Skip to main content

Graybill Bartz & Assoc Ltd

SEC CIK
0001252007
Latest filing
Aug 17, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Oct 28, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
49
−1 vs. Q2 2022
Portfolio value
$168.4M
−$12.3M (−6.8%) vs. Q2 2022
Filed
Oct 28, 2022
SEC
Holdings of Graybill Bartz & Assoc Ltd in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock67,169$9.28M5.5%−6,720−9.1%ReducedHistory
iShares Tr4642874571 3 YR TREAS BD94,751$7.70M4.6%+1,014+1.1%Added–
BRK.BBerkshire Hathaway IncStock24,305$6.49M3.9%+163+0.7%AddedHistory
GOOGLAlphabet Inc.Stock63,683$6.09M3.6%00.0%UnchangedConverted for a 20-for-1 splitHistory
LNGCheniere Energy, Inc.COM NEW36,387$6.04M3.6%+436+1.2%AddedHistory
TMOThermo Fisher Scientific Inc.Stock11,779$5.97M3.5%−202−1.7%ReducedHistory
RTXRTX CorpStock68,836$5.63M3.3%+1,184+1.8%AddedHistory
iShares Tr4642874407-10 YR TRSY BD54,345$5.22M3.1%+195+0.4%Added–
ADPAutomatic Data Processing IncStock22,851$5.17M3.1%−537−2.3%ReducedHistory
BAMBrookfield Asset Management Ltd.CL A LTD VT SH121,923$4.99M3.0%+1,351+1.1%AddedHistory
GLDSPDR Gold TrustETF30,210$4.67M2.8%+142+0.5%AddedHistory
SNPSSynopsys IncCOM15,014$4.59M2.7%−222−1.5%ReducedHistory
BLKBlackRock, Inc.COM8,196$4.51M2.7%−160−1.9%ReducedHistory
ABTAbbott LaboratoriesStock43,926$4.25M2.5%+712+1.6%AddedHistory
WMBWilliams Companies, Inc.COM146,835$4.20M2.5%+6,070+4.3%AddedHistory
FLEXFlex Ltd.Stock244,062$4.07M2.4%+1,690+0.7%AddedHistory
CVSCVS Health CorpStock40,272$3.84M2.3%+937+2.4%AddedHistory
JNJJohnson & JohnsonStock22,635$3.70M2.2%+323+1.4%AddedHistory
BDXBecton Dickinson & CoStock15,913$3.55M2.1%+325+2.1%AddedHistory
FISVFiserv IncStock37,704$3.53M2.1%+690+1.9%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF80,596$3.46M2.1%+672+0.8%Added–
DEODiageo PLCSPON ADR NEW20,321$3.45M2.0%+288+1.4%AddedHistory
OTISOtis Worldwide CorpStock53,607$3.42M2.0%−210−0.4%ReducedHistory
SBUXStarbucks CorpStock39,355$3.32M2.0%+237+0.6%AddedHistory
KMIKinder Morgan, Inc.Stock193,972$3.23M1.9%+6,106+3.3%AddedHistory
MSFTMicrosoft CorpStock13,809$3.22M1.9%+63+0.5%AddedHistory
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF69,190$3.19M1.9%+28,249+69.0%Added–
AMZNAmazon Com IncStock26,662$3.01M1.8%+183+0.7%AddedHistory
CMCSAComcast CorpStock101,591$2.98M1.8%+1,058+1.1%AddedHistory
DISWalt Disney CoStock31,037$2.93M1.7%+474+1.6%AddedHistory
VVisa Inc.Stock16,354$2.90M1.7%−60.0%ReducedHistory
NXRTNexPoint Residential Trust, Inc.COM59,554$2.75M1.6%+2,404+4.2%AddedHistory
PEPPepsiCo IncStock15,884$2.59M1.5%−75−0.5%ReducedHistory
URIUnited Rentals, Inc.COM9,487$2.56M1.5%−108−1.1%ReducedHistory
COSTCostco Wholesale CorpStock5,413$2.56M1.5%−39−0.7%ReducedHistory
BACBank of America CorpStock82,666$2.50M1.5%+1,037+1.3%AddedHistory
PLDPrologis, Inc.REIT24,369$2.48M1.5%+211+0.9%AddedHistory
VZVerizon Communications IncStock64,217$2.44M1.4%+495+0.8%AddedHistory
WWDWoodward, Inc.COM29,108$2.34M1.4%−176−0.6%ReducedHistory
iShares Tr464288646ISHS 1-5YR INVS42,717$2.10M1.3%+675+1.6%Added–
KMXCarMax IncCOM30,978$2.04M1.2%−12,276−28.4%ReducedHistory
JPMJPMorgan Chase & CoStock18,904$1.98M1.2%+78+0.4%AddedHistory
GEGeneral Electric CoStock27,290$1.69M1.0%+406+1.5%AddedHistory
LLYEli Lilly & CoStock1,442$466.0K0.3%+50+3.6%AddedHistory
UTGReaves Utility Income FundCOM SH BEN INT11,136$303.0K0.2%−44−0.4%ReducedHistory
JPMorgan Chase & Co46625H365ALERIAN ML ETN14,620$293.0K0.2%−200−1.3%Reduced–
HSYHershey CoCOM1,150$254.0K0.2%+1,150NewHistory
ULUnilever PLCSPON ADR NEW5,597$245.0K0.1%+45+0.8%AddedHistory
FFord Motor CoStock15,700$176.0K0.1%00.0%UnchangedHistory

Sold out since Q2 2022 (2)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Graybill Bartz & Assoc Ltd sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
STORStore Capital LLCCOM127,399$3.32M1.8%History
SOSouthern CoStock4,900$349.0K0.2%History