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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 | |
|---|---|---|---|---|---|---|---|
301
Coinbase
COIN
$44.9B
| $3.66K | ﹤0.01% |
25
| – | – |
2024 Q4
6 quarters
|
|
302
Zoom
ZM
$28.4B
| $3.45K | ﹤0.01% |
40
| – | – |
2024 Q4
6 quarters
|
|
303
DraftKings
DKNG
$10.2B
| $3.44K | ﹤0.01% |
136
| – | – |
2024 Q4
6 quarters
|
|
304
Millrose Properties Inc
MRP
$3.86B
| $3.37K | ﹤0.01% |
112
| – | – |
2025 Q1
5 quarters
|
|
305
CVS Health
CVS
$121B
| $3.12K | ﹤0.01% |
30
| – | – |
2024 Q4
6 quarters
|
|
306
Regions Financial
RF
$23.8B
| $2.93K | ﹤0.01% |
97
| – | – |
2024 Q4
6 quarters
|
|
307
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$10.4B
| $2.93K | ﹤0.01% |
74
+1
| +1% | +$40 |
2024 Q4
6 quarters
|
|
308
iShares S&P Small-Cap 600 Value ETF
IJS
$7.56B
| $2.88K | ﹤0.01% |
+21
| New | +$2.71K |
2026 Q2
0 quarters
|
|
309
Navient
NAVI
$846M
| $2.86K | ﹤0.01% |
336
| – | – |
2024 Q4
6 quarters
|
|
310
Unity
U
$17.7B
| $2.86K | ﹤0.01% |
100
| – | – |
2024 Q4
6 quarters
|
|
311
Carnival Corporation Ltd
CCL
$36.5B
| $2.86K | ﹤0.01% |
100
| – | – |
2025 Q1
5 quarters
|
|
312
Viatris
VTRS
$21.3B
| $2.8K | ﹤0.01% |
177
+1
| +0.6% | +$15 |
2024 Q4
6 quarters
|
|
313
Schwab U.S Small- Cap ETF
SCHA
$21.7B
| $2.8K | ﹤0.01% |
77
| – | – |
2024 Q4
6 quarters
|
|
314
Sonida Senior Living
SNDA
$1.66B
| $2.77K | ﹤0.01% |
68
| – | – |
2026 Q1
1 quarter
|
|
315
JBT Marel
JBTM
$5.47B
| $2.76K | ﹤0.01% |
19
| – | – |
2024 Q4
6 quarters
|
|
316
Enviri
NVRI
$566M
| $2.74K | ﹤0.01% |
125
-250
| -67% | -$4.99K |
2025 Q1
5 quarters
|
|
317
Schwab US TIPS ETF
SCHP
$16.3B
| $2.7K | ﹤0.01% |
102
+1
| +1% | +$27 |
2024 Q4
6 quarters
|
|
318
Schwab Fundamental International Large Company Index ETF
FNDF
$25.7B
| $2.59K | ﹤0.01% |
49
| – | – |
2024 Q4
6 quarters
|
|
319
Schwab US Mid-Cap ETF
SCHM
$14.6B
| $2.43K | ﹤0.01% |
66
| – | – |
2025 Q1
5 quarters
|
|
320
Micron Technology
MU
$1.02T
| $2.31K | ﹤0.01% |
2
-6
| -75% | -$4.5K |
2026 Q1
1 quarter
|
|
321
Solstice Advanced Materials
SOLS
$9.9B
| $2.31K | ﹤0.01% |
26
| – | – |
2025 Q4
2 quarters
|
|
322
Otis Worldwide
OTIS
$27.4B
| $2.26K | ﹤0.01% |
32
+1
| +3% | +$75 |
2025 Q1
5 quarters
|
|
323
Rivian
RIVN
$18.1B
| $2.24K | ﹤0.01% |
129
| – | – |
2025 Q1
5 quarters
|
|
324
HP
HPQ
$28B
| $2.17K | ﹤0.01% |
99
+2
| +2% | +$44 |
2024 Q4
6 quarters
|
|
325
Schwab Fundamental US Small Company Index ETF
FNDA
$8.81B
| $2.13K | ﹤0.01% |
56
| – | – |
2024 Q4
6 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.