Groesbeck Investment Management Corp /Nj

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Broadcom Inc.	—	$5.2K	14,984	9.8%
LAM RESEARCH CORP	—	$4.3K	25,170	8.1%
United Rentals Inc	—	$2.9K	3,627	5.5%
NVIDIA Corp	—	$2.1K	11,320	4.0%
MICROSOFT CORP	—	$2.0K	4,116	3.8%
THE GOLDMAN SACHS GROUP, INC.	—	$1.9K	2,182	3.6%
Arista Networks, Inc.ANET	Common Stock	$1.9K	14,629	3.6%
Apple Inc.	—	$1.6K	5,850	3.0%
Alphabet Inc.	—	$1.5K	4,740	2.8%
O REILLY AUTOMOTIVE INC	—	$1.5K	16,080	2.8%
TRACTOR SUPPLY CO /DE	—	$1.3K	25,170	2.4%
Visa Inc	—	$1.2K	3,398	2.2%
Fortinet Inc	—	$1.2K	14,649	2.2%
NEXSTAR MEDIA GROUP, INC.	—	$1.1K	5,660	2.2%
Alphabet Inc.	—	$1.1K	3,500	2.1%
SHERWIN WILLIAMS CO	—	$977	3,015	1.8%
THERMO FISHER SCIENTIFIC INC.	—	$928	1,602	1.8%
Meta Platforms Inc	—	$885	1,340	1.7%
Cigna Group	—	$841	3,055	1.6%
THOR INDUSTRIES INC	—	$813	7,923	1.5%
Five Below Inc	—	$765	4,062	1.4%
Palo Alto Networks Inc	—	$733	3,980	1.4%
Ulta Beauty, Inc.	—	$729	1,205	1.4%
AbbVie Inc.	—	$721	3,155	1.4%
Essent Group Ltd.	—	$719	11,060	1.4%
T Rowe Price Group Inc	—	$669	6,538	1.3%
SS&C TECHNOLOGIES HOLDINGS, INC.	—	$653	7,473	1.2%
VERTEX PHARMACEUTICALS INC / MA	—	$616	1,359	1.2%
CULLEN/FROST BANKERS, INC.	—	$553	4,370	1.0%
ABBOTT LABORATORIES	—	$536	4,279	1.0%
AMGEN INC	—	$511	1,560	1.0%
Amazon.com Inc	—	$491	2,127	0.9%
Bank OZK	—	$482	10,483	0.9%
L3HARRIS TECHNOLOGIES, INC. /DE	—	$411	1,400	0.8%
Copart Inc	—	$410	10,480	0.8%
Morgan Stanley	—	$391	2,200	0.7%
Intercontinental Exchange, Inc.	—	$371	2,291	0.7%
Merck & Co., Inc.	—	$365	3,472	0.7%
UNITEDHEALTH GROUP INC	—	$347	1,050	0.7%
BlackRock, Inc.	—	$346	323	0.7%
Dick's Sporting Goods Inc	—	$331	1,673	0.6%
MCKESSON CORP	—	$285	348	0.5%
AMDOCS LTD SHS	—	$284	3,525	0.5%
KROGER CO	—	$275	4,409	0.5%
PINTEREST, INC.	—	$251	9,702	0.5%
CARRIER GLOBAL Corp	—	$250	4,722	0.5%
Allegion plc	—	$244	1,531	0.5%
Zoetis Inc.	—	$241	1,915	0.5%
Watsco, Inc.	—	$231	686	0.4%
Edwards Lifesciences Corp	—	$230	2,700	0.4%