Graney & King, LLC

Q3 2026 13F-HR Holdings

Location
Latham, NY
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
368
Total value ($000)
$277,397
Net value change ($000)
-847 (-0.3%)
New positions
15
Sold out positions
30
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 1,178 3.1%
SPYG 1,054 3.6%
FBND 674 4.3%
BBIN 586 4.8%
XOM 394 NEW
GPIX 304 1.4%
VLU 270 3.0%
MSFT 262 37.5%
VUG 210 12.9%
META 206 28.7%
Top Reduces (Value $000, Stocks/ETFs)
MGV -1,503 -5.1%
JHMM -732 -3.5%
SPLB -348 -3.9%
XOM -330 -100.0%
VTV -260 -13.8%
SPSM -210 -31.4%
GE -210 -19.4%
VO -209 -24.1%
SLYG -203 -3.6%
GEV -186 -22.2%
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