Graney & King, LLC
CIK 2051568 · View on SEC EDGAR ↗
- Portfolio value
- $278.2M
- Positions
- 382
- As of
- June 30, 2026
#5,399 of 9,443 by 13F value · top 57.2%
Portfolio value QoQ: +50.0% 13F does not disclose cash
- Top 10 holdings weight
- 70.11%
- Top 25 holdings weight
- 87.19%
- Positions above 1%
- 16
- Effective number of positions
- 15.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.56% Est. buys $77,076,666 · sells $1,303,575
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 88.2% still held
- New positions
- 22
- Increased
- 111
- Decreased
- 37
- Closed
- 10
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
2.1%
Industrials
1.1%
Communication Services
0.5%
Healthcare
0.5%
Retail
0.4%
Financials
0.4%
Consumer Discretionary
0.4%
Financial Services
0.3%
Utilities
0.3%
Energy
0.2%
Consumer products
0.1%
Telecommunication
0.1%
Consumer Staples
0.1%
Logistics & Transportation
0.0%
Real Estate
0.0%
Communications
0.0%
Materials
0.0%
Other/Unmapped
93.3%
Full portfolio 382 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IXUS iShares Core MSCI Total International Stock ETF | $37,948,235 | 13.64% | 397,614 | Up ×1 | |||
| SPYG | $29,289,894 | 10.53% | 246,154 | $19,953,738 | Up ×3 | ||
| MGV | $29,287,624 | 10.53% | 179,184 | $4,039,765 | Up ×6 | ||
| GPIX Goldman Sachs S&P 500 Premium Income ETF | $22,027,348 | 7.92% | 396,389 | $3,393,195 | Up ×3 | ||
| JHMM | $21,181,256 | 7.61% | 282,568 | $6,988,518 | Up ×6 | ||
| FBND | $15,791,607 | 5.68% | 347,145 | $1,421,065 | Up ×6 | ||
| BBIN | $12,302,586 | 4.42% | 157,564 | $1,456,526 | Up ×6 | ||
| QQQM Invesco NASDAQ 100 ETF | $9,273,973 | 3.33% | 30,610 | $3,830,249 | Up ×6 | ||
| VLU | $9,020,322 | 3.24% | 37,868 | $1,215,081 | Up ×6 | ||
| SPLB | $8,945,842 | 3.22% | 399,368 | $587,607 | Up ×6 | ||
| ANGL VanEck Fallen Angel High Yield Bond ETF | $8,754,424 | 3.15% | 299,399 | $690,947 | Up ×6 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $6,295,215 | 2.26% | 77,661 | $1,416,698 | Up ×4 | ||
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $5,918,248 | 2.13% | 30,864 | $1,243,850 | Up ×2 | ||
| SLYG | $5,589,454 | 2.01% | 46,919 | $1,145,586 | Up ×1 | ||
| BIV | $3,650,909 | 1.31% | 47,600 | $-82,677 | Down ×1 | ||
| VXUS Vanguard Total International Stock ETF | $3,200,486 | 1.15% | 37,437 | $616,458 | Up ×3 | ||
| AAPL Apple Inc. - Common Stock | $2,402,825 | 0.86% | 8,304 | $312,486 | Up ×1 | ||
| VTV | $1,886,879 | 0.68% | 8,396 | $380,249 | Up ×1 | ||
| VUG | $1,622,110 | 0.58% | 18,831 | $30,221 | Up ×2 | ||
| GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF | $1,574,957 | 0.57% | 26,555 | $358,845 | Up ×4 | ||
| VB | $1,477,747 | 0.53% | 4,838 | $259,554 | Up ×5 | ||
| MGK | $1,381,434 | 0.50% | 15,714 | $253,773 | Up ×2 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $1,310,531 | 0.47% | 6,968 | $230,905 | Up ×2 | ||
| VTI | $1,254,430 | 0.45% | 3,390 | $116,702 | Down ×2 | ||
| SLYV | $1,214,973 | 0.44% | 11,135 | $81,566 | Down ×4 | ||
| SPYV | $1,192,601 | 0.43% | 19,618 | $-78,578 | Down ×6 | ||
| SPY SPY | $1,128,558 | 0.41% | 1,511 | $130,371 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1,092,795 | 0.39% | 5,462 | $242,681 | Up ×2 | ||
| GE GE Aerospace Common Stock | $1,082,232 | 0.39% | 2,896 | $256,666 | Down ×2 | ||
| IDEV | $1,004,721 | 0.36% | 11,288 | $75,298 | Up ×1 | ||
| SCHD | $946,219 | 0.34% | 29,840 | $-12,684 | Down ×4 | ||
| VOO | $890,050 | 0.32% | 1,296 | $98,490 | Down ×1 | ||
| VO | $869,379 | 0.31% | 10,647 | $189,089 | Up ×1 | ||
| GEV GE Vernova Inc. Common Stock | $836,740 | 0.30% | 712 | $212,465 | Down ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $717,854 | 0.26% | 1,274 | $4,241 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $697,614 | 0.25% | 1,870 | $18,915 | Up ×1 | ||
| OMFS | $689,594 | 0.25% | 12,928 | $105,598 | Up ×4 | ||
| SPSM | $669,419 | 0.24% | 11,608 | $157,665 | Up ×6 | ||
| INTC Intel Corporation - Common Stock | $603,648 | 0.22% | 4,323 | $395,792 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $593,705 | 0.21% | 2,491 | $94,066 | Up ×1 | ||
| MUNY | $580,342 | 0.21% | 5,580 | $73,302 | Up ×2 | ||
| NOBL | $575,343 | 0.21% | 10,245 | $16,572 | Up ×2 | ||
| IVV | $563,460 | 0.20% | 752 | $329,146 | Up ×2 | ||
| JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF | $536,117 | 0.19% | 5,296 | $113,454 | Down ×6 | ||
| BRKB | $534,918 | 0.19% | 1,069 | $22,653 | |||
| CEF | $485,697 | 0.17% | 12,073 | $-90,427 | |||
| V Visa Inc. | $435,546 | 0.16% | 1,269 | $59,743 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $432,102 | 0.16% | 1,320 | $171,706 | Up ×1 | ||
| OMFL | $429,041 | 0.15% | 6,260 | $-2,240 | Down ×2 | ||
| JNJ Johnson & Johnson Common Stock | $406,889 | 0.15% | 1,602 | $15,625 | Up ×3 | ||
| VBK | $399,020 | 0.14% | 1,091 | $69,231 | |||
| TSLA Tesla, Inc. - Common Stock | $391,999 | 0.14% | 932 | $59,282 | Up ×1 | ||
| ED Consolidated Edison, Inc. Common Stock | $371,796 | 0.13% | 3,361 | $-8,570 | |||
| QQQ Invesco QQQ Trust, Series 1 | $354,978 | 0.13% | 482 | $223,355 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $337,702 | 0.12% | 956 | $79,943 | Up ×2 | ||
| VBR | $330,190 | 0.12% | 1,845 | $89,630 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $329,664 | 0.12% | 2,411 | $-96,090 | Down ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $322,646 | 0.12% | 303 | $108,371 | Up ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $286,240 | 0.10% | 1,952 | $4,326 | |||
| IAU | $285,655 | 0.10% | 3,783 | $-47,855 | |||
| NGG National Grid Transco, PLC National Grid PLC (NEW) American Depositary Shares | $285,653 | 0.10% | 3,447 | $-5,963 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $279,636 | 0.10% | 820 | $148,174 | |||
| VDC | $266,275 | 0.10% | 1,181 | $84,577 | Up ×6 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $251,948 | 0.09% | 3,188 | $-49,992 | Down ×1 | ||
| TRST TrustCo Bank Corp NY - Common Stock | $245,272 | 0.09% | 4,467 | $51,032 | Up ×6 | ||
| LLY Eli Lilly and Company Common Stock | $242,104 | 0.09% | 202 | $56,556 | |||
| NYF | $237,066 | 0.09% | 4,398 | $-1,398 | Down ×2 | ||
| T AT&T Inc. | $230,879 | 0.08% | 11,154 | $-92,463 | |||
| BA Boeing Company (The) Common Stock | $226,034 | 0.08% | 1,044 | $18,210 | |||
| VTWG Vanguard Russell 2000 Growth ETF | $223,308 | 0.08% | 776 | $45,522 | |||
| VGUS Vanguard Ultra-Short Treasury ETF | $222,138 | 0.08% | 2,936 | $9,760 | Up ×1 | ||
| FTNY | $209,418 | 0.08% | 26,276 | $-9,021 | Down ×1 | ||
| FTLS | $208,149 | 0.07% | 2,820 | $9,828 | Up ×1 | ||
| VSDM | $202,585 | 0.07% | 2,644 | $2,452 | Up ×1 | ||
| WMT Walmart Inc. - Common Stock | $184,955 | 0.07% | 1,633 | $-7,315 | Up ×2 | ||
| Unknown issuer (CUSIP: 84615Q103) | $184,871 | 0.07% | 1,082 | Up ×1 | |||
| SPSB | $177,872 | 0.06% | 5,927 | $5,549 | Up ×6 | ||
| VTES | $177,764 | 0.06% | 1,786 | $18,974 | Up ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $168,480 | 0.06% | 180 | $-3,986 | Up ×1 | ||
| SPYM | $167,871 | 0.06% | 1,910 | $21,663 | |||
| LHX L3Harris Technologies, Inc. Common Stock | $167,216 | 0.06% | 575 | $-48,652 | Down ×1 | ||
| RECS | $163,304 | 0.06% | 3,773 | $-50,806 | Down ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $161,754 | 0.06% | 1,195 | $-24,133 | Down ×1 | ||
| ESGV | $151,027 | 0.05% | 1,142 | $-7,539 | Down ×1 | ||
| QTUM Defiance Quantum ETF | $147,276 | 0.05% | 891 | $85,471 | Up ×1 | ||
| CGUI | $145,362 | 0.05% | 5,750 | Up ×1 | |||
| FXA | $144,811 | 0.05% | 2,112 | $20,031 | Up ×1 | ||
| SPDW | $143,828 | 0.05% | 2,854 | $14,310 | Up ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $139,096 | 0.05% | 1,683 | $-7,615 | Down ×1 | ||
| YUM Yum! Brands, Inc. | $137,708 | 0.05% | 861 | $3,773 | |||
| GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) | $130,267 | 0.05% | 2,485 | $-5,772 | Up ×6 | ||
| XLK XLK | $129,634 | 0.05% | 680 | $39,318 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $124,392 | 0.04% | 163 | $65,830 | Up ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $120,472 | 0.04% | 252 | $35,292 | |||
| EIS | $118,296 | 0.04% | 980 | $4,577 | |||
| DIA | $116,934 | 0.04% | 224 | $61,913 | Up ×1 | ||
| GFS GlobalFoundries Inc. - Ordinary Share | $115,703 | 0.04% | 1,404 | $53,253 | |||
| MAR Marriott International - Class A Common Stock | $109,853 | 0.04% | 296 | $12,956 | |||
| LPLA LPL Financial Holdings Inc. - Common Stock | $108,532 | 0.04% | 385 | $22,704 | Up ×1 | ||
| F Ford Motor Company Common Stock | $106,960 | 0.04% | 7,695 | $18,245 | Up ×6 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| SPYG | $29,289,894 | 10.53% | up ×3 |
| MGV | $29,287,624 | 10.53% | up ×6 |
| GPIX | $22,027,348 | 7.92% | up ×3 |
| JHMM | $21,181,256 | 7.61% | up ×6 |
| FBND | $15,791,607 | 5.68% | up ×6 |
| BBIN | $12,302,586 | 4.42% | up ×6 |
| QQQM | $9,273,973 | 3.33% | up ×6 |
| VLU | $9,020,322 | 3.24% | up ×6 |
| SPLB | $8,945,842 | 3.22% | up ×6 |
| ANGL | $8,754,424 | 3.15% | up ×6 |
| RDVY | $6,295,215 | 2.26% | up ×4 |
| VXUS | $3,200,486 | 1.15% | up ×3 |
| GPIQ | $1,574,957 | 0.57% | up ×4 |
| VB | $1,477,747 | 0.53% | up ×5 |
| OMFS | $689,594 | 0.25% | up ×4 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| IXUS | $37,948,235 | 397,614 | 13.64% |
| Unknown issuer (CUSIP: 84615Q103) | $184,871 | 1,082 | 0.07% |
| CGUI | $145,362 | 5,750 | 0.05% |
| RWR | $95,705 | 847 | 0.03% |
| SPEM | $93,919 | 1,814 | 0.03% |
| VOLT | $93,331 | 2,228 | 0.03% |
| CFG | $54,007 | 771 | 0.02% |
| IJJ | $18,383 | 124 | 0.01% |
| IEMG | $15,110 | 182 | 0.01% |
| XLE | $13,480 | 254 | 0.00% |
| Unknown issuer (CUSIP: 438516205) | $8,650 | 39 | 0.00% |
| Unknown issuer (CUSIP: 43849R105) | $8,401 | 38 | 0.00% |
| TT | $7,876 | 16 | 0.00% |
| NBIS | $6,630 | 24 | 0.00% |
| MCD | $5,441 | 20 | 0.00% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SPYG | Bought more | +151K | +$20.0M |
| JHMM | Bought more | +71K | +$7.0M |
| MGV | Bought more | +5K | +$4.0M |
| QQQM | Bought more | +8K | +$3.8M |
| GPIX | Bought more | +24K | +$3.4M |
| BBIN | Bought more | +9K | +$1.5M |
| FBND | Bought more | +32K | +$1.4M |
| RDVY | Bought more | +6K | +$1.4M |
| GRID | Bought more | +2K | +$1.2M |
| VLU | Bought more | +2K | +$1.2M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| USMV | Dec. 31, 2025 | 865 | $82,296 | No longer tracked |
| KHC | March 31, 2026 | 2,560 | $62,087 | 14.3% |
| CYBR | March 31, 2026 | 128 | $57,096 | No longer tracked |
| BND | June 30, 2026 | 709 | $52,211 | |
| VEU | March 31, 2025 | 906 | $52,013 | No longer tracked |
| ITA | June 30, 2025 | 334 | $51,068 | No longer tracked |
| EXPI | March 31, 2026 | 5,000 | $45,250 | No longer tracked |
| JEPI | March 31, 2026 | 600 | $34,344 | No longer tracked |
| MET | Sept. 30, 2025 | 421 | $33,850 | 14.3% |
| IYT | March 31, 2025 | 438 | $29,600 | No longer tracked |
| HON | June 30, 2026 | 107 | $24,115 | -1.2% |
| SBAC | June 30, 2026 | 140 | $24,095 | 2.9% |
| RGA | March 31, 2026 | 107 | $21,770 | 18.0% |
| VDE | March 31, 2025 | 179 | $21,661 | No longer tracked |
| SMCI | Dec. 31, 2025 | 400 | $19,176 | 27.5% |
| FITB | June 30, 2025 | 346 | $13,551 | 33.4% |
| SAND | Dec. 31, 2025 | 1,000 | $12,520 | No longer tracked |
| CCI | June 30, 2026 | 140 | $11,383 | 0.3% |
| FTGC | June 30, 2025 | 417 | $10,629 | |
| AA | Dec. 31, 2025 | 300 | $9,867 | -6.4% |
| HTAB | June 30, 2025 | 500 | $9,585 | No longer tracked |
| STZ | Dec. 31, 2025 | 70 | $9,427 | -4.1% |
| EFA | Dec. 31, 2025 | 99 | $9,244 | No longer tracked |
| VOE | March 31, 2026 | 51 | $9,066 | No longer tracked |
| AVXL | Dec. 31, 2025 | 1,000 | $8,900 | -8.4% |
| XLE | March 31, 2026 | 182 | $8,130 | No longer tracked |
| NVRI | June 30, 2026 | 375 | $7,358 | No longer tracked |
| MCD | March 31, 2026 | 22 | $6,570 | -12.8% |
| IEMG | March 31, 2026 | 96 | $6,437 | No longer tracked |
| LQD | Dec. 31, 2025 | 55 | $6,131 | No longer tracked |
| WDFC | March 31, 2026 | 31 | $6,011 | 8.6% |
| TIP | Dec. 31, 2025 | 52 | $5,783 | No longer tracked |
| TT | March 31, 2026 | 14 | $5,501 | 9.0% |
| IJS | March 31, 2026 | 43 | $4,859 | No longer tracked |
| MTTR | March 31, 2025 | 1,000 | $4,740 | No longer tracked |
| DD | June 30, 2026 | 103 | $4,717 | 3.0% |
| HOLX | June 30, 2026 | 50 | $3,780 | No longer tracked |
| AI | Dec. 31, 2025 | 200 | $3,468 | -23.1% |
| EIPX | June 30, 2026 | 98 | $3,140 | No longer tracked |
| MU | Sept. 30, 2025 | 24 | $2,958 | 458.4% |
| CCL | June 30, 2026 | 100 | $2,588 | -9.1% |
| FM | March 31, 2025 | 74 | $2,008 | No longer tracked |
| XLU | Dec. 31, 2025 | 22 | $1,918 | No longer tracked |
| IEV | Sept. 30, 2025 | 30 | $1,898 | No longer tracked |
| AMD | Sept. 30, 2025 | 13 | $1,845 | 188.0% |
| JXN | March 31, 2025 | 21 | $1,810 | 54.9% |
| HYG | Dec. 31, 2025 | 22 | $1,786 | No longer tracked |
| CWT | Sept. 30, 2025 | 36 | $1,637 | 8.8% |
| DG | Dec. 31, 2025 | 14 | $1,446 | -8.2% |
| UNITXXXX | Sept. 30, 2025 | 304 | $1,314 | No longer tracked |
| ALTM | March 31, 2025 | 238 | $1,221 | No longer tracked |
| EIX | Sept. 30, 2025 | 23 | $1,187 | 34.9% |
| LULU | Dec. 31, 2025 | 4 | $712 | -43.4% |
| BSV | March 31, 2026 | 9 | $702 | No longer tracked |
| BITQ | Sept. 30, 2025 | 26 | $513 | No longer tracked |
| AVNW | March 31, 2025 | 16 | $290 | 9.0% |
| WBA | Sept. 30, 2025 | 23 | $264 | No longer tracked |
| HYLB | June 30, 2026 | 6 | $222 | No longer tracked |
| TLT | Sept. 30, 2025 | 1 | $95 | |
| PSEC | June 30, 2025 | 8 | $33 | -28.1% |