Portfolio (Quarterly)
Guide ↗
Graney & King, LLC
· CIK 0002051568| # | 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% |
① 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%