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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 5 of 5  ·  97 positions
# 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%
Page 5 of 5  ·  97 positions

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%