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Latest GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ Stock Portfolio

$62.79Million | No. of Holdings #100

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ Performance

2026 Q2+23.35%
YTD+17.89%
2025+18.31%

About GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ and 13F Hedge Fund Stock Holdings

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ is a hedge fund based in Paramus, NJ. On 2026-07-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ reported an equity portfolio of $62.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ are LRCX, AVGO, URI. The fund has invested 15.4% of it's portfolio in LAM RESEARCH CORP COM NEW and 8.7% of portfolio in BROADCOM INC COM. <br><br> The fund managers got completely rid off AXCELIS TECHNOLOGIES INC COM NEW (ACLS) stocks. They significantly reduced their stock positions in SMITH A O CORP COM (AOS), ALIGN TECHNOLOGY INC COM (ALGN) and ADOBE INC COM (ADBE). GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ opened new stock positions in IRON MTN INC DEL COM (IRM), STATE STREET SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 E (BIL) and ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF (CCRV). The fund showed a lot of confidence in some stocks as they added substantially to EDWARDS LIFESCIENCES CORP COM (EW), MCKESSON CORP COM (MCK) and ARISTA NETWORKS INC COM SHS (ANET).
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ Equity Portfolio Value
Last Reported on: 15 Jul, 2026
$62.79Million
  as of Jul 15, 2026

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ Annual Return Estimates Vs S&P 500

Our best estimate is that GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ made a return of 23.35% in the last quarter. In trailing 12 months, it's portfolio return was 30.37%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
iron mtn inc del com415,000
state street spdr bloomberg enhanced roll yield commodity strategy no k-1 e50,000
ishares bloomberg roll select commodity strategy etf50,000
harbor commodity all-weather strategy etf36,000
spdr gold minishares trust of beneficial interest31,000
global x silver miners etf5,000
vaneck gold miners etf3,000
New stocks bought by GROESBECK INVESTMENT MANAGEMENT CORP /NJ/

Additions

Ticker% Inc.
edwards lifesciences corp com105
mckesson corp com42.25
arista networks inc com shs9.24
procter & gamble co com0.79
Additions to existing portfolio by GROESBECK INVESTMENT MANAGEMENT CORP /NJ/

Reductions

Ticker% Reduced
smith a o corp com-83.33
align technology inc com-80.00
adobe inc com-75.73
zscaler inc com-72.72
amdocs ltd shs-59.63
mcdonalds corp com-46.51
tractor supply co com-30.27
cdw corp com-23.34
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ reduced stake in above stock

Sold off

Ticker$ Sold
axcelis technologies inc com new-6,000
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ got rid off the above stocks

Sector Distribution

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ has about 45.6% of it's holdings in Technology sector.

  • Technology
  • Industrials
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Others
  • Basic Materials
Sector%
Technology45.6
Industrials11.7
Healthcare10.2
Financial Services10.2
Consumer Cyclical8.6
Communication Services7.9
Others2.1
Basic Materials1.9

Market Cap. Distribution

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ has about 92.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • UNALLOCATED
Category%
MEGA-CAP49.2
LARGE-CAP43.6
MID-CAP5.1
UNALLOCATED2.1

Stocks belong to which Index?

About 89.2% of the stocks held by GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50088
Others10.8
RUSSELL 20001.2
Top 5 Winners (%)%
AMAT
applied matls inc com
111.0 %
PANW
palo alto networks inc com
105.5 %
LRCX
lam research corp com new
99.0 %
FTNT
fortinet inc com
88.1 %
SNX
td synnex corporation com
58.2 %
Top 5 Winners ($)$
LRCX
lam research corp com new
5.1 M
URI
united rentals inc com
1.5 M
FTNT
fortinet inc com
1.1 M
AVGO
broadcom inc com
1.0 M
ANET
arista networks inc com shs
0.7 M
Top 5 Losers (%)%
ZTS
zoetis inc cl a
-39.3 %
CTSH
cognizant technology solutions cl a
-37.4 %
ACN
accenture plc ireland shs class a
-36.4 %
BSX
boston scientific corp com
-32.3 %
TSCO
tractor supply co com
-25.6 %
Top 5 Losers ($)$
TSCO
tractor supply co com
-0.3 M
FIVE
five below inc com
-0.2 M
ZTS
zoetis inc cl a
-0.1 M
ULTA
ulta beauty inc com
-0.1 M
ICE
intercontinental exchange inc com
-0.1 M

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ Holdings Map

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

Current Stock Holdings of GROESBECK INVESTMENT MANAGEMENT CORP /NJ/

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ has 100 stocks in it's portfolio. About 53.4% of the portfolio is in top 10 stocks. TSCO proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ last quarter.

$62.79MTotal Value
101Positions
15 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of GROESBECK INVESTMENT MANAGEMENT CORP /NJ/, last reported on 15 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AFK
Vaneck Gold Miners Etf

Vaneck Gold Miners Etf

AFK
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/'s holding in Vaneck Gold Miners Etf over time
0%38.00
$3.0K
0%
new position
AGNG
Global X Silver Miners Etf

Global X Silver Miners Etf

AGNG
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/'s holding in Global X Silver Miners Etf over time
0.01%60.00
$5.0K
0.01%
new position
BIL
State Street Spdr Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 E

State Street Spdr Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 E

BIL
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/'s holding in State Street Spdr Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 E over time
0.08%1,490
$50.0K
0.08%
new position