Groesbeck Investment Management Corp /nj/

Investment Portfolio & 13F Holdings Analysis

About

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 84 holdings worth $0.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 84
Total Value: 71472
Accession Number: 0000923116-25-000002
Form Type: 13F-HR
CIK: 0000923116
Manager Name: Groesbeck Investment Management Corp /nj/

Data Enrichment

99% identified

83 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

84 positions • $71.472K total value

84 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 1 of 5

Sort by:

AbbVie Inc.

ABBV|00287Y109

Value:

$4.1M(+17.9%)

Broadcom Inc.

AVGO|11135F101

Value:

$3.2M(-34.0%)

UNITED RENTALS, INC.

URI|911363109

Value:

$3.0M(-15.0%)

Apple Inc.

AAPL|037833100

Value:

$2.5M(-19.1%)

LAM RESEARCH CORP

LRCX|512807306

Value:

$2.2M(-2.6%)

ONEOK INC /NEW/

OKE|682680103

Value:

$2.1M(-1.1%)

MICROSOFT CORP

MSFT|594918104

Value:

$2.1M(-10.9%)

CDW Corp

CDW|12514G108

Value:

$2.0M(-11.3%)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Value:

$2.0M(+3.9%)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Value:

$1.8M(-19.2%)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Value:

$1.8M(+20.8%)

NVIDIA CORP

NVDA|67066G104

Value:

$1.5M(-19.3%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Value:

$1.5M(-4.4%)

UNITEDHEALTH GROUP INC

UNH|91324P102

Value:

$1.4M(-2.8%)

Fortinet, Inc.

FTNT|34959E109

Value:

$1.4M(+1.9%)

SHERWIN WILLIAMS CO

SHW|824348106

Value:

$1.4M(+2.7%)

GOLDMAN SACHS GROUP INC

GS|38141G104

Value:

$1.3M(-12.6%)

VISA INC.

V|92826C839

Value:

$1.3M(+10.9%)

NEXSTAR MEDIA GROUP, INC.

NXST|65336K103

Value:

$1.2M(+7.1%)

Arista Networks, Inc.

ANET|040413205

Value:

$1.1M(-29.9%)

Instrument	Shares		Other Manager	Value
Abbvie Inc.(ABBVcusip00287Y109)	—	QoQ - YoY -	All Managers (Combined)	$4.1K	QoQ +17.89% (+$622) YoY +0.61% (+$25)
Broadcom Inc.(AVGOcusip11135F101)	—	QoQ - YoY -	All Managers (Combined)	$3.2K	QoQ -34.00% (-$1.6K) YoY -25.52% (-$1.1K)
United Rentals, Inc.(URIcusip911363109)	—	QoQ - YoY -	All Managers (Combined)	$3.0K	QoQ -14.98% (-$529) YoY -34.19% (-$1.6K)
Apple Inc.(AAPLcusip037833100)	—	QoQ - YoY -	All Managers (Combined)	$2.5K	QoQ -19.10% (-$587) YoY +3.49% (+$84)
Lam Research Corp(LRCXcusip512807306)	—	QoQ - YoY NEW	All Managers (Combined)	$2.2K	QoQ -2.60% (-$60) YoY NEW(+$2.2K)
Oneok Inc /New/(OKEcusip682680103)	—	QoQ - YoY -	All Managers (Combined)	$2.1K	QoQ -1.15% (-$25) YoY +11.47% (+$220)
Microsoft Corp(MSFTcusip594918104)	—	QoQ - YoY -	All Managers (Combined)	$2.1K	QoQ -10.94% (-$254) YoY -38.12% (-$1.3K)
Cdw Corp(CDWcusip12514G108)	—	QoQ - YoY -	All Managers (Combined)	$2.0K	QoQ -11.29% (-$253) YoY -44.95% (-$1.6K)
Tractor Supply Co /De/(TSCOcusip892356106)	—	QoQ - YoY -	All Managers (Combined)	$2.0K	QoQ +3.87% (+$73) YoY +3.37% (+$64)
Digital Realty Trust, Inc.(DLRcusip253868103)	—	QoQ - YoY -	All Managers (Combined)	$1.8K	QoQ -19.17% (-$438) YoY -0.48% (-$9)
O Reilly Automotive Inc(ORLYcusip67103H107)	—	QoQ - YoY -	All Managers (Combined)	$1.8K	QoQ +20.82% (+$314) YoY +17.39% (+$270)
Nvidia Corp(NVDAcusip67066G104)	—	QoQ - YoY -	All Managers (Combined)	$1.5K	QoQ -19.30% (-$360) YoY +14.10% (+$186)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	—	QoQ - YoY -	All Managers (Combined)	$1.5K	QoQ -4.36% (-$68) YoY -33.91% (-$764)
Unitedhealth Group Inc(UNHcusip91324P102)	—	QoQ - YoY -	All Managers (Combined)	$1.4K	QoQ -2.81% (-$42) YoY -23.90% (-$455)
Fortinet, Inc.(FTNTcusip34959E109)	—	QoQ - YoY -	All Managers (Combined)	$1.4K	QoQ +1.87% (+$26) YoY +48.57% (+$461)
Sherwin Williams Co(SHWcusip824348106)	—	QoQ - YoY -	All Managers (Combined)	$1.4K	QoQ +2.70% (+$36) YoY -2.00% (-$28)
Goldman Sachs Group Inc(GScusip38141G104)	—	QoQ - YoY -	All Managers (Combined)	$1.3K	QoQ -12.55% (-$185) YoY -22.34% (-$371)
Visa Inc.(Vcusip92826C839)	—	QoQ - YoY -	All Managers (Combined)	$1.3K	QoQ +10.89% (+$126) YoY +7.10% (+$85)
Nexstar Media Group, Inc.(NXSTcusip65336K103)	—	QoQ - YoY -	All Managers (Combined)	$1.2K	QoQ +7.11% (+$78) YoY -35.19% (-$638)
Arista Networks, Inc.(ANETcusip040413205)	—	QoQ - YoY NEW	All Managers (Combined)	$1.1K	QoQ -29.90% (-$486) YoY NEW(+$1.1K)