GROESBECK INVESTMENT MANAGEMENT CORP /NJ/

Q4 2025 13F-HR Detailed Holdings

Location
Paramus, NJ
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
94
Total value ($000)
$52,997
Net value change ($000)
+1,746 (3.4%)
New positions
38
Sold out positions
0
Turnover %
6.3%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 10/23/2025 Next filing: 4/22/2026 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LRCX 932 27.6%
GOOGL 333 28.9%
MCK 285 NEW
GOOGL 245 28.8%
AVGO 205 4.1%
GWW 202 NEW
PH 202 NEW
CLS 195 NEW
GS 182 10.5%
LMT 173 NEW
Top Reduces (Value $000, Stocks/ETFs)
CPRT -966 -70.2%
PINS -633 -71.6%
URI -531 -15.3%
ORLY -267 -15.4%
ANET -222 -10.4%
OC -185 -67.8%
TMUS -177 -55.1%
TSCO -172 -12.0%
CI -154 -15.5%
MSFT -141 -6.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None