GRAYBILL WEALTH MANAGEMENT, LTD. Diversified Active

CIK: 0001252007 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 20, 2014

Total Value ($000): $129,287 (100.0% shares, 0.0% debt)

Holdings (51)

AAPL Apple Computer Inc 3.9%
Value ($000) $5,018 Shares 54,001 Est. Cost $17.90 Unrealized +4.2%
URI United Rentals Incorporated 3.4%
Value ($000) $4,403 Shares 42,045 Est. Cost $53.93 Unrealized +75.5%
TMO Thermo Fisher Scientific Inc. 3.2%
Value ($000) $4,163 Shares 35,278 Est. Cost $79.76 Unrealized +42.2%
HYG iShares TR High Yield Corp 3.1%
Value ($000) $4,006 Shares 42,076 Est. Cost $90.95 Unrealized
SLB Schlumberger Ltd 3.0%
Value ($000) $3,934 Shares 33,356 Est. Cost $53.13 Unrealized +40.9%
MET Metlife, Incorporated 2.8%
Value ($000) $3,661 Shares 65,892 Est. Cost $24.49 Unrealized +30.0%
JPMorgan Alerian MLP Index ETN 2.8%
Value ($000) $3,593 Shares 68,586 Est. Cost $46.63 Unrealized
MTG MGIC Investments 2.7%
Value ($000) $3,537 Shares 382,810 Est. Cost $8.15 Unrealized +6.5%
QCOM Qualcomm Incorporated 2.7%
Value ($000) $3,471 Shares 43,824 Est. Cost $45.06 Unrealized +27.2%
AL Air Lease Corporation 2.5%
Value ($000) $3,177 Shares 82,337 Est. Cost $23.77 Unrealized +37.0%
Isis Pharmaceuticals Incorpora 2.4%
Value ($000) $3,132 Shares 90,920 Est. Cost $34.45 Unrealized
Powershares ETF Senior Loan 2.4%
Value ($000) $3,041 Shares 122,283 Est. Cost $24.76 Unrealized
Chesapeake Lodging Tust 2.3%
Value ($000) $2,969 Shares 98,226 Est. Cost $20.88 Unrealized
CTSH Congnizant Tech Solutions CL A 2.3%
Value ($000) $2,953 Shares 60,386 Est. Cost $36.93 Unrealized +17.0%
VWO Vanguard Intl Equity Index ETF 2.3%
Value ($000) $2,926 Shares 67,846 Est. Cost $39.51 Unrealized
Hospitality Property Trust 2.2%
Value ($000) $2,881 Shares 94,779 Est. Cost $26.39 Unrealized
META Facebook, Incorpoated CL A 2.2%
Value ($000) $2,866 Shares 42,595 Est. Cost $25.44 Unrealized +140.1%
Express Scripts Holding Co. 2.2%
Value ($000) $2,820 Shares 40,673 Est. Cost $61.90 Unrealized
HIG Hartford Financial 2.1%
Value ($000) $2,779 Shares 77,606 Est. Cost $22.20 Unrealized +24.1%
Prologis SBI 2.1%
Value ($000) $2,746 Shares 66,840 Est. Cost $37.79 Unrealized
BAC Bank Of America 2.1%
Value ($000) $2,729 Shares 177,541 Est. Cost $10.03 Unrealized +22.1%
C.R. Bard, Inc. 2.1%
Value ($000) $2,715 Shares 18,982 Est. Cost $109.13 Unrealized
AIG American International Group 2.1%
Value ($000) $2,712 Shares 49,683 Est. Cost $32.60 Unrealized +24.0%
JNJ Johnson & Johnson 2.1%
Value ($000) $2,708 Shares 25,889 Est. Cost $59.66 Unrealized +22.6%
PFE Pfizer 2.1%
Value ($000) $2,687 Shares 90,544 Est. Cost $16.48 Unrealized +6.5%
GT Advanced Technologies, Inc. 2.1%
Value ($000) $2,674 Shares 143,750 Est. Cost $18.60 Unrealized
J.P. Morgan Chase & Company 2.0%
Value ($000) $2,592 Shares 44,980 Est. Cost $51.90 Unrealized
Weatherford Intl Ltd 2.0%
Value ($000) $2,586 Shares 112,444 Est. Cost $23.00 Unrealized
FLEX Flextronics International 2.0%
Value ($000) $2,546 Shares 229,994 Est. Cost $5.49 Unrealized +37.2%
FISV Fiserv Incorporated 1.9%
Value ($000) $2,504 Shares 41,505 Est. Cost $24.43 Unrealized +21.4%
Unilever N V 1.9%
Value ($000) $2,475 Shares 56,555 Est. Cost $39.35 Unrealized
ALLY Ally Financial, Incorporated 1.9%
Value ($000) $2,435 Shares 101,845 Est. Cost $18.86 Unrealized 0.0%
VZ Verizon Communications 1.9%
Value ($000) $2,429 Shares 49,640 Est. Cost $26.60 Unrealized +0.8%
Ocean Rig UDW Inc. 1.8%
Value ($000) $2,274 Shares 120,130 Est. Cost $18.22 Unrealized
AAXJ iShares MSCI Asia ex-Japan ETF 1.7%
Value ($000) $2,241 Shares 35,745 Est. Cost $60.30 Unrealized
BKF iShares MSCI BRIC Index 1.7%
Value ($000) $2,199 Shares 57,050 Est. Cost $37.67 Unrealized
HXL Hexcel Corporation 1.7%
Value ($000) $2,180 Shares 53,310 Est. Cost $43.64 Unrealized -4.7%
ORCL Oracle Corporation 1.7%
Value ($000) $2,165 Shares 53,421 Est. Cost $27.64 Unrealized +25.4%
General Electric 1.6%
Value ($000) $2,039 Shares 77,582 Est. Cost $23.35 Unrealized
COST Costco Wholesale 1.6%
Value ($000) $2,004 Shares 17,398 Est. Cost $86.56 Unrealized +6.1%
UPS United Parcel Service 1.5%
Value ($000) $1,981 Shares 19,300 Est. Cost $55.38 Unrealized +20.2%
ACN Accenture Plc 1.5%
Value ($000) $1,956 Shares 24,199 Est. Cost $63.85 Unrealized +3.6%
Affiliated Managers Group 1.4%
Value ($000) $1,861 Shares 70,923 Est. Cost $25.30 Unrealized
SNPS Synopsys Incorporated 1.3%
Value ($000) $1,706 Shares 43,945 Est. Cost $35.52 Unrealized +7.4%
Google Inorporated Cl A. 1.1%
Value ($000) $1,371 Shares 2,344 Est. Cost $1107.74 Unrealized
Google Incorporated Cl. C 1.0%
Value ($000) $1,328 Shares 2,309 Est. Cost $575.14 Unrealized
ABT Abbott Laboratories 1.0%
Value ($000) $1,305 Shares 31,914 Est. Cost $28.99 Unrealized +8.6%
Apollo Investment Corporation 0.3%
Value ($000) $374 Shares 43,436 Est. Cost $7.81 Unrealized
SPDR Gold TR Gold 0.2%
Value ($000) $317 Shares 2,475 Est. Cost $119.19 Unrealized
EXEL Exelixis Incorporated 0.1%
Value ($000) $118 Shares 34,900 Est. Cost $5.19 Unrealized -33.5%
IBIZ Technology 0.0%
Value ($000) $0 Shares 22,500 Est. Cost Unrealized