Graybill Bartz & Assoc LTD Reduced Holdings in Q1 2025

Graybill Bartz & Assoc LTD

  • $271 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
URI
United Rentals, Inc.

Industrials
-1.24K
- 14.67%
$594.17 - $789.56 $736K - $977K
7.2K $4.51M
BAC
Bank Of America Corp

Financial Services
-27.1K
- 22.57%
$39.61 - $47.74 $1.07M - $1.29M
92.8K $3.87M
COST
Costco Wholesale Corp

Consumer Defensive
-1.21K
- 27.04%
$890.62 - $1076.86 $1.08M - $1.31M
3.27K $3.1M
FISV
Fiserv Inc

Technology
-5.31K
- 13.82%
N/A
33.1K $4.15M
WWD
Woodward, Inc.

Industrials
-4.47K
- 14.13%
$171.38 - $195.22 $765K - $872K
27.1K $4.95M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-191
- 53.65%
$522.96 - $601.18 $99.9K - $115K
165 $88K
MUB
Ishares National Muni Bond ETF

ETFs
-700
- 9.92%
$104.71 - $107.69 $73.3K - $75.4K
6.36K $670K
LLY
Eli Lilly & CO

Healthcare
-25
- 2.79%
$725.72 - $929.72 $18.1K - $23.2K
870 $718K
UL
Unilever PLC

Consumer Defensive
-404
- 7.69%
$54.72 - $60.29 $22.1K - $24.4K
4.85K $288K
OTIS
Otis Worldwide Corp

Industrials
-57
- 0.11%
$90.77 - $104.01 $5.17K - $5.93K
53.8K $5.56M
UTG
Reaves Utility Income Fund

Financial Services
-654
- 5.74%
$31.08 - $34.42 $20.3K - $22.5K
10.7K $349K
XLU
Utilities Sector Spdr

ETFs
-125
- 4.95%
$74.7 - $80.27 $9.34K - $10K
2.4K $189K
KMI
Kinder Morgan, Inc.

Energy
-4.38K
- 23.99%
$26.1 - $31.22 $114K - $137K
13.9K $395K
Blackrock Inc
-1.71K
- 20.94%
N/A
6.45K $0
Ge Vernova Inc Com
-51
- 0.72%
N/A
6.99K $0
Brookfield Corporation
-2.61K
- 1.89%
N/A
135K $0
RTX
Raytheon Technologies Corp

Industrials
-4.55K
- 6.18%
$114.1 - $135.66 $519K - $618K
69.1K $9.15M
LNG
Cheniere Energy, Inc.

Energy
-4.81K
- 16.89%
$209.32 - $253.66 $1.01M - $1.22M
23.7K $5.48M
JPM
Jpmorgan Chase & CO

Financial Services
-339
- 1.84%
$225.19 - $279.95 $76.3K - $94.9K
18.1K $4.43M
V
Visa Inc.

Financial Services
-259
- 1.53%
$306.92 - $362.71 $79.5K - $93.9K
16.6K $5.83M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-274
- 1.41%
$442.66 - $534.52 $121K - $146K
19.1K $10.2M
WMB
Williams Companies, Inc.

Energy
-9.79K
- 6.4%
$54.02 - $61.09 $529K - $598K
143K $8.56M
Activity Summary
Buys All Purchases 164 New Holdings 130 Increased Positions 34 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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