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GK

Graney & King Portfolio holdings

AUM $278M
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
Cap. Flow
+$70.5M
Cap. Flow %
25.32%
Top 10 Hldgs %
70.11%
Holding
388
New
18
Increased
107
Reduced
42
Closed
6

Top Buys

Rank Stock Value
1
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$37.4M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$17.2M
3
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$5.13M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.18M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.47M

Top Sells

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$256K
2
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$171K
3
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$87.5K
4
ABBV icon
AbbVie
ABBV
+$80.7K
5
SPTS icon
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
SE icon
276
Sea Limited
SE
$69.4B
$6.23K ﹤0.01%
65
– –
DOW icon
277
Dow Inc
DOW
$21.4B
$5.94K ﹤0.01%
217
– –
JBLU icon
278
JetBlue
JBLU
$1.74B
$5.73K ﹤0.01%
1,000
– –
HXL icon
279
Hexcel
HXL
$6.96B
$5.72K ﹤0.01%
57
– –
INCY icon
280
Incyte
INCY
$25.9B
$5.67K ﹤0.01%
50
– –
EBAY icon
281
eBay
EBAY
$46.3B
$5.59K ﹤0.01%
50
– –
MCD icon
282
McDonald's
MCD
$182B
$5.44K ﹤0.01%
+20
New +$5.74K
RBLX icon
283
Roblox
RBLX
$30.9B
$5.44K ﹤0.01%
100
– –
BABA icon
284
Alibaba
BABA
$281B
$5.2K ﹤0.01%
54
– –
VOE icon
285
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
$5.14K ﹤0.01%
+26
New +$5.03K
NUE icon
286
Nucor
NUE
$59.3B
$5.12K ﹤0.01%
23
– –
DECK icon
287
Deckers Outdoor
DECK
$11.6B
$4.77K ﹤0.01%
48
– –
SCHX icon
288
Schwab US Large- Cap ETF
SCHX
$74.4B
$4.74K ﹤0.01%
161
– –
CARR icon
289
Carrier Global
CARR
$48.8B
$4.61K ﹤0.01%
63
– –
DD icon
290
DuPont de Nemours
DD
$17.7B
$4.61K ﹤0.01%
34
– –
GBTC icon
291
Grayscale Bitcoin Trust
GBTC
$11.9B
$4.55K ﹤0.01%
100
– –
DOCU
292
DocuSign
DOCU
$13B
$4.44K ﹤0.01%
100
– –
C icon
293
Citigroup
C
$231B
$4.2K ﹤0.01%
30
– –
VTEB icon
294
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$4.12K ﹤0.01%
81
– –
HPE icon
295
Hewlett Packard
HPE
$69.2B
$4.09K ﹤0.01%
91
+1
+1% +$36
IWF icon
296
iShares Russell 1000 Growth ETF
IWF
$126B
$3.98K ﹤0.01%
32
– –
SMH icon
297
VanEck Semiconductor ETF
SMH
$69.2B
$3.94K ﹤0.01%
6
– –
BP icon
298
BP
BP
$113B
$3.92K ﹤0.01%
106
– –
HOOD icon
299
Robinhood
HOOD
$110B
$3.81K ﹤0.01%
38
– –
AIG icon
300
American International
AIG
$40B
$3.73K ﹤0.01%
50
– –
10 11
12
13 14

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EWP
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CIS
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FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
FAM
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YWS
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OF
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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.