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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
+1.58%
1 Year Est. Return
+15.71%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$171M
AUM Growth
+$26.6M
Cap. Flow
+$24.3M
Cap. Flow %
14.19%
Top 10 Hldgs %
64.64%
Holding
369
New
19
Increased
98
Reduced
39
Closed
14

Top Buys

Rank Stock Value
1
SPLB icon
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$3.55M
2
FBND icon
Fidelity Total Bond ETF
FBND
+$3.53M
3
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$3.22M
4
BBIN icon
JPMorgan BetaBuilders International Equity ETF
BBIN
+$2.88M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.81M

Top Sells

Rank Stock Value
1
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.19M
2
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$547K
3
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$231K
4
AAPL icon
Apple
AAPL
+$96.1K
5
TTD icon
Trade Desk
TTD
+$88.7K

Sector Composition

Rank Sector Weight
1 Technology 2.89%
2 Industrials 1.32%
3 Financials 1.3%
4 Communication Services 1.03%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BHF icon
326
Brighthouse Financial
BHF
$3.63B
$1.04K ﹤0.01%
16
-1
-6% -$59
IXJ icon
327
iShares Global Healthcare ETF
IXJ
$4.11B
$989 ﹤0.01%
10
– –
AVAV icon
328
AeroVironment
AVAV
$7.57B
$968 ﹤0.01%
4
– –
KFRC icon
329
Kforce
KFRC
$983M
$928 ﹤0.01%
30
– –
SCHE icon
330
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$916 ﹤0.01%
28
+1
+4% +$33
SCHC icon
331
Schwab International Small-Cap Equity ETF
SCHC
$5.36B
$795 ﹤0.01%
17
– –
BTC
332
Grayscale Bitcoin Mini Trust ETF
BTC
$3.4B
$775 ﹤0.01%
20
– –
KTOS icon
333
Kratos Defense & Security Solutions
KTOS
$8.88B
$759 ﹤0.01%
10
– –
BSV icon
334
Vanguard Short-Term Bond ETF
BSV
$44.6B
$702 ﹤0.01%
9
– –
MET icon
335
MetLife
MET
$61B
$592 ﹤0.01%
+8
New +$633
CI icon
336
Cigna
CI
$76.6B
$550 ﹤0.01%
2
– –
FITE
337
State Street SPDR S&P Kensho Future Security ETF
FITE
$144M
$512 ﹤0.01%
6
– –
VNQI icon
338
Vanguard Global ex-US Real Estate ETF
VNQI
$3.46B
$393 ﹤0.01%
9
+1
+13% +$47
LEN.B icon
339
Lennar Class B
LEN.B
$20B
$380 ﹤0.01%
4
– –
SCHH icon
340
Schwab US REIT ETF
SCHH
$11.7B
$288 ﹤0.01%
14
– –
HYLB icon
341
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
$226 ﹤0.01%
6
– –
AVA icon
342
Avista
AVA
$3.47B
$193 ﹤0.01%
5
– –
REE
343
DELISTED
REE Automotive
REE
$121 ﹤0.01%
165
– –
SAN icon
344
Banco Santander
SAN
$194B
$119 ﹤0.01%
10
– –
NOG icon
345
Northern Oil and Gas
NOG
$2.3B
$92 ﹤0.01%
4
– –
OGN icon
346
Organon & Co
OGN
$3.55B
$85 ﹤0.01%
12
– –
DXC icon
347
DXC Technology
DXC
$1.63B
$77 ﹤0.01%
5
– –
SPCE icon
348
Virgin Galactic
SPCE
$320M
$71 ﹤0.01%
22
– –
BLNK icon
349
Blink Charging
BLNK
$75.2M
$67 ﹤0.01%
100
– –
SLNH icon
350
Soluna Holdings
SLNH
$199M
$49 ﹤0.01%
42
– –
11 12 13
14
15

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
LIM
Loudon Investment Management West Lebanon, New Hampshire $186M AUM 14.24% 1-Year Est. Return

Graney & King's Q4 2025 Portfolio in Review

As of Q4 2025, Graney & King held 369 positions worth $171M, up 18% from $144M the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Graney & King deployed $24.3M of net new capital in Q4 2025, opening 19 new positions and adding to 98 existing holdings. Its largest new stake was Franklin New York Municipal Income ETF: 27,850 shares worth $218K.

By sector, the portfolio is most concentrated in Technology at 2.9% of assets, down from 3.4% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was State Street SPDR Portfolio S&P 500 Value ETF, an estimated $1.19M trimmed.

  • Graney & King's largest Q4 2025 buy was Franklin New York Municipal Income ETF: 27,850 shares worth $218K.
  • Graney & King added most to State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2025, an estimated $3.55M increase.
  • Graney & King's biggest Q4 2025 reduction was State Street SPDR Portfolio S&P 500 Value ETF, cutting an estimated $1.19M.
  • Graney & King fully exited iShares MSCI USA Min Vol Factor ETF in Q4 2025, selling an estimated $82.3K.
  • Graney & King's ten largest holdings make up 65% of its $171M portfolio in Q4 2025.
  • Graney & King opened 19 new positions and closed 14 in Q4 2025.
  • Graney & King's portfolio value rose 18% quarter-over-quarter to $171M.

Based on Graney & King's 13F filing for Q4 2025, filed 13 Feb 2026.