Portfolio (Quarterly)
Guide ↗
Graney & King, LLC
· CIK 0002051568| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | HLT | HILTON WORLDWIDE | Consumer Cyclical | 213.0 | $65K | 0.04% | NEW | — | $303.69 | +7.3% |
| 122 | IVW | ISHARES S&P | — | 567.0 | $64K | 0.04% | NEW | — | $113.17 | +21.8% |
| 123 | GFS | GLOBALFOUNDRIES INC | Technology | 1,404.0 | $62K | 0.03% | NEW | — | $44.48 | +42.5% |
| 124 | VYM | VANGUARD HIGH | — | 418.0 | $62K | 0.03% | NEW | — | $148.10 | +8.2% |
| 125 | QTUM | DEFIANCE QUANTUM | — | 576.0 | $62K | 0.03% | NEW | — | $107.30 | +39.7% |
| 126 | GEHC | GE HEALTHCARE | Healthcare | 865.0 | $62K | 0.03% | NEW | — | $71.15 | -13.3% |
| 127 | NEE | NEXTERA ENERGY | Utilities | 659.0 | $61K | 0.03% | NEW | — | $92.88 | -3.6% |
| 128 | IBM | INTL BUSINESS | Technology | 243.0 | $59K | 0.03% | NEW | — | $242.39 | -10.4% |
| 129 | CRWD | CROWDSTRIKE HOLDINGS | Technology | 150.0 | $59K | 0.03% | NEW | — | $97.60 | +115.9% |
| 130 | MCK | MCKESSON CORP | Healthcare | 67.0 | $58K | 0.03% | NEW | — | $865.36 | -7.2% |
| 131 | JPLD | JPMORGAN LTD | — | 1,099.0 | $57K | 0.03% | NEW | — | $52.19 | -0.4% |
| 132 | KMI | KINDER MORGAN | Energy | 1,705.0 | $57K | 0.03% | NEW | — | $33.54 | -3.0% |
| 133 | MFC | MANULIFE FINANCIAL | Financial Services | 1,623.0 | $56K | 0.03% | NEW | — | $34.44 | +21.1% |
| 134 | FVD | FIRST TRUST | — | 1,187.0 | $56K | 0.03% | NEW | — | $47.03 | +4.0% |
| 135 | DIA | STATE STREET | Financial Services | 119.0 | $55K | 0.03% | NEW | — | $462.36 | +13.5% |
| 136 | BK | BANK NEW YORK | Financial Services | 452.0 | $54K | 0.03% | NEW | — | $118.63 | +21.2% |
| 137 | ROBT | FIRST TRUST | — | 1,159.0 | $54K | 0.03% | NEW | — | $46.16 | +20.3% |
| 138 | REGN | REGENERON PHARMACEUTICAL | Healthcare | 69.0 | $53K | 0.03% | NEW | — | $774.09 | -15.2% |
| 139 | AMGN | AMGEN INC | Healthcare | 150.0 | $53K | 0.03% | NEW | — | $351.85 | +1.0% |
| 140 | XSHD | INVESCO S&P | — | 4,003.0 | $53K | 0.03% | NEW | — | $13.12 | +8.3% |
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
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%