Portfolio (Quarterly)
Guide ↗
Graney & King, LLC
· CIK 0002051568| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | HOG | HARLEY DAVIDSON | Consumer Cyclical | 672.0 | $16K | 0.01% | +5.0 | +0.8% | $24.47 | +15.7% |
| 82 | PLTR | PALANTIR TECHNOLOGIES | Technology | 135.0 | $16K | 0.01% | +73.0 | +117.7% | $116.67 | +49.4% |
| 83 | MDT | MEDTRONIC PLC | Healthcare | 181.0 | $14K | 0.01% | +2.0 | +1.1% | $78.12 | +20.5% |
| 84 | SPHY | STATE STREET | — | 437.0 | $10K | 0.00% | +8.0 | +1.9% | $23.44 | -1.2% |
| 85 | SPBO | STATE STREET | — | 299.0 | $9K | 0.00% | +4.0 | +1.4% | $29.00 | -2.5% |
| 86 | GDX | VANECK GOLD | — | 98.0 | $7K | 0.00% | +22.0 | +28.9% | $75.45 | +31.6% |
| 87 | IHAK | ISHARES CYBERSECURITY | — | 112.0 | $7K | 0.00% | +24.0 | +27.3% | $60.73 | +3.8% |
| 88 | HPE | HEWLETT PACKARD | Technology | 91.0 | $4K | 0.00% | +1.0 | +1.1% | $44.97 | +15.6% |
| 89 | IWF | ISHARES RUSSELL | — | 32.0 | $4K | 0.00% | +24.0 | +300.0% | $124.25 | -0.7% |
| 90 | FNDE | SCHWAB FUNDAMENTAL | — | 74.0 | $3K | 0.00% | +1.0 | +1.4% | $39.54 | +9.0% |
| 91 | VTRS | VIATRIS INC | Healthcare | 177.0 | $3K | 0.00% | +1.0 | +0.6% | $15.85 | +6.5% |
| 92 | SCHP | SCHWAB US | — | 102.0 | $3K | 0.00% | +1.0 | +1.0% | $26.48 | -2.4% |
| 93 | OTIS | OTIS WORLDWIDE | Industrials | 32.0 | $2K | 0.00% | +1.0 | +3.2% | $70.78 | +0.6% |
| 94 | HPQ | HP INC | Technology | 99.0 | $2K | 0.00% | +2.0 | +2.1% | $21.91 | +49.0% |
| 95 | SPIP | STATE STREET | — | 75.0 | $2K | 0.00% | +1.0 | +1.4% | $25.75 | -2.6% |
| 96 | SCHF | SCHWAB INTL | — | 64.0 | $2K | 0.00% | +1.0 | +1.6% | $27.48 | +4.0% |
| 97 | SCHC | SCHWAB INTL | — | 18.0 | $842.0 | — | +1.0 | +5.9% | $46.78 | +10.4% |
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%