Graney & King, LLC

CIK

2051568

Location

LATHAM, NY

Portfolio Value

Micro $18,768,666

Diversification

Diversified

Filing Date

Global Rank

#7,776 / 8,604 ▲ 99 · as of Mar 2026

Top Industry

Consumer Electronics 12.3%

3Y Alpha vs SPY

+1.5%

Period ended 3 months ago

Filed May 18, 2026 · 51d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+26.2%

SPY

+24.4%

Annualised alpha

+1.2%

Max drawdown

−17.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

11.1%

−0.7 pts

Top 5

29.2%

−2.9 pts

Top 10

44.6%

−3.1 pts

HHI

308

Diversified−34

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.4%	$4,581,352	36
Financial Services	13.9%	$2,615,677	35
Industrials	12.7%	$2,388,673	31
Unclassified	9.4%	$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	0.9%	$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	Exxon Mobil 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 positions · $18,768,666 total · 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%	11.14%
SPY	Spdr S&P 500 ETF Trust	Added	1,535	+4	$998,271	−4.4%	5.32%
NVDA	Nvidia Corp Technology	Added	4,874	+69	$850,025	−5.1%	4.53%
GE	General Electric Co Industrials	Reduced	2,909	-19	$825,486	−8.5%	4.40%
META	Meta Platforms, Inc. Communication Services	Reduced	1,247	-18	$713,446	−14.6%	3.80%
MSFT	Microsoft Corp Technology	Reduced	1,833	-215	$678,521	−31.5%	3.62%
GEV	GE Vernova Inc. Industrials	Reduced	715	-7	$624,123	+32.3%	3.33%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Held	12,073	0	$576,123	+4.2%	3.07%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,069	0	$512,264	−4.7%	2.73%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,399	0	$499,639	−9.8%	2.66%
XOM	Exxon Mobil Corp Energy	Reduced	2,509	-34	$425,676	+39.1%	2.27%
JNJ	Johnson & Johnson Healthcare	Added	1,601	+2	$391,348	+18.3%	2.09%
ED	Consolidated Edison Inc Utilities	Held	3,361	0	$380,397	+14.0%	2.03%
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%	1.78%
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%	1.39%
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%	1.11%
BA	Boeing Co Industrials	Held	1,044	0	$207,787	−8.3%	1.11%
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%	0.65%
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%	0.57%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	296	0	$96,812	+5.4%	0.52%
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%