GROESBECK INVESTMENT MANAGEMENT CORP /NJ/
SEC Form 13F institutional filer · CIK 0000923116
13F-HR · 73 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
53.7%
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ — $44.3K AUM allocation strategy
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ files SEC Form 13F and reports $44.3K of long US equity value across 73 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 40.1%, followed by Financials 7.9% and Communication Services 7.0%.
The top 10 holdings account for 54% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$44.3K
total across 73 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
54% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CPRT +2.88K sh · +$34+$TROW +1.3K sh · +$38+$ZTS +800 sh · +$80
Biggest trims (shares)
−$LRCX −1.09K sh · +$837−$MS −300 sh · −$78−$AVGO −150 sh · −$595
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors14.8%—
- Semiconductor Materials & Equipment11.6%—
- Interactive Media & Services7.0%—
- Systems Software6.2%—
- Trading Companies & Distributors6.0%—
- Communications Equipment4.0%—
- Investment Banking & Brokerage4.0%—
- Automotive Retail3.4%—
- Other holdings42.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $LRCX | Lam Research Corporation | 24.1K | $5.15K | -1.09K | 11.6% |
| $AVGO | Broadcom Inc | 14.8K | $4.59K | -150 | 10.4% |
| $URI | United Rentals Inc | 3.63K | $2.65K | +5 | 6.0% |
| $NVDA | NVIDIA Corporation | 11.3K | $1.98K | +20 | 4.5% |
| $ANET | Arista Networks Inc | 14.6K | $1.8K | +0 | 4.1% |
| $GS | Goldman Sachs Group Inc | 2.11K | $1.78K | -75 | 4.0% |
| $MSFT | Microsoft Corporation | 4.13K | $1.53K | +11 | 3.5% |
| $ORLY | O'Reilly Automotive Inc | 16.1K | $1.48K | +0 | 3.4% |
| $AAPL | Apple Inc | 5.83K | $1.48K | -20 | 3.3% |
| $GOOGL | Alphabet Inc | 4.74K | $1.36K | +0 | 3.1% |
…and 63 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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