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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 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IXUS ISHARES CORE 397,614.0 $37.9M 13.64% NEW $95.44 +3.4%
2 SPACE EXPLORATION 1,082.0 $185K 0.07% NEW $170.86
3 CGUI CAPITAL GROUP 5,750.0 $145K 0.05% NEW $25.28 +0.1%
4 RWR STATE STREET 847.0 $96K 0.03% NEW $112.99 -1.5%
5 SPEM STATE STREET 1,814.0 $94K 0.03% NEW $51.77 +3.2%
6 TEMA ELECTRIFICATION 2,228.0 $93K 0.03% NEW $41.89
7 CFG CITIZENS FINANCIAL Financial Services 771.0 $54K 0.02% NEW $70.05 +1.0%
8 IJJ ISHARES S&P 124.0 $18K 0.01% NEW $148.25 -0.1%
9 IEMG ISHARES CORE 182.0 $15K 0.01% NEW $83.02 +0.8%
10 XLE STATE STREET 254.0 $13K 0.01% NEW $53.07 +20.7%
11 HONEYWELL INTL 39.0 $9K 0.00% NEW $221.79
12 HONEYWELL AEROSPACE 38.0 $8K 0.00% NEW $221.08
13 TT TRANE TECHNOLOGIES Industrials 16.0 $8K 0.00% NEW $492.25 -9.0%
14 NEBIUS GROUP 24.0 $7K 0.00% NEW $276.25
15 MCD MCDONALDS CORP Consumer Cyclical 20.0 $5K 0.00% NEW $272.05 -6.0%
16 VOE VANGUARD MID 26.0 $5K 0.00% NEW $197.62 +5.5%
17 DUPONT DE 34.0 $5K 0.00% NEW $135.65
18 IJS ISHARES S&P 21.0 $3K 0.00% NEW $137.24 +0.2%
19 CARNIVAL CORP 100.0 $3K 0.00% NEW $28.57
20 ENVIRI CORP 125.0 $3K 0.00% NEW $21.95
Page 1 of 2  ·  23 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%