Graney & King, LLC

CIK 0002051568 · Q1 2026

13F Equity AUM

$185.5M

+8.5% QoQ

Positions

359

+14 QoQ

AUM Rank

#7,711

Top 62%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 44.9%Top 10: 65.9%Top 20: 81.0%

MGV13.6%

GPIX10.0%

FBND7.8%

JHMM7.7%

BBIN5.8%

SPYG5.0%

SPLB4.5%

ANGL4.3%

VLU4.2%

QQQM2.9%

Others (349)34.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services91.1%

Technology2.5%

Other6.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 359Median: 0.01%Avg: 0.28%

0–0.5%

331(14.4%)

0.5–1%

12(7.6%)

1–3%

7(15.0%)

3–5%

3(13.1%)

5%+

6(49.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 353Unique: 6vs 20 funds

4.8%Low

359

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

6.5%

BANK OF AMERICA CORP /DE/

7.2%

6.7%

10%

6.7%

6.5%

VANGUARD CAPITAL MANAGEMENT LLC

5.7%

GEODE CAPITAL MANAGEMENT, LLC

5.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

6.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New28Increased86Decreased36Exited13

New Positions

VSDM0.1%

+3K

VGUS0.1%

+3K

FXA0.1%

+2K

SPTS0.1%

+4K

HYMB0.1%

+3K

GSST0.0%

+2K

JPLD0.0%

+1K

ORCL0.0%

+296

AMD0.0%

+150

SHOP0.0%

+227

Increased

JHMM7.7%

+104K(+97%)

GPIX10.0%

+40K(+12%)

GRID2.5%

+28K(+3611%)

SPLB4.5%

+16K(+4%)

ANGL4.3%

+15K(+6%)

FBND7.8%

+14K(+5%)

BBIN5.8%

+14K(+10%)

RDVY2.6%

+12K(+20%)

SPYG5.0%

+7K(+7%)

MGV13.6%

+6K(+3%)

Decreased

EIPX0.0%

-121,861(-100%)

SCHD0.5%

-12,114(-28%)

SLYG2.4%

-5,373(-10%)

JEPQ0.1%

-995(-35%)

INDA0.1%

-677(-25%)

IJH0.0%

-458(-56%)

SLYV0.6%

-370(-3%)

SPYV0.7%

-224(-1%)

MSFT0.4%

-215(-11%)

IJR0.0%

-186(-65%)

Exited

-2,560

-128

-5,000

-600

-107

-51

-182

-43

-22

-31

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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