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Portfolio (Quarterly) Guide ↗

Gross & Hartman Investments LLC

· CIK 0001966094
13F Portfolio $226M AUM 81 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 19 New 35 Added 20 Reduced 10 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSGS MADISON SQUARE GARDEN SPCLASS A Communication Services 1,685.0 $677K 0.30% NEW $401.84 -2.7%
2 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES 5,937.0 $497K 0.22% NEW $83.75 +3.2%
3 INTU INTUIT Technology 1,560.0 $407K 0.18% NEW $261.00 +27.5%
4 BXP BXP INC REIT Real Estate 6,102.0 $405K 0.18% NEW $66.31 +2.1%
5 MU MICRON TECHNOLOGY INC Technology 263.0 $304K 0.13% NEW $1154.29 -11.9%
6 EGP EASTGROUP PPTYS INC REIT Real Estate 1,409.0 $285K 0.13% NEW $202.53 -1.9%
7 CUZ COUSINS PPTYS INC Real Estate 9,510.0 $285K 0.13% NEW $29.98 -2.9%
8 FRONTVIEW REIT INC F 13,895.0 $281K 0.12% NEW $20.23
9 SPG SIMON PPTY GROUP INC NEWREIT Real Estate 1,246.0 $279K 0.12% NEW $223.65 -6.4%
10 FRT FEDERAL RLTY INVT TR NEWREIT Real Estate 2,244.0 $277K 0.12% NEW $123.44 -5.1%
11 AMD ADVANCED MICRO DEVICES I Technology 450.0 $261K 0.12% NEW $580.91 -17.8%
12 DOC HEALTHPEAK PPTYS INC REIT Real Estate 11,945.0 $256K 0.11% NEW $21.40 -3.5%
13 CAT CATERPILLAR INC Industrials 239.0 $255K 0.11% NEW $1065.95 -23.6%
14 BLACKSTONE DIGITAL INFRA 10,236.0 $221K 0.10% NEW $21.63
15 VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES 2,570.0 $220K 0.10% NEW $85.49 +3.4%
16 SMA SMARTSTOP SELF STORAGE R Real Estate 6,729.0 $219K 0.10% NEW $32.50 +0.2%
17 SBRA SABRA HEALTH CARE REIT IREIT Real Estate 11,098.0 $217K 0.10% NEW $19.51 +6.5%
18 GTY GETTY RLTY CORP NEW REIT Real Estate 6,234.0 $208K 0.09% NEW $33.36 -2.5%
19 IVW ISHARES S&P 500 GROWTH ETF 1,470.0 $202K 0.09% NEW $137.53 +2.2%

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
Real Estate 36.6%
Technology 25.5%
Consumer Cyclical 15.0%
Communication Services 13.4%
Financial Services 4.8%
Healthcare 2.0%
Industrials 0.9%
Consumer Defensive 0.9%
Energy 0.8%