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The Analysis of Graver Capital Management, LLC's Holdings & P&L

Currently, Graver Capital Management, LLC holds 25 types of securities in its portfolio with a total value $131.6M. In the most recent quarter, they have increased their positions in DFUS (+30.9K shares, valued at $2.2M), MOAT (+13.8K shares, valued at $1.3M), DFCF (+30.1K shares, valued at $1.3M); decreased their positions in IWB (-671 shares, valued at $239.3K), WMS (-1.5K shares, valued at $208.4K), DFAS (-407 shares, valued at $29.0K); initiated new positions in AEE (+2.0K shares, valued at $219.8K).

1M P&L

+3.9M+2.78%

3M P&L

+3.2M+2.28%

HY P&L

+13.4M+10.28%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A124.1M

94.5%

2Banks - Regional2.1M

1.6%

3Tobacco1.1M

0.9%

Top Industries by Stock Count

1N/A11 stocks

45.8%

2Utilities - Regulated Electric2 stocks

8.3%

3Banks - Regional2 stocks

8.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUS DIMENSIONAL ETF TRUST537.9K shares6.10%2026-03-312026-04-23

MOAT VANECK ETF TRUST191.6K shares7.74%2026-03-312026-04-23

DFAT DIMENSIONAL ETF TRUST246.5K shares5.26%2026-03-312026-04-23

DFAI DIMENSIONAL ETF TRUST381.0K shares4.61%2026-03-312026-04-23

DFCF DIMENSIONAL ETF TRUST302.2K shares11.07%2026-03-312026-04-23

DFAE DIMENSIONAL ETF TRUST239.7K shares4.05%2026-03-312026-04-23

SCHB SCHWAB STRATEGIC TR260.5K shares2.80%2026-03-312026-04-23

DFIV DIMENSIONAL ETF TRUST103.1K shares3.48%2026-03-312026-04-23

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MUB ISHARES TR27.0K shares4.14%2026-03-312026-04-23

PEBO PEOPLES BANCORP INC57.0K shares0.00%2026-03-312026-04-23

AAPL APPLE INC4.2K shares0.00%2026-03-312026-04-23

IWB ISHARES TR2.3K shares-22.69%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC4.8K shares0.00%2026-03-312026-04-23

DFAS DIMENSIONAL ETF TRUST9.6K shares-4.06%2026-03-312026-04-23

WMS ADVANCED DRAIN SYS INC DEL3.6K shares-29.42%2026-03-312026-04-23

D DOMINION ENERGY INC8.0K shares0.00%2026-03-312026-04-23

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PEP PEPSICO INC3.0K shares0.00%2026-03-312026-04-23

MSFT MICROSOFT CORP917 shares2.12%2026-03-312026-04-23

MO ALTRIA GROUP INC5.0K shares0.00%2026-03-312026-04-23

YUM YUM BRANDS INC2.0K shares0.00%2026-03-312026-04-23

AMZN AMAZON COM INC1.4K shares0.14%2026-03-312026-04-23

MCD MCDONALDS CORP894 shares0.00%2026-03-312026-04-23

HBAN HUNTINGTON BANCSHARES INC17.0K shares0.00%2026-03-312026-04-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.0K shares0.00%2026-03-312026-04-23

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AEE AMEREN CORP2.0K sharesnew addition2026-03-312026-04-23

DFUS

DIMENSIONAL ETF TRUST

6.10%

Shares537.9K

Event2026-03-31

Filed2026-04-23

MOAT

VANECK ETF TRUST

7.74%

Shares191.6K

Event2026-03-31

Filed2026-04-23

DFAT

DIMENSIONAL ETF TRUST

5.26%

Shares246.5K

Event2026-03-31

Filed2026-04-23

DFAI

DIMENSIONAL ETF TRUST

4.61%

Shares381.0K

Event2026-03-31

Filed2026-04-23

DFCF

DIMENSIONAL ETF TRUST

11.07%

Shares302.2K

Event2026-03-31

Filed2026-04-23

DFAE

DIMENSIONAL ETF TRUST

4.05%

Shares239.7K

Event2026-03-31

Filed2026-04-23

SCHB

SCHWAB STRATEGIC TR

2.80%

Shares260.5K

Event2026-03-31

Filed2026-04-23

DFIV

DIMENSIONAL ETF TRUST

3.48%

Shares103.1K

Event2026-03-31

Filed2026-04-23

MUB

ISHARES TR

4.14%

Shares27.0K

Event2026-03-31

Filed2026-04-23

PEBO

PEOPLES BANCORP INC

0.00%

Shares57.0K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-23

IWB

ISHARES TR

-22.69%

Shares2.3K

Event2026-03-31

Filed2026-04-23

PHILIP MORRIS INTL INC

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-23

DFAS

DIMENSIONAL ETF TRUST

-4.06%

Shares9.6K

Event2026-03-31

Filed2026-04-23

WMS

ADVANCED DRAIN SYS INC DEL

-29.42%

Shares3.6K

Event2026-03-31

Filed2026-04-23

DOMINION ENERGY INC

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-23

PEP

PEPSICO INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

2.12%

Shares917

Event2026-03-31

Filed2026-04-23

ALTRIA GROUP INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-23

YUM

YUM BRANDS INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

0.14%

Shares1.4K

Event2026-03-31

Filed2026-04-23

MCD

MCDONALDS CORP

0.00%

Shares894

Event2026-03-31

Filed2026-04-23

HBAN

HUNTINGTON BANCSHARES INC

0.00%

Shares17.0K

Event2026-03-31

Filed2026-04-23

DUKE ENERGY CORP NEW

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-23

AEE

AMEREN CORP

New

Shares2.0K

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available