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: 0001103738
Total reported value
$40.8M
$40.8M
25 檔
39.5%
According to the latest 13F quarterly dataset, Gruss & Co., LLC managed an equity portfolio of $40.8M at the end of Q1 2025, spanning 25 distinct U.S. exchange-listed positions.
In Q1 2025, Gruss & Co., LLC displayed an active expansion posture, initiating 25 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 45.23% | -15.62% | +166.67% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 10.64% | +0.25% | -18.75% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.81% | +0.20% | -17.65% | |
| 4 | BSM | Black Stone Minerals LP | Stock-Other | 4.73% | -0.16% | — | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.77% | +0.04% | -40.00% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.07% | +0.95% | -18.75% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.61% | +1.55% | -42.55% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.14% | -0.23% | +100.00% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.04% | +0.46% | -66.67% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.02% | +0.07% | +20.00% | |
| 11 | ESQ | Esquire Financial Holdings I | Stock-Other | 2.02% | — | — | |
| 12 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 1.61% | +0.61% | — | |
| 13 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.60% | -0.87% | -60.00% | |
| 14 | TBT | Proshares Ultrashort 20+y Tr | ETF-Other | 1.47% | — | -33.33% | |
| 15 | INDA | Ishares Msci India ETF | ETF-Other | 1.35% | — | — | |
| 16 | EVR | Evercore Inc - A | Stock-Financials | 1.31% | -0.70% | EXIT | |
| 17 | JOBY | Joby Aviation, Inc. | Stock-Industrials | 1.18% | — | — | |
| 18 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.16% | — | — | |
| 19 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.16% | -0.49% | EXIT | |
| 20 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.00% | +0.12% | — | |
| 21 | EQT | Eqt CORP | Stock-Energy | 0.93% | — | — | |
| 22 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.92% | +0.71% | -50.00% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 0.90% | +1.25% | — | |
| 24 | HII | Huntington Ingalls Industrie | Stock-Industrials | 0.89% | — | — | |
| 25 | BRD1EUR | Mind Medicine Mindmed Inc | Stock-Other | 0.43% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 4 | BSM | Black Stone Minerals LP | — | NEW | New buy |
| 5 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 6 | NVDA | Nvidia CORP | — | NEW | New buy |
| 7 | AAPL | Apple Inc | — | NEW | New buy |
| 8 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 9 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 10 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 11 | ESQ | Esquire Financial Holdings I | — | NEW | New buy |
| 12 | AAXJ | Ishares Msci All Country Asi | — | NEW | New buy |
| 13 | GDX | Vaneck Gold Miners ETF | — | NEW | New buy |
| 14 | TBT | Proshares Ultrashort 20+y Tr | — | NEW | New buy |
| 15 | INDA | Ishares Msci India ETF | — | NEW | New buy |
| 16 | EVR | Evercore Inc - A | — | NEW | New buy |
| 17 | JOBY | Joby Aviation, Inc. | — | NEW | New buy |
| 18 | IGV | Ishares Expanded Tech-softwa | — | NEW | New buy |
| 19 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 20 | ITA | Ishares U.s. Aerospace & Def | — | NEW | New buy |
| 21 | EQT | Eqt CORP | — | NEW | New buy |
| 22 | SMH | Vaneck Semiconductor ETF | — | NEW | New buy |
| 23 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 24 | HII | Huntington Ingalls Industrie | — | NEW | New buy |
| 25 | BRD1EUR | Mind Medicine Mindmed Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Gruss & Co., LLC reported a total U.S. public equity portfolio value of $40.8M across 25 disclosed positions in Q1 2025.
During Q1 2025, Gruss & Co., LLC's top holdings by market value included GLD (45.2%)、MSFT (10.6%)、AMZN (5.8%). The largest single position, GLD, represented 45.2% of total portfolio value.
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.
In terms of portfolio concentration, the top 5 core holdings (including GLD, MSFT, AMZN) accounted for 39.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
GLD
市值: $10.4M
In Q1 2025, Gruss & Co., LLC made 25 total portfolio adjustments, initiating 25 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.
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.