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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 $371,530,336
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Flex Ltd.
 FLEX 130,607 $21,167,483 5.7%
2.
Alphabet Inc.
 GOOGL 53,331 $19,059,020 5.13%
3.
Apple Inc.
 AAPL 54,059 $15,642,528 4.21%
4.
Ishares Core Emerging Markets Etf - ETF
 146,804 $12,161,249 3.27%
5.
Spdr Gold Trust
 GLD 32,928 $12,129,901 3.26%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.