Gruss & Co., LLC

Q1 2026 13F-HR Holdings

Location
West Palm Beach, FL
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
35
Total value ($000)
$42,810
Net value change ($000)
-2,670 (-5.9%)
New positions
7
Sold out positions
7
Turnover %
17.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
RSVR 3,005 149.8%
GOOGL 719 NEW
AGQ 646 167.8%
AAPL 332 45.2%
EXE 329 NEW
UBER 324 NEW
EVR 299 NEW
EQT 255 NEW
GDXJ 240 NEW
SPHR 235 NEW
Top Reduces (Value $000, Stocks/ETFs)
EEM -2,024 -100.0%
AMZN -1,335 -44.5%
GLD -1,132 -5.8%
WBD -1,081 -100.0%
MSFT -1,051 -36.2%
SLV -805 -100.0%
XLEI -506 -64.7%
META -418 -42.2%
GEV -327 -100.0%
IGV -317 -100.0%
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