Graney & King, LLC
CIK: 0002051568SEC EDGAR →
Portfolio Value
$171.0M
Holdings
355
As of
Q4 2025
New Positions
19
Closed Positions
14
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD MEGA | 168,572 | $23.8M | 13.92% |
| 2 | GOLDMAN SACHS | 332,028 | $17.5M | 10.25% |
| 3 | FIDELITY TOTAL | 301,405 | $13.9M | 8.11% |
| 4 | JPMORGAN BETABUILDERS | 134,778 | $9.7M | 5.70% |
| 5 | STATE STREET | 88,802 | $9.5M | 5.54% |
| 6 | STATE STREET | 360,328 | $8.1M | 4.76% |
| 7 | VANECK FALLEN | 265,511 | $7.8M | 4.56% |
| 8 | STATE STREET | 35,103 | $7.4M | 4.32% |
| 9 | JOHN HANCOCK | 107,565 | $7.0M | 4.12% |
| 10 | INVESCO NASDAQ | 22,710 | $5.7M | 3.36% |
Quarterly Changes
Top Buys
New Positions (20)
$218K · 28K shares
$153K · 1K shares
$117K · 770 shares
$107K · 980 shares
$63K · 576 shares
$55K · 854 shares
$34K · 600 shares
$24K · 338 shares
$24K · 649 shares
$20K · 200 shares
$13K · 62 shares
$7K · 100 shares
$5K · 15 shares
$4K · 51 shares
$4K · 38 shares
$1K · 26 shares
$1K · 750 shares
$1K · 21 shares
$1K · 1K shares
$0 · 8 shares
Closed Positions (15)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 150 | $154.0M | 90.2% |
| Technology | 38 | $5.0M | 2.9% |
| Unknown | 26 | $2.2M | 1.3% |
| Industrials | 27 | $1.8M | 1.0% |
| Consumer Cyclical | 26 | $1.7M | 1.0% |
| Communication Services | 10 | $1.7M | 1.0% |
| Healthcare | 27 | $1.4M | 0.8% |
| Utilities | 11 | $1.3M | 0.8% |
| Consumer Defensive | 10 | $946K | 0.6% |
| Energy | 11 | $560K | 0.3% |
| Real Estate | 9 | $187K | 0.1% |
| Basic Materials | 10 | $80K | 0.0% |