Long-term investor
Graybill Wealth Management, Ltd. @graybillwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001252007).
Record
- Tracked since 2025-06-30 (448 days), 56 trades recorded
- Returns: week n/a · month n/a · 90 days +8.1% · 6 months n/a · 1 year +14.9% · all +14.9%
- Max drawdown n/a · win rate 17% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- FLEX · 5.7% · long · since 2025-06-30
- GOOGL · 5.1% · long · since 2025-06-30
- AAPL · 4.2% · long · since 2025-06-30
- 46434G103 · 3.3% · long · since 2025-06-30
- GLD · 3.3% · long · since 2025-06-30
- N07059210 · 2.7% · long · since 2025-06-30
- AMZN · 2.7% · long · since 2025-06-30
- AVGO · 2.6% · long · since 2025-06-30
- 464287457 · 2.6% · long · since 2025-06-30
- 464287440 · 2.5% · long · since 2025-06-30
- URI · 2.5% · long · since 2025-06-30
- 11271J107 · 2.4% · long · since 2025-06-30