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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
EWY icon
326
iShares MSCI South Korea ETF
EWY
$19.3B
$1.48K ﹤0.01%
+12
New +$1.5K
CSGP icon
327
CoStar Group
CSGP
$12.4B
$1.41K ﹤0.01%
35
– –
D icon
328
Dominion Energy
D
$63.1B
$1.36K ﹤0.01%
22
– –
BYND icon
329
Beyond Meat
BYND
$309M
$1.29K ﹤0.01%
1,845
+1,800
+4,000% +$1.44K
CNO icon
330
CNO Financial Group
CNO
$5B
$1.27K ﹤0.01%
31
– –
BHF icon
331
Brighthouse Financial
BHF
$3.76B
$1.26K ﹤0.01%
21
+5
+31% +$312
CMCSA icon
332
Comcast
CMCSA
$86.1B
$1.21K ﹤0.01%
42
– –
SWIM icon
333
Latham Group
SWIM
$712M
$1.07K ﹤0.01%
200
– –
ABTC
334
American Bitcoin Corp
ABTC
$399M
$1.05K ﹤0.01%
76
– –
TOTL icon
335
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.15B
$1.03K ﹤0.01%
+26
New +$1.04K
IXJ icon
336
iShares Global Healthcare ETF
IXJ
$4.08B
$950 ﹤0.01%
10
– –
SCHE icon
337
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$922 ﹤0.01%
28
– –
KFRC icon
338
Kforce
KFRC
$1.05B
$877 ﹤0.01%
30
– –
GLDM icon
339
SPDR Gold MiniShares Trust
GLDM
$27.1B
$834 ﹤0.01%
+9
New +$868
SCHC icon
340
Schwab International Small-Cap Equity ETF
SCHC
$5.33B
$816 ﹤0.01%
17
– –
AVAV icon
341
AeroVironment
AVAV
$7.56B
$732 ﹤0.01%
4
– –
KTOS icon
342
Kratos Defense & Security Solutions
KTOS
$8.81B
$705 ﹤0.01%
10
– –
KD icon
343
Kyndryl
KD
$2.65B
$630 ﹤0.01%
48
– –
BTC
344
Grayscale Bitcoin Mini Trust ETF
BTC
$3.4B
$600 ﹤0.01%
20
– –
MET icon
345
MetLife
MET
$60.3B
$535 ﹤0.01%
8
– –
CI icon
346
Cigna
CI
$75.1B
$534 ﹤0.01%
2
– –
EFV icon
347
iShares MSCI EAFE Value ETF
EFV
$26B
$520 ﹤0.01%
+7
New +$526
FITE
348
State Street SPDR S&P Kensho Future Security ETF
FITE
$144M
$513 ﹤0.01%
6
– –
EMTL icon
349
State Street DoubleLine Emerging Markets Fixed Income ETF
EMTL
$68.1M
$468 ﹤0.01%
+11
New +$475
SNPS icon
350
Synopsys
SNPS
$79.9B
$396 ﹤0.01%
+1
New +$452
12 13
14
15 16

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.