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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 11 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CRM SALESFORCE INC Technology 162.0 $25K 0.01% $157.04 +65.1%
202 SPTS STATE STREET 860.0 $25K 0.01% -3K -76.3% $29.01 -0.6%
203 VANGUARD TAX 247.0 $25K 0.01% +46.0 +22.9% $100.72
204 PH PARKER-HANNIFIN CORP Industrials 25.0 $25K 0.01% +8.0 +47.1% $987.40 -2.5%
205 FXZ FIRST TRUST 306.0 $24K 0.01% $79.35 +8.3%
206 BIIB BIOGEN INC Healthcare 106.0 $23K 0.01% $216.06 +2.2%
207 CMG CHIPOTLE MEXICAN Consumer Cyclical 649.0 $22K 0.01% $34.00 +8.6%
208 RGEN REPLIGEN CORP Healthcare 160.0 $22K 0.01% $136.44 +22.8%
209 SPLV INVESCO S&P 290.0 $22K 0.01% $74.90 -0.2%
210 DMLP DORCHESTER MINERALS Energy 855.0 $22K 0.01% $25.25 +15.7%
211 RTX RTX CORP Industrials 114.0 $22K 0.01% +1.0 +0.9% $189.15 +6.2%
212 VTHR VANGUARD RUSSELL 63.0 $21K 0.01% $331.43 +2.6%
213 MRVL MARVELL TECHNOLOGY Technology 70.0 $21K 0.01% $297.89 -25.0%
214 OXY OCCIDENTAL PETROLEUM Energy 413.0 $20K 0.01% $48.56 +23.6%
215 LEN LENNAR CORP Consumer Cyclical 220.0 $20K 0.01% $90.49 -7.6%
216 WAB WABTEC Industrials 73.0 $20K 0.01% $270.30 +4.6%
217 ACRES COMMERCIAL 1,100.0 $20K 0.01% $17.79
218 HLN HALEON PLC Healthcare 2,031.0 $19K 0.01% +28.0 +1.4% $9.33 +2.9%
219 PM PHILIP MORRIS Consumer Defensive 102.0 $18K 0.01% +1.0 +1.0% $180.33 +1.2%
220 IJJ ISHARES S&P 124.0 $18K 0.01% NEW $148.25 -0.1%
Page 11 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%