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CIK: 0001103738
Total reported value
$40.8M
$40.8M
23 檔
29.8%
As reported in its official Q4 2024 Form 13F filing, Gruss & Co., LLC's tracked investment portfolio stood at $40.8M with 23 total positions.
In Q4 2024, Gruss & Co., LLC displayed an active expansion posture, initiating 6 new positions and adding to 8 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, GLD, NKE) accounted for 29.8% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 14.40% | +0.25% | +166.67% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 13.96% | -15.62% | +3.85% | |
| 3 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 8.08% | — | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.96% | +0.20% | +466.67% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.51% | — | — | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.55% | +0.46% | +100.00% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.25% | +0.04% | +150.00% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 5.02% | +1.55% | +27.03% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 4.59% | +0.95% | +166.67% | |
| 10 | BSM | Black Stone Minerals LP | Stock-Other | 4.43% | -0.16% | +17.17% | |
| 11 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.90% | -0.87% | — | |
| 12 | INTC | Intel CORP | Stock-Tech | 2.57% | — | — | |
| 13 | TBT | Proshares Ultrashort 20+y Tr | ETF-Other | 2.35% | — | — | |
| 14 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.07% | +0.71% | -50.00% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.02% | +0.07% | — | |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.78% | — | -15.38% | |
| 17 | JOBY | Joby Aviation, Inc. | Stock-Industrials | 1.56% | — | — | |
| 18 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.28% | — | — | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | -0.23% | — | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 0.99% | +1.25% | — | |
| 21 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.94% | -0.49% | EXIT | |
| 22 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.93% | +0.12% | — | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.86% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NKE | Nike Inc -cl B | +8.1% | NEW | New buy |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +7.5% | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | +5.8% | +466.67% | Add |
| 4 | MSFT | Microsoft CORP | +4.2% | +166.67% | Add |
| 5 | INTC | Intel CORP | +2.6% | NEW | New buy |
| 6 | META | Meta Platforms Inc-class A | +1.7% | +150.00% | Add |
| 7 | NVDA | Nvidia CORP | +1.7% | +166.67% | Add |
| 8 | JOBY | Joby Aviation, Inc. | +1.6% | NEW | New buy |
| 9 | JPM | Jpmorgan Chase & Co | +1% | NEW | New buy |
| 10 | TSLA | Tesla Inc | +0.9% | NEW | New buy |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | +100.00% | Add |
| 12 | TMUS | T-mobile US Inc | -0.7% | — | Unchanged |
| 13 | XLK | Ss Technology Select Sector | -0.8% | — | Unchanged |
| 14 | IGV | Ishares Expanded Tech-softwa | -0.8% | — | Unchanged |
| 15 | ITA | Ishares U.s. Aerospace & Def | -0.8% | — | Unchanged |
| 16 | TBT | Proshares Ultrashort 20+y Tr | -1.2% | — | Unchanged |
| 17 | BE | Bloom Energy Corp- A | -1.3% | EXIT | Sold out |
| 18 | GOOGL | Alphabet Inc-cl A | -1.3% | — | Unchanged |
| 19 | AAPL | Apple Inc | -1.8% | +27.03% | Add |
| 20 | VIXYUSD | Proshares Vix Short-term Fut | -1.9% | EXIT | Sold out |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -2.4% | -15.38% | Trim |
| 22 | BSM | Black Stone Minerals LP | -2.8% | +17.17% | Add |
| 23 | GDX | Vaneck Gold Miners ETF | -3.4% | — | Unchanged |
| 24 | SMH | Vaneck Semiconductor ETF | -5.7% | -50.00% | Trim |
| 25 | GLD | Spdr Gold Shares | -11% | +3.85% | Add |
According to official SEC Form 13F filings, Gruss & Co., LLC reported a total U.S. public equity portfolio value of $40.8M across 23 disclosed positions in Q4 2024.
During Q4 2024, Gruss & Co., LLC's top holdings by market value included MSFT (14.4%)、GLD (14.0%)、NKE (8.1%). The largest single position, MSFT, represented 14.4% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
NKE
市值: $1.9M
Top Position Liquidated / Trimmed
VIXYUSD
前期市值: $245.0K
In Q4 2024, Gruss & Co., LLC made 18 total portfolio adjustments, initiating 6 new buys, adding to 8 positions, trimming 2 holdings, and fully liquidating 2 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.
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