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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 $328,459,374
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 52,993 $15,238,757 4.64%
2.
Apple Inc.
 AAPL 55,240 $14,019,367 4.27%
3.
Spdr Gold Trust
 GLD 32,332 $13,912,001 4.24%
4.
Ishares Core Emerging Markets Etf - ETF
 145,082 $10,119,486 3.08%
5.
Ishares Trust
 IEF 113,233 $9,349,616 2.85%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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