Institutions / Graver Capital Management, LLC
Graver Capital Management, LLC
CIK 2056589 ยท Institution ยท as of Jun 30, 2026
Portfolio value
$140.37M
Positions
26
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$140.37M+10.9%Positions
26+8.3%Top holdings
Jun 30, 2026View all 26 โ
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $42.38M | 30.2% |
| VanEck ETF Trust | $19.35M | 13.8% |
| Dimensional ETF Trust | $16.49M | 11.7% |
| Dimensional ETF Trust | $15.08M | 10.7% |
| Dimensional ETF Trust | $12.36M | 8.8% |
| Dimensional ETF Trust | $9.12M | 6.5% |
| Schwab Strategic Tr | $7.16M | 5.1% |
| Dimensional ETF Trust | $5.30M | 3.8% |
| iShares Tr | $2.91M | 2.1% |
| Peoples Bancorp Inc | $2.19M | 1.6% |
| Apple Inc. | $1.22M | 0.9% |
| iShares Tr | $936.1K | 0.7% |
| Philip Morris International Inc. | $868.4K | 0.6% |
| Dimensional ETF Trust | $791.6K | 0.6% |
| Advanced Drainage Systems, Inc. | $572.4K | 0.4% |
| Dominion Energy, Inc | $546.3K | 0.4% |
| Pepsico Inc | $406.2K | 0.3% |
| Altria Group, Inc. | $359.8K | 0.3% |
| Amazon.com Inc | $338.4K | 0.2% |
| Microsoft Corp | $331.7K | 0.2% |
| Yum! Brands Inc | $319.7K | 0.2% |
| Intel Corp | $307.2K | 0.2% |
| Huntington Bancshares Inc /Md | $301.2K | 0.2% |
| Duke Energy Corp | $253.2K | 0.2% |
| Mcdonald'S Corp | $241.7K | 0.2% |
Activity
Jun 30, 2026View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 25434V872 Common stock | $875.2K | +21K +7.62% | 292,786 8.80% of portfolio | low |
| Q2 2026 as of | Add | 92189F643 Common stock | $868.8K | +8K +4.70% | 186,152 13.79% of portfolio | low |
| Q2 2026 as of | Add | 25434V401 Common stock | $838.7K | +10K +2.02% | 517,252 30.19% of portfolio | low |
| Q2 2026 as of | New | Intel Corp Common stock | $307.2K | +2K | 2,200 0.22% of portfolio | low |
| Q2 2026 as of | Trim | 464287622 Common stock | $-274.8K | -671 -22.69% | 2,286 0.67% of portfolio | low |
| Q2 2026 as of | Trim | Advanced Drainage Systems, Inc. Common stock | $-238.6K | -2K -29.42% | 3,647 0.41% of portfolio | low |
| Q2 2026 as of | New | Ameren Corp Common stock | $226.1K | +2K | 2,000 0.16% of portfolio | low |
| Q2 2026 as of | Trim | 808524102 Common stock | $-174.0K | -6K -2.37% | 247,399 5.10% of portfolio | low |
| Q2 2026 as of | Trim | 25434V302 Common stock | $-145.1K | -4K -1.57% | 226,753 6.50% of portfolio | low |
| Q2 2026 as of | Add | 464288414 Common stock | $124.2K | +1K +4.46% | 27,048 2.07% of portfolio | low |