Equal-WT
WhaleScore 2.0
?
Greylin Investment Management is based out of Orange. Greylin Investment Management is a large advisory firm with 285 clients and discretionary assets under management (AUM) of $600,541,104 (Form ADV from 2023-03-27). Their last reported 13F filing for Q4 2023 included $578,320,116 in managed 13F securities
and a top 10 holdings concentration of 71.9%. Greylin Investment Management's largest holding is Berkshire Hathaway Inc Class B with shares held of 575,250. Whalewisdom has at least 98 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
PFE Pfizer, Inc. | 0.76% |
WBA Walgreens Boots Alli | 0.57% |
CFB CrossFirst Bankshare | 0.09% |
GNRC Generac Holdlings In | 0.07% |
KHC Kraft Heinz Co. (The | 0.06% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
XOM ExxonMobil Corp. (St | 2.25% |
BABA Alibaba Group Holdin | 0.9% |
BRK.B Berkshire Hathaway I | 0.81% |
GILD Gilead Sciences Inc. | 0.26% |
OXY Occidental Petroleum | 0.26% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
BRK.B Berkshire Hathaway I | 35.48% |
XOM ExxonMobil Corp. (St | 9.08% |
INTC Intel Corp. | 8.92% |
QCOM QUALCOMM Inc. | 4.55% |
OXYWS.WI Occidental Petroleum | 4.32% |
2023-12-31
13F Activity
Market Value | $0.58b, Prior: $0.56b |
New Purchases | 5 stocks |
Added To | 14 stocks |
Sold out of | 1 stocks |
Reduced holdings in | 44 stocks |
Top 10 Holdings % | 71.9% |
Turnover %[1] | 8% |
Turnover Alt %[2] | 2.34% |
Time Held Top 20 | 17.65 quarters |
Time Held Top 10 | 20.4 quarters |
Time Held All | 32.16 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31