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GK

Graney & King Portfolio holdings

AUM $186M
1-Year Est. Return 15.71%
This Fund
S&P 500
This Quarter Est. Return
-0.57%
1 Year Est. Return
+15.71%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$186M
AUM Growth
+$14.5M
Cap. Flow
+$16.6M
Cap. Flow %
8.94%
Top 10 Hldgs %
65.92%
Holding
383
New
28
Increased
86
Reduced
36
Closed
13

Top Buys

1
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$7.14M
2
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
+$4.62M
3
GPIX icon
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
+$2.1M
4
BBIN icon
JPMorgan BetaBuilders International Equity ETF
BBIN
+$1.03M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$852K

Top Sells

1
EIPX icon
FT Energy Income Partners Strategy ETF
EIPX
+$3.64M
2
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$532K
3
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$367K
4
MSFT icon
Microsoft
MSFT
+$90K
5
KHC icon
Kraft Heinz
KHC
+$62.1K

Sector Composition

1 Technology 2.49%
2 Industrials 1.29%
3 Financials 1.1%
4 Communication Services 0.88%
5 Consumer Discretionary 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HXL icon
276
Hexcel
HXL
$7.67B
$4.62K ﹤0.01%
57
– –
EBAY icon
277
eBay
EBAY
$49.2B
$4.55K ﹤0.01%
50
– –
JBLU icon
278
JetBlue
JBLU
$2.1B
$4.42K ﹤0.01%
1,000
– –
COIN icon
279
Coinbase
COIN
$42.3B
$4.37K ﹤0.01%
25
– –
SCHX icon
280
Schwab US Large- Cap ETF
SCHX
$71.7B
$4.12K ﹤0.01%
161
+1
+0.6% +$27
VTEB icon
281
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$4.03K ﹤0.01%
81
+1
+1% +$50
NUE icon
282
Nucor
NUE
$53.7B
$3.89K ﹤0.01%
23
– –
IHAK icon
283
iShares Cybersecurity and Tech ETF
IHAK
$1.01B
$3.84K ﹤0.01%
+88
New +$4.02K
NLR icon
284
VanEck Uranium + Nuclear Energy ETF
NLR
$3.77B
$3.82K ﹤0.01%
29
– –
HOLX
285
DELISTED
Hologic
HOLX
$3.78K ﹤0.01%
50
– –
AIG icon
286
American International
AIG
$41.4B
$3.76K ﹤0.01%
50
– –
CARR icon
287
Carrier Global
CARR
$57.6B
$3.53K ﹤0.01%
63
+1
+2% +$59
IWF icon
288
iShares Russell 1000 Growth ETF
IWF
$123B
$3.41K ﹤0.01%
+32
New +$3.63K
C icon
289
Citigroup
C
$221B
$3.4K ﹤0.01%
30
– –
ZM icon
290
Zoom
ZM
$27.2B
$3.22K ﹤0.01%
40
– –
EIPX icon
291
FT Energy Income Partners Strategy ETF
EIPX
$552M
$3.14K ﹤0.01%
98
-121,861
-100% -$3.64M
MRP
292
Millrose Properties Inc
MRP
$4.91B
$3.14K ﹤0.01%
112
– –
DKNG icon
293
DraftKings
DKNG
$12.3B
$2.94K ﹤0.01%
136
– –
BE icon
294
Bloom Energy
BE
$58.8B
$2.85K ﹤0.01%
21
– –
FNDE icon
295
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.37B
$2.81K ﹤0.01%
73
– –
NAVI icon
296
Navient
NAVI
$815M
$2.75K ﹤0.01%
336
– –
MU icon
297
Micron Technology
MU
$964B
$2.7K ﹤0.01%
+8
New +$3.13K
SCHP icon
298
Schwab US TIPS ETF
SCHP
$16.5B
$2.68K ﹤0.01%
101
+12
+13% +$320
HOOD icon
299
Robinhood
HOOD
$95.2B
$2.63K ﹤0.01%
38
– –
CCL icon
300
Carnival Corporation Ltd
CCL
$36.8B
$2.59K ﹤0.01%
100
– –
10 11
12
13 14

Similar funds

FA
Financial Alternatives La Jolla, California $185M AUM 16.33% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
NPFS
Novak & Powell Financial Services St. Petersburg, Florida $186M AUM 18.1% 1-Year Est. Return
JHC
J. Hagan Capital Louisville, Kentucky $185M AUM 18.36% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $186M AUM 7.83% 1-Year Est. Return

Graney & King's Q1 2026 Portfolio in Review

As of Q1 2026, Graney & King held 383 positions worth $186M, up 8.5% from $171M the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Graney & King deployed $16.6M of net new capital in Q1 2026, opening 28 new positions and adding to 86 existing holdings. Its largest new stake was Vanguard Ultra-Short Treasury ETF: 2,807 shares worth $212K.

By sector, the portfolio is most concentrated in Technology at 2.5% of assets, down from 2.9% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was FT Energy Income Partners Strategy ETF, an estimated $3.64M trimmed.

  • Graney & King's largest Q1 2026 buy was Vanguard Ultra-Short Treasury ETF: 2,807 shares worth $212K.
  • Graney & King added most to John Hancock Multifactor Mid Cap ETF in Q1 2026, an estimated $7.14M increase.
  • Graney & King's biggest Q1 2026 reduction was FT Energy Income Partners Strategy ETF, cutting an estimated $3.64M.
  • Graney & King fully exited Kraft Heinz in Q1 2026, selling an estimated $62.1K.
  • Graney & King's ten largest holdings make up 66% of its $186M portfolio in Q1 2026.
  • Graney & King opened 28 new positions and closed 13 in Q1 2026.
  • Graney & King's portfolio value rose 8.5% quarter-over-quarter to $186M.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.