Portfolio (Quarterly)
Guide ↗
Graney & King, LLC
· CIK 0002051568| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | AMD | ADVANCED MICRO | Technology | 181.0 | $105K | 0.04% | +31.0 | +20.7% | $580.91 | -11.2% |
| 102 | ITOT | ISHARES CORE | — | 640.0 | $105K | 0.04% | +573.0 | +855.2% | $164.16 | +1.8% |
| 103 | SCHW | SCHWAB CHARLES | Financial Services | 1,129.0 | $104K | 0.04% | — | — | $92.30 | +16.2% |
| 104 | JEPQ | JPMORGAN | — | 1,674.0 | $103K | 0.04% | -169.0 | -9.2% | $61.45 | -2.7% |
| 105 | SYK | STRYKER CORP | Healthcare | 324.0 | $102K | 0.04% | — | — | $314.73 | -12.4% |
| 106 | AXP | AMERICAN EXPRESS | Financial Services | 294.0 | $99K | 0.04% | — | — | $338.34 | -4.0% |
| 107 | INDA | ISHARES MSCI | — | 2,005.0 | $99K | 0.04% | — | — | $49.40 | -1.7% |
| 108 | EQWL | INVESCO S&P | — | 762.0 | $98K | 0.04% | — | — | $129.02 | +2.7% |
| 109 | FTEC | FIDELITY MSCI | — | 521.0 | $96K | 0.04% | +389.0 | +294.7% | $185.16 | +56.1% |
| 110 | RWR | STATE STREET | — | 847.0 | $96K | 0.03% | NEW | — | $112.99 | -2.6% |
| 111 | RCL | ROYAL CARIBBEAN | Consumer Cyclical | 300.0 | $95K | 0.03% | — | — | $317.53 | -18.1% |
| 112 | SPEM | STATE STREET | — | 1,814.0 | $94K | 0.03% | NEW | — | $51.77 | +1.4% |
| 113 | — | TEMA ELECTRIFICATION | — | 2,228.0 | $93K | 0.03% | NEW | — | $41.89 | — |
| 114 | NFLX | NETFLIX INC | Communication Services | 1,307.0 | $93K | 0.03% | +47.0 | +3.7% | $71.40 | +8.4% |
| 115 | ABBV | ABBVIE INC | Healthcare | 365.0 | $92K | 0.03% | -375.0 | -50.7% | $251.37 | +2.3% |
| 116 | LNT | ALLIANT ENERGY | Utilities | 1,183.0 | $90K | 0.03% | — | — | $76.26 | -11.8% |
| 117 | GLW | CORNING INC | Technology | 350.0 | $89K | 0.03% | — | — | $255.43 | -34.9% |
| 118 | HYMB | STATE STREET | — | 3,463.0 | $88K | 0.03% | — | — | $25.44 | -4.8% |
| 119 | KVUE | KENVUE INC | Consumer Defensive | 4,573.0 | $87K | 0.03% | — | — | $19.11 | -7.0% |
| 120 | AEP | AMERICAN ELECTRIC | Utilities | 634.0 | $87K | 0.03% | — | — | $136.81 | -9.9% |
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
29.1%
Financial Services
21.8%
Industrials
10.2%
Consumer Cyclical
8.6%
Utilities
8.6%
Healthcare
6.9%
Communication Services
6.0%
Consumer Defensive
5.0%
Energy
3.0%
Basic Materials
0.5%