Graney & King, LLC
Long book
$185.5M
Q1 2026
Positions
370
Top-10 weight
66%
concentration
Last quarter
+11.4%
SPY +14.8%
Turnover
11%
of book per quarter
Strategy in plain words
auto-generated from filingsGraney & King, LLC is a wealth-management firm allocating client money, running a $185.5M US long book across 370 positions.
The portfolio is concentrated: the top 10 names carry 66% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD MEGA CAP VALUE ETF, GLDM SA S&P 500 PR IN ETF-US, FIDELITY TOTAL BOND ETF, JOHN HANCOCK MULTI FACT MID, JPM BETABUILDERS INTL EQTY.
Over the last 6 quarters its long book ran on average 0.2pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-3.2%
Q1 2025
+8.5%
Q2 2025
+7.4%
Q3 2025
+2.5%
Q4 2025
-0.1%
Q1 2026
+11.4%
Sector allocation
Technology 36%
Industrials 17%
Financials 10%
Consumer discretionary 8%
Healthcare 7%
Services media 5%
Utilities 5%
Energy 4%
Long book by quarter
What does Graney & own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 8.2K | $2.1M | 1.1% | -0.2% |
| NVDA NVIDIA CORP | Technology | 4.9K | $850K | 0.5% | +1.4% |
| GE GENERAL ELECTRIC | Industrials | 2.9K | $826K | 0.4% | -0.6% |
| META META PLATFORMS INC-CLASS A | Technology | 1.2K | $714K | 0.4% | -1.4% |
| MSFT MICROSOFT CORP | Technology | 1.8K | $679K | 0.4% | -10.5% |
| GEV GE VERNOVA INC | Industrials | 715 | $624K | 0.3% | -1.0% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.1K | $512K | 0.3% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 2.4K | $500K | 0.3% | Held |
| XOM EXXON MOBIL CORP | Energy | 2.5K | $426K | 0.2% | -1.3% |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.6K | $391K | 0.2% | +0.1% |
| ED CONSOLIDATED EDISON INC | Utilities | 3.4K | $380K | 0.2% | Held |
| V VISA INC-CLASS A SHARES | Services media | 1.2K | $376K | 0.2% | Held |
| TSLA TESLA INC | Industrials | 895 | $333K | 0.2% | Held |
| T AT&T INC | Communications | 11.2K | $323K | 0.2% | 0.0% |
| PG PROCTER & GAMBLE CO/THE | Other | 2.0K | $282K | 0.2% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 885 | $260K | 0.1% | -0.3% |
| GOOG ALPHABET INC-CL C | Technology | 899 | $258K | 0.1% | +1.4% |
| LHX L3HARRIS TECHNOLOGIES INC | Technology | 625 | $216K | 0.1% | Held |
| CAT CATERPILLAR INC | Industrials | 302 | $214K | 0.1% | -1.9% |
| INTC INTEL CORP | Technology | 4.7K | $208K | 0.1% | +9.6% |
| BA BOEING CO/THE | Industrials | 1.0K | $208K | 0.1% | Held |
| TRST TRUSTCO BANK CORP NY | Financials | 4.4K | $194K | 0.1% | +0.7% |
| WMT WALMART INC | Consumer discretionary | 1.5K | $192K | 0.1% | +0.5% |
| PEP PEPSICO INC | Consumer staples | 1.2K | $186K | 0.1% | +0.3% |
| LLY ELI LILLY & CO | Healthcare | 202 | $186K | 0.1% | Held |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 173 | $172K | 0.1% | Held |
| ABBV ABBVIE INC | Healthcare | 740 | $161K | 0.1% | +0.7% |
| YUM YUM! BRANDS INC | Consumer discretionary | 861 | $134K | 0.1% | Held |
| PANW PALO ALTO NETWORKS INC | Technology | 820 | $131K | 0.1% | +153.1% |
| NFLX NETFLIX INC | Services media | 1.3K | $121K | 0.1% | Held |
| SYK STRYKER CORP | Healthcare | 324 | $106K | 0.1% | Held |
| SCHW SCHWAB (CHARLES) CORP | Financials | 1.1K | $106K | 0.1% | +21.7% |
| MAR MARRIOTT INTERNATIONAL -CL A | Services media | 296 | $97K | 0.1% | Held |
| CVX CHEVRON CORP | Energy | 434 | $90K | 0.0% | -6.5% |
| AXP AMERICAN EXPRESS CO | Financials | 293 | $89K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 18, 2026 | 370 | $185.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 355 | $171.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 350 | $144.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 348 | $149.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 346 | $134.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 12, 2025 | 322 | $132.4M | canonical | SEC ↗ |