Portfolio (Quarterly)
Guide ↗
Graney & King, LLC
· CIK 0002051568| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | VTEB | VANGUARD MUNICIPAL | — | 81.0 | $4K | 0.00% | NEW | — | $49.73 | -2.6% |
| 282 | NUE | NUCOR CORP | Basic Materials | 23.0 | $4K | 0.00% | NEW | — | $169.09 | +53.4% |
| 283 | IHAK | ISHARES CYBERSECURITY | — | 88.0 | $4K | 0.00% | NEW | — | $43.64 | +40.8% |
| 284 | NLR | VANECK URANIUM | — | 29.0 | $4K | 0.00% | NEW | — | $131.72 | -14.0% |
| 285 | — | HOLOGIC INC | — | 50.0 | $4K | 0.00% | NEW | — | $75.60 | — |
| 286 | AIG | AMERICAN INTL | Financial Services | 50.0 | $4K | 0.00% | NEW | — | $75.26 | +0.1% |
| 287 | CARR | CARRIER GLOBAL | Industrials | 63.0 | $4K | 0.00% | NEW | — | $55.98 | +2.6% |
| 288 | IWF | ISHARES RUSSELL | — | 8.0 | $3K | 0.00% | NEW | — | $426.50 | -71.3% |
| 289 | C | CITIGROUP INC | Financial Services | 30.0 | $3K | 0.00% | NEW | — | $113.40 | +22.4% |
| 290 | ZM | ZOOM COMMUNICATIONS | Technology | 40.0 | $3K | 0.00% | NEW | — | $80.40 | +18.9% |
| 291 | EIPX | FIRST TRUST | — | 98.0 | $3K | 0.00% | NEW | — | $32.04 | +4.7% |
| 292 | — | MILLROSE PPTYS | — | 112.0 | $3K | 0.00% | NEW | — | $28.00 | — |
| 293 | DKNG | DRAFTKINGS INC | Consumer Cyclical | 136.0 | $3K | 0.00% | NEW | — | $21.62 | +14.4% |
| 294 | BE | BLOOM ENERGY | Industrials | 21.0 | $3K | 0.00% | NEW | — | $135.48 | +103.5% |
| 295 | FNDE | SCHWAB FUNDAMENTAL | — | 73.0 | $3K | 0.00% | NEW | — | $38.47 | +10.9% |
| 296 | NAVI | NAVIENT CORP | Financial Services | 336.0 | $3K | 0.00% | NEW | — | $8.18 | +15.2% |
| 297 | MU | MICRON TECHNOLOGY INC | Technology | 8.0 | $3K | 0.00% | NEW | — | $337.75 | +188.8% |
| 298 | SCHP | SCHWAB US | — | 101.0 | $3K | 0.00% | NEW | — | $26.52 | -3.5% |
| 299 | HOOD | ROBINHOOD MARKETS | Financial Services | 38.0 | $3K | 0.00% | NEW | — | $69.29 | +62.5% |
| 300 | CCL | CARNIVAL CORP | Consumer Cyclical | 100.0 | $3K | 0.00% | NEW | — | $25.88 | -12.1% |
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%