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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 16 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 COIN COINBASE GLOBAL Financial Services 25.0 $4K 0.00% $146.20 +26.3%
302 ZM ZOOM COMMUNICATIONS Technology 40.0 $3K 0.00% $86.30 +17.4%
303 DKNG DRAFTKINGS INC Consumer Cyclical 136.0 $3K 0.00% $25.26 -4.9%
304 MILLROSE PPTYS 112.0 $3K 0.00% $30.05
305 CVS CVS HEALTH Healthcare 30.0 $3K 0.00% $104.13 -7.1%
306 RF REGIONS FINANCIAL Financial Services 97.0 $3K 0.00% $30.20 +0.7%
307 FNDE SCHWAB FUNDAMENTAL 74.0 $3K 0.00% +1.0 +1.4% $39.54 +9.0%
308 IJS ISHARES S&P 21.0 $3K 0.00% NEW $137.24 +0.2%
309 NAVI NAVIENT CORP Financial Services 336.0 $3K 0.00% $8.51 +13.2%
310 U UNITY SOFTWARE Technology 100.0 $3K 0.00% $28.58 +45.8%
311 CARNIVAL CORP 100.0 $3K 0.00% NEW $28.57
312 VTRS VIATRIS INC Healthcare 177.0 $3K 0.00% +1.0 +0.6% $15.85 +6.5%
313 SCHA SCHWAB US 77.0 $3K 0.00% $36.30 -4.8%
314 SNDA SONIDA SENIOR Healthcare 68.0 $3K 0.00% $40.79 -7.6%
315 JBT MAREL 19.0 $3K 0.00% $145.00
316 ENVIRI CORP 125.0 $3K 0.00% NEW $21.95
317 SCHP SCHWAB US 102.0 $3K 0.00% +1.0 +1.0% $26.48 -2.4%
318 FNDF SCHWAB FUNDAMENTAL 49.0 $3K 0.00% $52.88 +6.5%
319 SCHM SCHWAB US 66.0 $2K 0.00% $36.86 -2.8%
320 MU MICRON TECHNOLOGY Technology 2.0 $2K 0.00% -6.0 -75.0% $1154.00 -11.9%
Page 16 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%