GROESBECK INVESTMENT MANAGEMENT CORP /NJ/
RIA/Wealth
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ is a RIA/Wealth based in Paramus, NJ led by Theodore M Groesbeck, reporting $64.7M in AUM as of Q3 2025 with 38% Technology concentration.
PresidentTheodore M Groesbeck
- Portfolio Value
- $51.3M
- Positions
- 56
- Top Holding
- AVGO at 9.72%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in GROESBECK INVESTMENT MANAGEMENT CORP /NJ/'s portfolio (48% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $5.0M | 9.72% | -$784.2K Sold | 0.00% 15.1K shares | |
Rental & Leasing Services Industrials | $3.5M | 6.76% | -$930.8K Sold | 0.01% 3.6K shares | |
Semiconductors Technology | $3.4M | 6.59% | -$579.3K Sold | 0.00% 25.2K shares | |
Computer Hardware Technology | $2.1M | 4.17% | -$3.6K Sold | 0.00% 14.7K shares | |
Software - Infrastructure Technology | $2.1M | 4.16% | -$673.3K Sold | 0.00% 4.1K shares | |
Semiconductors Technology | $2.1M | 4.13% | -$475.8K Sold | 0.00% 11.3K shares | |
Financial - Capital Markets Financial Services | $1.7M | 3.39% | +$76.4K Bought | 0.00% 2.2K shares | |
Specialty Retail Consumer Cyclical | $1.7M | 3.38% | -$323.4K Sold | 0.00% 16.1K shares | |
Consumer Electronics Technology | $1.5M | 2.91% | -$1.3M Sold | 0.00% 5.9K shares | |
Specialty Retail Consumer Cyclical | $1.4M | 2.79% | -$590.3K Sold | 0.00% 25.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in GROESBECK INVESTMENT MANAGEMENT CORP /NJ/'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+10.09% | |
+9.04% | |
+8.42% | |
+7.61% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/
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