Portfolio (Quarterly) Guide ↗

Graney & King, LLC

· CIK 0002051568

13F Portfolio $278M AUM 383 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 23 New 97 Added 32 Reduced 10 Exited

Page 2 of 5 · 97 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
21	NVDA	NVIDIA CORP	Technology	5,462.0	$1.1M	0.39%	+588.0	+12.1%	$200.07	+15.1%
22	IDEV	ISHARES CORE	—	11,288.0	$1.0M	0.36%	+166.0	+1.5%	$89.01	+4.9%
23	VO	VANGUARD MID	—	10,647.0	$869K	0.31%	+8K	+349.4%	$81.65	+0.8%
24	META	META PLATFORMS	Communication Services	1,274.0	$718K	0.26%	+27.0	+2.2%	$563.46	+9.5%
25	MSFT	MICROSOFT CORP	Technology	1,870.0	$698K	0.25%	+37.0	+2.0%	$373.06	+33.9%
26	SPSM	STATE STREET	—	11,608.0	$669K	0.24%	+1K	+9.6%	$57.67	-2.0%
27	AMZN	AMAZON COM	Consumer Cyclical	2,491.0	$594K	0.21%	+92.0	+3.8%	$238.34	+8.5%
28	—	VANGUARD NY	—	5,580.0	$580K	0.21%	+631.0	+12.8%	$104.00	—
29	NOBL	PROSHARES S&P	—	10,245.0	$575K	0.21%	+5K	+94.4%	$56.16	+2.7%
30	IVV	ISHARES CORE	—	752.0	$563K	0.20%	+393.0	+109.5%	$749.28	+3.3%
31	V	VISA INC	Financial Services	1,269.0	$436K	0.16%	+26.0	+2.1%	$343.22	+9.3%
32	JPM	JPMORGAN CHASE	Financial Services	1,320.0	$432K	0.15%	+435.0	+49.1%	$327.35	+9.6%
33	TSLA	TESLA INC	Consumer Cyclical	932.0	$392K	0.14%	+37.0	+4.1%	$420.60	-15.8%
34	QQQ	INVESCO QQQ	Financial Services	482.0	$355K	0.13%	+254.0	+111.4%	$736.47	-2.4%
35	GOOG	ALPHABET INC	—	956.0	$338K	0.12%	+57.0	+6.3%	$353.24	—
36	VBR	VANGUARD SMALL	—	1,845.0	$330K	0.12%	+738.0	+66.7%	$178.96	+38.1%
37	VDC	VANGUARD CONSUMER	—	1,181.0	$266K	0.10%	+372.0	+46.0%	$225.47	+1.3%
38	TRST	TRUSTCO BANK	Financial Services	4,467.0	$245K	0.09%	+30.0	+0.7%	$54.91	+5.5%
39	VGUS	VANGUARD ULTRA	—	2,936.0	$222K	0.08%	+129.0	+4.6%	$75.66	-0.2%
40	—	VANGUARD SHORT	—	2,644.0	$203K	0.07%	+21.0	+0.8%	$76.62	—

Page 2 of 5 · 97 positions

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 29.1%

Financial Services 21.8%

Industrials 10.2%

Consumer Cyclical 8.6%

Utilities 8.6%

Healthcare 6.9%

Communication Services 6.0%

Consumer Defensive 5.0%

Energy 3.0%

Basic Materials 0.5%