Graver Capital Management, LLC Portfolio Holdings by Sector
Graver Capital Management, LLC
- $119 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFUS MOAT DFAT DFAI DFCF DFAE SCHB DFIV 11 stocks |
$111 Million
93.36% of portfolio
|
  2  
|
  7  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PEBO HBAN 2 stocks |
$2 Million
1.69% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1.11 Million
0.93% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.08 Million
0.91% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
D DUK AEE 3 stocks |
$945,620
0.8% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
WMS 1 stocks |
$761,740
0.64% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
YUM MCD 2 stocks |
$575,678
0.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$464,855
0.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$421,320
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$311,789
0.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$207,463
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|