Graney & King, LLC

CIK

2051568

Location

LATHAM, NY

Portfolio Value

Micro $18,811,607

Diversification

Diversified

Filing Date

Global Rank

#7,789 / 8,622 ▲ 90 · as of Mar 2026

Top Industry

Consumer Electronics 12.3%

3Y Alpha vs SPY

+1.1%

Period ended 4 months ago

Filed May 18, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+25.6%

SPY

+23.3%

Annualised alpha

+1.5%

Max drawdown

−17.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.

Portfolio Concentration

233 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.1%

−0.7 pts

Top 5

29.1%

−2.9 pts

Top 10

44.5%

−3.1 pts

HHI

307

Diversified−33

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.6%	$4,625,273	36
Financial Services	13.9%	$2,614,697	35
Industrials	12.7%	$2,388,673	31
Unclassified	9.3%	$1,758,262	11
Consumer Cyclical	8.4%	$1,575,201	25
Healthcare	7.6%	$1,431,266	28
Communication Services	7.3%	$1,377,112	14
Consumer Defensive	5.6%	$1,048,590	11
Utilities	5.1%	$961,673	11
Energy	4.1%	$769,242	11
Real Estate	0.8%	$159,891	9
Basic Materials	0.5%	$101,727	11

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BYND	Beyond Meat, Inc.	+1,800	1,845	$1,295
AGNC	AGNC Investment Corp.	+976	2,838	$28,465
PANW	Palo Alto Networks Inc	+496	820	$131,462
UBER	Uber Technologies, Inc	+486	561	$40,352
INTC	Intel Corp	+411	4,710	$207,852
SCHW	Schwab Charles Corp	+201	1,129	$106,103
SLV	iShares Silver Trust	+151	1,005	$68,480
NVDA	Nvidia Corp	+69	4,874	$850,025
NGG	National Grid PLC	+48	3,447	$291,616
TRST	Trustco Bank Corp N Y	+32	4,437	$194,251
GSK	GSK plc	+21	2,465	$136,043
F	Ford Motor Co	+10	7,688	$88,719
PFE	Pfizer Inc	+10	1,845	$51,807
WMT	Walmart Inc.	+8	1,547	$192,261
KMI	Kinder Morgan, Inc.	+8	1,705	$57,168
HOG	Harley-Davidson, Inc.	+6	667	$13,486
BHF	Brighthouse Financial, Inc.	+5	21	$1,257
ABBV	AbbVie Inc.	+5	740	$160,942
MO	Altria Group, Inc.	+5	401	$26,461
COP	Conocophillips	+4	519	$68,508
NEE	Nextera Energy Inc	+4	659	$61,207
SPY	Spdr S&P 500 ETF Trust	+4	1,535	$998,271
GOOGL	Alphabet Inc.	+3	130	$37,382
T	At&T Inc.	+3	11,154	$323,354
PEP	Pepsico Inc	+3	1,197	$185,882
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−215	1,833	$678,521
QQQ	Invesco Qqq Trust, Series 1	−100	228	$131,597
VZ	Verizon Communications Inc	−51	667	$33,483
XOM	ExxonMobil Holdings Corp	−34	2,509	$425,676
UNH	Unitedhealth Group Inc	−33	28	$7,576
CVX	Chevron Corp	−30	434	$89,794
GE	General Electric Co	−19	2,909	$825,486
META	Meta Platforms, Inc.	−18	1,247	$713,446
AAPL	Apple Inc.	−13	8,237	$2,090,468
GEV	GE Vernova Inc.	−7	715	$624,123
CAT	Caterpillar Inc	−6	302	$213,954
HD	Home Depot, Inc.	−5	156	$51,306
JPM	Jpmorgan Chase & Co	−3	885	$260,331
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
FXA	Invesco CurrencyShares Australian Dollar Trust	1,825	$124,775
ORCL	Oracle Corp	296	$43,544
AMD	Advanced Micro Devices Inc	150	$30,514
SHOP	Shopify Inc.	227	$26,926
KNF	Knife River Corp	137	$11,186
MU	Micron Technology Inc	8	$2,702
SNDA	Sonida Senior Living, Inc.	68	$2,193
NDAQ	Nasdaq, Inc.	21	$1,782
GLDM	World Gold Trust	9	$834
SNPS	Synopsys Inc	1	$396
VSNT	Versant Media Group, Inc.	1	$37
LAC	Lithium Americas Corp.	3	$11
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
KHC	Kraft Heinz Co	2,560	$62,080
AGNT	AGNT, Inc.	5,000	$45,250
RGA	Reinsurance Group Of America Inc	107	$21,770
MCD	Mcdonalds Corp	22	$6,723
WDFC	Wd 40 Co	31	$6,103
TT	Trane Technologies plc	14	$5,448
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

233 tracked positions · $18,811,607 total · filing declares 370 positions · $185,528,056 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 233 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	8,237	-13	$2,090,468	−6.8%	11.11%
SPY	Spdr S&P 500 ETF Trust	Added	1,535	+4	$998,271	−4.4%	5.31%
NVDA	Nvidia Corp Technology	Added	4,874	+69	$850,025	−5.1%	4.52%
GE	General Electric Co Industrials	Reduced	2,909	-19	$825,486	−8.5%	4.39%
META	Meta Platforms, Inc. Communication Services	Reduced	1,247	-18	$713,446	−14.6%	3.79%
MSFT	Microsoft Corp Technology	Reduced	1,833	-215	$678,521	−31.5%	3.61%
GEV	GE Vernova Inc. Industrials	Reduced	715	-7	$624,123	+32.3%	3.32%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Held	12,073	0	$576,123	+4.2%	3.06%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,069	0	$512,264	−4.7%	2.72%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,399	0	$499,639	−9.8%	2.66%
XOM	ExxonMobil Holdings Corp Energy	Reduced	2,509	-34	$425,676	+39.1%	2.26%
JNJ	Johnson & Johnson Healthcare	Added	1,601	+2	$391,348	+18.3%	2.08%
ED	Consolidated Edison Inc Utilities	Held	3,361	0	$380,397	+14.0%	2.02%
V	Visa Inc. Financial Services	Held	1,243	0	$375,684	−13.8%	2.00%
IAU	Ishares Gold Trust	Held	3,783	0	$333,509	+8.6%	1.77%
TSLA	Tesla, Inc. Consumer Cyclical	Held	895	0	$332,716	−17.3%	1.77%
T	At&T Inc. Communication Services	Added	11,154	+3	$323,354	+16.7%	1.72%
NGG	National Grid PLC Utilities	Added	3,447	+48	$291,616	+10.9%	1.55%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,952	0	$281,946	+0.8%	1.50%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	885	-3	$260,331	−9.0%	1.38%
LHX	L3harris Technologies, Inc. /De/ Industrials	Held	625	0	$215,718	+17.6%	1.15%
CAT	Caterpillar Inc Industrials	Reduced	302	-6	$213,954	+21.3%	1.14%
INTC	Intel Corp Technology	Added	4,710	+411	$207,852	+31.0%	1.10%
BA	Boeing Co Industrials	Held	1,044	0	$207,787	−8.3%	1.10%
TRST	Trustco Bank Corp N Y Financial Services	Added	4,437	+32	$194,251	+6.7%	1.03%
WMT	Walmart Inc. Consumer Defensive	Added	1,547	+8	$192,261	+12.1%	1.02%
PEP	Pepsico Inc Consumer Defensive	Added	1,197	+3	$185,882	+8.5%	0.99%
LLY	ELI LILLY & Co Healthcare	Held	202	0	$185,793	−14.4%	0.99%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	173	0	$172,382	+15.5%	0.92%
ABBV	AbbVie Inc. Healthcare	Added	740	+5	$160,942	−4.2%	0.86%
GSK	GSK plc Healthcare	Added	2,465	+21	$136,043	+13.5%	0.72%
YUM	Yum Brands Inc Consumer Cyclical	Held	861	0	$133,868	+2.8%	0.71%
QQQ	Invesco Qqq Trust, Series 1	Reduced	228	-100	$131,597	−34.7%	0.70%
PANW	Palo Alto Networks Inc Technology	Added	820	+496	$131,462	+120.3%	0.70%
FXA	Invesco CurrencyShares Australian Dollar Trust	NEW	1,825	NEW	$124,775	NEW	0.66%
NFLX	Netflix Inc Communication Services	Held	1,260	0	$121,149	+2.5%	0.64%
SYK	Stryker Corp Healthcare	Held	324	0	$106,463	−6.5%	0.57%
SCHW	Schwab Charles Corp Financial Services	Added	1,129	+201	$106,103	+14.4%	0.56%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	296	0	$96,812	+5.4%	0.51%
CVX	Chevron Corp Energy	Reduced	434	-30	$89,794	+27.0%	0.48%
F	Ford Motor Co Consumer Cyclical	Added	7,688	+10	$88,719	−11.9%	0.47%
AXP	American Express Co Financial Services	Held	293	0	$88,626	−18.2%	0.47%
LPLA	LPL Financial Holdings Inc. Financial Services	Held	285	0	$85,736	−15.8%	0.46%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	252	0	$85,163	+11.2%	0.45%
LNT	Alliant Energy Corp Utilities	Held	1,183	0	$84,892	+10.4%	0.45%
AEP	American Electric Power Co Inc Utilities	Held	634	0	$83,104	+13.7%	0.44%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Held	300	0	$82,554	−1.3%	0.44%
KVUE	Kenvue Inc. Consumer Defensive	Held	4,573	0	$78,838	−0.1%	0.42%
TGT	Target Corp Consumer Defensive	Held	650	0	$78,780	+24.0%	0.42%
WBD	Warner Bros. Discovery, Inc. Communication Services	Held	2,647	0	$72,686	−4.7%	0.39%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.