Gross & Hartman Investments LLC
All 13F Filings
- Location
- Leola, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 226,400
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 80 | 226,400 | 13F-HR | Gross & Hartman Investments LLC |
| Q1 2026 | 5/15/2026 | 72 | 192,323 | 13F-HR | Gross & Hartman Investments LLC |
| Q4 2025 | 5/13/2026 | 71 | 175,451 | 13F-HR | Gross & Hartman Investments LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 28.81 K | 12.7% | 3.5 K | 0 | 3.5 K |
| ETFs | 197.6 K | 87.3% | 30.58 K | 0 | 30.58 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
226,400
Holdings
80
QoQ value change ($000)
34,077
(17.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.