Portfolio (Quarterly)
Guide ↗
Graney & King, LLC
· CIK 0002051568| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | EBAY | EBAY INC | Consumer Cyclical | 50.0 | $6K | 0.00% | — | — | $111.76 | -7.5% |
| 282 | MCD | MCDONALDS CORP | Consumer Cyclical | 20.0 | $5K | 0.00% | NEW | — | $272.05 | -6.0% |
| 283 | RBLX | ROBLOX CORP | Technology | 100.0 | $5K | 0.00% | — | — | $54.38 | -20.4% |
| 284 | BABA | ALIBABA GROUP | Consumer Cyclical | 54.0 | $5K | 0.00% | — | — | $96.31 | +17.6% |
| 285 | VOE | VANGUARD MID | — | 26.0 | $5K | 0.00% | NEW | — | $197.62 | +5.5% |
| 286 | NUE | NUCOR CORP | Basic Materials | 23.0 | $5K | 0.00% | — | — | $222.74 | +17.2% |
| 287 | DECK | DECKERS OUTDOOR | Consumer Cyclical | 48.0 | $5K | 0.00% | — | — | $99.29 | -13.6% |
| 288 | SCHX | SCHWAB US | — | 161.0 | $5K | 0.00% | — | — | $29.45 | +3.1% |
| 289 | CARR | CARRIER GLOBAL | Industrials | 63.0 | $5K | 0.00% | — | — | $73.21 | -18.4% |
| 290 | — | DUPONT DE | — | 34.0 | $5K | 0.00% | NEW | — | $135.65 | — |
| 291 | GBTC | GRAYSCALE BITCOIN | Financial Services | 100.0 | $5K | 0.00% | — | — | $45.52 | +35.6% |
| 292 | DOCU | DOCUSIGN INC | Technology | 100.0 | $4K | 0.00% | — | — | $44.42 | +54.0% |
| 293 | C | CITIGROUP INC | Financial Services | 30.0 | $4K | 0.00% | — | — | $139.97 | -1.6% |
| 294 | VTEB | VANGUARD MUNICIPAL | — | 81.0 | $4K | 0.00% | — | — | $50.84 | -3.9% |
| 295 | HPE | HEWLETT PACKARD | Technology | 91.0 | $4K | 0.00% | +1.0 | +1.1% | $44.97 | +15.6% |
| 296 | IWF | ISHARES RUSSELL | — | 32.0 | $4K | 0.00% | +24.0 | +300.0% | $124.25 | -0.7% |
| 297 | SMH | VANECK SEMICONDUCTOR | — | 6.0 | $4K | 0.00% | — | — | $655.83 | -13.5% |
| 298 | BP | BP PLC | Energy | 106.0 | $4K | 0.00% | — | — | $36.95 | +18.6% |
| 299 | HOOD | ROBINHOOD MARKETS | Financial Services | 38.0 | $4K | 0.00% | — | — | $100.29 | +21.8% |
| 300 | AIG | AMERICAN INTL | Financial Services | 50.0 | $4K | 0.00% | — | — | $74.54 | +2.2% |
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%