Graney & King, LLC

Q3 2025 13F-HR Holdings

Location
Latham, NY
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
350
Total value ($000)
$144,449
Net value change ($000)
-4,546 (-3.1%)
New positions
12
Sold out positions
10
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FBND 8,123 353.9%
MGV 2,703 14.0%
BBIN 1,587 31.5%
JHMM 1,241 30.8%
RDVY 1,195 4120.7%
ANGL 1,176 33.9%
VLU 1,157 19.6%
EIPX 1,136 NEW
SPLB 866 22.2%
QQQM 596 13.3%
Top Reduces (Value $000, Stocks/ETFs)
SPYG -14,800 -65.6%
SLYV -10,929 -90.4%
SPYV -672 -21.7%
SCHD -331 -18.9%
BIV -137 -8.4%
MSFT -103 -8.9%
EQWL -63 -41.2%
VXUS -54 -2.2%
TTD -54 -31.8%
MET -34 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type