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GK
Graney & King Portfolio holdings
AUM
$278M
Turnover
6.19%
1-Year Est. Return
20.47%
This Fund
S&P 500
This Quarter Est. Return
+12.66%
1 Year Est. Return
+20.47%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$278M
AUM Growth
+$92.7M
(+50%)
Cap. Flow
+$70.5M
Cap. Flow % of AUM
Cap. Flow %
25.32%
Top 10 Holdings %
Top 10 Hldgs %
70.11%
Holding
388
New
18
Increased
107
Reduced
42
Closed
6
Avg Time Held
1.3
years
Top 10 Avg Time Held
1.2
years
Top 20 Avg Time Held
1.2
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$37.4M |
| 2 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$17.2M |
| 3 |
John Hancock Multifactor Mid Cap ETF
JHMM
|
+$5.13M |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$2.18M |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$1.47M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Growth ETF
VUG
|
+$256K |
| 2 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$171K |
| 3 |
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$87.5K |
| 4 |
AbbVie
ABBV
|
+$80.7K |
| 5 |
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$80.5K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 93.02% |
| 2 | Technology | 2.19% |
| 3 | Industrials | 1.15% |
| 4 | Financials | 0.88% |
| 5 | Consumer Discretionary | 0.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
226
Palantir
PLTR
$463B
| $15.8K | 0.01% |
135
+73
| +118% | +$10K |
2025 Q1
5 quarters
|
|
227
Portland General Electric
POR
$5.21B
| $15.5K | 0.01% |
300
| – | – |
2024 Q4
6 quarters
|
|
228
FirstEnergy
FE
$26.5B
| $15.4K | 0.01% |
323
| – | – |
2024 Q4
6 quarters
|
|
229
First Trust Dorsey Wright Focus 5 ETF
FV
$3.88B
| $15.3K | 0.01% |
201
| – | – |
2025 Q1
5 quarters
|
|
230
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
| $15.1K | 0.01% |
+182
| New | +$14.5K |
2026 Q2
0 quarters
|
|
231
Medtronic
MDT
$121B
| $14.1K | 0.01% |
181
+2
| +1% | +$161 |
2024 Q4
6 quarters
|
|
232
Mastercard
MA
$543B
| $14K | 0.01% |
27
| – | – |
2025 Q1
5 quarters
|
|
233
Broadcom
AVGO
$1.6T
| $14K | 0.01% |
37
| – | – |
2025 Q2
4 quarters
|
|
234
Baker Hughes
BKR
$55.2B
| $14K | 0.01% |
252
+1
| +0.4% | +$63 |
2024 Q4
6 quarters
|
|
235
State Street Energy Select Sector SPDR ETF
XLE
$44.5B
| $13.5K | ﹤0.01% |
+254
| New | +$14.5K |
2026 Q2
0 quarters
|
|
236
American Water Works
AWK
$27B
| $13.2K | ﹤0.01% |
100
| – | – |
2024 Q4
6 quarters
|
|
237
Snowflake
SNOW
$113B
| $12.7K | ﹤0.01% |
50
| – | – |
2024 Q4
6 quarters
|
|
238
Duke Energy
DUK
$94.6B
| $12.7K | ﹤0.01% |
100
| – | – |
2024 Q4
6 quarters
|
|
239
Royal Gold
RGLD
$20.2B
| $12.4K | ﹤0.01% |
62
| – | – |
2025 Q4
2 quarters
|
|
240
Plug Power
PLUG
$1.96B
| $12.3K | ﹤0.01% |
4,555
| – | – |
2024 Q4
6 quarters
|
|
241
Lowe's Companies
LOW
$111B
| $12.1K | ﹤0.01% |
55
| – | – |
2024 Q4
6 quarters
|
|
242
CAVA Group
CAVA
$6.71B
| $12.1K | ﹤0.01% |
154
| – | – |
2025 Q3
3 quarters
|
|
243
Vanguard Materials ETF
VAW
$3.25B
| $11.9K | ﹤0.01% |
52
| – | – |
2026 Q1
1 quarter
|
|
244
RB Global
RBA
$15B
| $11.6K | ﹤0.01% |
100
| – | – |
2024 Q4
6 quarters
|
|
245
UnitedHealth
UNH
$376B
| $11.6K | ﹤0.01% |
28
| – | – |
2024 Q4
6 quarters
|
|
246
Knife River
KNF
$2.91B
| $11.5K | ﹤0.01% |
137
| – | – |
2026 Q1
1 quarter
|
|
247
Enbridge
ENB
$107B
| $11.2K | ﹤0.01% |
206
| – | – |
2024 Q4
6 quarters
|
|
248
Gilead Sciences
GILD
$194B
| $11K | ﹤0.01% |
87
| – | – |
2024 Q4
6 quarters
|
|
249
Principal Financial Group
PFG
$23.1B
| $10.8K | ﹤0.01% |
100
| – | – |
2025 Q2
4 quarters
|
|
250
Medpace
MEDP
$17.4B
| $10.6K | ﹤0.01% |
20
| – | – |
2025 Q3
3 quarters
|
|
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FFG
Graney & King's Q2 2026 Portfolio in Review
As of Q2 2026, Graney & King held 388 positions worth $278M, up 50% from $186M the previous quarter. Its ten largest holdings account for 70% of the portfolio.
Graney & King deployed $70.5M of net new capital in Q2 2026, opening 18 new positions and adding to 107 existing holdings. Its largest new stake was iShares Core MSCI Total International Stock ETF: 397,614 shares worth $37.9M.
By sector, the portfolio is most concentrated in Miscellaneous at 93% of assets, up from 91% a quarter earlier, followed by Technology and Industrials.
On the sell side, the largest reduction was Vanguard Morningstar Growth ETF, an estimated $256K trimmed.
- Graney & King's largest Q2 2026 buy was iShares Core MSCI Total International Stock ETF: 397,614 shares worth $37.9M.
- Graney & King added most to State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2026, an estimated $17.2M increase.
- Graney & King's biggest Q2 2026 reduction was Vanguard Morningstar Growth ETF, cutting an estimated $256K.
- Graney & King fully exited Vanguard Total Bond Market in Q2 2026, selling an estimated $52.2K.
- Graney & King's ten largest holdings make up 70% of its $278M portfolio in Q2 2026.
- Graney & King opened 18 new positions and closed 6 in Q2 2026.
- Graney & King's portfolio value rose 50% quarter-over-quarter to $278M.
Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.