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 3 of 5 · 97 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
41	WMT	WALMART INC	Consumer Defensive	1,633.0	$185K	0.07%	+86.0	+5.6%	$113.26	-5.4%
42	SPSB	STATE STREET	—	5,927.0	$178K	0.06%	+196.0	+3.4%	$30.01	-0.7%
43	VTES	VANGUARD SHORT	—	1,786.0	$178K	0.06%	+216.0	+13.8%	$99.53	+0.8%
44	COST	COSTCO WHOLESALE	Consumer Defensive	180.0	$168K	0.06%	+7.0	+4.0%	$936.00	-2.2%
45	QTUM	DEFIANCE QUANTUM	—	891.0	$147K	0.05%	+315.0	+54.7%	$165.29	-10.5%
46	FXA	INVESCO CURRENCYSHARES	Financial Services	2,112.0	$145K	0.05%	+287.0	+15.7%	$68.57	+4.0%
47	SPDW	STATE STREET	—	2,854.0	$144K	0.05%	+17.0	+0.6%	$50.40	+3.8%
48	GSK	GSK PLC	Healthcare	2,485.0	$130K	0.05%	+20.0	+0.8%	$52.42	-4.8%
49	CRWD	CROWDSTRIKE HOLDINGS	Technology	163.0	$124K	0.04%	+13.0	+8.7%	$190.79	+11.7%
50	DIA	STATE STREET	Financial Services	224.0	$117K	0.04%	+105.0	+88.2%	$522.03	+2.3%
51	LPLA	LPL FINANCIAL	Financial Services	385.0	$109K	0.04%	+100.0	+35.1%	$281.90	+27.5%
52	AMD	ADVANCED MICRO	Technology	181.0	$105K	0.04%	+31.0	+20.7%	$580.91	-17.8%
53	ITOT	ISHARES CORE	—	640.0	$105K	0.04%	+573.0	+855.2%	$164.16	+2.7%
54	FTEC	FIDELITY MSCI	—	521.0	$96K	0.04%	+389.0	+294.7%	$185.16	+56.2%
55	NFLX	NETFLIX INC	Communication Services	1,307.0	$93K	0.03%	+47.0	+3.7%	$71.40	+9.6%
56	IEF	ISHARES 7-10YR	—	805.0	$76K	0.03%	+8.0	+1.0%	$94.54	-2.4%
57	IJH	ISHARES CORE	—	918.0	$71K	0.03%	+554.0	+152.2%	$77.15	-1.7%
58	GOOGL	ALPHABET INC	Communication Services	180.0	$64K	0.02%	+50.0	+38.5%	$357.64	-5.4%
59	VSGX	VANGUARD ESG	—	726.0	$60K	0.02%	+100.0	+16.0%	$82.35	+2.5%
60	IJR	ISHARES CORE	—	395.0	$59K	0.02%	+293.0	+287.2%	$148.44	-2.1%

Page 3 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%