GROESBECK INVESTMENT MANAGEMENT CORP /NJ/
CIK 923116 · Holdings on Mar 31, 2025 · First reported Apr 29, 2025
Top ten holdings
Q1 2025- ABBV5.73%
- AVGO4.42%
- URI4.20%
- AAPL3.48%
- LRCX3.14%
- OKE2.99%
- MSFT2.89%
- CDW2.78%
- TSCO2.74%
- DLR2.58%
Share classes counted separately34.95%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AVGOWeight decreased · -1.80 pp6.22% → 4.42%Shares -1.78K (-8.63%)
- ABBVWeight increased · +1.21 pp4.52% → 5.73%Shares 0 (0.00%)
- ORLYWeight increased · +0.59 pp1.96% → 2.55%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ABBVABBVIE INC View history and evidence | $4.10M | 5.73% | 19.55K shares | 4.52% → 5.73%+1.21 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | AVGOBROADCOM INC View history and evidence | $3.16M | 4.42% | 18.85K shares | 6.22% → 4.42%-1.80 pp -1.78K (-8.63%) | Reduced | ↗▾ |
| 03 | URIUNITED RENTALS INC View history and evidence | $3.00M | 4.20% | 4.79K shares | 4.59% → 4.20%-0.39 pp -223 (-4.45%) | Reduced | ↗▾ |
| 04 | AAPLAPPLE INC View history and evidence | $2.49M | 3.48% | 11.19K shares | 4.00% → 3.48%-0.52 pp -1.08K (-8.80%) | Reduced | ↗▾ |
| 05 | LRCXLAM RESEARCH CORP View history and evidence | $2.25M | 3.14% | 30.91K shares | 3.00% → 3.14%+0.14 pp -1.03K (-3.22%) | Reduced | ↗▾ |
| 06 | OKEONEOK INC View history and evidence | $2.14M | 2.99% | 21.53K shares | 2.81% → 2.99%+0.18 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | MSFTMICROSOFT CORP View history and evidence | $2.07M | 2.89% | 5.50K shares | 3.02% → 2.89%-0.13 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | CDWCDW CORP/DE View history and evidence | $1.99M | 2.78% | 12.40K shares | 2.91% → 2.78%-0.13 pp -474 (-3.68%) | Reduced | ↗▾ |
| 09 | TSCOTRACTOR SUPPLY COMPANY View history and evidence | $1.96M | 2.74% | 35.55K shares | 2.45% → 2.74%+0.29 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | DLRDIGITAL REALTY TRUST INC View history and evidence | $1.85M | 2.58% | 12.88K shares | 2.97% → 2.58%-0.39 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ACN ACCENTURE PLC-CL A | Non-derivative | -835 | -$294.00K | SEC filing ↗ | SEC filing ↗ |
| G GENPACT LTD | Non-derivative | -4,938 | -$212.00K | SEC filing ↗ | SEC filing ↗ |
| GWW WW GRAINGER INC | Non-derivative | -200 | -$211.00K | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 923116 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 71472
}Research all 84 reported holdings.
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