StockDriftsStockDriftsTop 50 Grant/Grossmendelsohn, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TFLO | ISHARES TR | 9.92% | 352.3K | $17.8M | +6.23%(+20.65K) | — | 2025-03-31 | |
| GLD | SPDR GOLD TR | 8.41% | 49.0K | $15.1M | +1.26%(+611) | — | 2025-03-31 | |
| TCAF | T ROWE PRICE ETF INC | 4.38% | 248.1K | $7.9M | -9.19%(-25.09K) | — | 2025-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.29% | 107.3K | $5.9M | -7.44%(-8.62K) | — | 2025-03-31 | |
| ORCL | ORACLE CORP | 2.73% | 35.1K | $4.9M | -0.63%(-223) | — | 2025-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.43% | 8.6K | $4.4M | +1.03%(+88) | — | 2025-03-31 | |
| COWZ | PACER FDS TR | 2.23% | 77.7K | $4.0M | -4.42%(-3.59K) | — | 2025-03-31 | |
| AGG | ISHARES TR | 2.07% | 37.7K | $3.7M | -16.78%(-7.60K) | — | 2025-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 2% | 142.7K | $3.6M | -11.30%(-18.17K) | — | 2025-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 1.75% | 122.7K | $3.1M | -1.03%(-1.28K) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Grant/Grossmendelsohn, Llc reports $179.87M in US-listed equity holdings across 134 positions in its most recent 13F filing. Its largest disclosed positions are TFLO (9.9%), GLD (8.4%) and TCAF (4.4%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Grant/Grossmendelsohn, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1810677). View Grant/Grossmendelsohn, Llc’s 13F filings on SEC