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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 14 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 Q QNITY ELECTRONICS Technology 51.0 $8K 0.00% $163.31 -26.2%
262 TT TRANE TECHNOLOGIES Industrials 16.0 $8K 0.00% NEW $492.25 -9.0%
263 CHMG CHEMUNG FINANCIAL Financial Services 105.0 $8K 0.00% $74.58 +13.8%
264 PODD INSULET CORP Healthcare 50.0 $8K 0.00% $152.26 -3.1%
265 KEY KEYCORP NEW Financial Services 324.0 $7K 0.00% $23.03 -3.7%
266 AMT AMERICAN TOWER Real Estate 45.0 $7K 0.00% -130.0 -74.3% $164.69 +6.8%
267 ELF E L F BEAUTY Consumer Defensive 100.0 $7K 0.00% $74.00 +48.2%
268 GDX VANECK GOLD 98.0 $7K 0.00% +22.0 +28.9% $75.45 +31.6%
269 GLD SPDR GOLD Financial Services 20.0 $7K 0.00% $368.40 +10.4%
270 PHO INVESCO WATER 100.0 $7K 0.00% $69.08 +2.1%
271 IHAK ISHARES CYBERSECURITY 112.0 $7K 0.00% +24.0 +27.3% $60.73 +3.8%
272 NEBIUS GROUP 24.0 $7K 0.00% NEW $276.25
273 TTD TRADE DESK Technology 360.0 $7K 0.00% $18.08 -20.2%
274 IFF INTL FLAVOR & FRAGRANCE Basic Materials 81.0 $6K 0.00% $79.22 +9.0%
275 BE BLOOM ENERGY Industrials 21.0 $6K 0.00% $302.71 -16.5%
276 SE SEA LTD Consumer Cyclical 65.0 $6K 0.00% $95.83 +17.0%
277 DOW DOW INC Basic Materials 217.0 $6K 0.00% $27.36 +7.6%
278 JBLU JETBLUE AIRWAYS Industrials 1,000.0 $6K 0.00% $5.73 -19.2%
279 HXL HEXCEL CORP NEW Industrials 57.0 $6K 0.00% $100.30 -8.3%
280 INCY INCYTE CORP Healthcare 50.0 $6K 0.00% $113.36 +11.8%
Page 14 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%