Portfolio (Quarterly)
Guide ↗
Graney & King, LLC
· CIK 0002051568| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | PRU | PRUDENTIAL FINANCIAL | Financial Services | 476.0 | $51K | 0.02% | — | — | $107.97 | +13.0% |
| 162 | MCK | MCKESSON CORP | Healthcare | 67.0 | $51K | 0.02% | — | — | $755.60 | +20.2% |
| 163 | GS | GOLDMAN SACHS | Financial Services | 50.0 | $51K | 0.02% | — | — | $1011.36 | +2.7% |
| 164 | PFE | PFIZER INC | Healthcare | 1,856.0 | $45K | 0.02% | +11.0 | +0.6% | $24.08 | +18.2% |
| 165 | XLP | STATE STREET | — | 538.0 | $45K | 0.02% | +16.0 | +3.1% | $83.00 | +1.9% |
| 166 | IVE | ISHARES S&P | — | 193.0 | $44K | 0.02% | — | — | $227.06 | +4.3% |
| 167 | PSX | PHILLIPS 66 | Energy | 258.0 | $44K | 0.02% | +2.0 | +0.8% | $169.07 | +50.9% |
| 168 | REGN | REGENERON PHARMACEUTICAL | Healthcare | 69.0 | $43K | 0.02% | — | — | $625.41 | +32.3% |
| 169 | UBER | UBER TECHNOLOGIES | Technology | 561.0 | $40K | 0.01% | — | — | $72.16 | +5.0% |
| 170 | UPS | UNITED PARCEL | Industrials | 375.0 | $40K | 0.01% | — | — | $107.49 | -4.8% |
| 171 | DIS | WALT DISNEY | Communication Services | 402.0 | $39K | 0.01% | — | — | $96.22 | +9.4% |
| 172 | CW | CURTISS WRIGHT CORP DE | Industrials | 50.0 | $38K | 0.01% | — | — | $757.76 | -25.2% |
| 173 | OEF | ISHARES S&P | — | 103.0 | $38K | 0.01% | +88.0 | +586.7% | $366.78 | +4.2% |
| 174 | WY | WEYERHAEUSER CO | Real Estate | 1,565.0 | $37K | 0.01% | — | — | $23.94 | -3.8% |
| 175 | LUV | SOUTHWEST AIRLINES | Industrials | 722.0 | $37K | 0.01% | — | — | $51.42 | -22.9% |
| 176 | VRT | VERTIV HOLDINGS | Industrials | 107.0 | $36K | 0.01% | — | — | $335.19 | -16.3% |
| 177 | FDL | FIRST TRUST | — | 730.0 | $36K | 0.01% | — | — | $48.63 | +8.8% |
| 178 | ABNB | AIRBNB INC | Consumer Cyclical | 240.0 | $34K | 0.01% | — | — | $143.10 | +27.1% |
| 179 | ORCL | ORACLE CORP | Technology | 229.0 | $34K | 0.01% | -67.0 | -22.6% | $146.40 | +8.5% |
| 180 | JETS | U S GLOBAL | — | 1,000.0 | $33K | 0.01% | — | — | $33.22 | -13.3% |
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
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%