Latest GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ Stock Portfolio

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ Performance:

2026 Q1: -4.43%YTD: -4.43%2025: 18.31%

Performance for 2026 Q1 is -4.43%, and YTD is -4.43%, and 2025 is 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 2026-04-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ reported an equity portfolio of $51.3 Millions as of 31 Mar, 2026.

The top stock holdings of GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ are LRCX, AVGO, URI. The fund has invested 10% of it's portfolio in LAM RESEARCH CORP COM NEW and 8.9% of portfolio in BROADCOM INC COM.

The fund managers got completely rid off SPDR S&P 500 ETF TRUST (SPY) and COMERICA INC COM (CMA) stocks. They significantly reduced their stock positions in MORGAN STANLEY COM NEW (MS), LAM RESEARCH CORP COM NEW (LRCX) and GOLDMAN SACHS GROUP INC COM (GS). GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ opened new stock positions in TD SYNNEX CORPORATION COM (SNX) and FIFTH THIRD BANCORP COM (FITB). The fund showed a lot of confidence in some stocks as they added substantially to OWENS CORNING NEW COM (OC), ZOETIS INC CL A (ZTS) and COPART INC COM (CPRT).

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 -4.43% in the last quarter. In trailing 12 months, it's portfolio return was 16.29%.

Performance
S&P 500

New Buys

Ticker	$ Bought
td synnex corporation com	293,000
fifth third bancorp com	4,000

New stocks bought by GROESBECK INVESTMENT MANAGEMENT CORP /NJ/

Additions

Ticker	% Inc.
owens corning new com	156
zoetis inc cl a	41.78
copart inc com	27.48
the cigna group com	26.09
price t rowe group inc com	19.88
vertex pharmaceuticals inc com	8.17
essent group ltd com	8.14
zscaler inc com	2.9

Additions to existing portfolio by GROESBECK INVESTMENT MANAGEMENT CORP /NJ/

Reductions

Ticker	% Reduced
morgan stanley com new	-13.64
lam research corp com new	-4.32
goldman sachs group inc com	-3.44
broadcom inc com	-1.00
apple inc com	-0.34

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ reduced stake in above stock

Sold off

Ticker	$ Sold
spdr s&p 500 etf trust	-97,000
comerica inc com	-4,000

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ got rid off the above stocks

Sector Distribution

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ has about 39.3% of it's holdings in Technology sector.

Sector	%
Technology	39.3
Consumer Cyclical	12.2
Healthcare	11.5
Industrials	11.2
Financial Services	11
Communication Services	8.7
Others	2.4
Basic Materials	2.1

Market Cap. Distribution

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ has about 91.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	45.7
LARGE-CAP	45.6
MID-CAP	6.3
UNALLOCATED	2.4

Stocks belong to which Index?

About 87.1% of the stocks held by GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	85.6
Others	13
RUSSELL 2000	1.5

Top 5 Winners (%)		%
ALB	albemarle corp com	33.3 %
AMAT	applied matls inc com	33.0 %
PWR	quanta svcs inc com	29.3 %
ADM	archer daniels midland co com	26.1 %
LMT	lockheed martin corp com	24.9 %

Top 5 Winners ($)		$
LRCX	lam research corp com new	1.0 M
FIVE	five below inc com	0.2 M
LHX	l3harris technologies inc com	0.1 M
PWR	quanta svcs inc com	0.1 M
MRK	merck & co inc com	0.1 M

Top 5 Losers (%)		%
ZS	zscaler inc com	-37.5 %
BSX	boston scientific corp com	-35.4 %
ADBE	adobe inc com	-30.6 %
CRM	salesforce inc com	-29.2 %
PINS	pinterest inc cl a	-29.1 %

Top 5 Losers ($)		$
AVGO	broadcom inc com	-0.5 M
MSFT	microsoft corp com	-0.5 M
URI	united rentals inc com	-0.3 M
THO	thor inds inc com	-0.2 M
V	visa inc com cl a	-0.2 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 94 stocks in it's portfolio. About 46.3% of the portfolio is in top 10 stocks. AVGO 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.

Last Reported on: 22 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc com	2.88	5,830	1,480,000	reduced	-0.34

ABBV	abbvie inc com	1.34	3,155	686,000	unchanged	0.00

ABT	abbott laboratories com	0.86	4,329	444,000	added	1.17

ACLS	axcelis technologies inc com new	0.01	62.00	6,000	unchanged	0.00

ACN	accenture plc ireland shs class a	0.18	462	92,000	unchanged	0.00

ADBE	adobe inc com	0.20	412	100,000	unchanged	0.00

ADM	archer daniels midland co com	0.16	1,133	82,000	unchanged	0.00

ALB	albemarle corp com	0.01	20.00	4,000	unchanged	0.00

ALGN	align technology inc com	0.17	500	86,000	unchanged	0.00

ALL	allstate corp com	0.31	776	161,000	unchanged	0.00

ALLE	allegion plc ord shs	0.43	1,531	222,000	unchanged	0.00

AMAT	applied matls inc com	0.27	400	137,000	unchanged	0.00

AMGN	amgen inc com	1.08	1,573	553,000	added	0.83

AMZN	amazon com inc com	0.87	2,151	448,000	added	1.13

ANET	arista networks inc com shs	3.50	14,629	1,796,000	unchanged	0.00

AOS	smith a o corp com	0.05	360	24,000	unchanged	0.00

AVGO	broadcom inc com	8.94	14,834	4,591,000	reduced	-1.00

BSX	boston scientific corp com	0.06	500	31,000	unchanged	0.00

CARR	carrier global corporation com	0.52	4,722	266,000	unchanged	0.00

CDW	cdw corp com	0.29	1,238	150,000	unchanged	0.00