Graybill Bartz & Assoc LTD has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $228 Million distributed in 57 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.8M, Alphabet Inc. with a value of $9.56M, Berkshire Hathaway Inc Class B with a value of $8.24M, Ishares Barclays 1 3 Year Trea with a value of $8.08M, and Synopsys Inc with a value of $8.01M.
Examining the 13F form we can see an increase of $12.2M in the current position value, from $216M to 228M.
Below you can find more details about Graybill Bartz & Assoc LTD portfolio as well as his latest detailed transactions.
Portfolio value
$228 Million
ETFs: $45.3 Million
Technology: $39.8 Million
Industrials: $34.2 Million
Financial Services: $28.2 Million
Healthcare: $20.9 Million
Communication Services: $16.5 Million
Energy: $15 Million
Consumer Cyclical: $12.1 Million
Other: $16.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions