GRAYBILL WEALTH MANAGEMENT, LTD.
CIK 1252007 · Holdings on Dec 31, 2023 · First reported Feb 8, 2024
Top ten holdings
Q4 2023- AAPL5.43%
- GOOGL3.91%
- BRK.B3.80%
- SHY3.47%
- FLEX3.47%
- SNPS3.25%
- GLD3.20%
- BLK2.91%
- TMO2.85%
- LNG2.75%
Share classes counted separately35.04%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INCStock View history and evidence | $12.25M | 5.43% | 63.65K shares | — | ↗▾ | |
| 02 | GOOGLALPHABET INC-CL AStock View history and evidence | $8.84M | 3.91% | 63.25K shares | — | ↗▾ | |
| 03 | BRK.BBERKSHIRE HATHAWAY INC-CL BStock View history and evidence | $8.58M | 3.80% | 24.06K shares | — | ↗▾ | |
| 04 | SHYISHARES 1-3 YEAR TREASURY BOETF View history and evidence | $7.84M | 3.47% | 95.56K shares | — | ↗▾ | |
| 05 | FLEXFLEX LTDStock View history and evidence | $7.83M | 3.47% | 256.98K shares | — | ↗▾ | |
| 06 | SNPSSYNOPSYS INCStock View history and evidence | $7.34M | 3.25% | 14.26K shares | — | ↗▾ | |
| 07 | GLDSPDR GOLD SHARESETF View history and evidence | $7.24M | 3.20% | 37.86K shares | — | ↗▾ | |
| 08 | BLKBLACKROCK INCStock View history and evidence | $6.57M | 2.91% | 8.09K shares | — | ↗▾ | |
| 09 | TMOTHERMO FISHER SCIENTIFIC INCStock View history and evidence | $6.44M | 2.85% | 12.12K shares | — | ↗▾ | |
| 10 | LNGCHENIERE ENERGY INCStock View history and evidence | $6.21M | 2.75% | 36.40K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1252007 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 8, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 225888
}Research all 57 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.