13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000923116
Total reported value
$62.8M
$62.8M
84 檔
23.9%
According to the latest 13F quarterly dataset, Groesbeck Investment Management CORP /nj/ managed an equity portfolio of $62.8M at the end of Q1 2025, spanning 84 distinct U.S. exchange-listed positions.
In Q1 2025, Groesbeck Investment Management CORP /nj/ displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including ABBV, AVGO, URI) accounted for 23.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
ABBV
市值: $4.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc | Stock-Healthcare | 5.73% | -0.08% | — | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 4.42% | -0.24% | -8.63% | |
| 3 | URI | United Rentals Inc | Stock-Industrials | 4.20% | +1.38% | -4.45% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.48% | -0.19% | -8.80% | |
| 5 | LRCX | Lam Research CORP | Stock-Tech | 3.14% | +5.37% | -3.22% | |
| 6 | OKE | Oneok Inc | Stock-Energy | 2.99% | -0.02% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.89% | -0.53% | — | |
| 8 | CDW | Cdw Corp/de | Stock-Tech | 2.78% | -0.08% | -3.68% | |
| 9 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 2.74% | -1.37% | — | |
| 10 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.58% | — | — | |
| 11 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.55% | -0.54% | — | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.11% | -0.24% | — | |
| 13 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.08% | -0.25% | — | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.03% | +0.14% | -6.18% | |
| 15 | FTNT | Fortinet Inc | Stock-Tech | 1.97% | +1.28% | — | |
| 16 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.91% | -0.23% | — | |
| 17 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.80% | -0.11% | -8.39% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.79% | -0.15% | — | |
| 19 | NXST | Nexstar Media Group Inc | Stock-Comm Services | 1.64% | -0.40% | -5.64% | |
| 20 | ANET | Arista Networks Inc | Stock-Tech | 1.59% | +0.82% | — | |
| 21 | CI | THE Cigna Group | Stock-Healthcare | 1.56% | -0.32% | — | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 1.39% | -0.23% | — | |
| 23 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.36% | +0.03% | -3.58% | |
| 24 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.27% | -0.24% | — | |
| 25 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.27% | -0.12% | — | |
| 26 | MPLX | Mplx LP | Stock-Energy | 1.26% | -0.02% | — | |
| 27 | ESNT | Essent Group Ltd. | Stock-Financials | 1.26% | -0.23% | — | |
| 28 | THO | Thor Industries Inc | Stock-Consumer Disc | 1.25% | -0.37% | -10.41% | |
| 29 | ETR | Entergy CORP | Stock-Utilities | 1.15% | — | — | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.13% | -0.29% | — | |
| 31 | PSA | Public Storage | Stock-Real Estate | 1.12% | — | — | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.08% | +0.02% | — | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.06% | -0.12% | -8.81% | |
| 34 | DBX | Dropbox Inc-class A | Stock-Tech | 1.05% | — | — | |
| 35 | SO | Southern Co/the | Stock-Utilities | 1.04% | — | — | |
| 36 | DUK | Duke Energy CORP | Stock-Utilities | 0.98% | — | — | |
| 37 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.97% | — | — | |
| 38 | EPD | Enterprise Products Partners | Stock-Energy | 0.95% | -0.02% | — | |
| 39 | CVI | Cvr Energy Inc | Stock-Other | 0.92% | — | — | |
| 40 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.91% | +0.65% | — | |
| 41 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 0.87% | -0.11% | -10.64% | |
| 42 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.82% | -0.29% | — | |
| 43 | O | Realty Income CORP | Stock-Real Estate | 0.80% | — | — | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.78% | -0.19% | -13.00% | |
| 45 | ENB | Enbridge Inc | Stock-Energy | 0.76% | — | — | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | — | — | |
| 47 | AVA | Avista CORP | Stock-Utilities | 0.74% | — | — | |
| 48 | OZK | Bank Ozk | Stock-Financials | 0.72% | -0.09% | -10.04% | |
| 49 | ICE | Intercontinental Exchange In | Stock-Financials | 0.66% | -0.26% | -13.91% | |
| 50 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.64% | -0.11% | -16.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc | — | NEW | New buy |
| 2 | AVGO | Broadcom Inc | — | NEW | New buy |
| 3 | URI | United Rentals Inc | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | LRCX | Lam Research CORP | — | NEW | New buy |
| 6 | OKE | Oneok Inc | — | NEW | New buy |
| 7 | MSFT | Microsoft CORP | — | NEW | New buy |
| 8 | CDW | Cdw Corp/de | — | NEW | New buy |
| 9 | TSCO | Tractor Supply Company | — | NEW | New buy |
| 10 | DLR | Digital Realty Trust Inc | — | NEW | New buy |
| 11 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 12 | NVDA | Nvidia CORP | — | NEW | New buy |
| 13 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 14 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 15 | FTNT | Fortinet Inc | — | NEW | New buy |
| 16 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 17 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 18 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 19 | NXST | Nexstar Media Group Inc | — | NEW | New buy |
| 20 | ANET | Arista Networks Inc | — | NEW | New buy |
| 21 | CI | THE Cigna Group | — | NEW | New buy |
| 22 | ABT | Abbott Laboratories | — | NEW | New buy |
| 23 | TROW | T Rowe Price Group Inc | — | NEW | New buy |
| 24 | SSNC | Ss&c Technologies Holdings | — | NEW | New buy |
| 25 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 26 | MPLX | Mplx LP | — | NEW | New buy |
| 27 | ESNT | Essent Group Ltd. | — | NEW | New buy |
| 28 | THO | Thor Industries Inc | — | NEW | New buy |
| 29 | ETR | Entergy CORP | — | NEW | New buy |
| 30 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 31 | PSA | Public Storage | — | NEW | New buy |
| 32 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 33 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 34 | DBX | Dropbox Inc-class A | — | NEW | New buy |
| 35 | SO | Southern Co/the | — | NEW | New buy |
| 36 | DUK | Duke Energy CORP | — | NEW | New buy |
| 37 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 38 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 39 | CVI | Cvr Energy Inc | — | NEW | New buy |
| 40 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 41 | CFR | Cullen/frost Bankers Inc | — | NEW | New buy |
| 42 | LHX | L3harris Technologies Inc | — | NEW | New buy |
| 43 | O | Realty Income CORP | — | NEW | New buy |
| 44 | AMGN | Amgen Inc | — | NEW | New buy |
| 45 | ENB | Enbridge Inc | — | NEW | New buy |
| 46 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 47 | AVA | Avista CORP | — | NEW | New buy |
| 48 | OZK | Bank Ozk | — | NEW | New buy |
| 49 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 50 | TMUS | T-mobile US Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Groesbeck Investment Management CORP /nj/ reported a total U.S. public equity portfolio value of $62.8M across 84 disclosed positions in Q1 2025.
During Q1 2025, Groesbeck Investment Management CORP /nj/'s top holdings by market value included ABBV (5.7%)、AVGO (4.4%)、URI (4.2%). The largest single position, ABBV, represented 5.7% of total portfolio value.
In Q1 2025, Groesbeck Investment Management CORP /nj/ made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.