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Portfolio (Quarterly) Guide ↗

Graver Capital Management, LLC

· CIK 0002056589
13F Portfolio $140M AUM 26 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 26 New
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 YUM YUM BRANDS INC Consumer Cyclical 2,000.0 $320K 0.23% NEW $159.86 -3.8%
22 INTC INTEL CORP Technology 2,200.0 $307K 0.22% NEW $139.63 -35.9%
23 HBAN HUNTINGTON BANCSHARES INC Financial Services 16,989.0 $301K 0.21% NEW $17.73 -4.6%
24 DUK DUKE ENERGY CORP NEW Utilities 2,000.0 $253K 0.18% NEW $126.58 -5.0%
25 MCD MCDONALDS CORP Consumer Cyclical 894.0 $242K 0.17% NEW $270.31 -2.0%
26 AEE AMEREN CORP Utilities 2,000.0 $226K 0.16% NEW $113.04 -6.1%
Page 2 of 2  ·  26 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
Financial Services 29.3%
Technology 21.9%
Consumer Defensive 19.3%
Utilities 12.1%
Consumer Cyclical 10.6%
Industrials 6.7%