOST RECENT MONTH-END PERFORMANCE, PLEASE CALL (212) 293-7132. The Fundstrat ETFs are distributed by Foreside Fund Services, LLC.
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Fundstrat Capital reposted
A 2018 throwback: @fundstrat's Tom Lee on why technology and disruption need to be understood through the eyes of a young person🧑‍💻
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$GRNJ Holdings and Performance: grannyshots.com/grnj
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Tom Lee’s @fundstrat Capital Announces May 2026 Rebalance for Granny Shots Small- & Mid-Cap ETF. Additions: $CRDO, $DKS, $FSLR, $MOD, $NBIX, $NTRA, $RMBS, $TTMI, $ZETA, $ZM Deletions: $ARRY, $AWI, $CARR, $DCI, $H, $IBP, $ITT, $UHS The rebalance reflects updated positioning across Fundstrat's proprietary Granny Shots investment framework, which identifies small- & mid-cap equities we believe are positioned to benefit from multiple structural themes.
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Tom Lee's @fundstrat Capital Announces Monthly Distribution for Granny Shots US Large Cap & Income ETF (GRNI) You can see the full details on $GRNI Distributions here: grannyshots.com/grni-distrib…
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A milestone for Fundstrat Capital. @fundstrat Capital, in partnership with @hanetf, has launched the Granny Shots UCITS ETF, now trading on the London Stock Exchange, Borsa Italiana, and Deutsche Börse Xetra. The launch brings Tom Lee's Granny Shots strategy to European and international investors for the first time, expanding access beyond the firm's US-listed ETF suite. HANetf, Europe's leading independent UCITS ETF platform, is the issuer and distributor in Europe. Read the full announcement: prnewswire.com/news-releases…
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Tom Lee’s @fundstrat Capital Announces May 2026 Rebalance for Granny Shots Large Cap ETFs The rebalance reflects updated positioning across Fundstrat's proprietary Granny Shots investment framework, which identifies large-cap equities we believe are positioned to benefit from multiple structural themes spanning macroeconomic trends, monetary policy, demographics, behavioral shifts, and technology adoption. Additions: $CF, $LLY, $NOW, $ORCL, $PM, $UNH Deletions: $AMGN, $CVX, $PPG
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Russell 2500 Index: measures the performance of the 2,500 smallest companies in the Russell 3000 Index, representing U.S. small- and mid-cap stocks. MAG7 (Magnificent 7) — The seven largest U.S. tech stocks by market cap: Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla. Basis points (bps) — A unit equal to 1/100th of a percentage point; 100 bps = 1%. NAV (Net Asset Value) — The per-share value of an ETF’s holdings; the official return reference distinct from intraday market price. Disclosures: grannyshots.com Full GRNY Holdings List and Standardized Performance: grannyshots.com/grny-holding… Full GRNJ Holdings List and Standardized Performance: grannyshots.com/grnj-holding… Full GRNI Holdings List and Standardized Performance: grannyshots.com/grni-holding… To see standardized performance at NAV and MKT: grannyshots.com/performance BEFORE INVESTING, CONSIDER THE FUND’S INVESTMENT OBJECTIVES, RISKS, CHARGES, AND EXPENSES. FOR THIS AND OTHER IMPORTANT INFORMATION, PLEASE READ THE PROSPECTUS CAREFULLY BEFORE INVESTING. BIT.LY/GRNYPRO THE PERFORMANCE DATA QUOTED REPRESENTS PAST PERFORMANCE AND IS NO GUARANTEE OF FUTURE RESULTS. INVESTMENT RETURN AND PRINCIPAL VALUE OF AN INVESTMENT WILL FLUCTUATE SO THAT AN INVESTOR’S SHARES, WHEN REDEEMED, MAY BE WORTH MORE OR LESS THAN THEIR ORIGINAL COST. CURRENT PERFORMANCE MAY BE LOWER OR HIGHER THAN THE PERFORMANCE DATA QUOTED. FOR THE MOST RECENT MONTH-END PERFORMANCE, PLEASE CALL (212) 293-7132. The Fundstrat ETFs are distributed by Foreside Fund Services, LLC.
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TOM LEE @fundstrat The parabolic move in Semis and Memory highlight the strong risk/reward in MAG7 and Software $AMD $MNST $TSLA $NVDA $KLAC Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - May 11, 2026 Watch the full video đź”—: youtu.be/gygFcwlJ_3w
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Russell 2500 Index: measures the performance of the 2,500 smallest companies in the Russell 3000 Index, representing U.S. small- and mid-cap stocks. MAG7 (Magnificent 7) — The seven largest U.S. tech stocks by market cap: Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla. PMI Recovery — A Granny Shots theme tied to the Purchasing Managers’ Index, a survey-based gauge of manufacturing activity that signals economic expansion or contraction. Disclosures: grannyshots.com Full GRNY Holdings List and Standardized Performance: lnkd.in/eQfeczYD Full GRNJ Holdings List and Standardized Performance: lnkd.in/eMePDDru Full GRNI Holdings List and Standardized Performance: lnkd.in/eE3238bT To see standardized performance at NAV and MKT: lnkd.in/ev-kjrZZ BEFORE INVESTING, CONSIDER THE FUND’S INVESTMENT OBJECTIVES, RISKS, CHARGES, AND EXPENSES. FOR THIS AND OTHER IMPORTANT INFORMATION, PLEASE READ THE PROSPECTUS CAREFULLY BEFORE INVESTING. BIT.LY/GRNYPRO THE PERFORMANCE DATA QUOTED REPRESENTS PAST PERFORMANCE AND IS NO GUARANTEE OF FUTURE RESULTS. INVESTMENT RETURN AND PRINCIPAL VALUE OF AN INVESTMENT WILL FLUCTUATE SO THAT AN INVESTOR’S SHARES, WHEN REDEEMED, MAY BE WORTH MORE OR LESS THAN THEIR ORIGINAL COST. CURRENT PERFORMANCE MAY BE LOWER OR HIGHER THAN THE PERFORMANCE DATA QUOTED. FOR THE MOST RECENT MONTH-END PERFORMANCE, PLEASE CALL (212) 293-7132. The Fundstrat ETFs are distributed by Foreside Fund Services, LLC.
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TOM LEE @fundstrat Stocks selling scarce assets are working in 2026 = core tenet of Granny Shots $PWR $GOOGL $CAT $TSLA $AMD Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - May 4, 2026 Watch the full video đź”—: youtu.be/wliP5YzIN8g
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Russell 2500 Index: measures the performance of the 2,500 smallest companies in the Russell 3000 Index, representing U.S. small- and mid-cap stocks. MAG7 (Magnificent 7) — The seven largest U.S. tech stocks by market cap: Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla. PMI Recovery — A Granny Shots theme tied to the Purchasing Managers’ Index, a survey-based gauge of manufacturing activity that signals economic expansion or contraction. Disclosures: grannyshots.com Full GRNY Holdings List and Standardized Performance: grannyshots.com/grny-holding… Full GRNJ Holdings List and Standardized Performance: grannyshots.com/grnj-holding… Full GRNI Holdings List and Standardized Performance: grannyshots.com/grni-holding… To see standardized performance at NAV and MKT: grannyshots.com/performance BEFORE INVESTING, CONSIDER THE FUND’S INVESTMENT OBJECTIVES, RISKS, CHARGES, AND EXPENSES. FOR THIS AND OTHER IMPORTANT INFORMATION, PLEASE READ THE PROSPECTUS CAREFULLY BEFORE INVESTING. BIT.LY/GRNYPRO THE PERFORMANCE DATA QUOTED REPRESENTS PAST PERFORMANCE AND IS NO GUARANTEE OF FUTURE RESULTS. INVESTMENT RETURN AND PRINCIPAL VALUE OF AN INVESTMENT WILL FLUCTUATE SO THAT AN INVESTOR’S SHARES, WHEN REDEEMED, MAY BE WORTH MORE OR LESS THAN THEIR ORIGINAL COST. CURRENT PERFORMANCE MAY BE LOWER OR HIGHER THAN THE PERFORMANCE DATA QUOTED. FOR THE MOST RECENT MONTH-END PERFORMANCE, PLEASE CALL (212) 293-7132. The Fundstrat ETFs are distributed by Foreside Fund Services, LLC.
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Tom Lee's @fundstrat Granny Shots Small- & Mid-Cap ETF 1Q2026 Earnings Update for the week of April 27, 2026. This week includes earnings from the following names $RDDT, $DINO, $BE, and $CARR. For the full $GRNJ holdings list go to: 🔗 grannyshots.com/grnj-holding…
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Tom Lee's @fundstrat Granny Shots Large Cap ETFs 1Q2026 Earnings Update for the week of April 27, 2026. This week includes earnings from the following names $AAPL, $MSFT, $META, and $AMZN. For the full $GRNY holdings list go to: 🔗 grannyshots.com/grny-holding… For the full $GRNI holdings list go to: 📷 grannyshots.com/grni-holding…
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Tom Lee's @fundstrat Capital Announces Monthly Distribution for Granny Shots US Large Cap & Income ETF (GRNI) You can see the full details on GRNI Distributions here: grannyshots.com/grni-distrib…
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Fundstrat Capital is hiring! We're one of the fastest-growing active equity ETF platforms in the market, led by CIO Thomas "Tom" Lee and built on the Granny Shots investment process. We're looking for an Associate to join our Distribution team in our NYC office. Send your resume to careers@fundstratcapital.com. fundstratcapital.com/careers… @fundstrat @tirelessken @carriepresley
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Russell 2500 Index: measures the performance of the 2,500 smallest companies in the Russell 3000 Index, representing U.S. small- and mid-cap stocks. EPS (Earnings Per Share): a financial metric that shows how much profit a company generates for each share of its stock, calculated as net income divided by the number of outstanding shares. Surprise (Earnings Surprise): The percentage difference between reported EPS and analyst expectations. MAG7 (Magnificent Seven): The seven largest U.S. mega-cap technology stocks that have driven a significant share of recent equity market performance — Apple, Microsoft, Alphabet, Amazon, NVIDIA, Meta Platforms, and Tesla. Disclosures: grannyshots.com Full GRNY Holdings List and Standardized Performance: grannyshots.com/grny-holding… Full GRNJ Holdings List and Standardized Performance: grannyshots.com/grnj-holding… Full GRNI Holdings List and Standardized Performance: grannyshots.com/grni-holding… To see standardized performance at NAV and MKT: grannyshots.com/performance BEFORE INVESTING, CONSIDER THE FUND’S INVESTMENT OBJECTIVES, RISKS, CHARGES, AND EXPENSES. FOR THIS AND OTHER IMPORTANT INFORMATION, PLEASE READ THE PROSPECTUS CAREFULLY BEFORE INVESTING. BIT.LY/GRNYPRO THE PERFORMANCE DATA QUOTED REPRESENTS PAST PERFORMANCE AND IS NO GUARANTEE OF FUTURE RESULTS. INVESTMENT RETURN AND PRINCIPAL VALUE OF AN INVESTMENT WILL FLUCTUATE SO THAT AN INVESTOR’S SHARES, WHEN REDEEMED, MAY BE WORTH MORE OR LESS THAN THEIR ORIGINAL COST. CURRENT PERFORMANCE MAY BE LOWER OR HIGHER THAN THE PERFORMANCE DATA QUOTED. FOR THE MOST RECENT MONTH-END PERFORMANCE, PLEASE CALL (212) 293-7132. The Fundstrat ETFs are distributed by Foreside Fund Services, LLC.
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