Portfolio (Quarterly)
Guide ↗
Graney & King, LLC
· CIK 0002051568| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | — | RB GLOBAL | — | 100.0 | $10K | 0.01% | NEW | — | $95.85 | — |
| 242 | ITOT | ISHARES CORE | — | 67.0 | $10K | 0.01% | NEW | — | $142.31 | +15.9% |
| 243 | VGSH | VANGUARD SHORT | — | 155.0 | $9K | 0.01% | NEW | — | $58.54 | -0.8% |
| 244 | PLTR | PALANTIR TECHNOLOGIES | Technology | 62.0 | $9K | 0.01% | NEW | — | $146.27 | -8.6% |
| 245 | DOW | DOW INC | Basic Materials | 217.0 | $9K | 0.01% | NEW | — | $41.65 | -27.2% |
| 246 | PFG | PRINCIPAL FINANCIAL | Financial Services | 100.0 | $9K | 0.01% | NEW | — | $90.11 | +25.3% |
| 247 | GLD | SPDR GOLD | Financial Services | 20.0 | $9K | 0.01% | NEW | — | $430.30 | -13.5% |
| 248 | SPBO | STATE STREET | — | 295.0 | $9K | 0.01% | NEW | — | $29.01 | -1.3% |
| 249 | IWM | ISHARES RUSSELL | — | 34.0 | $8K | 0.01% | NEW | — | $249.88 | +17.9% |
| 250 | TTD | TRADE DESK | Technology | 360.0 | $8K | 0.00% | NEW | — | $22.69 | -16.5% |
| 251 | KO | COCA COLA COMPANY | Consumer Defensive | 105.0 | $8K | 0.00% | NEW | — | $76.05 | +9.2% |
| 252 | UNH | UNITEDHEALTH GROUP | Healthcare | 28.0 | $8K | 0.00% | NEW | — | $270.61 | +57.1% |
| 253 | SNOW | SNOWFLAKE INC | Technology | 50.0 | $8K | 0.00% | NEW | — | $150.82 | +83.0% |
| 254 | — | ENVIRI CORP | — | 375.0 | $7K | 0.00% | NEW | — | $19.62 | — |
| 255 | NVO | NOVO NORDISK | Healthcare | 200.0 | $7K | 0.00% | NEW | — | $36.75 | +33.5% |
| 256 | SLM | SLM CORP | Financial Services | 336.0 | $7K | 0.00% | NEW | — | $21.41 | +19.2% |
| 257 | GDX | VANECK GOLD | — | 76.0 | $7K | 0.00% | NEW | — | $91.76 | -18.4% |
| 258 | MRVL | MARVELL TECHNOLOGY | Technology | 70.0 | $7K | 0.00% | NEW | — | $99.06 | +124.6% |
| 259 | BABA | ALIBABA GROUP | Consumer Cyclical | 54.0 | $7K | 0.00% | NEW | — | $125.91 | -10.8% |
| 260 | PHO | INVESCO WATER | — | 100.0 | $7K | 0.00% | NEW | — | $66.86 | +2.8% |
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
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%