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

Currently, Graver Capital Management, LLC holds 26 types of securities in its portfolio with a total value $140.4M. In the most recent quarter, they have increased their positions in INTC (+2.2K shares, valued at $307.2K), MUB (+83 shares, valued at $8.9K); decreased their positions in DFUS (-20.7K shares, valued at $1.7M), DFAT (-10.6K shares, valued at $742.4K), DFAI (-15.4K shares, valued at $637.1K); initiated new positions in INTC (+2.2K shares, valued at $307.2K).

1M P&L

+915.0K+0.64%

3M P&L

+7.3M+5.35%

HY P&L

+13.8M+10.65%

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/A131.9M

94.7%

2Banks - Regional2.5M

1.8%

3Tobacco1.2M

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 TRUST517.3K shares-3.84%2026-06-302026-08-07

MOAT VANECK ETF TRUST186.2K shares-2.82%2026-06-302026-08-07

DFAT DIMENSIONAL ETF TRUST235.8K shares-4.31%2026-06-302026-08-07

DFAI DIMENSIONAL ETF TRUST365.6K shares-4.05%2026-06-302026-08-07

DFCF DIMENSIONAL ETF TRUST292.8K shares-3.11%2026-06-302026-08-07

DFAE DIMENSIONAL ETF TRUST226.8K shares-5.40%2026-06-302026-08-07

SCHB SCHWAB STRATEGIC TR247.4K shares-5.03%2026-06-302026-08-07

DFIV DIMENSIONAL ETF TRUST98.1K shares-4.86%2026-06-302026-08-07

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MUB ISHARES TR27.0K shares0.31%2026-06-302026-08-07

PEBO PEOPLES BANCORP INC57.0K shares0.00%2026-06-302026-08-07

AAPL APPLE INC4.2K shares-0.42%2026-06-302026-08-07

IWB ISHARES TR2.3K shares0.00%2026-06-302026-08-07

PM PHILIP MORRIS INTL INC4.8K shares0.00%2026-06-302026-08-07

DFAS DIMENSIONAL ETF TRUST9.6K shares0.00%2026-06-302026-08-07

ADVANCED DRAIN SYS INC DEL ADVANCED DRAIN SYS INC DEL3.6K shares0.00%2026-06-302026-08-07

DOMINION ENERGY INC DOMINION ENERGY INC8.0K shares0.00%2026-06-302026-08-07

Sponsored

PEP PEPSICO INC3.0K shares0.00%2026-06-302026-08-07

MO ALTRIA GROUP INC5.0K shares0.00%2026-06-302026-08-07

AMZN AMAZON COM INC1.4K shares-0.14%2026-06-302026-08-07

MSFT MICROSOFT CORP889 shares-3.05%2026-06-302026-08-07

YUM YUM BRANDS INC2.0K shares0.00%2026-06-302026-08-07

INTC INTEL CORP2.2K sharesnew addition2026-06-302026-08-07

HBAN HUNTINGTON BANCSHARES INC17.0K shares0.00%2026-06-302026-08-07

DUK DUKE ENERGY CORP NEW2.0K shares0.00%2026-06-302026-08-07

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MCD MCDONALDS CORP894 shares0.00%2026-06-302026-08-07

AEE AMEREN CORP2.0K shares0.00%2026-06-302026-08-07

DFUS

DIMENSIONAL ETF TRUST

-3.84%

Shares517.3K

Event2026-06-30

Filed2026-08-07

MOAT

VANECK ETF TRUST

-2.82%

Shares186.2K

Event2026-06-30

Filed2026-08-07

DFAT

DIMENSIONAL ETF TRUST

-4.31%

Shares235.8K

Event2026-06-30

Filed2026-08-07

DFAI

DIMENSIONAL ETF TRUST

-4.05%

Shares365.6K

Event2026-06-30

Filed2026-08-07

DFCF

DIMENSIONAL ETF TRUST

-3.11%

Shares292.8K

Event2026-06-30

Filed2026-08-07

DFAE

DIMENSIONAL ETF TRUST

-5.40%

Shares226.8K

Event2026-06-30

Filed2026-08-07

SCHB

SCHWAB STRATEGIC TR

-5.03%

Shares247.4K

Event2026-06-30

Filed2026-08-07

DFIV

DIMENSIONAL ETF TRUST

-4.86%

Shares98.1K

Event2026-06-30

Filed2026-08-07

MUB

ISHARES TR

0.31%

Shares27.0K

Event2026-06-30

Filed2026-08-07

PEBO

PEOPLES BANCORP INC

0.00%

Shares57.0K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

-0.42%

Shares4.2K

Event2026-06-30

Filed2026-08-07

IWB

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-07

PHILIP MORRIS INTL INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-07

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares9.6K

Event2026-06-30

Filed2026-08-07

ADVANCED DRAIN SYS INC DEL

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-07

DOMINION ENERGY INC

0.00%

Shares8.0K

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-07

ALTRIA GROUP INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

-0.14%

Shares1.4K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

-3.05%

Shares889

Event2026-06-30

Filed2026-08-07

YUM

YUM BRANDS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

New

Shares2.2K

Event2026-06-30

Filed2026-08-07

HBAN

HUNTINGTON BANCSHARES INC

0.00%

Shares17.0K

Event2026-06-30

Filed2026-08-07

DUK

DUKE ENERGY CORP NEW

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

0.00%

Shares894

Event2026-06-30

Filed2026-08-07

AEE

AMEREN CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available