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Groesbeck Investment Management Corp /Nj/ 13F Filings, Portfolio & Analysis

CIK: 0000923116
Paramus 12 Route 17 North
Zip Code: 07652
Latest Portfolio Value
$51.34 M
-3.14%
Total Holdings
94
0
Latest Report Date
Q1 2026
Top 10 Concentration
46.35%

Groesbeck Investment Management Corp /Nj/ — Portfolio Overview & Company Profile

Groesbeck Investment Management Corp /Nj/ (CIK: 0000923116) is a financial institution headquartered at 12 Route 17 North, , Paramus, New Jersey 07652. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $51.34 M, comprising 94 distinct securities. Over its filing history, it has submitted 55 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 46.4%. Quarterly turnover: 1.0%. ▲ 2 new, +27 added, −5 reduced, ×2 exited.

Portfolio Summary (Q1 2026)

Top Buys

Q1 2026

Top Sells

Q1 2026

Asset Allocation

Stocks/ETFs
-3.14%
$51.34 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
24,083 $5.15 M 10.02% ▼ 1,087 Reduce -4.3%
14,834 $4.59 M 8.94% ▼ 150 Reduce -1.0%
3,632 $2.65 M 5.15% ▲ 5 Add 0.1%
11,340 $1.98 M 3.85% ▲ 20 Add 0.2%
14,629 $1.8 M 3.50%
2,107 $1.78 M 3.47% ▼ 75 Reduce -3.4%
4,127 $1.53 M 2.98% ▲ 11 Add 0.3%
16,080 $1.48 M 2.89%
5,830 $1.48 M 2.88% ▼ 20 Reduce -0.3%
4,740 $1.36 M 2.65%

Historical Portfolio Charts