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Latest GR FINANCIAL GROUP, LLC Stock Portfolio

GR FINANCIAL GROUP, LLC Performance:
2025 Q4: 1.38%YTD: 10.71%2024: 14.77%
Performance for 2025 Q4 is 1.38%, and YTD is 10.71%, and 2024 is 14.77%.

About GR FINANCIAL GROUP, LLC and 13F Hedge Fund Stock Holdings

On 2026-02-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, GR FINANCIAL GROUP, LLC reported an equity portfolio of $445.1 Millions as of 31 Dec, 2025.

The top stock holdings of GR FINANCIAL GROUP, LLC are IJR, BOND, XLB. The fund has invested 70.9% of it's portfolio in ISHARES TR and 20.7% of portfolio in PIMCO ETF TR.

The fund managers got completely rid off STRATEGY INC (MSTR) and COINBASE GLOBAL INC (COIN) stocks. They significantly reduced their stock positions in NVIDIA CORPORATION (NVDA), FIDELITY WISE ORIGIN BITCOIN and APPLE INC (AAPL). GR FINANCIAL GROUP, LLC opened new stock positions in SELECT SECTOR SPDR TR (XLB), MICRON TECHNOLOGY INC (MU) and VANECK ETF TRUST (AFK). The fund showed a lot of confidence in some stocks as they added substantially to PROSHARES TR (EET), AMAZON COM INC (AMZN) and MICROSOFT CORP (MSFT).

GR FINANCIAL GROUP, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that GR FINANCIAL GROUP, LLC made a return of 1.38% in the last quarter. In trailing 12 months, it's portfolio return was 10.71%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
select sector spdr tr10,434,700
micron technology inc253,459
vaneck etf trust202,236
New stocks bought by GR FINANCIAL GROUP, LLC

Additions

Ticker% Inc.
proshares tr28.47
amazon com inc24.92
microsoft corp24.21
ishares bitcoin trust etf16.48
robinhood mkts inc6.4
taiwan semiconductor mfg ltd5.92
alphabet inc5.69
rocket lab corp3.45
Additions to existing portfolio by GR FINANCIAL GROUP, LLC

Reductions

Ticker% Reduced
nvidia corporation-87.87
fidelity wise origin bitcoin-37.42
apple inc-30.09
meta platforms inc-21.52
spdr gold tr-16.84
berkshire hathaway inc del-14.68
rtx corporation-0.53
ishares tr-0.51
GR FINANCIAL GROUP, LLC reduced stake in above stock

Sold off

Ticker$ Sold
strategy inc-361,253
coinbase global inc-213,710
GR FINANCIAL GROUP, LLC got rid off the above stocks

Sector Distribution

GR FINANCIAL GROUP, LLC has about 95.8% of it's holdings in Others sector.

Sector%
Others95.8
Technology2

Market Cap. Distribution

GR FINANCIAL GROUP, LLC has about 3.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED95.8
MEGA-CAP3.7

Stocks belong to which Index?

About 4.1% of the stocks held by GR FINANCIAL GROUP, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others95.9
S&P 5004.1
Top 5 Winners (%)%
rocket lab corp
44.5 %
LLY
eli lilly & co
40.8 %
GOOG
alphabet inc
27.8 %
DRN
direxion shs etf tr
20.6 %
GLD
spdr gold tr
10.5 %
Top 5 Winners ($)$
IJR
ishares tr
7.2 M
AAPL
apple inc
0.3 M
LLY
eli lilly & co
0.2 M
AMZN
amazon com inc
0.2 M
RTX
rtx corporation
0.1 M
Top 5 Losers (%)%
ishares bitcoin trust etf
-22.3 %
HOOD
robinhood mkts inc
-20.5 %
fidelity wise origin bitcoin
-19.2 %
META
meta platforms inc
-9.0 %
COST
costco whsl corp new
-6.8 %
Top 5 Losers ($)$
ishares bitcoin trust etf
-0.6 M
BOND
pimco etf tr
-0.5 M
fidelity wise origin bitcoin
-0.4 M
META
meta platforms inc
-0.3 M
MSFT
microsoft corp
-0.2 M

GR FINANCIAL GROUP, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of GR FINANCIAL GROUP, LLC

GR FINANCIAL GROUP, LLC has 28 stocks in it's portfolio. About 98.3% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for GR FINANCIAL GROUP, LLC last quarter.

Last Reported on: 05 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions