Institutional Investor · CIK 0002051568
GRANEY & KING, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
368
Total Value
$263.01M
Total Shares
3.32M
Latest Filing
Aug 7, 2026
CIK
0002051568
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
iShares Core MSCI Total…(IXUS) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 397,614 | $37.95M | 0.0647% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 246,154 | $29.29M | 0.0552% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 179,184 | $29.29M | 0.2196% | SH | — | View | |
Goldman Sachs S&P 500…(GPIX) | Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-07 | 396,389 | $22.03M | 1.8956% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 282,568 | $21.18M | 0.3644% | SH | — | View | |
Fidelity Total Bond ETF(FBND) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 347,145 | $15.79M | 0.0583% | SH | — | View |
Invesco NASDAQ 100 ETF(QQQM) | Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 30,610 | $9.27M | 0.0113% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 37,868 | $9.02M | 1.2680% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 399,368 | $8.95M | 1.0300% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 299,399 | $8.75M | 0.2775% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 77,661 | $6.30M | 0.0257% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 30,864 | $5.92M | 0.0472% | SH | — | View | |
State Street SPDR S&P…(SLYG) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 46,919 | $5.59M | 0.1065% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 47,600 | $3.65M | 0.0068% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 37,437 | $3.20M | 0.0005% | SH | — | View | |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-08-07 | 8,304 | $2.40M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 8,396 | $1.89M | 0.0007% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 18,831 | $1.62M | 0.0004% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-07 | 26,555 | $1.57M | 0.1241% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 4,838 | $1.48M | 0.0008% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 15,714 | $1.38M | 0.0041% | SH | — | View | |
iShares Core S&P U.S.…(IUSG) | Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 6,968 | $1.31M | 0.0040% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 3,390 | $1.25M | 0.0001% | SH | — | View | |
State Street SPDR S&P…(SLYV) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 11,135 | $1.21M | 0.0250% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 19,618 | $1.19M | 0.0034% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 1,511 | $1.13M | 0.0001% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-07 | 5,462 | $1.09M | 0.0000% | SH | — | View |
GE Aerospace(GE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-08-07 | 2,896 | $1.08M | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 11,288 | $1.00M | 0.0034% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-07 | 29,840 | $946.22K | 0.0010% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 1,296 | $890.05K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 10,647 | $869.38K | 0.0004% | SH | — | View | |
GE Vernova Inc.(GEV) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-08-07 | 712 | $836.74K | 0.0003% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-07 | 1,274 | $717.85K | 0.0001% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-07 | 1,870 | $697.61K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 11,608 | $669.42K | 0.0039% | SH | — | View | |
Intel Corporation(INL.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-07 | 4,323 | $603.65K | 0.0001% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-08-07 | 2,491 | $593.71K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 752 | $563.46K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 5,296 | $536.12K | 0.0435% | SH | — | View | |
Berkshire Hathaway Inc.(BRYN.DE) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-08-07 | 1,069 | $534.92K | 0.0000% | SH | — | View |
Sprott Physical Gold and…(CEF.TO) | Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 12,073 | $485.70K | 0.0065% | SH | — | View |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-08-07 | 1,269 | $435.55K | 0.0001% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-08-07 | 1,320 | $432.10K | 0.0000% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-07 | 1,602 | $406.89K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 1,091 | $399.02K | 0.0008% | SH | — | View | |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-08-07 | 932 | $392.00K | 0.0000% | SH | — | View |
| Utilities | Regulated Electric | 2026-06-30 | 2026-08-07 | 3,361 | $371.80K | 0.0009% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 482 | $354.98K | 0.0001% | SH | — | View | |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-07 | 956 | $337.70K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 1,845 | $330.19K | 0.0007% | SH | — | View | |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-08-07 | 2,411 | $329.66K | 0.0001% | SH | — | View |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-08-07 | 303 | $322.65K | 0.0001% | SH | — | View |
Procter & Gamble Company(PRG.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-08-07 | 1,952 | $286.24K | 0.0001% | SH | — | View |
iShares Gold Trust(IAU) | Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 3,783 | $285.65K | 0.0005% | SH | — | View |
National Grid plc(NGG) | Utilities | Regulated Electric | 2026-06-30 | 2026-08-07 | 3,447 | $285.65K | 0.0003% | SH | — | View |
Palo Alto Networks, Inc.(PANW) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-07 | 820 | $279.64K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 1,181 | $266.27K | 0.0030% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 3,188 | $251.95K | 0.0005% | SH | — | View | |
TrustCo Bank Corp NY(TRST) | Financial Services | Banks - Regional | 2026-06-30 | 2026-08-07 | 4,467 | $245.27K | 0.0262% | SH | — | View |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-07 | 202 | $242.10K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 4,398 | $237.07K | 0.0168% | SH | — | View | |
AT&T Inc.(T) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-08-07 | 11,154 | $230.88K | 0.0002% | SH | — | View |
The Boeing Company(BCO.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-08-07 | 1,044 | $226.03K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 776 | $223.31K | 0.0116% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 2,936 | $222.14K | 0.0222% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 26,276 | $209.42K | 0.0344% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 2,820 | $208.15K | 0.0088% | SH | — | View | |
Walmart Inc.(WMT.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-08-07 | 1,633 | $184.96K | 0.0000% | SH | — | View |
| Industrials | Aerospace & Defense | 2026-06-30 | 2026-08-07 | 1,082 | $184.87K | 0.0000% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 5,927 | $177.87K | 0.0017% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 1,786 | $177.76K | 0.0086% | SH | — | View | |
Costco Wholesale Corporation(CTO.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-08-07 | 180 | $168.48K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 1,910 | $167.87K | 0.0002% | SH | — | View | |
L3Harris Technologies, Inc.(HRS.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-08-07 | 575 | $167.22K | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 3,773 | $163.30K | 0.0028% | SH | — | View | |
PepsiCo, Inc.(PEP.DE) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-08-07 | 1,195 | $161.75K | 0.0001% | SH | — | View |
PepsiCo, Inc.(PEP.SW) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-08-07 | 1,195 | $161.75K | 0.0001% | SH | — | View |
Defiance Quantum ETF(QTUM) | Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 891 | $147.28K | 0.0034% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-07 | 5,750 | $145.36K | 0.1373% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 2,112 | $144.81K | 0.1480% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 2,854 | $143.83K | 0.0004% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 1,683 | $139.10K | 0.0002% | SH | — | View | |
Yum! Brands, Inc.(YUM) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-08-07 | 861 | $137.71K | 0.0003% | SH | — | View |
GSK plc(GSK) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-07 | 2,485 | $130.27K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 680 | $129.63K | 0.0001% | SH | — | View | |
| Technology | Software - Infrastructure | 2026-06-30 | 2026-08-07 | 163 | $124.39K | 0.0000% | SH | — | View | |
| Technology | Semiconductors | 2026-06-30 | 2026-08-07 | 252 | $120.47K | 0.0000% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 980 | $118.30K | 0.0133% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 224 | $116.93K | 0.0003% | SH | — | View | |
GLOBALFOUNDRIES Inc.(GFS) | Technology | Semiconductors | 2026-06-30 | 2026-08-07 | 1,404 | $115.70K | 0.0003% | SH | — | View |
| Consumer Cyclical | Travel Lodging | 2026-06-30 | 2026-08-07 | 296 | $109.85K | 0.0001% | SH | — | View | |
| Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-08-07 | 385 | $108.53K | 0.0005% | SH | — | View | |
Ford Motor Company(FMC1.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-08-07 | 7,695 | $106.96K | 0.0002% | SH | — | View |
Advanced Micro Devices, Inc.(AMD.SW) | Technology | Semiconductors | 2026-06-30 | 2026-08-07 | 181 | $105.14K | 0.0000% | SH | — | View |
iShares Core S&P Total…(ITOT) | Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 640 | $105.06K | 0.0001% | SH | — | View |
| Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-08-07 | 1,129 | $104.21K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-07 | 1,674 | $102.87K | 0.0002% | SH | — | View | |
Stryker Corporation(SYK.DE) | Healthcare | Medical - Devices | 2026-06-30 | 2026-08-07 | 324 | $101.97K | 0.0001% | SH | — | View |
| Financial Services | Financial - Credit Services | 2026-06-30 | 2026-08-07 | 294 | $99.47K | 0.0000% | SH | — | View |
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