Latest GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ Stock Portfolio
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ Performance:
2025 Q4: 0.47%YTD: -4.33%2024: -2.15%
Performance for 2025 Q4 is 0.47%, and YTD is -4.33%, and 2024 is -2.15%.
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 20-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $68.1 Millions. In it's latest 13F Holdings report, GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ reported an equity portfolio of $53 Millions as of 31 Dec, 2025.
The top stock holdings of GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ are AVGO, LRCX, URI. The fund has invested 9.8% of it's portfolio in BROADCOM INC COM and 8.1% of portfolio in LAM RESEARCH CORP COM NEW.
They significantly reduced their stock positions in COPART INC COM (CPRT), PINTEREST INC CL A (PINS) and OWENS CORNING NEW COM (OC). GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ opened new stock positions in MCKESSON CORP COM (MCK), PARKER-HANNIFIN CORP COM (PH) and WW GRAINGER INC COM (GWW). The fund showed a lot of confidence in some stocks as they added substantially to VISA INC COM CL A (V), FIVE BELOW INC COM (FIVE) and EBAY INC. COM (EBAY).
The top stock holdings of GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ are AVGO, LRCX, URI. The fund has invested 9.8% of it's portfolio in BROADCOM INC COM and 8.1% of portfolio in LAM RESEARCH CORP COM NEW.
They significantly reduced their stock positions in COPART INC COM (CPRT), PINTEREST INC CL A (PINS) and OWENS CORNING NEW COM (OC). GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ opened new stock positions in MCKESSON CORP COM (MCK), PARKER-HANNIFIN CORP COM (PH) and WW GRAINGER INC COM (GWW). The fund showed a lot of confidence in some stocks as they added substantially to VISA INC COM CL A (V), FIVE BELOW INC COM (FIVE) and EBAY INC. COM (EBAY).
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 0.47% in the last quarter. In trailing 12 months, it's portfolio return was -4.33%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| mckesson corp com | 285,000 |
| ww grainger inc com | 202,000 |
| parker-hannifin corp com | 202,000 |
| celestica inc com | 195,000 |
| lockheed martin corp com | 173,000 |
| dropbox inc cl a | 172,000 |
| prologis inc. com | 167,000 |
| cognizant technology solutions cl a | 166,000 |
New stocks bought by GROESBECK INVESTMENT MANAGEMENT CORP /NJ/
Additions
| Ticker | % Inc. |
|---|---|
| visa inc com cl a | 12.93 |
| five below inc com | 6.06 |
| ebay inc. com | 0.74 |
| amazon com inc com | 0.57 |
| allegion plc ord shs | 0.53 |
| kroger co com | 0.48 |
| home depot inc com | 0.46 |
| amdocs ltd shs | 0.37 |
Additions to existing portfolio by GROESBECK INVESTMENT MANAGEMENT CORP /NJ/
Reductions
| Ticker | % Reduced |
|---|---|
| copart inc com | -65.75 |
| pinterest inc cl a | -64.71 |
| owens corning new com | -59.16 |
| t-mobile us inc com | -46.9 |
| merck & co inc com | -30.00 |
| the cigna group com | -11.47 |
| unitedhealth group inc com | -10.26 |
| price t rowe group inc com | -8.28 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ reduced stake in above stock
Sold off
Sector Distribution
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ has about 39.4% of it's holdings in Technology sector.
- Technology
- Consumer Cyclical
- Financial Services
- Healthcare
- Industrials
- Communication Services
- Others
- Basic Materials
| Sector | % |
|---|---|
| Technology | 39.4 |
| Consumer Cyclical | 12.2 |
| Financial Services | 11.3 |
| Healthcare | 11 |
| Industrials | 10.6 |
| Communication Services | 9.5 |
| Others | 2.6 |
| Basic Materials | 2.1 |
Market Cap. Distribution
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ has about 89.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- MEGA-CAP
- MID-CAP
- UNALLOCATED
| Category | % |
|---|---|
| LARGE-CAP | 53 |
| MEGA-CAP | 36.1 |
| MID-CAP | 8.2 |
| UNALLOCATED | 2.6 |
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.
- S&P 500
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| S&P 500 | 85.7 |
| Others | 12.9 |
| RUSSELL 2000 | 1.4 |
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 47% of the portfolio is in top 10 stocks. URI 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: 21 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc com | 3.00 | 5,850 | 1,590,000 | unchanged | 0.00 | ||
| ABBV | abbvie inc com | 1.36 | 3,155 | 721,000 | unchanged | 0.00 | ||
| ABT | abbott labs com | 1.01 | 4,279 | 536,000 | unchanged | 0.00 | ||
| ACLS | axcelis technologies inc com new | 0.01 | 62.00 | 5,000 | new | |||
| ACN | accenture plc ireland shs class a | 0.23 | 462 | 124,000 | new | |||
| ADBE | adobe inc com | 0.27 | 412 | 144,000 | new | |||
| ADM | archer daniels midland co com | 0.12 | 1,133 | 65,000 | new | |||
| ALB | albemarle corp com | 0.01 | 20.00 | 3,000 | new | |||
| ALGN | align technology inc com | 0.15 | 500 | 78,000 | new | |||
| ALL | allstate corp com | 0.31 | 776 | 162,000 | new | |||
| ALLE | allegion plc ord shs | 0.46 | 1,531 | 244,000 | added | 0.53 | ||
| AMAT | applied matls inc com | 0.19 | 400 | 103,000 | new | |||
| AMGN | amgen inc com | 0.96 | 1,560 | 511,000 | added | 0.32 | ||
| AMZN | amazon com inc com | 0.93 | 2,127 | 491,000 | added | 0.57 | ||
| ANET | arista networks inc com shs | 3.62 | 14,629 | 1,917,000 | reduced | -0.34 | ||
| AOS | smith a o corp com | 0.04 | 360 | 24,000 | new | |||
| AVGO | broadcom inc com | 9.79 | 14,984 | 5,186,000 | reduced | -0.76 | ||
| BSX | boston scientific corp com | 0.09 | 500 | 48,000 | new | |||
| CARR | carrier global corporation com | 0.47 | 4,722 | 250,000 | added | 0.34 | ||
| CDW | cdw corp com | 0.32 | 1,238 | 169,000 | reduced | -2.67 | ||