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Portfolio (Quarterly) Guide ↗

Graney & King, LLC

· CIK 0002051568
13F Portfolio $186M AUM 370 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 370 New
Page 12 of 19  ·  370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MA MASTERCARD INC Financial Services 27.0 $14K 0.01% NEW $503.15 -0.7%
222 HOG HARLEY DAVIDSON Consumer Cyclical 667.0 $13K 0.01% NEW $20.23 +14.7%
223 DUK DUKE ENERGY Utilities 100.0 $13K 0.01% NEW $130.94 -4.8%
224 LOW LOWES COMPANIES Consumer Cyclical 55.0 $13K 0.01% NEW $236.27 -8.0%
225 IJR ISHARES CORE 102.0 $13K 0.01% NEW $124.50 +9.5%
226 CAVA CAVA GROUP Consumer Cyclical 154.0 $12K 0.01% NEW $80.90 +0.5%
227 FV FIRST TRUST 201.0 $12K 0.01% NEW $60.53 +16.6%
228 GILD GILEAD SCIENCES Healthcare 87.0 $12K 0.01% NEW $138.90 -6.0%
229 IGM ISHARES EXPANDED 100.0 $12K 0.01% NEW $118.47 +31.5%
230 VAW VANGUARD MATERIALS 52.0 $12K 0.01% NEW $225.35 +0.6%
231 APLD APPLIED DIGITAL Technology 492.0 $12K 0.01% NEW $23.74 +102.3%
232 AVGO BROADCOM INC Technology 37.0 $11K 0.01% NEW $309.51 +33.9%
233 CCI CROWN CASTLE Real Estate 140.0 $11K 0.01% NEW $81.31 +13.2%
234 BR BROADRIDGE FINANCIAL Technology 70.0 $11K 0.01% NEW $162.49 -7.7%
235 KNF KNIFE RIVER Basic Materials 137.0 $11K 0.01% NEW $81.65 -9.8%
236 ENB ENBRIDGE INC Energy 206.0 $11K 0.01% NEW $54.14 +6.7%
237 PODD INSULET CORP Healthcare 50.0 $10K 0.01% NEW $209.84 -25.4%
238 PLUG PLUG POWER Industrials 4,555.0 $10K 0.01% NEW $2.26 +46.5%
239 SPHY STATE STREET 429.0 $10K 0.01% NEW $23.34 +0.3%
240 MEDP MEDPACE HOLDINGS Healthcare 20.0 $10K 0.01% NEW $480.20 -10.4%
Page 12 of 19  ·  370 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 25.0%
Financial Services 20.8%
Industrials 9.5%
Communication Services 8.7%
Utilities 8.6%
Consumer Cyclical 8.5%
Healthcare 7.7%
Consumer Defensive 5.7%
Energy 4.2%
Real Estate 0.7%