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Home > Institutional Investor > Graybill Bartz & Assoc Ltd > Profile

Instuitional Investor - Graybill Bartz & Assoc Ltd

Fund Profile
Filing Period:
Fund Name: Graybill Bartz & Assoc Ltd
Portfolio Value $225,888
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 63,652 $12,254,992 5.42%
2.
Alphabet Inc.
 GOOG 63,250 $8,835,395 3.91%
3.
Berkshire Hathaway Inc
 BRK.A 24,062 $8,582,076 3.79%
4.
Ishares Trust
 IEF 95,562 $7,839,919 3.47%
5.
Flex Ltd.
 FLEX 341,008.479 $7,827,521 3.46%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)