Graney & King, LLC

Q4 2025 13F-HR Holdings

Location
Latham, NY
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
355
Total value ($000)
$171,002
Net value change ($000)
+26,553 (18.4%)
New positions
20
Sold out positions
15
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 3,459 33.2%
SPLB 3,374 70.9%
ANGL 3,156 68.0%
BBIN 3,119 47.1%
RDVY 2,908 237.6%
BIV 2,180 145.1%
EIPX 2,089 183.9%
MGV 1,775 8.1%
JHMM 1,771 33.6%
SPYG 1,704 21.9%
Top Reduces (Value $000, Stocks/ETFs)
SPYV -1,138 -46.9%
SLYG -553 -10.3%
SCHD -226 -16.0%
TTD -102 -87.9%
USMV -82 -100.0%
MSFT -70 -6.6%
ROBT -63 -51.2%
MGK -56 -7.4%
META -54 -6.1%
T -38 -12.1%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type