account_balance
Investment manager · 13F filer · SEC CIK 923116
Groesbeck Investment Management Corp
Reported value$60.4Mas of Sep 30, 2026
Positions94 0 new, 6 sold out
Top 10 weight51.3%LRCX alone is 11%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
LRCXLam Research Corp
11.2%Trimmed −7%
AVGOBroadcom Inc.
8.0%Trimmed −5%
URIUnited Rentals, Inc.
6.0%
ANETArista Networks, Inc.
5.1%Trimmed −6%
FTNTFortinet, Inc.
4.3%Trimmed −2%
NVDANVIDIA Corp
4.2%
MSFTMicrosoft Corp
3.5%
AAPLApple Inc.
3.2%
GSGoldman Sachs Group Inc
3.1%
GOOGAlphabet Inc.
2.6%
PANWPalo Alto Networks Inc
2.3%
ORLYO'Reilly Automotive Inc
2.3%
LRCXLam Research Corp
11.2%Trimmed −7%
AVGOBroadcom Inc.
8.0%Trimmed −5%
URIUnited Rentals, Inc.
6.0%
ANETArista Networks, Inc.
5.1%
FTNTFortinet, Inc.
4.3%−2%
NVDANVIDIA Corp
4.2%
MSFTMicrosoft Corp
3.5%
AAPLApple Inc.
3.2%
GS3.1%GOOGPANW2.3%ORLY2.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LRCX Lam Research Corp 11.2% Trimmed −7%AVGO Broadcom Inc. 8.0% Trimmed −5%URI United Rentals, Inc. 6.0% HeldANET Arista Networks, Inc. 5.1% Trimmed −6%FTNT Fortinet, Inc. 4.3% Trimmed −2%NVDA NVIDIA Corp 4.2% HeldMSFT Microsoft Corp 3.5% HeldAAPL Apple Inc. 3.2% HeldGS Goldman Sachs Group Inc 3.1% HeldGOOG Alphabet Inc. 2.6% HeldPANW Palo Alto Networks Inc 2.3% HeldORLY O'Reilly Automotive Inc 2.3% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.