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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 5 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LHX L3HARRIS TECHNOLOGIES Industrials 575.0 $167K 0.06% -50.0 -8.0% $290.81 -11.8%
82 RECS COLUMBIA RESEARCH 3,773.0 $163K 0.06% -2K -31.3% $43.28 +5.7%
83 PEP PEPSICO INC Consumer Defensive 1,195.0 $162K 0.06% $135.36 +1.7%
84 ESGV VANGUARD ESG 1,142.0 $151K 0.05% -270.0 -19.1% $132.25 +3.3%
85 QTUM DEFIANCE QUANTUM 891.0 $147K 0.05% +315.0 +54.7% $165.29 -10.5%
86 CGUI CAPITAL GROUP 5,750.0 $145K 0.05% NEW $25.28 +0.1%
87 FXA INVESCO CURRENCYSHARES Financial Services 2,112.0 $145K 0.05% +287.0 +15.7% $68.57 +4.0%
88 SPDW STATE STREET 2,854.0 $144K 0.05% +17.0 +0.6% $50.40 +3.8%
89 VCIT VANGUARD INTERMEDIATE 1,683.0 $139K 0.05% -90.0 -5.1% $82.65 -2.6%
90 YUM YUM BRANDS INC Consumer Cyclical 861.0 $138K 0.05% $159.94 -5.8%
91 GSK GSK PLC Healthcare 2,485.0 $130K 0.05% +20.0 +0.8% $52.42 -4.8%
92 XLK STATE STREET 680.0 $130K 0.05% $190.64 -1.8%
93 CRWD CROWDSTRIKE HOLDINGS Technology 163.0 $124K 0.04% +13.0 +8.7% $190.79 +11.7%
94 TSM TAIWAN SEMICONDUCTOR Technology 252.0 $120K 0.04% $478.06 -10.3%
95 EIS ISHARES MSCI 980.0 $118K 0.04% $120.71 +4.4%
96 DIA STATE STREET Financial Services 224.0 $117K 0.04% +105.0 +88.2% $522.03 +2.3%
97 GFS GLOBALFOUNDRIES INC Technology 1,404.0 $116K 0.04% $82.41 -45.1%
98 MAR MARRIOTT INTL Consumer Cyclical 296.0 $110K 0.04% $371.12 -9.3%
99 LPLA LPL FINANCIAL Financial Services 385.0 $109K 0.04% +100.0 +35.1% $281.90 +27.5%
100 F FORD MOTOR Consumer Cyclical 7,695.0 $107K 0.04% $13.90 +5.2%
Page 5 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%