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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 10 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IEFA ISHARES CORE 342.0 $33K 0.01% +188.0 +122.1% $96.59 +4.7%
182 YUMC YUM CHINA Consumer Cyclical 806.0 $33K 0.01% $40.87 +6.7%
183 BAC BANK AMERICA Financial Services 567.0 $32K 0.01% $56.98 +10.0%
184 MRK MERCK & COMPANY Healthcare 250.0 $32K 0.01% +200.0 +400.0% $128.54 +17.0%
185 AGNC AGNC INVESTMENT Real Estate 2,936.0 $32K 0.01% +98.0 +3.5% $10.90 -2.3%
186 LH LABCORP HOLDINGS Healthcare 114.0 $32K 0.01% $280.00 +16.7%
187 HDB HDFC BANK Financial Services 1,200.0 $31K 0.01% $25.83 -10.3%
188 CSCO CISCO SYSTEMS Technology 263.0 $31K 0.01% $117.46 -7.0%
189 ECL ECOLAB INC Basic Materials 110.0 $31K 0.01% $278.61 +0.2%
190 H HYATT HOTELS Consumer Cyclical 152.0 $29K 0.01% $193.97 -14.5%
191 MO ALTRIA GROUP Consumer Defensive 405.0 $29K 0.01% +4.0 +1.0% $71.92 -4.2%
192 SBUX STARBUCKS CORP Consumer Cyclical 285.0 $29K 0.01% $102.02 +2.4%
193 INCO COLUMBIA INDIA 480.0 $29K 0.01% $59.65 +2.6%
194 KNG FIRST TRUST 564.0 $29K 0.01% -963.0 -63.1% $50.54 +1.0%
195 VZ VERIZON COMMUNICATIONS Communication Services 664.0 $28K 0.01% $42.35 +18.4%
196 IBIT ISHARES BITCOIN Financial Services 812.0 $27K 0.01% $33.29 +35.9%
197 SHOP SHOPIFY INC Technology 227.0 $26K 0.01% $114.18 +27.1%
198 TMFC MOTLEY FOOL 338.0 $26K 0.01% $76.27 +4.2%
199 APP APPLOVIN CORP Technology 50.0 $26K 0.01% $515.24 -37.8%
200 VGT VANGUARD INFORMATION 214.0 $26K 0.01% +187.0 +692.6% $119.41 +1.6%
Page 10 of 20  ·  383 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%