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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 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VUSB VANGUARD ULTRA 1,327.0 $66K 0.02% -1K -44.1% $49.77 -0.3%
22 MFC MANULIFE FINANCIAL Financial Services 1,511.0 $61K 0.02% -112.0 -6.9% $40.51 +9.5%
23 XSHD INVESCO S&P 3,743.0 $53K 0.02% -260.0 -6.5% $14.12 +0.5%
24 ORCL ORACLE CORP Technology 229.0 $34K 0.01% -67.0 -22.6% $146.40 +8.5%
25 KNG FIRST TRUST 564.0 $29K 0.01% -963.0 -63.1% $50.54 +1.0%
26 SPTS STATE STREET 860.0 $25K 0.01% -3K -76.3% $29.01 -0.6%
27 AMT AMERICAN TOWER Real Estate 45.0 $7K 0.00% -130.0 -74.3% $164.69 +6.8%
28 MU MICRON TECHNOLOGY Technology 2.0 $2K 0.00% -6.0 -75.0% $1154.00 -11.9%
29 EWY ISHARES MSCI 8.0 $2K 0.00% -4.0 -33.3% $202.00 -6.5%
30 NLR VANECK URANIUM 6.0 $736.0 -23.0 -79.3% $122.67 -2.2%
31 FLAGSTAR BANK 49.0 $732.0 -2K -97.1% $14.94
32 BYND BEYOND MEAT Consumer Defensive 45.0 $34.0 -2K -97.6% $0.76 +1460.4%
Page 2 of 2  ·  32 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%