Portfolio (Quarterly)
Guide ↗
Graney & King, LLC
· CIK 0002051568| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 321 | FNDA | SCHWAB FUNDAMENTAL | — | 56.0 | $2K | 0.00% | NEW | — | $32.30 | +15.8% |
| 322 | NDAQ | NASDAQ INC | Financial Services | 21.0 | $2K | 0.00% | NEW | — | $84.90 | +3.7% |
| 323 | UNIT | UNITI GROUP | Real Estate | 183.0 | $2K | 0.00% | NEW | — | $9.38 | +17.3% |
| 324 | SCHF | SCHWAB INTL | — | 63.0 | $2K | 0.00% | NEW | — | $24.81 | +10.5% |
| 325 | FNDC | SCHWAB FUNDAMENTAL | — | 34.0 | $2K | 0.00% | NEW | — | $45.88 | +6.1% |
| 326 | EWY | ISHARES MSCI | — | 12.0 | $1K | 0.00% | NEW | — | $123.00 | +43.9% |
| 327 | CSGP | COSTAR GROUP INC | Real Estate | 35.0 | $1K | 0.00% | NEW | — | $40.34 | -31.4% |
| 328 | D | DOMINION ENERGY | Utilities | 22.0 | $1K | 0.00% | NEW | — | $61.82 | +15.3% |
| 329 | BYND | BEYOND MEAT | Consumer Defensive | 1,845.0 | $1K | 0.00% | NEW | — | $0.70 | -11.4% |
| 330 | CNO | CNO FINANCIAL | Financial Services | 31.0 | $1K | 0.00% | NEW | — | $41.06 | +27.1% |
| 331 | BHF | BRIGHTHOUSE FINANCIAL | Financial Services | 21.0 | $1K | 0.00% | NEW | — | $59.86 | +10.1% |
| 332 | CMCSA | COMCAST CORP | Communication Services | 42.0 | $1K | 0.00% | NEW | — | $28.71 | -19.2% |
| 333 | SWIM | LATHAM GROUP | Industrials | 200.0 | $1K | 0.00% | NEW | — | $5.37 | +12.8% |
| 334 | — | AMERICAN BITCOIN | — | 1,136.0 | $1K | 0.00% | NEW | — | $0.92 | — |
| 335 | TOTL | STATE STREET | — | 26.0 | $1K | 0.00% | NEW | — | $39.73 | -1.7% |
| 336 | IXJ | ISHARES GLOBAL | — | 10.0 | $950.0 | 0.00% | NEW | — | $95.00 | +2.8% |
| 337 | SCHE | SCHWAB EMERGING | — | 28.0 | $922.0 | — | NEW | — | $32.93 | +9.5% |
| 338 | KFRC | KFORCE INC | Industrials | 30.0 | $877.0 | — | NEW | — | $29.23 | +90.4% |
| 339 | GLDM | SPDR GOLD | Financial Services | 9.0 | $834.0 | — | NEW | — | $92.67 | -13.4% |
| 340 | SCHC | SCHWAB INTL | — | 17.0 | $816.0 | — | NEW | — | $48.00 | +0.5% |
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
25.0%
Financial Services
20.8%
Industrials
9.5%
Communication Services
8.7%
Utilities
8.6%
Consumer Cyclical
8.5%
Healthcare
7.7%
Consumer Defensive
5.7%
Energy
4.2%
Real Estate
0.7%