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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 4 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NGG NATIONAL GRID Utilities 3,447.0 $286K 0.10% $82.87 -5.7%
62 PANW PALO ALTO Technology 820.0 $280K 0.10% $341.02 -2.3%
63 VDC VANGUARD CONSUMER 1,181.0 $266K 0.10% +372.0 +46.0% $225.47 +1.3%
64 VCSH VANGUARD SHORT 3,188.0 $252K 0.09% -621.0 -16.3% $79.03 -1.1%
65 TRST TRUSTCO BANK Financial Services 4,467.0 $245K 0.09% +30.0 +0.7% $54.91 +5.5%
66 LLY ELI LILLY Healthcare 202.0 $242K 0.09% $1198.53 -4.2%
67 NYF ISHARES NEW YORK 4,398.0 $237K 0.09% -91.0 -2.0% $53.90 -3.4%
68 T AT&T INC Communication Services 11,154.0 $231K 0.08% $20.70 +24.0%
69 BA BOEING COMPANY Industrials 1,044.0 $226K 0.08% $216.51 -2.0%
70 VTWG VANGUARD RUSSELL 776.0 $223K 0.08% $287.77 -4.2%
71 VGUS VANGUARD ULTRA 2,936.0 $222K 0.08% +129.0 +4.6% $75.66 -0.2%
72 PUTNAM FRANKLIN 26,276.0 $209K 0.07% -2K -6.2% $7.97
73 FIRST TRUST 2,820.0 $208K 0.07% $73.81
74 VANGUARD SHORT 2,644.0 $203K 0.07% +21.0 +0.8% $76.62
75 WMT WALMART INC Consumer Defensive 1,633.0 $185K 0.07% +86.0 +5.6% $113.26 -5.4%
76 SPACE EXPLORATION 1,082.0 $185K 0.07% NEW $170.86
77 SPSB STATE STREET 5,927.0 $178K 0.06% +196.0 +3.4% $30.01 -0.7%
78 VTES VANGUARD SHORT 1,786.0 $178K 0.06% +216.0 +13.8% $99.53 +0.8%
79 COST COSTCO WHOLESALE Consumer Defensive 180.0 $168K 0.06% +7.0 +4.0% $936.00 -2.2%
80 SPYM STATE STREET 1,910.0 $168K 0.06% $87.89 +3.2%
Page 4 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%