Institutional Manager · CIK 0002051568
Graney & King, LLC
LATHAM, NY · File #028-24928
Latest AUM
$171.0M
Positions
355
Top-10 Concentration
70.2%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD MEGA | 921910840 | 168,572 | $23.8M | 15.11% |
| 2 | GOLDMAN SACHS | NVGLF | 332,028 | $17.5M | 11.13% |
| 3 | FIDELITY TOTAL | 316188309 | 301,405 | $13.9M | 8.81% |
| 4 | JPMORGAN BETABUILDERS | 46641Q373 | 134,778 | $9.7M | 6.19% |
| 5 | STATE STREET | 78464A409 | 88,802 | $9.5M | 6.02% |
| 6 | STATE STREET | 78464A367 | 360,328 | $8.1M | 5.17% |
| 7 | VANECK FALLEN | 92189F437 | 265,511 | $7.8M | 4.95% |
| 8 | STATE STREET | 78464A128 | 35,103 | $7.4M | 4.70% |
| 9 | JOHN HANCOCK | 47804J206 | 107,565 | $7.0M | 4.47% |
| 10 | INVESCO NASDAQ | IVZ | 22,710 | $5.7M | 3.65% |
| 11 | STATE STREET | 78464A201 | 51,366 | $4.8M | 3.07% |
| 12 | FIRST TRUST | 33738R506 | 59,475 | $4.1M | 2.62% |
| 13 | VANGUARD INTERMEDIATE | 921937819 | 47,278 | $3.7M | 2.34% |
| 14 | FIRST TRUST | 33739Q804 | 121,959 | $3.2M | 2.05% |
| 15 | VANGUARD TOTAL | 921909768 | 33,318 | $2.5M | 1.60% |
| 16 | APPLE INC | AAPL | 8,250 | $2.2M | 1.42% |
| 17 | VANGUARD GROWTH | 922908736 | 3,316 | $1.6M | 1.03% |
| 18 | VANGUARD VALUE | 922908744 | 7,679 | $1.5M | 0.93% |
| 19 | STATE STREET | 78464A508 | 22,691 | $1.3M | 0.82% |
| 20 | GOLDMAN SACHS | NVGLF | 24,298 | $1.3M | 0.82% |