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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 17 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SOLS SOLSTICE ADVANCED Basic Materials 26.0 $2K 0.00% $88.77 -28.2%
322 OTIS OTIS WORLDWIDE Industrials 32.0 $2K 0.00% +1.0 +3.2% $70.78 +0.6%
323 RIVN RIVIAN AUTOMOTIVE Consumer Cyclical 129.0 $2K 0.00% $17.35 -9.3%
324 HPQ HP INC Technology 99.0 $2K 0.00% +2.0 +2.1% $21.91 +49.0%
325 FNDA SCHWAB FUNDAMENTAL 56.0 $2K 0.00% $38.02 -2.2%
326 XRT STATE STREET 24.0 $2K 0.00% $87.75 -0.2%
327 UNIT UNITI GROUP Real Estate 183.0 $2K 0.00% $11.47 -11.3%
328 SPIP STATE STREET 75.0 $2K 0.00% +1.0 +1.4% $25.75 -2.6%
329 SCHF SCHWAB INTL 64.0 $2K 0.00% +1.0 +1.6% $27.48 +4.0%
330 NDAQ NASDAQ INC Financial Services 21.0 $2K 0.00% $78.81 +22.9%
331 FNDC SCHWAB FUNDAMENTAL 34.0 $2K 0.00% $48.32 +6.9%
332 EWY ISHARES MSCI 8.0 $2K 0.00% -4.0 -33.3% $202.00 -6.5%
333 CNO CNO FINANCIAL Financial Services 31.0 $2K 0.00% $50.97 +11.3%
334 DJT TRUMP MEDIA Communication Services 200.0 $2K 0.00% $7.74 +16.5%
335 D DOMINION ENERGY Utilities 22.0 $2K 0.00% $68.27 -3.6%
336 374WATER INC 750.0 $1K 0.00% $1.90
337 KFRC KFORCE INC Industrials 30.0 $1K 0.00% $46.93 +16.2%
338 BHF BRIGHTHOUSE FINANCIAL Financial Services 21.0 $1K $63.33 -15.4%
339 SWIM LATHAM GROUP Industrials 200.0 $1K $6.47 +9.7%
340 FMC FMC CORP Basic Materials 106.0 $1K $11.50 +12.8%
Page 17 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%