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Portfolio (Quarterly) Guide ↗

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/

· CIK 0000923116
13F Portfolio $63M AUM 100 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 100 New
Page 3 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PWR QUANTA SVCS INC COM Industrials 536.0 $386K 0.61% NEW $720.15 -18.3%
42 DKS DICKS SPORTING GOODS INC COM Consumer Cyclical 1,694.0 $384K 0.61% NEW $226.68 -6.8%
43 MCK MCKESSON CORP COM Healthcare 505.0 $382K 0.61% NEW $756.44 +17.6%
44 CPRT COPART INC COM Industrials 13,360.0 $377K 0.60% NEW $28.22 +8.8%
45 CARR CARRIER GLOBAL CORPORATION COM Industrials 4,602.0 $338K 0.54% NEW $73.45 -14.0%
46 OC OWENS CORNING NEW COM Industrials 1,969.0 $313K 0.50% NEW $158.96 -10.0%
47 BLK BLACKROCK INC COM Financial Services 314.0 $302K 0.48% NEW $961.78 +14.1%
48 WSO WATSCO INC COM Industrials 697.0 $290K 0.46% NEW $416.07 -12.4%
49 AMAT APPLIED MATLS INC COM Technology 400.0 $289K 0.46% NEW $722.50 -34.1%
50 EBAY EBAY INC. COM Consumer Cyclical 2,471.0 $276K 0.44% NEW $111.70 +5.1%
51 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 2,232.0 $275K 0.44% NEW $123.21 +24.0%
52 GWW WW GRAINGER INC COM Industrials 200.0 $272K 0.43% NEW $1360.00 +2.9%
53 CLS CELESTICA INC COM Technology 660.0 $241K 0.38% NEW $365.15 -4.1%
54 KR KROGER CO COM Consumer Defensive 4,271.0 $237K 0.38% NEW $55.49 +6.7%
55 PH PARKER-HANNIFIN CORP COM Industrials 234.0 $229K 0.36% NEW $978.63 +1.3%
56 HD HOME DEPOT INC COM Consumer Cyclical 635.0 $224K 0.36% NEW $352.76 -2.3%
57 ALLE ALLEGION PLC ORD SHS Industrials 1,464.0 $206K 0.33% NEW $140.71 +14.6%
58 PINS PINTEREST INC CL A Communication Services 9,702.0 $204K 0.33% NEW $21.03 +15.9%
59 ZTS ZOETIS INC CL A Healthcare 2,715.0 $195K 0.31% NEW $71.82 +7.1%
60 ALL ALLSTATE CORP COM Financial Services 725.0 $173K 0.28% NEW $238.62 +14.2%
Page 3 of 5  ·  100 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.1%
Industrials 12.2%
Financial Services 12.0%
Healthcare 10.6%
Consumer Cyclical 8.9%
Communication Services 8.3%
Basic Materials 2.0%
Real Estate 1.1%
Consumer Defensive 0.6%
Energy 0.3%