Graney & King, LLC

CIK

2051568

Location

LATHAM, NY

Portfolio Value

Micro $31,142,892

Diversification

Diversified

Filing Date

Global Rank

#7,689 / 8,700 ▼ 1408

Top Industry

Consumer Electronics 12.1%

Period ended 3 months ago

Filed Aug 7, 2026 · 38d

7 quarters · since Dec 2024

Portfolio Concentration

247 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.7%

−6.3 pts

Top 5

38.0%

−20.9 pts

Top 10

52.3%

−26.0 pts

HHI

421

Diversified−454

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	36.1%	$11,230,363	20
Technology	19.6%	$6,099,819	36
Industrials	10.3%	$3,192,392	35
Financial Services	9.5%	$2,943,365	36
Consumer Cyclical	5.8%	$1,805,237	26
Communication Services	5.2%	$1,628,329	15
Healthcare	4.6%	$1,428,405	27
Consumer Defensive	3.3%	$1,037,192	11
Utilities	3.1%	$951,084	11
Energy	2.0%	$625,107	11
Real Estate	0.3%	$103,120	8
Basic Materials	0.3%	$98,479	11

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VXUS	Vanguard Total International Stock ETF	+3,926	37,437	$3,200,489
MUNY	Vanguard New York Tax-Exempt Bond ETF	+631	5,580	$580,320
NVDA	Nvidia Corp	+588	5,462	$1,092,891
JPM	Jpmorgan Chase & Co	+435	1,320	$432,075
FXA	Invesco CurrencyShares Australian Dollar Trust	+287	2,112	$144,840
QQQ	Invesco Qqq Trust, Series 1	+254	482	$354,944
MRK	Merck & Co., Inc.	+200	250	$32,125
GOOGL	Alphabet Inc.	+107	1,136	$402,109
DIA	Spdr Dow Jones Industrial Average ETF Trust	+105	224	$117,015
LPLA	LPL Financial Holdings Inc.	+100	385	$108,446
AGNC	AGNC Investment Corp.	+98	2,936	$32,002
AMZN	Amazon Com Inc	+92	2,491	$593,704
WMT	Walmart Inc.	+86	1,633	$184,953
PLTR	Palantir Technologies Inc.	+73	135	$15,750
AAPL	Apple Inc.	+67	8,304	$2,402,845
NFLX	Netflix Inc	+47	1,307	$93,319
VTEC	Vanguard California Tax-Exempt Bond ETF	+46	247	$24,848
MSFT	Microsoft Corp	+37	1,870	$697,547
TSLA	Tesla, Inc.	+37	932	$391,999
AMD	Advanced Micro Devices Inc	+31	181	$105,144
TRST	Trustco Bank Corp N Y	+30	4,467	$245,282
HLN	Haleon plc	+28	2,031	$18,949
META	Meta Platforms, Inc.	+27	1,274	$717,631
V	Visa Inc.	+26	1,269	$435,381
GSK	GSK plc	+20	2,485	$130,263
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	−33,761	56	$2,131
VB	Vanguard Morningstar Small-Cap ETF	−20,575	4,838	$1,466,494
BIV	Vanguard Intermediate-Term Bond ETF	−3,858	47,600	$3,650,920
BYND	Beyond Meat, Inc.	−1,800	45	$1
FLG	Flagstar Bank, National Association	−1,666	49	$732
INCO	Columbia India Consumer ETF	−1,090	480	$28,632
INTC	Intel Corp	−387	4,323	$603,620
ABBV	AbbVie Inc.	−375	365	$91,848
NVRI	Enviri Corp	−250	125	$2,743
AMT	American Tower Corp /Ma/	−130	45	$7,360
MFC	Manulife Financial Corp	−112	1,511	$61,210
XOM	ExxonMobil Holdings Corp	−98	2,411	$329,631
DD	DuPont de Nemours, Inc.	−69	34	$4,611
HON	Honeywell International Inc	−68	39	$8,732
ORCL	Oracle Corp	−67	229	$33,559
LHX	L3harris Technologies, Inc. /De/	−50	575	$167,089
SPY	Spdr S&P 500 ETF Trust	−24	1,511	$1,128,369
GE	General Electric Co	−13	2,896	$1,082,322
MU	Micron Technology Inc	−6	2	$2,308
GEHC	GE HealthCare Technologies Inc.	−4	861	$55,112
GEV	GE Vernova Inc.	−3	712	$836,500
VZ	Verizon Communications Inc	−3	664	$28,113
PEP	Pepsico Inc	−2	1,195	$161,803
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	1,082	$184,870
—		2,228	$93,330
CFG	Citizens Financial Group Inc/Ri	771	$54,023
HONA	Honeywell Aerospace Inc.	38	$8,401
TT	Trane Technologies plc	16	$7,858
NBIS	Nebius Group N.V.	24	$6,628
MCD	Mcdonalds Corp	20	$5,406
HII	Huntington Ingalls Industries, Inc.	4	$1,119
FBRT	Franklin BSP Realty Trust, Inc.	33	$268
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	601,372	$32,845,128
EDV	Vanguard World Funds Extended Duration ETF	180,178	$25,872,550
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	398,578	$19,932,153
FAAA	Fidelity AAA CLO ETF	315,006	$14,370,573
JDVI	John Hancock Disciplined Value International Select ETF	211,453	$14,192,725
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	151,274	$11,005,714
AFK	VanEck Africa Index ETF	280,873	$8,076,620
IVZ	Invesco Ltd.	26,912	$5,496,163
AIRR	First Trust RBA American Industrial Renaissance ETF	72,809	$4,944,184
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	28,576	$4,674,462
AAXJ	iShares MSCI All Country Asia ex Japan ETF	27,455	$2,850,471
BNDW	Vanguard Total World Bond ETF	7,093	$705,365
—		14,230	$618,280
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	12,902	$584,009
JA	Janus Henderson AA-A CLO ETF	5,327	$422,697
—		5,271	$279,389
VCRM	Vanguard Core Tax-Exempt Bond ETF	3,212	$254,918
AAAC	Columbia AAA CLO ETF	5,493	$214,117
VBIL	Vanguard 0-3 Month Treasury Bill ETF	2,807	$212,377
FCAL	First Trust California Municipal High income ETF	2,819	$198,344
VFMF	Vanguard U.S. Multifactor ETF	1,570	$158,789
CWI	State Street SPDR MSCI ACWI ex-US ETF	2,837	$129,509
BKF	iShares MSCI BIC ETF	980	$113,719
ABI	VictoryShares Pioneer Asset-Based Income ETF	862	$94,498
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	1,917	$92,908
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

247 tracked positions · $31,142,892 total · filing declares 383 positions · $278,244,166 · as of Jun 30, 2026

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

Showing 1–50 of 247 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	47,600	-3,858	$3,650,920	−6.5%	11.72%
VXUS	Vanguard Total International Stock ETF	Added	37,437	+3,926	$3,200,489	+23.9%	10.28%
AAPL	Apple Inc. Technology	Added	8,304	+67	$2,402,845	+14.9%	7.72%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	4,838	-20,575	$1,466,494	−74.1%	4.71%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,511	-24	$1,128,369	+13.0%	3.62%
NVDA	Nvidia Corp Technology	Added	5,462	+588	$1,092,891	+28.6%	3.51%
GE	General Electric Co Industrials	Reduced	2,896	-13	$1,082,322	+31.1%	3.48%
GEV	GE Vernova Inc. Industrials	Reduced	712	-3	$836,500	+34.0%	2.69%
META	Meta Platforms, Inc. Communication Services	Added	1,274	+27	$717,631	+0.6%	2.30%
MSFT	Microsoft Corp Technology	Added	1,870	+37	$697,547	+2.8%	2.24%
INTC	Intel Corp Technology	Reduced	4,323	-387	$603,620	+190.4%	1.94%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,491	+92	$593,704	+18.8%	1.91%
MUNY	Vanguard New York Tax-Exempt Bond ETF	Added	5,580	+631	$580,320	+14.5%	1.86%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,069	0	$534,916	+4.4%	1.72%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Held	12,073	0	$485,696	−15.7%	1.56%
V	Visa Inc. Financial Services	Added	1,269	+26	$435,381	+15.9%	1.40%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,320	+435	$432,075	+66.0%	1.39%
JNJ	Johnson & Johnson Healthcare	Added	1,602	+1	$406,859	+4.0%	1.31%
GOOGL	Alphabet Inc. Communication Services	Added	1,136	+107	$402,109	+36.2%	1.29%
TSLA	Tesla, Inc. Consumer Cyclical	Added	932	+37	$391,999	+17.8%	1.26%
ED	Consolidated Edison Inc Utilities	Held	3,361	0	$371,827	−2.3%	1.19%
QQQ	Invesco Qqq Trust, Series 1	Added	482	+254	$354,944	+169.7%	1.14%
XOM	ExxonMobil Holdings Corp Energy	Reduced	2,411	-98	$329,631	−22.6%	1.06%
CAT	Caterpillar Inc Industrials	Added	303	+1	$322,664	+50.8%	1.04%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,952	0	$286,241	+1.5%	0.92%
IAU	Ishares Gold Trust	Held	3,783	0	$285,654	−14.3%	0.92%
NGG	National Grid PLC Utilities	Held	3,447	0	$285,652	−2.0%	0.92%
PANW	Palo Alto Networks Inc Technology	Held	820	0	$279,636	+112.7%	0.90%
TRST	Trustco Bank Corp N Y Financial Services	Added	4,467	+30	$245,282	+26.3%	0.79%
LLY	ELI LILLY & Co Healthcare	Held	202	0	$242,284	+30.4%	0.78%
T	At&T Inc. Communication Services	Held	11,154	0	$230,887	−28.6%	0.74%
BA	Boeing Co Industrials	Held	1,044	0	$225,994	+8.8%	0.73%
WMT	Walmart Inc. Consumer Defensive	Added	1,633	+86	$184,953	−3.8%	0.59%
SPCX	Space Exploration Technologies Corp Industrials	NEW	1,082	NEW	$184,870	NEW	0.59%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	180	+7	$168,384	−2.3%	0.54%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	575	-50	$167,089	−22.5%	0.54%
PEP	Pepsico Inc Consumer Defensive	Reduced	1,195	-2	$161,803	−13.0%	0.52%
FXA	Invesco CurrencyShares Australian Dollar Trust	Added	2,112	+287	$144,840	+16.1%	0.47%
YUM	Yum Brands Inc Consumer Cyclical	Held	861	0	$137,639	+2.8%	0.44%
GSK	GSK plc Healthcare	Added	2,485	+20	$130,263	−4.2%	0.42%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	163	+13	$124,391	+112.4%	0.40%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	252	0	$120,347	+41.3%	0.39%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	224	+105	$117,015	+112.3%	0.38%
GFS	GLOBALFOUNDRIES Inc. Technology	Held	1,404	0	$115,703	+85.3%	0.37%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	296	0	$109,694	+13.3%	0.35%
LPLA	LPL Financial Holdings Inc. Financial Services	Added	385	+100	$108,446	+26.5%	0.35%
F	Ford Motor Co Consumer Cyclical	Added	7,695	+7	$106,960	+20.6%	0.34%
AMD	Advanced Micro Devices Inc Technology	Added	181	+31	$105,144	+244.6%	0.34%
SCHW	Schwab Charles Corp Financial Services	Held	1,129	0	$104,172	−1.8%	0.33%
SYK	Stryker Corp Healthcare	Held	324	0	$102,008	−4.2%	0.33%

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.