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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 | |
|---|---|---|---|---|---|---|---|
101
Advanced Micro Devices
AMD
$883B
| $105K | 0.04% |
181
+31
| +21% | +$12.7K |
2026 Q1
1 quarter
|
|
102
iShares Core S&P Total US Stock Market ETF
ITOT
$96.5B
| $105K | 0.04% |
640
+573
| +855% | +$90.9K |
2025 Q1
5 quarters
|
|
103
Charles Schwab
SCHW
$155B
| $104K | 0.04% |
1,129
| – | – |
2024 Q4
6 quarters
|
|
104
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$43.5B
| $103K | 0.04% |
1,674
-169
| -9% | -$10K |
2025 Q3
3 quarters
|
|
105
Stryker
SYK
$115B
| $102K | 0.04% |
324
| – | – |
2024 Q4
6 quarters
|
|
106
American Express
AXP
$214B
| $99.5K | 0.04% |
294
+1
| +0.3% | +$320 |
2024 Q4
6 quarters
|
|
107
iShares MSCI India ETF
INDA
$5.84B
| $99.1K | 0.04% |
2,005
| – | – |
2024 Q4
6 quarters
|
|
108
Invesco S&P 100 Equal Weight ETF
EQWL
$2.82B
| $98.3K | 0.04% |
762
| – | – |
2024 Q4
6 quarters
|
|
109
Fidelity MSCI Information Technology Index ETF
FTEC
$21.3B
| $96.5K | 0.03% |
521
+389
| +295% | +$102K |
2025 Q1
5 quarters
|
|
110
State Street SPDR Dow Jones REIT ETF
RWR
$1.76B
| $95.7K | 0.03% |
+847
| New | +$92.8K |
2026 Q2
0 quarters
|
|
111
Royal Caribbean
RCL
$75.4B
| $95.3K | 0.03% |
300
| – | – |
2024 Q4
6 quarters
|
|
112
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.9B
| $93.9K | 0.03% |
+1,814
| New | +$92.8K |
2026 Q2
0 quarters
|
|
113
Tema Electrification ETF
VOLT
$698M
| $93.3K | 0.03% |
+2,228
| New | +$87.4K |
2026 Q2
0 quarters
|
|
114
Netflix
NFLX
$291B
| $93.3K | 0.03% |
1,307
+47
| +4% | +$4.14K |
2024 Q4
6 quarters
|
|
|
115
AbbVie
ABBV
$502B
| $91.8K | 0.03% |
365
-375
| -51% | -$80.7K |
2024 Q4
6 quarters
|
|
116
Alliant Energy
LNT
$17.3B
| $90.2K | 0.03% |
1,183
| – | – |
2024 Q4
6 quarters
|
|
117
Corning
GLW
$114B
| $89.4K | 0.03% |
350
| – | – |
2024 Q4
6 quarters
|
|
118
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.76B
| $88.1K | 0.03% |
3,463
| – | – |
2026 Q1
1 quarter
|
|
119
Kenvue
KVUE
$36.3B
| $87.4K | 0.03% |
4,573
| – | – |
2024 Q4
6 quarters
|
|
120
American Electric Power
AEP
$67.9B
| $86.7K | 0.03% |
634
| – | – |
2024 Q4
6 quarters
|
|
121
Target
TGT
$69.8B
| $84.9K | 0.03% |
650
| – | – |
2024 Q4
6 quarters
|
|
122
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.71B
| $81.9K | 0.03% |
1,620
| – | – |
2026 Q1
1 quarter
|
|
123
ARK Innovation ETF
ARKK
$6.21B
| $80.7K | 0.03% |
998
| – | – |
2024 Q4
6 quarters
|
|
124
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
| $79.8K | 0.03% |
1,182
| – | – |
2024 Q4
6 quarters
|
|
125
iShares S&P 500 Growth ETF
IVW
$77.7B
| $78K | 0.03% |
567
| – | – |
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.