GILLESPIE ROBINSON & GRIMM INC

RIA/Wealth

GILLESPIE ROBINSON & GRIMM INC is a RIA/Wealth based in Greenwich, CT led by Edward Charles Long, reporting $1.9B in AUM as of Q3 2025 with 34% Technology concentration.

PresidentEdward Charles Long

Portfolio Value: $1.4B
Positions: 108
Top Holding: AAPL at 5.64%
Last Reported: Q3 2025

Address80 Field Point Rd., Greenwich, CT, 06830-6416, United States

Top Holdings

Largest long holdings in GILLESPIE ROBINSON & GRIMM INC's portfolio (40.8% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$80.4M	5.64%	-$279.1K Sold	0.00% 315.6K shares	≤ Q2 2013 Held for 12y 6m+
2 Amphenol APH	Hardware, Equipment & Parts Technology	$68.3M	4.80%	-$11.9M Sold	0.05% 552.3K shares	≤ Q2 2013 Held for 12y 6m+
3 Microsoft MSFT	Software - Infrastructure Technology	$65.3M	4.58%	-$1.6M Sold	0.00% 126.0K shares	Q3 2015 Held for 10y 3m
4 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$64.5M	4.53%	-$2.5M Sold	0.00% 87.9K shares	Q2 2015 Held for 10y 6m
5 Amazon AMZN	Specialty Retail Consumer Cyclical	$59.0M	4.14%	-$2.4M Sold	0.00% 268.9K shares	Q3 2018 Held for 7y 3m
6 Nvidia NVDA	Semiconductors Technology	$56.2M	3.95%	-$1.4M Sold	0.00% 301.3K shares	Q1 2024 Held for 1y 9m
7 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$47.6M	3.34%	-$531.2K Sold	0.00% 195.6K shares	Q2 2014 Held for 11y 6m
8 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$47.0M	3.30%	-$192.5K Sold	0.01% 253.3K shares	≤ Q2 2013 Held for 12y 6m+
9 Visa V	Financial - Credit Services Financial Services	$46.7M	3.28%	-$1.3M Sold	0.01% 136.9K shares	≤ Q2 2013 Held for 12y 6m+
10 Applied Materials AMAT	Semiconductors Technology	$45.7M	3.21%	+$486.5K Bought	0.03% 223.2K shares	Q4 2022 Held for 3 years

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in GILLESPIE ROBINSON & GRIMM INC's latest filing

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Market Value

$1.4B

Prior: $1.3B

Q/Q Change

+5.81%

+$78.2M

Net Flows % of MV

-0.365%

Turnover Ratio

4.18%

New Purchases

3 stocks

$16.2M

Added To

25 stocks

+$43.8M

Sold Out Of

4 stocks

$1.0M

Reduced Holdings

54 stocks

-$64.2M

Increased Positions

Position	Shares Δ	Change
1 Boston Scientific BSX	New	0 → 162.5K +$15.9M
2 QXO, Inc. QXO	New	0 → 12.2K +$232.5K
3 Stellantis STLA	New	0 → 13.7K +$128.0K
4 Old Dominion Freight Line ODFL	+267.59%	19.3K → 71.0K +$7.3M
5 Vanguard Dividend Appreciation VIG	+212.69%	8.4K → 26.3K +$3.9M

Decreased Positions

Position	Shares Δ	Change
1 iShares S&P 500 Growth ETF IVW	Sold	2.7K → 0 −$296.7K
2 Quest Diagnostics DGX	Sold	1.5K → 0 −$265.0K
3 DraftKings Inc. DKNG	Sold	6.0K → 0 −$258.4K
4 Zscaler ZS	Sold	725.0 → 0 −$227.6K
5 GE HealthCare Technologies GEHC	-91.63%	123.0K → 10.3K −$8.5M