Filed: 4/29/2025ACC: 0000923116-25-000002
📋 What this filing means
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $71.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
84
Positions
$71.5K
Total AUM (reported)
688.74K
Total Shares
Allocation by class
COM$71.5K100.0%
Portfolio Concentration
Top 3$10.3K14.3%
4–10$14.7K20.6%
11–25$18.8K26.3%
Rest$27.7K38.7%
Top 3 weight
14.3%
Top 10 weight
35.0%
Voting Authority Distribution
Total shares with voting rights: 688.74K
Sole
Full voting authority
261.69K
shares
% of voting shares38.0%
Shared
Joint voting authority
1.67K
shares
% of voting shares0.2%
None
No voting authority
425.38K
shares
% of voting shares61.8%
Investment Discretion (by position count)
Sole84
Shared0
Other0
Dominant voting typeNone · 61.8% of voting shares
Institutional Holdings84
Rows:
ABBVIE INC COM COM
SOLEShares19.55K
TypeSH
Market value$4.1K
5.73%
Sole
6.55K
Shared
0.00
None
13K
BROADCOM INC COM COM
SOLEShares18.85K
TypeSH
Market value$3.2K
4.42%
Sole
10.32K
Shared
46.00
None
8.49K
UNITED RENTALS INC COM COM
SOLEShares4.79K
TypeSH
Market value$3.0K
4.20%
Sole
3.03K
Shared
14.00
None
1.74K
APPLE COMPUTER INC COM
SOLEShares11.19K
TypeSH
Market value$2.5K
3.48%
Sole
10.82K
Shared
0.00
None
370.00
LAM RESEARCH CORP COM NEW COM
SOLEShares30.91K
TypeSH
Market value$2.2K
3.14%
Sole
17.22K
Shared
120.00
None
13.57K
ONEOK INC NEW COM
SOLEShares21.53K
TypeSH
Market value$2.1K
2.99%
Sole
644.00
Shared
0.00
None
20.89K
MICROSOFT COM
SOLEShares5.50K
TypeSH
Market value$2.1K
2.89%
Sole
3.90K
Shared
0.00
None
1.60K
CDW CORP COM COM
SOLEShares12.40K
TypeSH
Market value$2.0K
2.78%
Sole
8.60K
Shared
56.00
None
3.75K
TRACTOR SUPPLY CO COM COM
SOLEShares35.55K
TypeSH
Market value$2.0K
2.74%
Sole
24.50K
Shared
0.00
None
11.05K
DIGITAL RLTY TR INC COM COM
SOLEShares12.88K
TypeSH
Market value$1.8K
2.58%
Sole
0.00
Shared
0.00
None
12.88K
O REILLY AUTOMOTIVE INC NEW CO COM
SOLEShares1.27K
TypeSH
Market value$1.8K
2.55%
Sole
829.00
Shared
0.00
None
443.00
NVIDIA CORP COM COM
SOLEShares13.89K
TypeSH
Market value$1.5K
2.11%
Sole
10.59K
Shared
0.00
None
3.30K
THERMO FISHER SCIENTIFIC COM
SOLEShares2.99K
TypeSH
Market value$1.5K
2.08%
Sole
2.35K
Shared
0.00
None
637.00
UNITEDHEALTH GROUP INC COM COM
SOLEShares2.76K
TypeSH
Market value$1.4K
2.03%
Sole
1.44K
Shared
23.00
None
1.30K
FORTINET INC COM COM
SOLEShares14.65K
TypeSH
Market value$1.4K
1.97%
Sole
8.62K
Shared
0.00
None
6.03K
SHERWIN WILLIAMS CO COM
SOLEShares3.92K
TypeSH
Market value$1.4K
1.91%
Sole
2.81K
Shared
0.00
None
1.10K
GOLDMAN SACHS GROUP INC COM
SOLEShares2.36K
TypeSH
Market value$1.3K
1.80%
Sole
1.10K
Shared
25.00
None
1.23K
VISA INC COM CL A COM
SOLEShares3.66K
TypeSH
Market value$1.3K
1.79%
Sole
2.30K
Shared
0.00
None
1.36K
NEXSTAR MEDIA GROUP INC CL A COM
SOLEShares6.55K
TypeSH
Market value$1.2K
1.64%
Sole
4.63K
Shared
45.00
None
1.89K
ARISTA NETWORKS INC COM SHS COM
SOLEShares14.70K
TypeSH
Market value$1.1K
1.59%
Sole
10.80K
Shared
0.00
None
3.90K
CIGNA CORP NEW COM COM
SOLEShares3.39K
TypeSH
Market value$1.1K
1.56%
Sole
2.75K
Shared
0.00
None
644.00
ABBOTT LABS COM
SOLEShares7.48K
TypeSH
Market value$992.00
1.39%
Sole
6.68K
Shared
0.00
None
800.00
PRICE T ROWE GROUP INC COM
SOLEShares10.55K
TypeSH
Market value$970.00
1.36%
Sole
7.65K
Shared
44.00
None
2.86K
SS&C TECHNOLOGIES HLDGS INC CO COM
SOLEShares10.87K
TypeSH
Market value$908.00
1.27%
Sole
7.10K
Shared
0.00
None
3.77K
VERTEX PHARMACEUTICALS INC COM COM
SOLEShares1.87K
TypeSH
Market value$906.00
1.27%
Sole
911.00
Shared
0.00
None
958.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ABBVIE INC COM COMSOLE | COM | 19.55K | SH | $4.1K 5.73% | 6.55K | 0.00 | 13K |
BROADCOM INC COM COMSOLE | COM | 18.85K | SH | $3.2K 4.42% | 10.32K | 46.00 | 8.49K |
UNITED RENTALS INC COM COMSOLE | COM | 4.79K | SH | $3.0K 4.20% | 3.03K | 14.00 | 1.74K |
APPLE COMPUTER INC COMSOLE | COM | 11.19K | SH | $2.5K 3.48% | 10.82K | 0.00 | 370.00 |
LAM RESEARCH CORP COM NEW COMSOLE | COM | 30.91K | SH | $2.2K 3.14% | 17.22K | 120.00 | 13.57K |
ONEOK INC NEW COMSOLE | COM | 21.53K | SH | $2.1K 2.99% | 644.00 | 0.00 | 20.89K |
MICROSOFT COMSOLE | COM | 5.50K | SH | $2.1K 2.89% | 3.90K | 0.00 | 1.60K |
CDW CORP COM COMSOLE | COM | 12.40K | SH | $2.0K 2.78% | 8.60K | 56.00 | 3.75K |
TRACTOR SUPPLY CO COM COMSOLE | COM | 35.55K | SH | $2.0K 2.74% | 24.50K | 0.00 | 11.05K |
DIGITAL RLTY TR INC COM COMSOLE | COM | 12.88K | SH | $1.8K 2.58% | 0.00 | 0.00 | 12.88K |
O REILLY AUTOMOTIVE INC NEW CO COMSOLE | COM | 1.27K | SH | $1.8K 2.55% | 829.00 | 0.00 | 443.00 |
NVIDIA CORP COM COMSOLE | COM | 13.89K | SH | $1.5K 2.11% | 10.59K | 0.00 | 3.30K |
THERMO FISHER SCIENTIFIC COMSOLE | COM | 2.99K | SH | $1.5K 2.08% | 2.35K | 0.00 | 637.00 |
UNITEDHEALTH GROUP INC COM COMSOLE | COM | 2.76K | SH | $1.4K 2.03% | 1.44K | 23.00 | 1.30K |
FORTINET INC COM COMSOLE | COM | 14.65K | SH | $1.4K 1.97% | 8.62K | 0.00 | 6.03K |
SHERWIN WILLIAMS CO COMSOLE | COM | 3.92K | SH | $1.4K 1.91% | 2.81K | 0.00 | 1.10K |
GOLDMAN SACHS GROUP INC COMSOLE | COM | 2.36K | SH | $1.3K 1.80% | 1.10K | 25.00 | 1.23K |
VISA INC COM CL A COMSOLE | COM | 3.66K | SH | $1.3K 1.79% | 2.30K | 0.00 | 1.36K |
NEXSTAR MEDIA GROUP INC CL A COMSOLE | COM | 6.55K | SH | $1.2K 1.64% | 4.63K | 45.00 | 1.89K |
ARISTA NETWORKS INC COM SHS COMSOLE | COM | 14.70K | SH | $1.1K 1.59% | 10.80K | 0.00 | 3.90K |
CIGNA CORP NEW COM COMSOLE | COM | 3.39K | SH | $1.1K 1.56% | 2.75K | 0.00 | 644.00 |
ABBOTT LABS COMSOLE | COM | 7.48K | SH | $992.00 1.39% | 6.68K | 0.00 | 800.00 |
PRICE T ROWE GROUP INC COMSOLE | COM | 10.55K | SH | $970.00 1.36% | 7.65K | 44.00 | 2.86K |
SS&C TECHNOLOGIES HLDGS INC CO COMSOLE | COM | 10.87K | SH | $908.00 1.27% | 7.10K | 0.00 | 3.77K |
VERTEX PHARMACEUTICALS INC COM COMSOLE | COM | 1.87K | SH | $906.00 1.27% | 911.00 | 0.00 | 958.00 |
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