Portfolio (Quarterly)
Guide ↗
Graney & King, LLC
· CIK 0002051568| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | WY | WEYERHAEUSER CO | Real Estate | 1,565.0 | $38K | 0.02% | NEW | — | $24.43 | -4.9% |
| 162 | DAL | DELTA AIRLINES | Industrials | 566.0 | $38K | 0.02% | NEW | — | $66.48 | +13.8% |
| 163 | GOOGL | ALPHABET INC | Communication Services | 130.0 | $37K | 0.02% | NEW | — | $287.77 | +34.7% |
| 164 | FDL | FIRST TRUST | — | 730.0 | $37K | 0.02% | NEW | — | $50.77 | -0.6% |
| 165 | — | FORTINET INC | — | 452.0 | $37K | 0.02% | NEW | — | $81.72 | — |
| 166 | UPS | UNITED PARCEL | Industrials | 375.0 | $37K | 0.02% | NEW | — | $98.37 | +0.5% |
| 167 | CW | CURTISS WRIGHT CORP DE | Industrials | 50.0 | $34K | 0.02% | NEW | — | $681.12 | +6.7% |
| 168 | VZ | VERIZON COMMUNICATIONS | Communication Services | 667.0 | $33K | 0.02% | NEW | — | $50.18 | -4.7% |
| 169 | IBIT | ISHARES BITCOIN | Financial Services | 812.0 | $31K | 0.02% | NEW | — | $38.42 | +14.5% |
| 170 | AMD | ADVANCED MICRO | Technology | 150.0 | $31K | 0.02% | NEW | — | $203.43 | +121.0% |
| 171 | LH | LABCORP HOLDINGS | Healthcare | 114.0 | $30K | 0.02% | NEW | — | $266.81 | -4.1% |
| 172 | ABNB | AIRBNB INC | Consumer Cyclical | 240.0 | $30K | 0.02% | NEW | — | $126.28 | +6.3% |
| 173 | CRM | SALESFORCE INC | Technology | 162.0 | $30K | 0.02% | NEW | — | $186.65 | -5.5% |
| 174 | AMT | AMERICAN TOWER | Real Estate | 175.0 | $30K | 0.02% | NEW | — | $172.44 | +6.6% |
| 175 | HDB | HDFC BANK | Financial Services | 1,200.0 | $30K | 0.02% | NEW | — | $24.88 | -1.0% |
| 176 | ECL | ECOLAB INC | Basic Materials | 110.0 | $29K | 0.02% | NEW | — | $266.02 | -6.0% |
| 177 | AGNC | AGNC INVESTMENT | Real Estate | 2,838.0 | $28K | 0.01% | NEW | — | $10.03 | +2.3% |
| 178 | BAC | BANK AMERICA | Financial Services | 567.0 | $28K | 0.01% | NEW | — | $48.75 | +5.6% |
| 179 | FTEC | FIDELITY MSCI | — | 132.0 | $27K | 0.01% | NEW | — | $207.67 | +31.7% |
| 180 | LUV | SOUTHWEST AIRLINES | Industrials | 722.0 | $27K | 0.01% | NEW | — | $37.57 | +8.5% |
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%