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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 | |
|---|---|---|---|---|---|---|---|
251
iShares Russell 2000 ETF
IWM
$79.1B
| $10.3K | ﹤0.01% |
34
| – | – |
2025 Q2
4 quarters
|
|
252
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.7B
| $10.2K | ﹤0.01% |
437
+8
| +2% | +$187 |
2024 Q4
6 quarters
|
|
253
Novo Nordisk
NVO
$174B
| $9.6K | ﹤0.01% |
200
| – | – |
2024 Q4
6 quarters
|
|
254
Broadridge
BR
$20.3B
| $9.6K | ﹤0.01% |
70
| – | – |
2024 Q4
6 quarters
|
|
255
Vanguard Short-Term Treasury ETF
VGSH
$35.1B
| $9.02K | ﹤0.01% |
155
| – | – |
2024 Q4
6 quarters
|
|
256
SLM Corp
SLM
$4.18B
| $8.72K | ﹤0.01% |
336
| – | – |
2024 Q4
6 quarters
|
|
257
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$2.12B
| $8.67K | ﹤0.01% |
299
+4
| +1% | +$116 |
2024 Q4
6 quarters
|
|
258
Honeywell
HON
$67.6B
| $8.65K | ﹤0.01% |
39
-68
| -64% | -$15.2K |
2024 Q4
6 quarters
|
|
259
Coca-Cola
KO
$402B
| $8.53K | ﹤0.01% |
105
| – | – |
2024 Q4
6 quarters
|
|
|
HONA
260
Honeywell Aerospace
HONA
$50.7B
| $8.4K | ﹤0.01% |
+38
| New | +$8.38K |
2026 Q2
0 quarters
|
|
261
Qnity Electronics Inc
Q
$24.8B
| $8.33K | ﹤0.01% |
51
| – | – |
2025 Q4
2 quarters
|
|
262
Trane Technologies
TT
$102B
| $7.88K | ﹤0.01% |
+16
| New | +$7.48K |
2026 Q2
0 quarters
|
|
263
Chemung Financial Corp
CHMG
$392M
| $7.83K | ﹤0.01% |
105
| – | – |
2024 Q4
6 quarters
|
|
264
Insulet
PODD
$9.9B
| $7.61K | ﹤0.01% |
50
| – | – |
2024 Q4
6 quarters
|
|
265
KeyCorp
KEY
$22.2B
| $7.46K | ﹤0.01% |
324
| – | – |
2024 Q4
6 quarters
|
|
266
American Tower
AMT
$85.5B
| $7.41K | ﹤0.01% |
45
-130
| -74% | -$23.4K |
2024 Q4
6 quarters
|
|
267
e.l.f. Beauty
ELF
$6.77B
| $7.4K | ﹤0.01% |
100
| – | – |
2025 Q4
2 quarters
|
|
268
VanEck Gold Miners ETF
GDX
$26.2B
| $7.39K | ﹤0.01% |
98
+22
| +29% | +$1.94K |
2026 Q1
1 quarter
|
|
269
SPDR Gold Trust
GLD
$140B
| $7.37K | ﹤0.01% |
20
| – | – |
2024 Q4
6 quarters
|
|
270
Invesco Water Resources ETF
PHO
$1.96B
| $6.91K | ﹤0.01% |
100
| – | – |
2024 Q4
6 quarters
|
|
271
iShares Cybersecurity and Tech ETF
IHAK
$1.18B
| $6.8K | ﹤0.01% |
112
+24
| +27% | +$1.24K |
2026 Q1
1 quarter
|
|
272
Nebius Group N.V.
NBIS
$46.6B
| $6.63K | ﹤0.01% |
+24
| New | +$4.75K |
2026 Q2
0 quarters
|
|
273
Trade Desk
TTD
$5.98B
| $6.51K | ﹤0.01% |
360
| – | – |
2024 Q4
6 quarters
|
|
274
International Flavors & Fragrances
IFF
$23.3B
| $6.42K | ﹤0.01% |
81
| – | – |
2024 Q4
6 quarters
|
|
275
Bloom Energy
BE
$65.6B
| $6.36K | ﹤0.01% |
21
| – | – |
2025 Q4
2 quarters
|
|
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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.