Portfolio (Quarterly)
Guide ↗
Graney & King, LLC
· CIK 0002051568| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | F | FORD MOTOR | Consumer Cyclical | 7,688.0 | $89K | 0.05% | NEW | — | $11.54 | +26.7% |
| 102 | EQWL | INVESCO S&P | — | 762.0 | $88K | 0.05% | NEW | — | $115.24 | +16.6% |
| 103 | HYMB | STATE STREET | — | 3,463.0 | $86K | 0.05% | NEW | — | $24.80 | -1.4% |
| 104 | LPLA | LPL FINANCIAL | Financial Services | 285.0 | $86K | 0.05% | NEW | — | $301.15 | +19.3% |
| 105 | TSM | TAIWAN SEMICONDUCTOR | Technology | 252.0 | $85K | 0.05% | NEW | — | $338.02 | +26.9% |
| 106 | LNT | ALLIANT ENERGY | Utilities | 1,183.0 | $85K | 0.05% | NEW | — | $71.73 | -5.2% |
| 107 | AEP | AMERICAN ELECTRIC | Utilities | 634.0 | $83K | 0.04% | NEW | — | $131.08 | -5.0% |
| 108 | RCL | ROYAL CARIBBEAN | Consumer Cyclical | 300.0 | $83K | 0.04% | NEW | — | $275.18 | -3.6% |
| 109 | GSST | GOLDMAN SACHS | — | 1,620.0 | $82K | 0.04% | NEW | — | $50.55 | -0.3% |
| 110 | KVUE | KENVUE INC | Consumer Defensive | 4,573.0 | $79K | 0.04% | NEW | — | $17.24 | +8.7% |
| 111 | TGT | TARGET CORP | Consumer Defensive | 650.0 | $79K | 0.04% | NEW | — | $121.20 | +35.7% |
| 112 | IEF | ISHARES 7-10YR | — | 797.0 | $76K | 0.04% | NEW | — | $95.41 | -3.3% |
| 113 | KNG | FIRST TRUST | — | 1,527.0 | $74K | 0.04% | NEW | — | $48.72 | +4.7% |
| 114 | WBD | WARNER BROS | Communication Services | 2,647.0 | $73K | 0.04% | NEW | — | $27.46 | +2.9% |
| 115 | L | LOEWS CORP | Financial Services | 665.0 | $71K | 0.04% | NEW | — | $106.71 | +2.4% |
| 116 | VNQ | VANGUARD REAL | — | 792.0 | $70K | 0.04% | NEW | — | $88.66 | +8.3% |
| 117 | SPMD | STATE STREET | — | 1,182.0 | $70K | 0.04% | NEW | — | $59.21 | +12.3% |
| 118 | COP | CONOCOPHILLIPS | Energy | 519.0 | $69K | 0.04% | NEW | — | $131.99 | +1.7% |
| 119 | SLV | ISHARES SILVER | Financial Services | 1,005.0 | $68K | 0.04% | NEW | — | $68.14 | -12.2% |
| 120 | ARKK | ARK INNOVATION | — | 998.0 | $67K | 0.04% | NEW | — | $67.59 | +27.6% |
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
25.4%
Financial Services
21.1%
Industrials
9.6%
Consumer Cyclical
8.7%
Utilities
8.7%
Healthcare
7.8%
Communication Services
7.4%
Consumer Defensive
5.8%
Energy
4.2%
Real Estate
0.7%