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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 13 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LOW LOWES COMPANIES Consumer Cyclical 55.0 $12K 0.00% $220.49 -7.3%
242 CAVA CAVA GROUP Consumer Cyclical 154.0 $12K 0.00% $78.48 -22.6%
243 VAW VANGUARD MATERIALS 52.0 $12K 0.00% $228.79 +2.9%
244 RB GLOBAL 100.0 $12K 0.00% $116.45
245 UNH UNITEDHEALTH GROUP Healthcare 28.0 $12K 0.00% $415.64 -4.5%
246 KNF KNIFE RIVER Basic Materials 137.0 $11K 0.00% $83.65 -26.1%
247 ENB ENBRIDGE INC Energy 206.0 $11K 0.00% $54.21 -7.6%
248 GILD GILEAD SCIENCES Healthcare 87.0 $11K 0.00% $125.92 +19.9%
249 PFG PRINCIPAL FINANCIAL Financial Services 100.0 $11K 0.00% $107.78 +8.3%
250 MEDP MEDPACE HOLDINGS Healthcare 20.0 $11K 0.00% $529.60 +11.6%
251 IWM ISHARES RUSSELL 34.0 $10K 0.00% $303.18 -2.4%
252 SPHY STATE STREET 437.0 $10K 0.00% +8.0 +1.9% $23.44 -1.2%
253 NVO NOVO NORDISK Healthcare 200.0 $10K 0.00% $47.94 -2.8%
254 BR BROADRIDGE FINANCIAL Technology 70.0 $10K 0.00% $136.96 +26.2%
255 VGSH VANGUARD SHORT 155.0 $9K 0.00% $58.20 -0.5%
256 SLM SLM CORP Financial Services 336.0 $9K 0.00% $25.94 +4.4%
257 SPBO STATE STREET 299.0 $9K 0.00% +4.0 +1.4% $29.00 -2.5%
258 HONEYWELL INTL 39.0 $9K 0.00% NEW $221.79
259 KO COCA COLA COMPANY Consumer Defensive 105.0 $9K 0.00% $81.27 +8.4%
260 HONEYWELL AEROSPACE 38.0 $8K 0.00% NEW $221.08
Page 13 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%