Groesbeck Investment Management Corp has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $68.1 Million distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $4.15M, United Rentals, Inc. with a value of $4.07M, Apple Inc. with a value of $3.12M, Cdw Corp with a value of $3.07M, and Lam Research Corp with a value of $2.88M.

Examining the 13F form we can see an decrease of $4.13M in the current position value, from $72.2M to 68.1M.

Below you can find more details about Groesbeck Investment Management Corp portfolio as well as his latest detailed transactions.

Portfolio value $68.1 Million
Technology: $23.5 Million
Healthcare: $11.9 Million
Consumer Cyclical: $9.02 Million
Industrials: $8.88 Million
Financial Services: $8.16 Million
Communication Services: $3.77 Million
Basic Materials: $1.53 Million
Real Estate: $877,000
Other: $440,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $68.1 Million
  • Prior Value $72.2 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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