Groesbeck Investment Management Corp has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $76.9 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $4.78M, United Rentals, Inc. with a value of $3.53M, Abb Vie Inc. with a value of $3.48M, Apple Inc. with a value of $3.07M, and Microsoft Corp with a value of $2.32M.

Examining the 13F form we can see an increase of $8.8M in the current position value, from $68.1M to 76.9M.

Below you can find more details about Groesbeck Investment Management Corp portfolio as well as his latest detailed transactions.

Portfolio value $76.9 Million
Technology: $19.4 Million
Healthcare: $12.5 Million
Consumer Cyclical: $7.53 Million
Financial Services: $7.09 Million
Industrials: $6.04 Million
Communication Services: $4.93 Million
Energy: $4.74 Million
Real Estate: $4.52 Million
Other: $5.55 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $76.9 Million
  • Prior Value $68.1 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 29 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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