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Showing Q2 2024 data
Greylin Investment Management, Inc's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Greylin Investment Management, Inc
•CIK: 1158583•Filing: Q2 2024
**Greylin Investment Management, Inc.** manages $598M across a portfolio of 82 positions, exhibiting a significant overweight to defensive and energy sectors. The fund's largest holding is Berkshire Hathaway Class B at $214.9M, followed by Exxon Mobil at $57.7M and Qualcomm at $33.0M. Notable allocations include $31.9M in Occidental Petroleum/Weyerhaeuser and $31.6M in Intel, signaling a strategic focus on established industrial and energy value plays. This concentrated structure suggests a conviction-driven approach targeting large-cap cyclical recovery.
Total AUM
$597.9M
QoQ Performance
-4.1%
Positions
81
Top 10 Concentration
71.4%
Latest Filing
Q2 2024
Top Holdings Allocation
BRK/B
XOM
QCOM
OXY/WS
INTC
BRK/B35.9%
XOM9.7%
QCOM5.5%
OXY/WS5.3%
INTC5.3%
OGN2.8%
JNJ1.9%
BAC1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Financial39.7%
Other19.8%
Technology13.1%
Energy12.4%
Healthcare6.9%
Consumer Staples3.5%
Industrial2.6%
Consumer1.8%
🚪 Exited Positionssold since Q1 2024
Changes from Q1 2024
NEW6 new positions
↑17 increased
↓44 decreased
Historical Filings
Q2 2024Q1 2024Q4 2023