Graney & King, LLC

Q2 2026 13F-HR Holdings

Location
Latham, NY
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
383
Total value ($000)
$278,244
Net value change ($000)
+92,716 (50.0%)
New positions
23
Sold out positions
10
Turnover %
14.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/18/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IXUS 37,948 NEW
SPYG 19,954 213.7%
JHMM 6,988 49.2%
MGV 4,040 16.0%
QQQM 3,830 70.4%
GPIX 3,393 18.2%
BBIN 1,457 13.4%
FBND 1,421 9.9%
RDVY 1,416 29.0%
GRID 1,244 26.6%
Top Reduces (Value $000, Stocks/ETFs)
XOM -96 -22.5%
T -92 -28.5%
CEF -90 -15.6%
BIV -83 -2.2%
SPTS -81 -76.4%
SPYV -78 -6.1%
ABBV -69 -42.9%
VUSB -52 -44.1%
BND -52 -100.0%
RECS -51 -23.8%
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