Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ (CIK 923116) reported $51.3M across 94 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LRCX ($5.1M, 10.02%), AVGO ($4.6M, 8.94%), URI ($2.6M, 5.15%), NVDA ($2.0M, 3.85%), ANET ($1.8M, 3.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LRCX | LAM RESEARCH CORP COM NEW | $5.1M | 10.02% | 24,083 | Trimmed |
| 2 | AVGO | BROADCOM INC COM | $4.6M | 8.94% | 14,834 | Trimmed |
| 3 | URI | UNITED RENTALS INC COM | $2.6M | 5.15% | 3,632 | Added |
| 4 | NVDA | NVIDIA CORPORATION COM | $2.0M | 3.85% | 11,340 | Added |
| 5 | ANET | ARISTA NETWORKS INC COM SHS | $1.8M | 3.50% | 14,629 | Hold |
| 6 | GS | GOLDMAN SACHS GROUP INC COM | $1.8M | 3.47% | 2,107 | Trimmed |
| 7 | MSFT | MICROSOFT CORP COM | $1.5M | 2.98% | 4,127 | Added |
| 8 | ORLY | OREILLY AUTOMOTIVE INC COM | $1.5M | 2.89% | 16,080 | Hold |
| 9 | AAPL | APPLE INC COM | $1.5M | 2.88% | 5,830 | Trimmed |
| 10 | GOOG | ALPHABET INC CAP STK CL C | $1.4M | 2.65% | 4,740 | Hold |
| 11 | FTNT | FORTINET INC COM | $1.2M | 2.39% | 14,995 | Added |
| 12 | TSCO | TRACTOR SUPPLY CO COM | $1.2M | 2.27% | 25,770 | Added |
| 13 | V | VISA INC COM CL A | $1.0M | 2.01% | 3,409 | Added |
| 14 | NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $1.0M | 2.01% | 5,702 | Added |
| 15 | CI | THE CIGNA GROUP COM | $1.0M | 2.00% | 3,852 | Added |
| 16 | GOOGL | ALPHABET INC CAP STK CL A | $1.0M | 1.96% | 3,500 | Hold |
| 17 | SHW | SHERWIN WILLIAMS CO COM | $966,000 | 1.88% | 3,015 | Hold |
| 18 | FIVE | FIVE BELOW INC COM | $936,000 | 1.82% | 4,095 | Added |
| 19 | TMO | THERMO FISHER SCIENTIFIC INC COM | $787,000 | 1.53% | 1,602 | Hold |
| 20 | META | META PLATFORMS INC CL A | $767,000 | 1.49% | 1,340 | Hold |
| 21 | TROW | PRICE T ROWE GROUP INC COM | $707,000 | 1.38% | 7,838 | Added |
| 22 | ESNT | ESSENT GROUP LTD COM | $699,000 | 1.36% | 11,960 | Added |
| 23 | ABBV | ABBVIE INC COM | $686,000 | 1.34% | 3,155 | Hold |
| 24 | VRTX | VERTEX PHARMACEUTICALS INC COM | $656,000 | 1.28% | 1,470 | Added |
| 25 | PANW | PALO ALTO NETWORKS INC COM | $640,000 | 1.25% | 3,990 | Added |
Source: SEC Form 13F filings · as of 2026-03-31